Zoom Has Biggest Rally in a Year After Strong Forecast (i Don't Get Zoom)

I really don't get Zoom, I have written about their latest earnings here (https://news.ycombinator.com/item?id=45043611) and I am super curious how they will position themselves in the future. Based on recent earnings and the past quarter they did pretty good (see summary below):

- *Enterprise sales rose 7%* - *4,274 customers* each contributed more than $100,000 in the past year (as a startup that would be a great ticket size) - *AI assistant adoption surged* to “millions” of monthly active users, 4x higher than last year (that's a number, yes. But what does it mean?). - *Total Q2 revenue grew 4.7%* - *Corporate customers remain loyal*, even as small business/consumer use moderated after the pandemic. This makes sense to me - *Despite recent gains, overall revenue growth is expected to stay modest* (~3% annually) over the next two years. This makes sense to me