Zoom Communications Inc Stock Price, News & Analysis

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.

Zoom (NASDAQ: ZM) has launched Zoom Workplace for Frontline, a mobile-first solution designed to enhance communication and work management for frontline workers across retail, manufacturing, healthcare, and first responder sectors. The platform integrates with Zoom AI Companion for all paid Zoom account holders.

The solution features three key components:

• On-shift communications including real-time activity feed, auto-generated chat groups, and push-to-talk functionality
• Work management capabilities offering shift swapping, task management, and shift summaries
• AI Companion features providing automatic shift reporting, smart search, and automatic translation

According to Smita Hashim, Zoom's chief product officer, this initiative extends beyond knowledge workers to address the needs of frontline workers, who comprise over 80% of the global workforce. The platform aims to improve access to critical information, streamline daily tasks, and foster a more connected workforce.

Zoom Communications (NASDAQ: ZM) has been named to Fast Company's World's Most Innovative Companies of 2025 list for the second consecutive year. The company is recognized among 609 organizations across 58 sectors, joining notable companies like Waymo, Nvidia, and Duolingo.

The recognition highlights Zoom's evolution from a video meetings platform to an AI-first open work platform. The company recently expanded its AI Companion across its entire platform, introducing agentic skills, agents, and models to enhance productivity and strengthen relationships.

Chief Product Officer Smita Hashim emphasized that this achievement reflects the company's commitment to advancing their platform for enabling human connection. Zoom's suite includes Zoom Workplace and Zoom Business Services, offering AI-first solutions for marketing, customer care, and sales, designed to improve customer experiences and team collaboration.

Fast Company's annual list, which will be available on newsstands March 25, was compiled through a competitive application process evaluating thousands of submissions. A summit and gala for honorees will be held on June 5.

Zoom Communications (NASDAQ: ZM) has unveiled major AI enhancements across its platform, introducing agentic AI Companion capabilities and over 45 new innovations. The AI Companion is evolving from a personal assistant to an agentic system that can execute tasks and make decisions using reasoning and memory.

Key updates include:

• New agentic skills for calendar management, clip generation, and advanced document creation
• Custom AI Companion add-on launching in April at $12/user/month
• Zoom Tasks with AI Companion launching end of March
• Virtual Agent capabilities for voice and chat channels
• Industry-specific solutions for frontline workers, healthcare, and education sectors

The platform will integrate with third-party agents like ServiceNow AI Agents and allow creation of custom agents. New features include meeting agenda assistance, live notes for Meetings and Phone, voice recording with transcription, and enhanced Zoom Docs capabilities with advanced references and queries.