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ZM Cloud, Data & AI Software

Zoom Communications

Communications AI + indirect Anthropic exposure

Detail page

Zoom can use AI to make meetings, summaries, customer support, and contact-center workflows stickier.

Price $92.16
1D change -1.21%
Market cap $26.89B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ZM
Price $92.16
1D Change -1.21%
Market Cap $26.89B
Enterprise Value $19.70B
Trailing P/E 8.5
Forward P/E 14.5
PEG Ratio 2.52x
Price / Sales 5.4
EV / Revenue 3.9
Revenue Growth 4.9%
Earnings Growth 342.3%
Gross Margin 77.7%
Operating Margin 24.6%
Net Margin 65.2%
ROE 32.1%
Free Cash Flow $1.98B
FCF Margin 39.6%
Debt / Equity 0.53x
Current Ratio 3.83x
Dividend Yield 0.00%
Next Earnings Nov 24, 2026
Quarterly Revenue $1.28B
Revenue QoQ +3.1%
Quarterly Net Income $1.54B
Net Income QoQ +262.4%

ZM thesis lens

Communications AI + indirect Anthropic exposure

Why it could benefit

  • Zoom can use AI to make meetings, summaries, customer support, and contact-center workflows stickier.
  • Its Anthropic link gives it a small indirect way to participate in frontier-model upside.
  • AI can help Zoom deepen monetization beyond basic video conferencing.

Moat / edge

  • Large installed base in unified communications.
  • Brand recognition and workflow habit around meetings.
  • Ability to layer AI into adjacent collaboration products.

What to watch

  • Enterprise expansion outside core meetings.
  • AI Companion monetization and attach rates.
  • Churn versus Microsoft Teams competition.

Key risks

  • The base meetings business is mature and highly competitive.
  • Anthropic exposure is interesting but not thesis-defining on its own.