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Companies · ZM

ZM Reported this cycle

Zoom

San Jose, CA Founded 2011 Enterprise SaaS & Cloud

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Latest analysis

Updated Sep 2, 2026

Zoom appoints former Oracle CFO Jeff Epstein to board; Jonathan Chadwick to retire

Zoom added Jeff Epstein, a former Oracle CFO with deep B2B software and vertical AI expertise, to its board effective August 31, 2026. Epstein currently operates as a partner at Bessemer Venture Partners and sits on the boards of Autodesk, AvePoint, and Twilio. Jonathan Chadwick will retire from the board effective November 19, 2026 after nearly a decade of service. This is a routine board governance event with no material impact on operations or financial guidance.

Tone: neutral

Revenue

$4.9B

ZM 10-K · FY 2026

Employees

7,438

Revenue growth YoY

+4.4%

Founded

2011

Profile

ZM 10-K Item 1 · Feb 27, 2026

Zoom Communications, Inc. is an AI-first unified communications and collaboration platform serving businesses of all sizes globally. Its platform integrates meetings, phone, chat, contact center, events, and employee experience tools under a single architecture, with AI capabilities embedded throughout via Zoom AI Companion. The company generates revenue primarily from subscriptions to Zoom Workplace and Zoom Business Services.

Read filing description ↓

Zoom is redefining modern work as a system of action, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, chat, phone, contact center, events, and more — all with the built-in assistance of Zoom AI Companion. Our mission to deliver happiness, grounded in our core value of care, is fundamental to everything we do at Zoom. Our platform bridges work both inside and outside the organization by integrating AI capabilities across employee collaboration and customer-facing workflows, enabling seamless communication, collaboration, and engagement through Zoom Workplace and Zoom Business Services. Zoom Workplace with AI Companion brings together Zoom's core communication and productivity tools—including Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom Docs, and Zoom Whiteboard—to support collaboration across organizations of varying sizes. Zoom's Business Services for sales, marketing, and customer experience teams, including Zoom Contact Center, Zoom Revenue Accelerator, and Zoom Events, support customer engagement across the customer lifecycle. Trust is a cornerstone of the Zoom platform. We equip users with a comprehensive set of tools to make their interactions safe, secure, and private. We believe that strong security should never compromise a great user experience.

Primary products

  • Zoom AI Companion
  • Zoom Meetings
  • Zoom Phone
  • Zoom Team Chat
  • Zoom Docs
  • Zoom Whiteboard

End markets

education entertainment/media enterprise infrastructure finance government health care manufacturing nonprofit/not-for-profit and social impact retail/consumer products software/internet

Geographies

Asia-Pacific EMEA North America

Named competitors

Cisco Webex GoTo Microsoft 365 (with Teams) Google Workspace (with Meet) Avaya RingCentral 8x8 Five9, Inc.
“We believe we compete favorably based on the following competitive factors: open, AI-first work platform; cloud-native architecture; functionality and scalability; ease of use and reliability; brand awareness and preference; ability to utilize existing infrastructure, such as legacy conference room hardware; and low total cost of ownership.” Competitive position, as stated in the filing

Revenue commentary · FY 2026

Revenue grew 4.4% year-over-year to $4,868.8 million in fiscal year 2026, following 3.1% growth in fiscal year 2025.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 9 diligence answers 4 M&A transactions SWOT