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Zoom Video Communications, Inc. (ZM) is a global provider of a unified communications and collaboration platform. The company specializes in offering subscription-based services that enable video conferencing, voice calls, webinars, and team collaboration. Zoom also provides professional services, consulting, and tools for hosting virtual events, catering to both enterprise and individual customers.
- Zoom Meetings - Offers a core video conferencing service that enables seamless communication and collaboration for individuals and teams.
- Zoom Phone - Provides a cloud-based phone system with multiple plans, including Zoom Phone Pro, Regional Unlimited, Regional Metered, and Global Select plans.
- Zoom One Bundles - Combines services like Zoom Meetings, Team Chat, Whiteboard, Mail, Calendar, Phone, Webinars, and Rooms into tailored packages for businesses, including vertical-specific plans for Education, Healthcare, and Government.
- Zoom Spaces - Delivers solutions for physical meeting spaces, enhancing hybrid work environments.
- Zoom Events - Enables hosting of virtual events with tools designed for large-scale online gatherings.
- Zoom Contact Center - Provides customer service solutions to streamline and enhance customer interactions.
- Zoom Revenue Accelerator - Offers productivity-enhancing tools to drive business efficiency and growth.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Eric S. Yuan ExecutiveBoard | President, CEO, and Chairman | Board Member at Intuit, Inc. | Founder of Zoom (2011), previously Corporate VP of Engineering at Cisco and VP of Engineering at WebEx. | June 2011 |
Aparna Bawa Executive | Chief Operating Officer (COO) | None | Joined Zoom in 2018 as General Counsel, later served as Chief Legal Officer and Interim Chief Legal Officer. Became COO in 2020. | May 2020 |
Michelle Chang Executive | Chief Financial Officer (CFO) | None | Joined Zoom in 2024 after 20+ years at Microsoft, where she held roles such as CFO of Commercial Sales and Partner Organization and CFO of Modern Workplace and Security. | October 2024 |
Velchamy Sankarlingam Executive | President of Product and Engineering | None | Joined Zoom in 2020 after serving as SVP of Cloud Services Development and Operations at VMware. Previously held roles at Cisco WebEx, IBM, and Accenture. | June 2020 |
Cindy Hoots Board | Board Member | Chief Digital Officer and CIO at AstraZeneca | Appointed to Zoom's board in 2023. Previously held leadership roles at Unilever and British American Tobacco. | January 2023 |
Dan Scheinman Board | Board Member | Board Member at Arista Networks and SentinelOne | Angel investor since 2011. Formerly held executive roles at Cisco. | January 2013 |
Janet Napolitano Board | Board Member | Professor at UC Berkeley; Board Member at Vir Biotechnology | Former U.S. Secretary of Homeland Security and President of the University of California system. | November 2020 |
Jonathan Chadwick Board | Board Member | Board Member at ServiceNow, Confluent, and Samsara | Former CFO at VMware, Skype, and McAfee. Private investor since 2016. | September 2017 |
Lieut. Gen. H.R. McMaster Board | Board Member | Fellow and Lecturer at Stanford University | Retired U.S. Army Lieutenant General and former National Security Advisor. | May 2020 |
Mike Fenger Board | Board Member | Vice President, Worldwide Sales at Apple | Joined Zoom's board in 2024. Currently leads global sales at Apple. | August 2024 |
Peter Gassner Board | Board Member | CEO and Board Member at Veeva Systems | CEO of Veeva Systems since 2007. Former SVP of Technology at Salesforce and Chief Architect at PeopleSoft. | October 2015 |
Santiago Subotovsky Board | Board Member | General Partner at Emergence Capital | Joined Zoom's board in 2014. Founder of AXG Tecnonexo. | December 2014 |
William R. McDermott Board | Board Member | CEO and Chairman of ServiceNow; Board Member at Fisker Inc. | CEO of ServiceNow since 2019. Former CEO of SAP. | March 2022 |
- Your fiscal '26 revenue growth guidance remains below the mid-single-digit targets previously discussed; what are the key factors inhibiting revenue acceleration, and how confident are you in returning to higher growth rates?
- With increasing investments in AI and a potential shift towards consumption-based pricing, how do you plan to maintain or improve margins without experiencing long-term margin compression?
- Given the trend of some companies mandating a full return to the office, how do you anticipate this affecting Zoom's usage and expansion opportunities, particularly among enterprise customers?
- The growth in customers contributing over $100,000 in trailing 12-month revenue appears to have resulted in lower revenue per customer year-over-year; can you explain the reasons behind this decline and how you plan to address it?
- Your free cash flow guidance for fiscal '26 indicates a lower conversion rate compared to fiscal '25 despite growth in operating income; what specific factors are causing this decrease, and why wouldn't we see a free cash flow conversion rate closer to 100%?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Cisco Webex | The company faces competition from legacy web-based meeting services providers, which include this competitor, in the markets for communication and collaboration technologies. |
GoTo | This competitor is mentioned as another legacy web-based meeting services provider competing in the communication and collaboration technologies market. |
The company competes with bundled productivity solution providers with video functionality, including this competitor, which offers integrated video communication tools. | |
This competitor is highlighted as part of bundled productivity solution providers with video functionality, directly competing in the communication and collaboration technologies market. | |
This competitor is identified as a UCaaS and legacy PBX provider competing in the communication and collaboration technologies market. | |
Avaya | This competitor is another UCaaS and legacy PBX provider mentioned as a rival in the communication and collaboration technologies market. |
This competitor is listed as a UCaaS and legacy PBX provider competing with the company in the communication and collaboration technologies market. | |
This competitor is noted as a consumer-facing platform that can support small- or medium-sized businesses, competing in the communication and collaboration technologies market. | |
This competitor is mentioned as a consumer-facing platform that can support small- or medium-sized businesses, competing in the communication and collaboration technologies market. | |
This competitor is identified as a consumer-facing platform that can support small- or medium-sized businesses, competing in the communication and collaboration technologies market. | |
As the company builds out its Zoom Contact Center, this competitor is mentioned as a provider of similar omnichannel contact center solutions. | |
Genesys | This competitor is highlighted as a provider of omnichannel contact center solutions, competing with the company's Zoom Contact Center. |
NICE inContact | This competitor is noted as another provider of omnichannel contact center solutions, competing with the company's Zoom Contact Center. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Workvivo Limited | 2023 | Completed acquisition executed on April 21, 2023 with an all-cash deal valued between $215.8M and $221.8M; the purchase price was allocated to goodwill, intangible assets (developed technology and customer relationships), and other net assets, and the acquisition is strategically aimed at enhancing Zoom’s employee experience platform by integrating it with its Team Chat product to drive growth in the upmarket enterprise segment. |
Solvvy, Inc. | 2022 | Completed acquisition executed on May 19, 2022 for an all-cash price of $121.2M; the deal’s purchase allocation included goodwill and intangible assets (with developed technology and customer relationships amortized over 5 years) and is strategically aimed at bolstering Zoom’s Contact Center with advanced conversational AI capabilities for improved customer service and agent productivity. |