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2h ago

Zoom Raises Outlook After Q2 Beat as AI Tools Gain Traction

A stronger outlook reflects rising adoption of new AI features.

A Zoom logo appears in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE – This April 18, 2019, file photo shows a sign for Zoom Video Communications ahead of the company’s Nasdaq IPO in New York. The video-conferencing service is cutting about 1,300 jobs, or approximately 15% of its workforce. CEO Eric Yuan said in a blog post Tuesday, Feb. 7, 2023, that the company ramped up staffing during the COVID-19 pandemic, when businesses became increasingly reliant on its service as people worked from home. Yuan said Zoom grew three times in size within 24 months to manage demand. (AP Photo/Mark Lennihan, File)
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Overview

  • Second-quarter revenue rose 4.7% to $1.22 billion with adjusted earnings of $1.53 per share, topping estimates.
  • Zoom lifted its full-year view to $4.83–$4.84 billion in revenue and $5.81–$5.84 in adjusted EPS, and guided Q3 revenue to $1.21–$1.22 billion, slightly above consensus.
  • Shares rose roughly 5% in extended trading after the report and were up more than 8% on Friday.
  • Recent launches include Virtual Agent 2.0, which can autonomously handle tasks like returns and appointment booking, and a Custom AI Companion that works across third-party platforms such as Google Meet.
  • AI Companion usage has reached millions of monthly active users with a fourfold year-over-year increase, while analysts say growth appears to be stabilizing with modest longer-term expansion expected.