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November 24, 2025

Zoom Raises 2026 Outlook on Strong AI Tools Demand

Zoom Boosts Financial Outlook as AI Tools Drive Hybrid Work Growth

Zoom Communications delivered strong third-quarter results and raised its annual forecasts, capitalizing on the growing demand for AI-powered workplace solutions. The video conferencing giant's shares jumped 3.5% in after-hours trading following the announcement.

The company's strategic focus on artificial intelligence integration is paying off, with new AI-driven products becoming key growth drivers. Zoom's Custom AI Companion and AI-first Customer Experience suite are seeing widespread adoption across major enterprise deals.

Key Financial Highlights

Revenue Growth:

  • Q3 revenue: $1.23 billion (beating estimates of $1.21 billion)
  • Fiscal 2026 revenue forecast: $4.85-$4.86 billion (up from previous $4.83-$4.84 billion)
  • Adjusted earnings: $1.52 per share (exceeding $1.44 estimate)

Profit Projections:

  • Annual adjusted profit per share: $5.95-$5.97 (raised from $5.81-$5.84)
  • Share repurchase authorization increased by $1 billion

AI Integration Drives Business Transformation

CEO Eric Yuan highlighted the company's success with AI adoption, noting "broad AI adoption across major deals" in what he called "one of our best CX quarters." The demand for AI agents—autonomous programs that perform specific tasks—continues to accelerate as companies seek to automate workflows and improve efficiency.

Industry analyst Rebecca Wettemann from Valoir emphasized that "Zoom's AI companion is included in eligible paid plans, making it an attractive foundation for future AI monetization efforts while driving adoption."

Strategic Partnerships Expand Market Reach

Zoom has partnered with Nvidia to integrate the chipmaker's Nemotron open technologies into AI Companion 3.0, targeting specialized industries including finance, healthcare, and government sectors.

New product offerings like Phone, Contact Center, and Virtual Agent are driving the majority of Zoom's current growth, positioning the company well for the hybrid work era.