Zoom Communications 4Q Profit, Revenue Up as AI Boosts Customer Experience Platform Growth

Dow Jones
13 hours ago

By Amira McKee

 

Zoom Communications recorded higher profit and revenue as AI monetization drove double-digit growth for its customer experience platform.

The video conferencing company on Wednesday logged a net income of $674.1 million, or $2.22 a share, for the period ended Jan. 31, compared with $367.9 million, or $1.16 a share, a year earlier.

Adjusted earnings came in at $1.44 a share. Analysts polled by FactSet were expecting $1.49 a share.

Revenue grew 5.3% to $1.25 billion, beating Wall Street's forecast of $1.23 billion. Enterprise revenue, which makes up most of Zoom's top-line, gained 7.1% to $757.3 million, while online revenue grew 2.6%.

Chief Executive Eric Yuan said the company saw accelerating high-double-digit growth in Zoom Customer Experience, with paid AI included in each of its top 10 customer experience deals. The number of customers contributing more than $100,000 jumped by 9.3% in the quarter.

Zoom anticipates first quarter adjusted earnings of $1.40 to $1.42 a share and revenue of $1.22 billion to $1.23 billion. Analysts polled by FactSet are expecting adjusted earnings of $1.45 a share on revenue of $1.22 billion.

For the fiscal year 2027, the company guided for adjusted earnings of $5.77 to $5.81 a share and revenue of $5.07 billion to $5.08 billion. Wall Street is forecasting adjusted earnings of $6.07 a share on revenue of $5.03 billion in 2027.

 

Write to Amira McKee at amira.mckee@wsj.com

 

(END) Dow Jones Newswires

February 25, 2026 16:49 ET (21:49 GMT)

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