Zoom Communications Inc Stock Price, News & Analysis

Zoom (NASDAQ: ZM) and Mitel have launched a global hybrid cloud solution that integrates Zoom Workplace and AI Companion with Mitel's communications platforms. The solution, stemming from their September 2024 partnership, combines Zoom's AI-first collaboration experience with Mitel's enterprise-grade telephony.

The multi-phased rollout begins with integration for Mitel's OpenScape Voice and OpenScape 4000 platforms, expanding to MiVoice Business solutions in coming weeks, and MiVoice 5000 and MX-ONE solutions by end of 2025. OpenScape CP and Mitel 6900 Series devices are now Zoom Phone certified, with OpenScape SBC certification completed for Zoom's BYOP and BYOC capabilities.

The solution enables organizations to maintain control over mission-critical communications while accessing Zoom's collaboration tools, including AI Companion features for content creation and productivity enhancement. According to a June 2024 Mitel-Techaisle survey, 92% of mid-to-large enterprises are considering hybrid deployments.

Zoom Communications (NASDAQ: ZM) reported strong Q4 and FY2025 financial results. Q4 total revenue reached $1,184.1 million, up 3.3% year-over-year, with Enterprise revenue growing 5.9% to $706.8 million. Full fiscal year revenue increased 3.1% to $4,665.4 million.

Q4 GAAP operating margin improved to 19.0%, while non-GAAP operating margin reached 39.5%. Operating cash flow for Q4 grew 20.9% to $424.6 million, with full-year operating cash flow up 21.7% to $1,945.3 million.

The company reported 4,088 customers contributing over $100,000 in trailing 12-month revenue, up 7.3% year-over-year. For FY2026, Zoom projects revenue between $4.785-$4.795 billion and non-GAAP EPS of $5.34-$5.37.

Zoom Communications (NASDAQ: ZM) has announced it will release its Q4 and full fiscal year 2025 financial results on Monday, February 24, 2025, after market close. The company will host a live webinar to discuss the results at 2:00 PM PT / 5:00 PM ET through their investor relations website. A replay of the webinar will be made available approximately two hours after the event concludes.

Zoom (NASDAQ: ZM) has announced significant enhancements to its Team Chat platform, introducing a redesigned sidebar and AI-powered features. The new sidebar offers improved customization options, including drag-and-drop tab arrangement, advanced sorting, and filtering capabilities. Key improvements include:

- Customizable workspace organization with tabs for direct messages, channels, and apps
- Support for code blocks and in-line code formatting
- AI Companion integration for chat summaries and message composition
- Advanced search capabilities across chat, meetings, and documents
- Continuous meeting chat functionality

The AI Companion features are included at no additional cost for eligible paid users, allowing them to generate chat summaries, compose messages, and extract action items from conversations. The platform updates aim to streamline collaboration and improve productivity within the Zoom Workplace ecosystem.

Zoom Communications reported Q3 FY2025 results with total revenue of $1,177.5 million, up 3.6% year over year. Enterprise revenue grew 5.8% to $698.9 million, while Online revenue remained flat at $478.7 million. The company achieved a GAAP operating margin of 15.5% and non-GAAP operating margin of 38.9%. Notable highlights include record-low Online monthly churn of 2.7% and a significant Contact Center deal exceeding 20,000 seats. The company increased its stock repurchase authorization by $1.2 billion, with approximately $2.0 billion remaining. For Q4 FY2025, Zoom expects revenue between $1.175-1.180 billion.

Jenne has announced a strategic partnership with Zoom Video Communications (ZM) to distribute Zoom's AI-first work platform to its resellers and customers. The collaboration will provide access to Zoom's comprehensive suite of solutions, including AI Companion, Phone, Team Chat, Contact Center, Docs, and Meetings. This expansion aims to enhance Jenne's portfolio of unified communications solutions, enabling their partners to deliver modern workplace communication tools to businesses of all sizes. The partnership focuses on meeting the growing demand for flexible, scalable communication platforms in remote, hybrid, and in-office work environments.

Zoom Video Communications (NASDAQ: ZM) has announced it will release its Q3 FY2025 financial results on Monday, November 25, 2024, after market close. The company will host a live Zoom Webinar at 2:00 pm PT / 5:00 pm ET, accessible through their investor relations website. A replay of the webinar will be made available approximately two hours after the event concludes.

Zoom Video Communications (NASDAQ: ZM) has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Unified Communications as a Service (UCaaS), Worldwide for the fifth consecutive time. The report evaluated 11 companies in the unified communications space. Zoom's UCaaS offerings include Zoom AI Companion, Zoom Contact Center, Zoom Team Chat, Zoom Phone, Zoom Meetings, and Workvivo.

Graeme Geddes, chief growth and sales officer at Zoom, stated that this recognition demonstrates their commitment to providing top-tier UCaaS solutions. He emphasized Zoom's consistency in delivering collaboration and communication tools that empower users and enhance productivity, despite changes in the industry over the past five years.

ServiceNow (NYSE: NOW) and Zoom (NASDAQ: ZM) announced an expanded strategic alliance at Zoomtopia 2024 to integrate their generative AI technologies, ServiceNow Now Assist and Zoom AI Companion, in the first half of 2025. This integration aims to offer advanced workflow automation across both platforms, enhancing collaboration and productivity in enterprises.

The integration will allow Zoom AI Companion to summarize and transcribe team discussions, turning action items into tasks connected to ServiceNow workflows. Now Assist for Strategic Portfolio Management can then trigger proper workflows, automatically creating and assigning tickets. This collaboration seeks to transform unstructured conversations into structured data linked to intelligent workflows.

The integration requires the purchase of both Zoom's custom AI Companion add-on and ServiceNow Now Assist, with general availability expected in the first half of 2025.