Cloud-based video conferencing and collaboration platform—think Skype but built for remote work at scale, serving enterprises and consumers globally.
Subscription and usage fees from USD 4.87B annual revenue (FY2026). Gross margin 77%, net margin 39%—highly profitable software with recurring revenue model.
Network effects (more users = more valuable) and switching costs lock in enterprise customers, but Microsoft Teams and Google Meet are aggressively bundling free alternatives into productivity suites, eroding Zoom's pricing power and growth.
Hold (sector percentile 50) — value A-, growth C, profitability A-, momentum C+, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm earnings date; focus on Enterprise strength and AI monetization
BofA sees durable growth recovery and AI optionality, reinstates with Buy
Company to report after market close on Aug 25, 2026, offering updated financial guidance.
Technical breakout above both short- and long-term moving averages draws attention to support levels.
Double beat drives shares; CEO reiterates Anthropic backing, sees app-layer AI winners emerging
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The post lists Zoom ($ZM) among companies scheduled to report earnings next week, indicating a focus on upcoming financial performance and its implications.
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