Zoom raised its fiscal 2026 revenue forecast to $4.83–$4.84 billion and lifted annual adjusted profit-per-share guidance to $5.81–$5.84. The company attributed growth to hybrid work trends, integration of AI across its products, and a broader service portfolio enabling entry into new markets. Zoom introduced Virtual Agent 2.0 in June to autonomously handle tasks like processing returns, updating accounts and booking appointments, and added agentic AI capabilities in July including a Custom AI Companion add-on for third-party platforms. Second-quarter revenue was $1.22 billion and adjusted EPS was $1.53, both above estimates. The stock rose 4.5% in extended trading.
The integration of AI across its product line and the broadening of its service portfolio have helped Zoom sustain growth in its core video-conferencing offering, while enabling it to enter and scale in new markets. The company in June introduced its Virtual Agent 2.0, which can autonomously complete complex tasks such as processing returns, updating accounts or booking appointments, powered by agentic AI.
Zoom now expects fiscal 2026 revenue between $4.83 billion and $4.84 billion, above its earlier projection of $4.80 billion to $4.81 billion. It forecast annual adjusted profit per share between $5.81 and $5.84, compared with a prior view of $5.56 and $5.59. The company's third-quarter revenue forecast range of $1.21 billion to $1.22 billion was above analysts' average estimate of $1.21 billion, according to data compiled by LSEG.
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