Zoom Communications Stock Price, News & Analysis

Zoom Communications, Inc. (NASDAQ: ZM) is a software company in the information sector that provides an AI-first, open work platform built for human connection. According to the company’s public disclosures, customers use Zoom to collaborate, communicate, and drive outcomes across meetings, chat, phone, contact center, events, and related services. The company states that its platform is purposefully designed to move conversations to completion, with Zoom AI Companion embedded across its products to help users work more effectively.

Zoom was founded in 2011 and is headquartered in San Jose, California. Its Class A common stock trades on the Nasdaq Global Select Market under the symbol ZM, as disclosed in its SEC filings. The company operates in the software publishers industry and describes its mission as providing an AI-first work platform for human connection. Over time, Zoom has evolved from a meeting-focused provider into a broader collaboration and business communications platform that supports entrepreneurs, small and medium-sized businesses, and global enterprises.

AI-first work platform and Zoom Workplace

Zoom describes its core offering as an AI-first work platform that brings together communication and collaboration in a unified environment. Under the Zoom Workplace brand, the company offers an open collaboration platform with Zoom AI Companion to help teams be more productive. Within this environment, users can host and join meetings, exchange messages via chat, place and receive phone calls, and participate in events, all supported by AI features that assist with tasks such as summarizing conversations and helping users focus on key outcomes.

The company emphasizes that customers choose Zoom to collaborate and communicate across devices and locations, and to drive outcomes across meetings, chat, phone, contact center, events, and more. Zoom’s public materials repeatedly highlight that its AI Companion is built into these workflows to help transform conversations into action and to support intelligent work orchestration.

Business services and customer experience focus

Beyond collaboration within teams, Zoom describes a set of Business Services aimed at sales, marketing, and customer experience teams. These include Zoom Contact Center and other customer experience (CX) offerings that are intended to strengthen customer relationships throughout the customer lifecycle. The company has announced a strategic partnership with Oracle in which Zoom CX and Zoom Contact Center can run on Oracle Cloud Infrastructure, with the goal of helping organizations manage customer interactions across channels such as voice, chat, email, SMS, messaging, social, and video.

Zoom’s customer experience suite and Zoom Virtual Agent are described as AI-first, with features such as Agentic AI Expert Assist, CX Insights, and Automated Quality Management. These capabilities are presented as tools to help organizations automate support tasks, surface insights from customer data, and extend oversight to virtual agent interactions. Zoom also highlights Zoom Revenue Accelerator as part of its business services, providing AI-driven capabilities to support prospecting, follow-up, and scheduling for sales teams.

Zoom AI Companion and agentic AI

A central theme in Zoom’s recent communications is Zoom AI Companion, which the company calls an agentic AI solution. Zoom describes AI Companion as an intelligent work companion that operates across Zoom Workplace and compatible third-party integrations. AI Companion is designed to help users uncover deeper insights from meetings, phone calls, chats, and documents; optimize their workday by handling administrative tasks; and support the creation of higher-quality work.

With AI Companion 3.0, Zoom has outlined capabilities such as a conversational work surface accessible via web browser or desktop app, agentic retrieval of information from meeting summaries, transcripts, notes, and connected third-party apps, and features that generate follow-up tasks and summaries based on prior interactions. The company states that AI Companion can assist with writing, research, and brainstorming, and that Custom AI Companion allows organizations to create and deploy tailored AI agents using a low-code builder and pre-built templates.

Zoom emphasizes a federated AI architecture that combines its own language models with third-party large language models. It has publicly referenced working with providers such as OpenAI, Anthropic, and NVIDIA, and notes that its federated approach is intended to balance cost, quality, and latency. The company has also highlighted a hybrid language model approach that routes queries between small language models optimized for specific skills and larger models for more complex reasoning.

Zoom Phone and unified communications

Zoom also offers Zoom Phone, which it describes as an AI-first cloud phone system built on its platform. The company reports that Zoom Phone has reached a milestone of 10 million seats globally, and positions the service as part of a shift from legacy phone systems to unified, AI-first communications. Zoom states that Zoom Phone is designed for businesses of all sizes and industries, combining enterprise-grade reliability, global reach, and AI-powered features to support calling, SMS, and voicemail within the broader Zoom environment.

The company notes that Zoom Phone is built on Zoom’s secure, scalable architecture and is intended to help organizations simplify communication, reduce costs, and stay connected from various locations and devices. Zoom presents Zoom Phone as one component of a broader communications ecosystem that also includes meetings, messaging, contact center capabilities, and integrations with other applications.

AI literacy, education, and solopreneurs

In addition to its core products, Zoom communicates a focus on AI literacy and support for independent business builders. Through the Zoom Ahead: AI for Tomorrow’s Leaders initiative, the company has described a national live learning experience designed to help K–12 students understand how AI can be used responsibly, creatively, and confidently. Zoom has also referenced commitments through its Zoom Cares program to expand access to AI education and opportunity, including investments in K–12 AI education and participation in a White House pledge related to AI education.

Zoom has also announced the Zoom Solopreneur 50 List (ZSP50), a recognition and grant program that highlights individuals operating U.S.-based businesses without full-time employees. The program is described as focusing on solopreneurs who use AI and technology to build and scale their ventures, with honorees evaluated on factors such as originality, financial performance, measurable impact, connection to community, and influence.

Security, privacy, and responsible AI

Across multiple announcements, Zoom emphasizes its approach to security, privacy, and responsible AI. The company states that it encrypts customer data in transit between customers and Zoom, between Zoom data centers and third-party model providers, and at rest within its platform. It also states that it does not use customer audio, video, chat, screen sharing, attachments, or other communications-like customer content to train its own or third-party AI models. Zoom positions these practices as part of a broader commitment to responsible AI and transparency.

Regulatory filings and corporate governance

Zoom’s SEC filings show that the company is a public registrant with Class A common stock listed on the Nasdaq Global Select Market. Recent Form 8-K filings have covered quarterly financial results, board and executive changes, and stockholder meeting outcomes. For example, an 8-K dated November 24, 2025 reports that the company issued a press release announcing financial results for the quarter ended October 31, 2025. Another 8-K describes matters submitted to a vote of stockholders at the 2025 Annual Meeting, including the election of Class III directors, ratification of the independent registered public accounting firm, and an advisory vote on executive compensation.

Additional 8-K filings have disclosed a director resignation and the appointment of a principal accounting officer, reflecting changes in the company’s governance and leadership roles. These filings, along with periodic reports, provide investors with information about Zoom’s financial condition, governance, and material events.

FAQs about Zoom Communications, Inc. (ZM)

• What does Zoom Communications, Inc. do?
  

  Zoom Communications, Inc. provides an AI-first, open work platform for human connection. Its offerings include Zoom Workplace for collaboration across meetings, chat, phone, and events, as well as business services such as Zoom Contact Center and other customer experience tools.

• How does Zoom describe its AI strategy?
  

  Zoom describes its strategy as centered on AI-first intelligent work orchestration. Through Zoom AI Companion and a federated AI architecture that uses both proprietary and third-party models, the company aims to help users transform conversations into actions, retrieve insights, and manage tasks across its platform.

• What is Zoom Workplace?
  

  Zoom Workplace is described by the company as its open collaboration platform that integrates meetings, chat, phone, and other tools. It incorporates Zoom AI Companion to help teams be more productive and is positioned as the core environment for teamwork on the Zoom platform.

• What is Zoom Contact Center?
  

  Zoom Contact Center is part of Zoom’s Business Services for customer experience teams. It supports interactions across channels such as voice, chat, email, SMS, messaging, social, and video, and can integrate with workflows in areas like sales and service, including deployments on Oracle Cloud Infrastructure.

• What is Zoom AI Companion 3.0?
  

  Zoom AI Companion 3.0 is described as the next evolution of Zoom’s agentic AI solution. It includes a conversational work surface, agentic retrieval of information from meetings and documents, writing and research assistance, and features that help generate follow-up tasks and summaries across Zoom Workplace and connected applications.

• What is Zoom Phone?
  

  Zoom Phone is an AI-first cloud phone system built on Zoom’s platform. The company reports that Zoom Phone has surpassed 10 million seats globally and positions it as a way for organizations to modernize telephony by unifying calling, messaging, and related features within the Zoom environment.

• How does Zoom address security and privacy in its AI offerings?
  

  Zoom states that it encrypts customer data in transit and at rest, including data exchanged with third-party model providers. The company also states that it does not use customer communications-like content, such as audio, video, chat, and screen sharing, to train its own or third-party AI models.

• Where is Zoom headquartered and when was it founded?
  

  Zoom reports that it was founded in 2011 and is headquartered in San Jose, California. Its Class A common stock is listed on the Nasdaq Global Select Market under the symbol ZM.

• What educational and community initiatives has Zoom announced?
  

  Zoom has described initiatives such as Zoom Ahead: AI for Tomorrow’s Leaders, a national learning experience focused on AI literacy for K–12 students, and commitments through Zoom Cares to expand access to AI education. It has also launched the Zoom Solopreneur 50 List to recognize and support U.S.-based solopreneurs using AI and technology in their businesses.

• How can investors learn more about Zoom’s financial performance?
  

  Investors can review Zoom’s SEC filings, including Forms 10-Q, 10-K, and 8-K. Recent 8-K filings have furnished press releases with quarterly financial results and provided information about stockholder votes and governance changes.