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.
Cyborg Score Rationale
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 caution on enterprise adoption and AI strategy execution.
Top Insights
Expanded beyond meetings into employee experience with Workvivo platform, conference room systems (Zoom Rooms), and developer ecosystem
Company operates with lean 7.44K employee base as of March 2, 2026, indicating strong operational efficiency
Late February 2026 earnings showed Q4 revenue of $1.25B and net income of $674.08M, completing strong full year
Stock declined 18.1% after mixed earnings, signaling investor concerns on AI narrative and growth acceleration pace
Named Competitors
Microsoft Teams — Integrated chat, meeting, and collaboration platform bundled with Office 365
Google Meet — Free video conferencing integrated with Google Workspace