Zoom Communications(NASDAQ) ZM

Zoom Communications, Inc. helps people talk and work together online. Its software lets businesses host video calls and send messages. It also uses artificial intelligence to help teams finish tasks.

Tools for the Modern Office

• Zoom Workplace: Bundles meetings, phone, and chat tools for business teams; Enterprise customers accounted for 61.7% of revenue for the three months ended July 31, 2026.
• Online Business: Serves consumers and small businesses through direct website subscriptions; represented 38.3% of revenue during the three months ended July 31, 2026.
• Customer Experience: Provides tools for service teams through contact centers and virtual agents.
• Revenue Solutions: Offers specialized tools like Zoom Revenue Accelerator to help sales teams track buyer intelligence.

Moving Into New Markets

• Acquired Common Room in July 2026 to add buyer intelligence to its sales platform.
• Introduced ZoomMate to connect live conversations to automated search and custom artificial intelligence agents.
• Launched AI Productivity Suite to help teams create content and documents from meeting insights.
• Developed Zoom AI On-Prem for organizations requiring local infrastructure for artificial intelligence tasks.

Protecting Data and Driving Innovation

Zoom operates 20 co-located data centers globally to manage its platform traffic and ensure connection reliability. The company uses a federated approach to artificial intelligence, which allows it to select from multiple language models depending on the specific task.

Performance by the Numbers

• Revenue was $1.28 billion for the three months ended July 31, 2026, up 4.9% year over year.
• Net income reached $1.54 billion for the three-month period ended July 31, 2026.
• Non-GAAP free cash flow was $972.9 million for the six months ended July 31, 2026.
• Cash and marketable securities totaled $7.2 billion as of July 31, 2026.
• Number of large customers contributing over $100,000 in revenue reached 4,625 as of July 31, 2026.

Bottom Line

Zoom has evolved from a video meeting tool into a broad communication platform using artificial intelligence. Its expansion into customer service and sales tools has increased its presence in the enterprise market.