Company: ZM
Filing Date: 2025-11-25
Form Type: 10-Q
Source: 0001585521-25-000202
Chunk: 273

Company: Zoom Communications, Inc.
Filing Date: 2025-11-25
Form: 10-Q
Item: Part I, Item 1
Chunk 273
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 deploy custom AI assistants with broader context and integration across applications. The add-on provides low-code tools, templates, and libraries to help organizations build tailored AI workflows. In addition, Zoom Business Services announced updates to Zoom Virtual Agent, featuring new use cases and branded voice customization to support more consistent customer interactions.

Zoom is an open platform, and third-party developers are a key component of our strategy for platform innovation to make it easier for customers and developers to extend our product portfolio with new functionalities. We believe that as more developers and other third parties use our platform to integrate major third-party applications, we will become the ubiquitous platform for communications and collaboration. We will need to expend additional resources to continue introducing new products, features, and functionality, and supporting the efforts of third parties to enhance the value of our platform with their own applications.

We offer end-to-end encryption (“E2EE”) for meetings with up to 1,000 participants, as well as for one-on-one Zoom Phone calls within the same account. With E2EE, encryption keys are generated and managed on users’ devices rather than on Zoom’s servers, providing an added layer of privacy. In addition, we introduced post-quantum E2EE in May 2024 for Zoom Workplace. We believe this makes Zoom the first unified communications as a service (“UCaaS”) provider to offer a post-quantum E2EE solution for video conferencing.

International Opportunities

Our platform addresses the communications and collaboration needs of users worldwide, and while our international revenue has stabilized in recent quarters, we continue to view international expansion as a meaningful long-term opportunity. Our revenue outside of the Americas (APAC and EMEA) represented 27.9% and 28.1% of our total revenue for the three months ended October 31, 2025 and 2024, respectively, and 28.0% and 28.2% of our total revenue for the nine months ended October 31, 2025 and 2024, respectively. We use strategic partners and resellers to sell in certain international markets where we have limited or no direct sales presence. While we believe global demand for our platform will continue to increase as international market awareness of Zoom grows, our ability to conduct our operations internationally will require considerable management attention and resources and is subject to the particular challenges of supporting a rapidly growing business in an environment of multiple languages, cultures, customs, legal and regulatory systems, alternative dispute systems, and commercial markets.

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Key Business Metrics

We review the following