Zoom Communications 4Q Profit, Revenue Up as AI Boosts Customer Experience Platform Growth

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By Amira McKee

 

Zoom Communications recorded higher profit and revenue as AI monetization drove double-digit growth for its customer experience platform.

The video conferencing company on Wednesday logged a net income of $674.1 million, or $2.22 a share, for the period ended Jan. 31, compared with $367.9 million, or $1.16 a share, a year earlier.

Adjusted earnings came in at $1.44 a share. Analysts polled by FactSet were expecting $1.49 a share.

Revenue grew 5.3% to $1.25 billion, beating Wall Street's forecast of $1.23 billion. Enterprise revenue, which makes up most of Zoom's top-line, gained 7.1% to $757.3 million, while online revenue grew 2.6%.

Chief Executive Eric Yuan said the company saw accelerating high-double-digit growth in Zoom Customer Experience, with paid AI included in each of its top 10 customer experience deals. The number of customers contributing more than $100,000 jumped by 9.3% in the quarter.

Zoom anticipates first quarter adjusted earnings of $1.40 to $1.42 a share and revenue of $1.22 billion to $1.23 billion. Analysts polled by FactSet are expecting adjusted earnings of $1.45 a share on revenue of $1.22 billion.

For the fiscal year 2027, the company guided for adjusted earnings of $5.77 to $5.81 a share and revenue of $5.07 billion to $5.08 billion. Wall Street is forecasting adjusted earnings of $6.07 a share on revenue of $5.03 billion in 2027.

 

Write to Amira McKee at amira.mckee@wsj.com

 

(END) Dow Jones Newswires

February 25, 2026 16:49 ET (21:49 GMT)

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