Zoom Communications Inc Stock Price, News & Analysis

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.

Zoom (NASDAQ: ZM) has achieved a significant milestone by being included in the 2025 Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) for the first time. This recognition comes just three years after the launch of Zoom Contact Center in 2022.

The company's inclusion highlights the success of its AI-first platform strategy, which integrates artificial intelligence throughout the platform for both self-service automation and live agent assistance. This achievement follows Zoom's previous recognition in the Gartner Magic Quadrant for UCaaS, reinforcing the company's unified platform approach that combines communication and contact center capabilities in a single interface.

Zoom (NASDAQ: ZM) has been awarded an Engineering, Science & Technology Emmy® Award for its innovative Zoom for Broadcast technology. The award recognizes the company's contribution to television engineering and broadcast storytelling, with the ceremony scheduled for October 14 in Los Angeles.

Zoom for Broadcast has revolutionized remote media contribution by enabling high-quality video and audio streaming from remote participants worldwide into professional live productions. The technology provides professional-grade video contribution on consumer hardware, featuring isolated feeds, industry-standard protocols, direct integrations with production tools, and support for scalable conversations.

The technology has been widely adopted by major television networks and integrated by leading broadcast technology vendors including Vizrt, vMix, Ecamm Live, QuickLink, and Wirecast, powering significant live productions from political conventions to global sporting events.

Zoom Communications (NASDAQ: ZM) reported strong Q2 FY2026 financial results, with total revenue reaching $1.22 billion, up 4.7% year over year. The company's Enterprise segment revenue grew 7.0% to $730.7 million, while Online revenue increased 1.4% to $486.6 million.

Key highlights include a GAAP operating margin of 26.4% and non-GAAP operating margin of 41.3%. The company's GAAP EPS grew 65.7% to $1.16, while non-GAAP EPS increased 10.0% to $1.53. Zoom repurchased approximately 6.0 million shares during Q2.

Looking ahead, Zoom raised its full-year FY2026 guidance, projecting total revenue between $4.825-$4.835 billion and free cash flow between $1.74-$1.78 billion. The company maintains strong customer metrics with 4,274 customers contributing over $100,000 in trailing 12-month revenue, up 8.7% year over year.

Zoom (NASDAQ: ZM) has announced significant AI-powered enhancements to its platform, headlined by the expansion of Zoom Virtual Agent (ZVA) to Zoom Phone. The new 24/7 AI concierge provides automated call handling and support across multiple languages, including English, Spanish, French, German, Portuguese, and Japanese.

Key innovations include the integration of OpenAI's GPT-5 for enhanced agentic capabilities, the launch of Zoom Hub for centralized content management, and improved AI Companion features for automated meeting scheduling and Team Chat. The AI Companion can now coordinate meetings end-to-end, analyzing calendars, time zones, and managing responses automatically.

These features are included at no additional cost with paid Zoom Workplace plans, demonstrating Zoom's commitment to building an AI-first collaboration platform.

Zoom Communications (NASDAQ: ZM) has scheduled its Q2 FY2026 earnings release for Thursday, August 21, 2025, after market close. The company will host a live webinar to discuss the results at 2:00 PM PT / 5:00 PM ET. Investors can access the webinar through Zoom's investor relations website, and a replay will be made available approximately two hours after the event concludes.