Company: ZM
Filing Date: 2025-11-25
Form Type: 10-Q
Source: 0001585521-25-000202
Chunk: 268

Company: Zoom Communications, Inc.
Filing Date: 2025-11-25
Form: 10-Q
Item: Part I, Item 1
Chunk 268
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 productivity, powering better collaboration, and helping customer-facing teams get more done, do better work, and strengthen relationships with AI Companion. Our federated approach to AI dynamically leverages multiple Large Language Models (“LLMs”) (including those from OpenAI, Anthropic, and Meta), as well as Small Language Models (“SLMs”), making AI more accessible and affordable so that more people can incorporate it in their day-to-day workflows. In line with our commitment to responsible AI, Zoom does not use customer audio, video, chat, screen sharing, attachments, or other communications-like customer content (such as poll results, whiteboard, and reactions) to train Zoom’s or its third-party AI models.

Zoom’s platform prioritizes security and privacy, with 30 co-located data centers globally and robust encryption options. We are committed to delivering high-quality, real-time video, even in low-bandwidth conditions, while safeguarding our customers' data.

Revenue is driven by subscriptions to Zoom Workplace and Zoom Business Services. Our core offerings include Zoom Workplace Pro, Business, and Enterprise bundles, with vertical-specific plans for Education, Healthcare, and Government. We also offer Zoom Phone, with regional and global calling plans, and Zoom Contact Center, providing advanced customer experience solutions designed to meet diverse customer needs.

Our revenue was $1,229.8 million and $1,177.5 million for the three months ended October 31, 2025 and 2024, respectively, representing period-over-period growth of 4.4%. We had net income of $612.9 million and $207.1 million for the three months ended October 31, 2025 and 2024, respectively. Our revenue was $3,621.8 million and $3,481.3 million for the nine months ended October 31, 2025 and 2024, respectively, representing period-over-period growth of 4.0%. We had net income of $1,226.1 million and $642.4 million for the nine months ended October 31, 2025 and 2024, respectively. Net cash provided by operating activities was $1,634.5 million and $1,520.7 million for the nine months ended October 31, 2025 and 2024, respectively.

Macroeconomic Conditions and Other Factors

The macroeconomic environment, including geopolitical conflicts, inflationary pressures, government shutdowns, tariffs escalating trade tensions, and the global market and foreign currency exchange rate volatility, continues to create