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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 $84.34
1D change -2.34%
Market cap $24.73B
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 $84.34
1D Change -2.34%
Market Cap $24.73B
Enterprise Value $17.07B
Trailing P/E 12.4
Forward P/E 13.4
PEG Ratio 4.21x
Price / Sales 5.0
EV / Revenue 3.5
Revenue Growth 5.5%
Earnings Growth 74.2%
Gross Margin 77.8%
Operating Margin 25.1%
Net Margin 42.0%
ROE 21.9%
Free Cash Flow $1.98B
FCF Margin 40.2%
Debt / Equity 0.60x
Current Ratio 4.22x
Dividend Yield —
Next Earnings Aug 20, 2026
Quarterly Revenue $1.24B
Revenue QoQ -0.6%
Quarterly Net Income $425.7M
Net Income QoQ -36.9%

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.