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Company / Finance

Zoom Communications, Inc.

ZM · NASDAQ

Zoom reported FY2026 revenue of $4.9 billion and Q3 FY2026 revenue of $1.2 billion. The thesis depends on enterprise retention, Zoom Phone, contact center, AI features, margin durability and cash conversion.

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NASDAQZMCoverage BootstrapZoom Communications, Inc.
Latest ReportMay 19, 2026Zoom: the cash-rich meeting platform has to prove AI can restart durable growthView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Zoom: the cash-rich meeting platform has to prove AI can restart durable growth

Zoom reported FY2026 revenue of $4.9 billion and Q3 FY2026 revenue of $1.2 billion. The thesis depends on enterprise retention, Zoom Phone, contact center, AI features, margin durability and cash conversion.

May 19, 2026Research reportSlides available
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Zoom Communications, Inc.the cash-rich meeting platform has to prove AI can restart durabMay 19, 2026
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Zoom: the cash-rich meeting platform has to prove AI can restart durable growthZoom reported FY2026 revenue of $4.9 billion and Q3 FY2026 revenue of $1.2 billion. The thesis depends on enterprise retention, Zoom Phone, contact center, AI features, margin durability and cash conversion.NASDAQMay 19, 2026Research reportReadSlides