Zoom Communications Inc. ( ZM ) Q3 2026 Earnings Call November 24, 2025 5:00 PM EST Company Participants Charles Eveslage - Head of Investor Relations Eric Yuan - Founder, President, CEO & Chairman Michelle Chang - Chief Financial Officer Conference Call Participants Tyler Radke - Citigroup Inc., Research Division Michael Funk - BofA Securities, Research Division Rishi Jaluria - RBC Capital Markets, Research Division Josh Baer - Morgan Stanley, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Patrick Walravens - Citizens JMP Securities, LLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Timothy Horan - Oppenheimer & Co. Inc., Research Division Tom Roderick - Stifel, Nicolaus & Company, Incorporated, Research Division Seth Gilbert - UBS Investment Bank, Research Division James Fish - Piper Sandler & Co., Research Division Arti Vula - JPMorgan Chase & Co, Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Peter Levine - Evercore ISI Institutional Equities, Research Division Thomas Blakey - Cantor Fitzgerald & Co., Research Division William Power - Robert W. Baird & Co. Incorporated, Research Division Alinda Li - William Blair & Company L.L.C.
The headline numbers for Zoom (ZM) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Zoom Communications (ZM) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.38 per share a year ago.
Zoom Communications (NASDAQ:ZM) is set to report earnings on Monday, November 24, 2025. The company, valued at roughly $24 billion, generated $4.8 billion in revenue over the past year, with $971 million in operating profit and $1.2 billion in net income.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Zoom (ZM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
In the latest trading session, Zoom Communications (ZM) closed at $81.86, marking a -2.8% move from the previous day.
Zoom remains a strong buy as it stabilizes its core business and positions for growth, despite market skepticism and underperformance versus the S&P 500. ZM's Q3 earnings (due on Monday, November 24) are expected to show progress, with potential for a beat-and-raise, driven by AI monetization and improving churn rates. Positive read-through from software companies like MSFT, HUBS, and TEAM support optimism for ZM's enterprise and SMB segments, despite sector headwinds.
Zacks.com users have recently been watching Zoom (ZM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zoom Communications (ZM) concluded the recent trading session at $83.16, signifying a +1.8% move from its prior day's close.
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A basket of stocks in the application software space has lost value, as investors fear this category could be disrupted by the rise of AI agents. Even though, I think some of these concerns are warranted for other names, Zoom is not one of them. Despite recent AI product releases, Zoom remains a real-time video conferencing platform. With more agents taking on trivial tasks within enterprises, more time will be allocated to holding meetings.