Core Insights - Zoom is focusing on AI for its contact center offerings, which is showing positive results with increased customer interest in both autonomous and human-assisted AI tools [3][4] - New customers for Zoom's contact center include SolarWinds and LegalShield, who are transitioning to a unified AI-powered platform [3] - The company is exploring alternative cost models for its AI contact center services, moving towards an outcome-based model for Zoom Virtual Agent [5] Financial Performance - Zoom reported $1.2 billion in revenue for Q3 2026, reflecting a year-over-year increase of 4.4% [5] - The online average monthly churn rate was 2.7% for the quarter [5] Customer Experience Growth - The customer experience segment, including Zoom Contact Center, experienced high double-digit growth in annual recurring revenue during the quarter [7] - Nine out of the ten largest customer experience deals involved AI solutions, highlighting the significance of AI in Zoom's offerings [7] - The company views customer experience as a critical long-term growth area, with AI innovations enhancing both team collaboration and customer engagement [7]

Core Insights - Premarket trading is showing notable activity with early price movements indicating potential opportunities before the market opens [1] Premarket Gainers - Mawson Infrastructure Group Inc. (MIGI) is up 10% at $5.65 [3] - Mingteng International Corporation Inc. (MTEN) is up 9% at $1.88 [3] - Barnwell Industries, Inc. (BRN) is up 9% at $1.20 [3] - Amentum Holdings, Inc. (AMTM) is up 8% at $27.57 [3] - Antelope Enterprise Holdings Limited (AEHL) is up 8% at $2.75 [3] - Protagenic Therapeutics, Inc. (PTIX) is up 8% at $2.43 [3] - Envirotech Vehicles, Inc. (EVTV) is up 8% at $1.18 [3] - Vir Biotechnology, Inc. (VIR) is up 6% at $6.49 [3] - Zoom Communications Inc. (ZM) is up 5% at $82.73 [3] - Core AI Holdings (CHAI) is up 5% at $2.68 [3] Premarket Losers - Foxx Development Holdings Inc. (FOXX) is down 13% at $4.00 [4] - Jaguar Health, Inc. (JAGX) is down 11% at $1.13 [4] - AlphaTON Capital Corp. (ATON) is down 7% at $2.54 [4] - Semtech Corporation (SMTC) is down 6% at $65.81 [4] - Cypherpunk Technologies Inc. (CYPH) is down 5% at $1.73 [4] - SunPower Inc. (SPWR) is down 5% at $1.59 [4] - Visionary Holdings Inc. (GV) is down 4% at $1.23 [4] - Gelteq Limited (GELS) is down 4% at $1.01 [4] - Capricor Therapeutics, Inc. (CAPR) is down 3% at $4.47 [4] - Mobile-Network Solutions (MNDR) is down 3% at $2.82 [4]

Market Overview - U.S. stock futures declined on Tuesday following gains on Monday, with major indices showing lower futures [1][2] - The 10-year Treasury bond yielded 4.03%, while the two-year bond was at 3.49%, indicating market expectations for a potential interest rate cut by the Federal Reserve in December [2] Company Performance - Zoom Communications Inc. saw a 3.14% increase after exceeding third-quarter expectations and raising FY2026 guidance [4] - Dell Technologies Inc. is expected to report earnings of $2.39 per share on revenue of $27.28 billion, with a premarket decline of 0.53% [5] - HP Inc. anticipates earnings of $0.92 per share on revenue of $14.70 billion, experiencing a 0.16% decrease [5] - Alphabet Inc. gained 2.14% following news that Meta Platforms may utilize Google's AI chips [5] - Semtech Corp. dropped 5.73% after reporting mixed results, with revenue of $267 million falling short of estimates [13] Sector Insights - Communication services, information technology, and consumer discretionary sectors recorded the largest gains on Monday, while consumer staples and energy sectors closed lower [8] - LPL Research maintains a resilient outlook for the U.S. economy, projecting GDP growth could reach an annualized 3% [10] - AI-driven productivity is expected to be a significant tailwind, with S&P 500 operating margins forecasted to exceed 17.5% within a year [11] - The earnings growth gap between mega-cap tech and the rest of the market remains substantial, favoring large-cap growth stocks and the communication services sector [12]

（文章来源：每日经济新闻） 每经AI快讯，11月25日，Zoom盘前涨超3%，此前公司上调了年度收入和利润预期。 ...

Zoom Video Communications (NASDAQ:ZM) reported an EPS of $1.52, beating the estimated $1.43 and marking a significant year-over-year improvement.The company's revenue reached approximately $1.23 billion, slightly above estimates and showcasing a 4.4% year-over-year growth.Zoom's strategic integration of AI tools and strong financial metrics, including a P/E ratio of 14.88 and a current ratio of 4.45, highlight its robust performance and market position.Zoom Video Communications, listed on NASDAQ:ZM, is a le ...

Group 1 - HP Inc. is expected to report quarterly earnings of 92 cents per share on revenue of $14.48 billion, with shares rising 0.5% to $24.51 in after-hours trading [2] - Semtech Corp. reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million, while adjusted earnings were 48 cents per share, beating estimates of 45 cents per share; shares dipped 6.9% to $65.17 [2] - J M Smucker Co. is anticipated to post quarterly earnings of $2.10 per share on revenue of $2.32 billion, with shares gaining 0.5% to $104.75 in after-hours trading [2] - Zoom Communications Inc. reported third-quarter revenue of $1.23 billion, exceeding the consensus estimate of $1.21 billion, and adjusted earnings of $1.52 per share, beating estimates of $1.44 per share; shares gained 3.6% to $81.45 [2] - Alibaba Group Holding Ltd. is expected to report quarterly earnings of 49 cents per share on revenue of $34.43 billion, with shares gaining 1% to $162.30 in after-hours trading [2]

Core Viewpoint - Zoom Communications reported a 4.4% year-over-year increase in revenue for Q3 of fiscal year 2026, reaching $1.23 billion, surpassing analyst expectations of $1.21 billion [1] - The adjusted earnings per share were $1.52, also exceeding the forecast of $1.44 [1] - The company announced a new $1 billion stock buyback program [1] Financial Performance - Revenue for the third quarter was $1.23 billion, a 4.4% increase compared to the previous year [1] - Adjusted earnings per share were reported at $1.52, higher than the expected $1.44 [1] User Metrics - The average monthly churn rate for individual and small business users was 2.7%, down from 2.9% in the previous quarter [1] Future Guidance - For the upcoming quarter, the company expects revenue to be approximately $1.23 billion and adjusted earnings per share around $1.49, compared to market expectations of $1.45 [1]

Market Overview - U.S. stock futures increased on Monday, continuing Friday's gains, driven by optimism regarding a potential December rate cut suggested by New York Fed President John Williams [1] - The Dow Jones Industrial Average rose 0.44% to 46,448.27, the S&P 500 increased by 1.5% to 6,705.12, and the Nasdaq jumped 2.69% to 22,872.00 [1] Semiconductor Sector - The semiconductor sector experienced a boost as hopes for a December Fed rate cut lifted tech stocks, with supportive comments from Federal Reserve Governor Christopher Waller further fueling the rally [2] Broadcom Inc. - Broadcom's stock surged 11.10% to close at $377.96, reaching an intraday high of $382 and a low of $347.66, with a 52-week high of $386.48 and a low of $138.10; in after-hours trading, the stock rose 1.49% to $383.60 [1] Alphabet Inc. - Alphabet's Class C shares climbed 6.28% to close at $318.47, hitting a new 52-week high of $319.80, with a low of $142.66; after-hours trading saw a gain of 2.65% to $326.90 [3][4] - Alphabet's Class A shares ended the day 6.3% higher at $318.58, gaining 2.6% to $327 in extended trading [3] - The company is reportedly in talks with Meta and other cloud clients to supply Google's AI TPU chips, indicating increased competition with Nvidia; Alphabet shares rose about 2% after-hours while Nvidia slipped roughly 2% [4] SanDisk Corporation - SanDisk's stock rose 13.33% to $226.96, with a high of $228.18 and a low of $205.13; the stock's 52-week high is $284.76 and a low of $27.90, popping 7.29% to $243.50 in after-hours trading [5][6] - SanDisk was added to the S&P 500, replacing Interpublic Group after its acquisition by Omnicom, effective November 28; PTC Therapeutics will replace SanDisk in the S&P SmallCap 600 [6] - The company reported strong fourth-quarter results on November 6, beating revenue and EPS estimates for the eighth time in ten quarters [6] Novo Nordisk A/S - Novo Nordisk shares fell 5.58% to $44.97, with a high of $45.22 and a low of $43.08; the stock's 52-week high is $112.52 [7][8] - The company reported that its 2-year evoke and evoke+ trials did not show semaglutide to be superior to placebo in slowing Alzheimer's disease progression, despite improvements in biomarkers; the 1-year extension phase will be discontinued [8] Zoom Communications Inc. - Zoom's stock dipped slightly by 0.04% to close at $78.60, with an intraday high of $80.27 and a low of $78.59; the stock's 52-week high is $92.80 [10][11] - The company reported third-quarter revenue of $1.23 billion and adjusted earnings of $1.52 per share, beating forecasts; enterprise revenue rose 6.1% year-over-year, ending the quarter with 4,363 large customers and generating $629.3 million in operating cash flow [11]

Core Insights - Zoom Communications reported $1.23 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 4.4% and an EPS of $1.52 compared to $1.38 a year ago, exceeding the Zacks Consensus Estimate of $1.21 billion by 1.4% [1] - The company delivered an EPS surprise of 6.29%, with the consensus EPS estimate being $1.43 [1] Financial Performance Metrics - Zoom's shares have returned -6.7% over the past month, while the Zacks S&P 500 composite changed by -1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Customer and Revenue Metrics - The number of enterprise customers reached 185,100, slightly below the four-analyst average estimate of 185,888 [4] - Customers generating over $100K in TTM revenue totaled 4,363, exceeding the three-analyst average estimate of 4,341 [4] - Current Remaining Performance Obligation (RPO) stands at $2.41 billion, compared to the $2.44 billion average estimate [4] - Total Remaining Performance Obligations (RPO) are $4.02 billion, surpassing the two-analyst average estimate of $3.96 billion [4] - Non-Current Remaining Performance Obligation (RPO) is $1.61 billion, above the two-analyst average estimate of $1.51 billion [4] - Online revenue reached $488.4 million, exceeding the three-analyst average estimate of $482.58 million [4] - Enterprise revenue was reported at $741.4 million, also above the three-analyst average estimate of $730.97 million [4]

Core Insights - Zoom Communications reported quarterly earnings of $1.52 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, and showing an increase from $1.38 per share a year ago, resulting in an earnings surprise of +6.29% [1] - The company generated revenues of $1.23 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.40% and up from $1.18 billion year-over-year [2] - Zoom has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +11.68%, with actual earnings of $1.53 per share compared to an expected $1.37 [1] - The current consensus EPS estimate for the upcoming quarter is $1.44, with projected revenues of $1.22 billion, while the estimate for the current fiscal year is $5.83 on $4.83 billion in revenues [7] Stock Performance and Outlook - Zoom shares have declined approximately 3.7% year-to-date, contrasting with the S&P 500's gain of 12.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Zoom belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]