Michelle Chang
Chief Financial Officer at Zoom, where she oversees financial strategy and leads global finance functions including accounting, investor relations, tax, financial systems, FP&A, and audits. She joined Zoom in 2024 after more than 25 years in finance leadership, including senior CFO roles at Microsoft across Commercial Sales & Partner Organization, Modern Workplace, and cybersecurity.
Starship V3 Scrub Delays SpaceX’s IPO-Timed Reuse Test
Bloomberg Technology framed the day’s tech news around a common test: whether ambitious hardware and AI claims can be backed by execution. Ed Ludlow and guests treated SpaceX’s scrubbed Starship V3 launch as more than a minor delay, because the vehicle is central to SpaceX’s payload, reuse and IPO story, while Lenovo CFO Winston Cheng argued that the company’s AI growth rests on both devices and infrastructure despite component constraints. The program also contrasted Zoom’s usage-based AI pitch with Bloomberg reporting that some Salesforce agentic AI demonstrations remain ahead of real customer deployment.
Zoom Raises Forecast as AI Features Broaden Its Meetings Business
Zoom CFO Michelle Chang told Bloomberg that the company’s raised full-year earnings and revenue forecast reflected more than a quarterly beat, framing it as evidence that Zoom is repositioning beyond video meetings. Chang argued that AI features such as AI Companion and My Notes are helping turn Zoom into a broader “system of action” around workplace conversations, while the company continues to emphasize profitability, cash generation, and the reliability that built its original meeting business.