Zoom Video Communications
Leading provider of video conferencing, webinars, and unified communications platform serving millions of users worldwide
What the page says before deeper research
Quality, growth, value, ownership, risk, and source confidence.
Moat 7.8/100 with low retention risk and medium switching costs.
Growth appears mixed from +4.4% YoY revenue growth.
Forward P/E of 17.4x versus +4.4% growth gives a 4.0x multiple-to-growth read.
No SEC-backed 13F layer is matched yet, so ownership confirmation is unavailable.
Monitor valuation, retention, and AI disruption risk.
Fundamentals from finnhub as of 2026-05-17; ownership confirmation is not available here.
This is the cleanest available operating signal in the current dataset.
Beginner valuation check
Data pending from FMP or Finnhub.
Positive price performance shows recent market sentiment, not a full investment thesis.
Forward P/E around 17.4x means investors pay about $17.4 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.
A P/E around 15.5x means investors pay about $15.5 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.
Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.
Beginner guide
Zoom makes the video calling app that people use for work meetings, school classes, and talking to family and friends on the computer.
Leading provider of video conferencing, webinars, and unified communications platform serving millions of users worldwide
Zoom Video Communications makes money through Zoom Workplace (~60% of revenue), Zoom Phone (~20% of revenue), and Zoom Contact Center (~10% of revenue).
Network effects from 300M+ daily participants create winner-take-all dynamics
Zoom Video Communications can disappoint if execution, competition, valuation, or demand cycles weaken growth, margins, customer retention, or investor confidence.
Zoom Video Communications is like a specialized business engine: investors want to know whether zoom workplace can keep producing durable cash flow.
You are basically betting that Zoom Video Communications can keep turning zoom workplace into durable value while managing execution, competition, valuation, or demand cycles.
A 0-100 shortcut for how defensible the business looks in this company brief. Zoom Video Communications is scored at 7.8.
How painful it is for customers to leave. this company brief rates Zoom Video Communications as medium.
Whether existing customers tend to spend more or less over time. The company brief model uses 130%.
The main pieces of the company here are Zoom Workplace, Zoom Phone, and Zoom Contact Center.
Price divided by earnings. It is a quick valuation check, but it can mislead when earnings are temporarily high, low, or negative.
A quarterly filing that shows what many large institutional investors owned at quarter end.
The first four questions
Zoom Workplace remains the core engine, and the company’s 130% net revenue retention model suggests expansion across existing customers can keep supporting growth.
Zoom can disappoint if execution slips, competition intensifies, or customer retention weakens enough to slow revenue growth and reduce confidence in the business mix.
Revenue growth (+4.4%)
Next earnings date unavailable from configured sources.
Bull / Neutral / Bear
Zoom continues to lean on Workplace as the main operating engine, with the market focusing on whether current growth and forward earnings multiples stay justified.
Forward P/E around 17.4x remains in line with the company’s growth profile.
Zoom Workplace, Zoom Phone, and Zoom Contact Center keep deepening enterprise usage while retention stays strong, supporting continued revenue expansion.
Revenue growth stays near or above +4.4% and the enterprise suite remains sticky.
Zoom continues to lean on Workplace as the main operating engine, with the market focusing on whether current growth and forward earnings multiples stay justified.
Forward P/E around 17.4x remains in line with the company’s growth profile.
If competition or adoption pressure slows Workplace momentum, the market may question whether Zoom Phone and Contact Center can offset the slowdown.
Revenue growth softens, customer expansion loses pace, or valuation support fades.
Beginner checklist
Needs earnings calendar data from a provider.
This is the cleanest available operating signal in the current dataset.
Margin trend needs company financial statement data; do not infer it from price movement.
This is a valuation anchor, but it should be read alongside growth and retention quality.
No SEC-backed ownership rows are available for this ticker yet.
Needs insider transaction data from a provider.
Track whether Zoom Workplace continues to anchor the business mix and customer engagement.
Zoom Video Communications is exposure to communication software operating model with medium switching costs and 130% net revenue retention.
Network effects from 300M+ daily participants create winner-take-all dynamics
The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.
Pro access unlocks the workflow simulator for this company brief.
Simulator coverage pending
This ticker has a company brief, but richer workflow modules have not been built yet.
No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.
- Network effects from 300M+ daily participants create winner-take-all dynamics
- Deep enterprise integrations with SSO, calendar, and CRM systems create high switching costs
- Zoom Phone and Zoom Rooms expansion drives 130%+ net revenue retention
- AI-powered features (meeting summaries, real-time translation) enhance stickiness but face competition
- Regulatory compliance (HIPAA, FINRA, FedRAMP) creates defensible enterprise moats
- Developer platform with 2,500+ apps creates ecosystem lock-in effects