Zoom Reports Q4 2026 Earnings with Strong AI Focus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy ZM?
Source: seekingalpha
- Revenue Growth: Zoom reported Q4 2026 revenue of $1.25 billion, reflecting a 5.3% year-over-year increase, exceeding guidance by $12 million, indicating strong demand and market acceptance for AI-driven products.
- Enterprise Revenue Performance: Enterprise revenue grew 7.1% year-over-year, now comprising 61% of total revenue, highlighting increased penetration in large customer segments, particularly in healthcare and insurance sectors.
- AI Product Adoption: The launch of AI Companion 3.0 resulted in a tripling of monthly active users year-over-year, with all top ten deals this quarter including paid AI solutions, demonstrating rapid acceptance and competitive strength of AI offerings.
- Future Outlook: The company expects FY '27 revenue to exceed $5 billion, with non-GAAP earnings per share projected between $5.77 and $5.81, reflecting management's strong confidence in AI monetization and sustained growth.
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Analyst Views on ZM
Wall Street analysts forecast ZM stock price to rise
20 Analyst Rating
12 Buy
7 Hold
1 Sell
Moderate Buy
Current: 73.500
Low
85.00
Averages
99.33
High
115.00
Current: 73.500
Low
85.00
Averages
99.33
High
115.00
About ZM
Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Company’s AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
