Zoom sees the impulse AI as the income of the company grows

Zoom (Zm -1.71%) He hosted his call for earnings from the fourth quarter and complete in the fiscal year of 2025, on February 24, 2025. The Eric Yuan CEO described the fiscal year 2025 as “an incredible year, marked by a major advancement in AI, the evolution of Zoom in an AI-First Work Platform, which stretches on the phone, and on the phone, Look at the contact center and work.

Evolution of the Adoption Driving Platform

Active users of the zoom AI Companion increased by 68% a quarter of quarter, which the management mentioned “demonstrating the real value of customers”.

AI Companion appeared as a motor force of our transformation into a company AI, allowing our customers to discover improved productivity opportunities. … In April, we launch the personalized supplement of companion to automate the job (hubs) through personalized agents. This will customize you to feed the needs of the client connected with our existing data and will work perfectly with their third instruments.

– Eric Yuan, founder, president, CEO and president

The management presented the price approach for the future companion you customized:

We believe that the price of $ 12 will be a truly convincing TCO story (total property cost) for our customers, it is differentiated from what others on the market are prices now.

– Michelle Chang, Chief Financial Director

The moment of enterprise and strategic earnings

The income of the company increased by 6% year by year and now comprises 60% of the total revenues. The company provided a remarkable profit of the company with Amazon (Nasdaq: amzn)marking a transition from Amazon’s previous use.

We are pleased to provide zoom to Amazon employees and to continue to strengthen our long -term relationship with AWS as your favorite cloud provider. This is based on the success we have achieved by helping customers easily procure and implementing zoom through AWS Marketplace.

– Eric Yuan, founder, president, CEO and president

Increasing the contact center

The quarter has so far included the largest transaction of the company’s contact center, with a Fortune 100 Tech company that has implemented over 15,000 agents.

The number of customers of the contact center with over $ 100,000 in ARR increased by over 100% year by year, winning both the travel of the sellers from CARC and the most important. Our first approach you resonate strongly.

– Eric Yuan, founder, president, CEO and president

Seven of the first 10 offers in the contact center came from the movement of cloud sellers, with three local migrations, according to the management.

Workvivo expansion

The Workvivo employee communication platform has shown a continuous increase, the number of customers increasing 89% from year to year and three offers of over $ 1 million in annual recurrent revenues (ARR).

Workvivo also had a quarter record led by force in all regions. The total number of Workvivo customers increased by 89% from year to year, accelerating from 79% in T3. … Our strategic partnership as a favorite migration partner for Meta Workplace has contributed strongly to this impulse.

– Eric Yuan, founder, president, CEO and president

Secure platform Delta airlines (Nyse: dal) As a client for the global workforce as a result of the Meta Workplace sunset.

Financial performance

The company maintained its non-Gaap operating margin to 39.5%, while reducing the action based compensation to 20% of the revenues (which is still a large number, to be honest), even if it has invested in capabilities.

We are very pleased with our margin finish in ’25. And while we do not guide ourselves to the margin of ’26, I feel good that our increased use in AI and our expenses will be compensated by efficiency.

– Michelle Chang, Chief Financial Director

Looking in the future

The management described the demand environment as “mixed, but stable for positive”, noting reduced remediation rates in the online segment and sequential improvements in keeping customers. The company presented three strategic priorities for fiscal year 2026: “Extension of our capabilities to run the value of customers; Rapid innovation within the work place; and based on impulses in new products, such as the contact center and workvivo. ” Yuan said that Zoom’s innovation engine and the platform strategy click “and we have significant opportunities and growth vectors to execute”.

Randi Zuckerberg, former director of the development of the market and spokesman of Facebook and Sister Meta Platforms, Mark Zuckerberg, is a member of the Board of Directors of Motley Fool. John Mackey, former CEO of Whole Foods Market, an Amazon branch, is a member of the Motley Fool Board. David Kretzmann It has positions in Amazon, Metas Platforms and Zoom Communications. Motley Fool has positions and recommends Amazon, Metal Platforms and Zoom Communications. The Motley Fool recommends Delta air lines. Motley Fool has a The disclosure policy.