Zoom Communications Inc Stock Price, News & Analysis

Zoom (ZM) launched the "Zoom Ahead" brand campaign on Dec 10, 2025, developed with Colin Jost’s No Notes Productions and starring Bowen Yang.

The hero spot, I Use Zoom!, debuts Dec 31 during the U.S. College Football Playoffs with additional high-profile placements including a Super Bowl pre-show on Feb 8, 2026, and digital, social, and experiential activations through Spring 2026.

Zoom cited Q3 FY26 customer metrics: 22,000+ responses, NPS 58, over 70% praising simplicity, 40% citing reliability, and 100% of direct comparisons choosing Zoom Workplace; company also noted Gartner recognition and placement in both UCaaS and CCaaS Magic Quadrants.

Zoom (NASDAQ: ZM) reported Q3 fiscal 2026 results for the quarter ended October 31, 2025. Total revenue was $1,229.8M, up 4.4% year‑over‑year (constant currency +4.2%). GAAP EPS was $2.01, up 204.5% YoY; non‑GAAP EPS was $1.52, up 10.1% YoY. Q3 operating cash flow was $629.3M (+30.2% YoY) with an operating cash flow margin of 51.2% and free cash flow margin of 50.0%. GAAP operating margin was 25.2% and non‑GAAP operating margin was 41.2%. Customers contributing >$100k TTM revenue rose to 4,363 (+9.2% YoY). The board authorized an incremental $1.0B share repurchase; 5.1M shares were repurchased in Q3 (32.5M total under plan).

Zoom (NASDAQ: ZM) will release third-quarter fiscal 2026 financial results on Monday, November 24, 2025 after market close.

The company will host a live Zoom Webinar at 2:00 PM PT / 5:00 PM ET accessible via Zoom's investor relations site at https://investors.zoom.com. A replay will be posted about two hours after the live event concludes.

Zoom (NASDAQ: ZM) and NVIDIA announced a partnership on Oct 28, 2025 to expand Zoom’s federated AI architecture by integrating NVIDIA Nemotron open technologies to power AI Companion 3.0. The collaboration adds a hybrid model approach that routes queries between Zoom’s proprietary Small Language Models (SLMs) and a fine-tuned Large Language Model for complex reasoning, aiming to improve latency, cost efficiency, and quality for enterprise use.

The release highlights a new 49-billion-parameter LLM built with NVIDIA NeMo tools, expanded retrieval-augmented generation (RAG) capabilities, and planned interoperability with Microsoft 365, Microsoft Teams, Google Workspace, Slack, Salesforce, and ServiceNow. Zoom reaffirmed privacy commitments, stating customer content will not be used to train models.

Zoom (NASDAQ: ZM) announced a strategic go-to-market partnership with Oracle on October 13, 2025 to run Zoom CX on Oracle Cloud Infrastructure (OCI) and expand enterprise customer engagement capabilities.

Oracle selected Zoom Contact Center in January to support its global customer service front-end, integrating with Oracle Service workflows. The collaboration highlights omnichannel interactions, a 360-degree customer view, improved employee productivity, industry-specific extensions, and enterprise-grade security and compliance.

Zoom (NASDAQ: ZM) announced on October 9, 2025 that Zoom Phone surpassed 10 million seats worldwide, a milestone since the product launch in 2019. The company positions Zoom Phone as an AI-first, cloud phone system that replaces legacy PBXs and unifies calling, meetings, messaging, and contact center on Zoom’s platform.

The release highlights enterprise-grade features, scalability, and AI-driven efficiencies, citing a customer case that reported 81% cost savings during a festival period. Zoom frames this growth as evidence of customer adoption and continued innovation across its communications ecosystem.

Zoom (NASDAQ: ZM) has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Unified Communications as a Service (UCaaS) for the sixth consecutive year. The company stands out as one of only two providers recognized in both UCaaS and CCaaS Magic Quadrants.

The recognition highlights Zoom's AI-first strategy, featuring AI Companion integration across the Zoom Workplace platform to enhance user productivity and work quality. The company's unified platform approach delivers both communication and contact center capabilities within a single interface.

Zoom (NASDAQ: ZM) unveiled AI Companion 3.0 at Zoomtopia 2025, introducing powerful agentic AI capabilities across its platform. The new AI system can understand users' context, priorities, and goals while working across multiple surfaces including Zoom Workplace and Business Services.

Key features include deeper conversational insights, unified context-aware search, AI note-taking across multiple platforms, and a new work surface in web browsers. The system will be generally available in November 2025 at no additional cost with paid Zoom Workplace accounts, while Custom AI Companion will be available as an add-on for $12 per user per month.

The company also announced enhancements to its Customer Experience suite and Zoom Virtual Agent, including Agentic AI Expert Assist, CX Insights, and Zoom Revenue Accelerator for sales teams.

Zoom (NASDAQ: ZM) has announced a significant $10 million, three-year commitment through its Zoom Cares initiative to democratize AI education and expand opportunities. The funding includes a $5 million investment specifically targeted at K-12 AI education.

The initiative partners with key organizations including Code.org and data.org to empower learners, workers, and non-profits with AI skills. Since its launch in 2020, Zoom Cares has contributed over $66 million to communities worldwide, with this AI education initiative representing its most ambitious investment to date.