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

Dow Jones

02/26

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)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Analysts polled by FactSet were expecting $1.49 a share. \n</p>\n<p>\n  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%. \n</p>\n<p>\n  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. \n</p>\n<p>\n  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. \n</p>\n<p>\n  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. 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Analysts polled by FactSet were expecting $1.49 a share. \n</p>\n<p>\n  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%. \n</p>\n<p>\n  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. \n</p>\n<p>\n  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. \n</p>\n<p>\n  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. 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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 $","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4535":"淡马锡持仓","ZM":"Zoom","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4588":"碎股","BK4525":"远程办公概念","BK4528":"SaaS概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"translate_title":"人工智能推动客户体验平台增长，Zoom Communications第四季度利润和收入增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZM":1.96},"content_text":"By Amira McKee \n\n\n \n\n\nZoom Communications recorded higher profit and revenue as AI monetization drove double-digit growth for its customer experience platform. \n\n\n  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. \n\n\n  Adjusted earnings came in at $1.44 a share. Analysts polled by FactSet were expecting $1.49 a share. \n\n\n  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%. \n\n\n  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. \n\n\n  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. \n\n\n  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. \n\n\n \n\n\n  Write to Amira McKee at amira.mckee@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 25, 2026 16:49 ET (21:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}