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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