Zoom Communications, Inc.: Business Overview, Financials & Competitive Analysis
Zoom Communications, Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). Profitable, margin-rich AI-first platform with disciplined growth and strong cash generation, but facing intensifying competition and slowing enterprise migration post-pandemic normalization. With $4.81B revenue, $1.59B earnings, 76.9% gross margin and 41.8% operating margin, Zoom demonstrates profitability and operational strength. However, recent stock volatility and modest guidance growth suggest market.
What is Zoom Communications, Inc.'s industry? Zoom Communications, Inc. (zoom.com) operates in Cloud Communications & Unified Communications Platform (UCP). AskCyborg classifies Zoom Communications, Inc. under Cloud Communications & Unified Communications Platform (UCP) in its company registry.
Zoom Communications, Inc. provides an Artificial Intelligence-first work platform for human connection across global markets. The company changed its name from Zoom Video Communications, Inc. to Zoom Communications, I...
Cyborg Score thesis
Profitable, margin-rich AI-first platform with disciplined growth and strong cash generation, but facing intensifying competition...
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Get Current Report FreeZoom Communications, Inc. Overview
Pro stress-test →Zoom Communications, Inc. provides an Artificial Intelligence-first work platform for human connection across global markets. The company changed its name from Zoom Video Communications, Inc. to Zoom Communications, Inc. in November 2024, reflecting its evolution beyond video conferencing into an integrated workplace collaboration ecosystem.
Strategic Profile
Pro stress-test →The company offers a comprehensive platform including Zoom Meetings with HD video/voice/chat, Zoom Phone cloud system, Team Chat, Zoom Mail & Calendar, Workflow Automation, Docs, Whiteboard, and Clips for content capture. FY26 guidance calls for 2.7% revenue growth at midpoint, continued margin strength, and robust free cash flow, supported by major wins in contact center and Workvivo.
Competitive Landscape
Pro stress-test →Zoom competes in the crowded unified communications market against Microsoft Teams (Microsoft), Google Meet (Google), Cisco Webex, RingCentral, and emerging AI-native competitors. Its strength lies in ease-of-use and integrated features, while facing pressure from enterprise bundling (Microsoft 365) and cost-conscious migration to alternative platforms.
Industry Context
Zoom Communications, Inc. operates in Cloud Communications & Unified Communications Platform (UCP).
Key facts
Founded: 2011 · Headquarters: San Jose, California, United States · Employees: 7,440 · Revenue: $4.81B · Market cap: $27.3B