ZM Zoom Video Communications Inc

Latest Earnings Insight

Zoom Video Communications is poised to report its third-quarter earnings on November 24, 2025, with a spotlight on its strategic shift towards AI integration, which has been a key driver of its recent performance. The company has raised its annual revenue forecast, banking on robust demand for its AI-enhanced collaboration tools, a move that aligns with the ongoing hybrid work trend. Analysts are anticipating an EPS of $1.44, with revenue expected to reach $1.21 billion. However, the whisper number suggests a more optimistic EPS of $1.65, indicating that market expectations may be higher than the consensus. Despite a recent 11.8% drop in stock price over six months, Zoom's market cap remains substantial at over $25 billion, reflecting investor confidence in its long-term growth potential. The company's ability to stabilize its core business while monetizing AI innovations will be crucial in meeting or exceeding these expectations. As investors closely monitor the earnings report, the focus will be on how effectively Zoom can leverage its AI capabilities to sustain growth and enhance profitability in a competitive tech landscape.