Zoom Video Communications (ZM) is transforming from a pandemic-era video conferencing tool into an AI-first work platform poised for sustainable growth. The company's recent announcements highlight a strategic pivot that should excite forward-thinking investors, especially those looking to capitalize on practical AI applications in the enterprise space.In March 2025, Zoom unveiled a comprehensive suite of agentic AI capabilities across its platform, signaling a significant evolution in its product strategy. ...

Core Insights - The Technology sector, including companies like Broadcom, Zoom Communications, NVIDIA, and Fortinet, is expected to experience transformative growth in 2025, driven by advancements in artificial intelligence, quantum computing, and a focus on sustainability and cybersecurity [1] Group 1: Artificial Intelligence Developments - Agentic AI is a significant development that allows machines to autonomously complete complex tasks, reducing the need for human intervention [2] - Generative AI is transforming industries such as healthcare and content creation by enabling personalized automation and intelligent processes [2] - AI-powered threat detection is crucial for combating sophisticated cyberattacks, with industry-specific AI models accelerating adoption by providing tailored solutions [3] Group 2: Emerging Technologies - Spatial computing, which merges digital and physical environments through Augmented Reality and Virtual Reality, is set to redefine human-computer interaction, particularly in gaming and training [4] - Quantum computing is expected to advance toward real-world applications, transforming various industries despite being in its early stages [4] - The rapid adoption of cloud computing, 5G technology, autonomous vehicles, and wearables will continue to drive technological progress [5] Group 3: Semiconductor Industry Insights - Global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024, driven by rising demand for processors in enterprise laptops and data center servers [6] Group 4: Company-Specific Developments - Broadcom has introduced its end-to-end PCIe Gen 6 portfolio, enhancing its leadership in the semiconductor industry and ensuring high-performance AI infrastructure solutions through collaborations [8] - Zoom Communications is transitioning to an AI-first work platform, launching a suite of agentic AI features to enhance enterprise communications [11] - NVIDIA is solidifying its leadership in AI through partnerships and expanding its GPU offerings for high-performance computing and AI-based products [13] - Fortinet is enhancing its cybersecurity offerings with AI-driven technologies, improving threat detection and compliance [15]

Zoom Communications (ZM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this video-conferencing company have returned -11.7%, compared to the Zacks S&P 500 composite's -7% change. During this period, the Zacks Internet - Software industry, which Zoom falls in, has lost 17%. The key question now is: What could be the stock's future direction?While media r ...

The AI-first open work platform joins the ranks of Waymo, Nvidia, Duolingo, and more SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ:ZM), has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2025 for the second year in a row. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations to set new standards and achieve remarkable milestones in all sectors of the economy. Alongs ...

The AI-first open work platform joins the ranks of Waymo, Nvidia, Duolingo, and more SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM), has been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2025 for the second year in a row. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations to set new standards and achieve remarkable milestones in all sectors of the economy. Along ...

Zoom has added new artificial intelligence (AI) agentic skills to its AI Companion.These agentic skills have been deployed across the Zoom platform, the company said in a Monday (March 17) press release.“AI Companion is evolving from a personal assistant to being truly agentic, which signals a major leap forward in how AI can enhance productivity and collaboration at work,” Zoom Chief Product Officer Smita Hashim said in the release.AI Companion’s newest agentic skills include helping schedule meetings and ...

Zoom AI Companion expands agentic skills across the entire Zoom platform, using reasoning and memory to take action and orchestrate task execution, conversational self-service, custom agent creation, and moreMore than 45 new innovations announced, including AI enhancements for Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom Docs, and Zoom Contact Center, help users get more done, do their best work, and strengthen relationshipsNew Zoom customer experience (CX) innovations include next-generation enhancement ...

Core Viewpoint - Zoom Communications has experienced a significant stock price increase of 37% over six months, driven by demand for AI-focused communication tools, but recent quarterly results indicate potential growth challenges [1][2]. Financial Performance - For fiscal 2025, Zoom reported a revenue increase of 3.3% to approximately $4.7 billion in constant currency, with earnings per share rising 6.3% year over year to $5.54 on a non-GAAP basis [4]. - The company's fiscal 2026 guidance suggests a slowdown in revenue growth, with earnings per share expected to decline to a range of $5.34 to $5.37 [4]. Customer Metrics - Zoom's enterprise customer base showed minimal growth, reporting 192,600 customers at the end of the previous quarter, a slight increase from 191,000 at the beginning of the fiscal year [5]. - The net dollar expansion rate declined by 3 percentage points compared to the previous year, indicating that enterprise customers are spending less on the platform [7]. - The online monthly average churn rate increased to 2.8% quarter-over-quarter, although it was down by 20 basis points from the year-ago period, suggesting challenges in customer retention [8][9]. Market Outlook - Analysts maintain a positive outlook for Zoom, with a 12-month median price target of $92, indicating a potential upside of 21% from current levels [3]. - Despite the low valuation of 23 times earnings compared to the Nasdaq-100 index's 30 times, the stock may not be a smart buy without clear signs of growth acceleration [10][11].

Zoom Communications (ZM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this video-conferencing company have returned -13.1%, compared to the Zacks S&P 500 composite's -4.1% change. During this period, the Zacks Internet - Software industry, which Zoom falls in, has lost 9.4%. The key question now is: What could be the stock's future ...

As the digital economy starts to go online across businesses and the world, investors have to be aware of the companies and services that will be at the forefront of this revolution. Apart from operations and backend systems, other everyday needs will need to be met through the use of technology, and this is where video conferencing and communications software come into play. However, they aren't all made equal, which is why Microsoft Co. NASDAQ: MSFT decided to discontinue Skype, its former service in the ...