Zoom Communications Inc Stock Price, News & Analysis

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.

Zoom (NASDAQ: ZM) has been recognized as a leader in Unified-Communications-As-A-Service (UCaaS) platforms by Forrester in their Q3 2025 Wave report. The company received outstanding scores in multiple criteria, including meeting experience, chat intelligence, AI assistant, and security.

The report highlights Zoom's strengths in meetings experience, work persistence, and reliability, featuring a well-integrated AI companion and flexible video layouts. Zoom offers a credit-backed 99.999% uptime SLA for its phone system and received above-average customer feedback, with users reporting successful implementation of the complete Zoom suite for process modernization.

Zoom (NASDAQ: ZM) has unveiled significant enhancements to its AI Companion platform, expanding its integration capabilities and accessibility. The AI Companion now connects with 16 third-party apps, including ServiceNow, Jira, Asana, and Box, enabling users to complete tasks across platforms without leaving Zoom.

Key updates include the launch of the Custom AI Companion add-on, priced at $12 per user per month, which extends AI capabilities to other platforms like Google Meet. The add-on offers features such as cross-platform meeting summaries, custom avatars, and template customization. Additionally, Zoom has expanded its core AI Companion features to include real-time call questions, voice recording for in-person meetings, and meeting agenda creation at no extra cost for paid Zoom licenses.

Zoom (NASDAQ: ZM) has launched Virtual Agent 2.0, an advanced AI-powered customer service solution that represents a significant upgrade to their self-service platform. The new system leverages agentic AI to autonomously handle complex customer support tasks across chat and voice channels, featuring HD-quality neural voices and advanced reasoning capabilities. Unlike traditional chatbots, Virtual Agent 2.0 can independently process returns, update accounts, and book appointments without human intervention. The system integrates with Zoom Contact Center and major platforms like Salesforce and Microsoft Dynamics. This launch aligns with industry trends, as 85% of customer service leaders plan to explore conversational generative AI solutions in 2025. The upgrade aims to reduce costs, improve customer experience metrics, and increase operational efficiency while allowing human agents to focus on higher-value interactions.

Zoom Communications (NASDAQ: ZM) has expanded its Zoom Phone service to four additional major telecom circles in India - Mumbai, Delhi NCR, Karnataka (Bengaluru), and Andhra Pradesh & Telangana (Hyderabad), bringing the total coverage to six circles including previously launched Maharashtra and Tamil Nadu. Licensed by the Department of Telecommunications, Zoom Phone offers AI-first modern telephony as an add-on for existing paid Zoom customers, featuring PSTN calling capabilities, integration with Zoom Contact Center, and AI Companion features like post-call summaries and voicemail management. The service enables businesses to replace legacy PBX systems and maintain seamless collaboration across India through native phone numbers, even in regions where direct service isn't available. This expansion reflects Zoom's commitment to the Indian market, with plans for further rollout across additional telecom circles.

Zoom Communications (NASDAQ: ZM) reported solid Q1 FY2026 financial results, with total revenue reaching $1,174.7 million, up 2.9% year-over-year. Enterprise revenue grew 5.9% to $704.7 million, while Online revenue declined 1.2% to $470.0 million. The company's GAAP operating margin was 20.6%, with non-GAAP operating margin at 39.8%. GAAP EPS increased 18.7% to $0.81, and non-GAAP EPS rose 6.0% to $1.43. Zoom maintained strong customer metrics with 4,192 customers contributing over $100K in trailing 12-month revenue, up 8.0% YoY. The company accelerated its share repurchase program, buying back 5.6 million shares in Q1. For FY2026, Zoom projects total revenue between $4.800-$4.810 billion and non-GAAP EPS of $5.56-$5.59.

Zoom (NASDAQ: ZM) and ServiceNow (NYSE: NOW) have announced a strategic integration combining Zoom CX with ServiceNow's CRM and IT Service Management platforms. The integration will create a unified workspace where agents can manage all customer interactions (voice, video, and chat) directly within ServiceNow's platform, eliminating the need to switch between multiple tools.

Key features include: AI-powered capabilities combining Zoom's Virtual Agent and ServiceNow's automation for personalized customer support, real-time sentiment analysis, and automated quality management. The integration enables seamless collaboration by allowing agents to bring in experts without losing context, and provides access to CRM data, interaction history, and case information in one platform.

The integrated solution, called "Unified Engagement," will be available through the ServiceNow Store later in 2025.

Zoom Communications (NASDAQ: ZM) has scheduled the release of its Q1 FY2026 financial results for Wednesday, May 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 through their investor relations website. A replay of the webinar will be made available approximately two hours after the event concludes.