Zoom Communications, Inc. Class A (ZM)

Zoom's stock (ZM) has increased by 28.82% over the past six months. In Q2 FY26, Zoom reported a 4.7% year-over-year increase in total revenue, reaching $1.217 billion, and a non-GAAP diluted net income per share of $1.53. At Zoomtopia in September 2025, the company outlined a strategic focus on becoming an AI-first work platform. Zoom Phone surpassed 10 million paid seats globally in October 2025. In Q3 FY26, Zoom announced earnings per share of $1.52, exceeding analyst estimates, and raised its full-year FY26 guidance, also authorizing an incremental $1 billion share repurchase program. Between November 2025 and February 2026, Zoom's stock received 4 upgrades and 1 downgrade from Wall Street analysts. Zoom agreed to acquire BrightHire in Q4 FY26 to enhance its collaboration platform. The company is slated to release its Q4 and full fiscal year 2026 financial results on February 25, 2026.

Specific demand seasonality patterns for Zoom Communications, Inc.'s products and services are not explicitly detailed in the provided search results. Therefore, a definitive statement on demand seasonality cannot be made based on the current information.

Zoom Communications, Inc. is an American communications technology company based in San Jose, California, known for its cloud-based platform that facilitates video, voice, chat, and content sharing across various devices and locations. Its major products and services include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom Mail and Calendar, Zoom Workflow Automation, Zoom Docs, Zoom Whiteboard, Zoom Clips, Zoom Contact Center, and Zoom AI Companion.

Zoom Communications, Inc. has a global presence with its headquarters in San Jose, California, and key offices across North America, Europe, and Asia-Pacific. As of September 30, 2025, the Americas region accounted for approximately $3.46 billion in revenue, followed by Europe, Middle East, and Africa (EMEA) with about $760.25 million, and Asia Pacific with approximately $586.18 million.

Zoom's brand reputation has focused on its evolution to an AI-first work platform. The company's strategic focus on AI Companion and enterprise functionalities has contributed to a perception of innovation. No significant negative events impacting its brand reputation were prominently reported in the past year. Continued growth in enterprise customers and positive financial results generally bolster its brand image.

Zoom Communications, Inc. is primarily owned by institutional shareholders (64.37%), with smaller percentages held by Zoom insiders (3.19%) and retail investors (32.44%). Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and Fmr Llc. Top individual shareholders include Eric S. Yuan, Santiago Subotovsky, Kelly Steckelberg, and Bin Yuan.