Zoom Communications (ZM) reported fourth-quarter earnings and revenue that topped estimates as enterprise sales growth marked a bright spot. Fiscal 2026 revenue guidance for Zoom stock came in slightly below expectations.
The software maker reported January-ended quarter earnings after the market close on Monday.
Zoom earnings for the fourth quarter were $1.41 per share on an adjusted basis, down a penny from a year earlier. Revenue rose 3.3% to $1.184 billion.
Zoom stock analysts had projected earnings of $1.30 a share on sales of $1.179 billion.
↑ X NOW PLAYING Nvidia Earnings Preview: Blackwell, DeepSeek And Big ExpectationsIn the enterprise market for business customers, revenue rose nearly 6% to $706.8 million.
On the stock market today, Zoom stock dipped 2% to 79.45 in extended trading. In 2025, ZM stock was about even.
For full-year 2025, Zoom said it expects revenue of $4.79 billion at the midpoint of guidance, slightly below estimates of $4.81, up 3%.
Zoom's cloud-based software sets up video calls, with chat tools available. Zoom aims to morph into a broader communications platform for business customers. Zoom Video has been integrating artificial intelligence into more products. Many software companies are shifting to AI agents.
Also, Zoom holds $7.5 billion in cash on its balance sheet.
Meanwhile, Microsoft (MSFT) with its Teams communication platform is a big competitor.
Follow Reinhardt Krause on Twitter @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.
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