Zoom Communications Dirección
Dirección controles de criterios 4/4
El CEO de Zoom Communications es Eric Yuan , nombrado en Jun 2011, tiene una permanencia de 14.92 años. compensación anual total es $1.28M, compuesta por 35.1% salario y 64.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 14.11% de las acciones de la empresa, por valor de $4.09B. La antigüedad media del equipo directivo y de la junta directiva es de 2.9 años y 7.3 años, respectivamente.
Información clave
Eric Yuan
Chief Executive Officer (CEO)
US$1.3m
Compensación total
| Porcentaje del salario del CEO | 35.13% |
| Permanencia del CEO | 14.9yrs |
| Participación del CEO | 14.1% |
| Permanencia media de la dirección | 2.9yrs |
| Promedio de permanencia en la Junta Directiva | 7.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • May 15
Zoom Keeps Generating Cash While Growth Remains Elusive
Summary Zoom Communications (ZM) remains a 'Hold' as growth stays in the low-to-mid single digits and valuation appears fair. ZM’s strong balance sheet, with $7.8 billion in liquid assets and no debt, supports flexibility for buybacks or investments. Share buybacks have reduced outstanding shares by 14 million in the past year, but growth guidance for FY27 remains cautious. AI initiatives and the Anthropic stake offer optionality, but are unlikely to materially impact near-term earnings or revenue trajectory. Read the full article on Seeking Alpha
Actualización de narrativa • May 09
ZM: AI Partnerships And Capital Actions Will Shape Measured Future Repricing
Analysts kept the fair value estimate for Zoom Communications steady at $115. A mix of recent price target tweaks, including cuts from BTIG and Bernstein and a lift from Benchmark, reflects ongoing debate around growth investments, margin trends, and the potential impact of Anthropic related AI initiatives and product partnerships like Claude Cowork.
Actualización de narrativa • Apr 21
ZM: AI Integration And Anthropic Stake Are Expected To Support Steady Outlook
Analysts have made only modest adjustments to Zoom Communications' price targets, with figures now ranging from about $74 to $115, as they factor in recent Q4 execution, the Claude Cowork launch, and the potential impact of the Anthropic investment on future growth drivers and margins. Analyst Commentary Recent research on Zoom Communications reflects a split view, with some analysts focusing on AI driven upside and execution, while others question how the company stacks up against faster growing software peers.Actualización de narrativa • Apr 07
ZM: AI Suite And Anthropic Stake Will Support Future Repricing
Narrative Update on Zoom Communications The analyst price target framework for Zoom Communications has shifted toward a lower future P/E assumption, alongside modestly higher revenue growth and profit margin inputs. This echoes recent Street research, where several firms adjusted targets in a $74 to $115 range as analysts weigh solid Q4 execution, AI monetization potential, Anthropic exposure, and the trade-off between growth investments and near-term margin expansion.Actualización de narrativa • Mar 24
ZM: AI Expansion And Anthropic Investment Are Expected To Support Upside
Analysts have modestly adjusted Zoom Communications' price targets, with moves ranging from a $5 cut to $100 to a $6 lift to $115. The changes reflect mixed views on its Q4 execution, investment in AI and product expansion, and the trade off between a pause in near term margins and longer term growth potential.
Actualización de narrativa • Mar 10
ZM: AI Monetization And Contact Center Expansion Will Likely Offer Balanced Outcomes
Our analyst price target for Zoom Communications edges lower to reflect a modest fair value adjustment to about $73, even as analysts highlight ongoing operating consistency, product investment, and emerging AI monetization as key parts of the story. Analyst Commentary Recent research on Zoom Communications reflects a wide range of opinions on where the stock should trade, even as recent quarters have generally tracked ahead of guidance and highlighted steady operations.Actualización de narrativa • Feb 24
ZM: AI Monetization And Contact Center Execution Will Likely Disappoint Expectations
Analysts have raised their fair value estimate for Zoom Communications to $73.19 from $69.45, citing slightly higher expected revenue growth, stronger profit margins, and a lower assumed future P/E multiple. This revision is supported by recent upgrades that emphasize potential benefits from new product launches and the company's AI initiatives.Actualización de narrativa • Feb 09
ZM: Partner-First Pivot And AI Efforts Are Expected To Support Upside
Our analyst price target for Zoom Communications edges higher to reflect a fair value estimate of $97.59 per share, supported by slightly adjusted growth, discount rate, and future P/E assumptions that align with recent upgrades and AI focused optimism from Street analysts. Analyst Commentary Recent research on Zoom Communications has tilted more positive, with several bullish analysts updating views around product momentum, artificial intelligence initiatives, and the company’s go to market execution.Actualización de narrativa • Jan 24
ZM: Partner-First Pivot And AI Monetization Are Expected To Drive Upside
Analysts have nudged their price targets for Zoom Communications higher, with Citi and Rosenblatt citing what they see as an undemanding valuation, a path toward about 5% sales growth, new AI and contact center products, and progress on a partner first go to market model. These factors support moves such as Citi's increase to US$106 from US$94 and Rosenblatt's lift to US$115 from US$110.Actualización de narrativa • Jan 10
ZM: Partner-First Pivot And AI Suite Will Support Future Repricing
Analysts have lifted their price target on Zoom Communications to $115 from $110, citing slightly stronger revenue growth assumptions and a partner first sales model. They say this model is driving more constructive channel checks around the company’s medium term outlook.Artículo de análisis • Jan 03
Zoom Communications, Inc.'s (NASDAQ:ZM) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 15.5x Zoom Communications, Inc. ( NASDAQ:ZM ) may be sending bullish...Actualización de narrativa • Dec 26
ZM: Partner-First Pivot And Emerging AI Products Will Support Steady Future Upside
Analysts have nudged their fair value estimate for Zoom Communications modestly higher to approximately $95 per share. This reflects a slightly richer future earnings multiple supported by bullish partner-led channel checks for fiscal 2026 and 2027, along with a stable core business complemented by emerging growth products.Actualización de narrativa • Dec 12
ZM: Partner-First Model And AI Monetization Will Support Upside Repricing
Analysts have nudged their average price target on Zoom Communications up to $115 from $110, citing increasingly bullish channel checks around the company’s partner first go to market pivot, modestly stronger long term revenue growth expectations, and a willingness to underwrite a higher future earnings multiple despite some compression in projected profit margins. Analyst Commentary Recent Street research on Zoom Communications shows a constructive backdrop, with several bullish analysts pointing to improving execution and a clearer growth path.Artículo de análisis • Nov 28
Earnings Beat: Zoom Communications Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a good week for Zoom Communications Inc. ( NASDAQ:ZM ) shareholders, because the company has just released...Actualización de narrativa • Nov 27
ZM: Market Opportunities Will Expand With The Shift To A Partner-First Model
Analysts have raised their price target for Zoom Communications from $110 to $115, citing improving revenue growth projections, higher profit margins, and increased confidence in the company's evolving go-to-market strategies. Analyst Commentary Recent analyst reports on Zoom Communications reflect a range of perspectives, with both optimistic and cautious views regarding the company’s near-term and long-term prospects.Actualización de narrativa • Sep 19
AI Features Will Expand Enterprise Markets Despite Cloud Competition
The consensus analyst price target for Zoom Communications edged up to $92.30, as strong Q2 results, accelerating revenue growth, expanding AI-driven products, and robust large-customer momentum outweighed ongoing macro uncertainties. Analyst Commentary Bullish analysts raised price targets due to solid Q2 results, with the company's revenue growth reaching its highest level in 11 quarters, providing quarterly beats and upgraded forward guidance.Artículo de análisis • Aug 05
Is There An Opportunity With Zoom Communications Inc.'s (NASDAQ:ZM) 40% Undervaluation?
NasdaqGS:ZM 1 Year Share Price vs Fair Value Explore Zoom Communications's Fair Values from the Community and select...Artículo de análisis • Jun 10
Earnings Not Telling The Story For Zoom Communications Inc. (NASDAQ:ZM)
With a price-to-earnings (or "P/E") ratio of 23.2x Zoom Communications Inc. ( NASDAQ:ZM ) may be sending bearish...Seeking Alpha • Apr 21
Zoom: Deep Value Tariff Buy With 35% Net Cash
Summary Not sure what to buy amidst tariff volatility? Look at the stock of Zoom. The stock's low valuation and solid financials, including $7.8 billion in cash and no debt, provide a significant margin of safety. Consensus estimates are conservative; I expect operational efficiencies and technological superiority to mitigate competitive threats and support long-term profitability. Despite potential risks, ZM's enviable profit margins and undervaluation make it a strong buy and a top pick in the tech sector. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Zoom: At <10x FCF And Ex-Cash P/E, All You Need Is Patience
Summary Zoom, down over 80% from its peak, offers a strong value play with <10x ex-cash P/E and FCF multiples amid substantial cash reserves. The company continues to see improving churn rates in its self-service Online business. Meanwhile, RPO (or essentially backlog) is growing at a faster pace (6% y/y) than revenue (3% y/y), offering the possibility of revenue acceleration. The company recently also released agentic AI features that may be able to help drive stronger enterprise retention and expansion. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Zoom Communications: 2 Things That Would Make Us Buy - Maintaining Hold
Summary Zoom Communications Inc. is going to lead the cross over AI and video communications, but not in the near-term. Zoom AI Companion is seeing high double digit adoption Q/Q but we think the company's high exposure to enterprise and Americas amid macro uncertainty will push out monetization goals. ZM stock trades below peer group averages, making it cheap, but not compelling enough to buy now; Wall Street largely agrees with a hold rating. Management's revenue guidance for FY26 shows modest growth, with potential for upward revision in 2H25, making it prudent to wait for clearer monetization signals. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Zoom Looks Undervalued Ahead Of Q4 Earnings
Summary Zoom's stock, down around -85% from its pandemic peak, shows potential for gains as a mature company ahead of its Q4 earnings release. Improved net margins, strong cash balance, and undervaluation metrics highlight Zoom's promising investment potential, despite pandemic-driven volatility. AI tools like AI Companion 2.0 and Workvivo are growing strongly with an addressable market in healthcare, education, and frontline worker markets. Current valuation metrics offer a margin of safety, making Zoom a buy opportunity as it leverages AI-driven growth and improved operational efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Zoom Communications Could Be A Value Trap At This Point
Summary Despite strong fundamentals and impressive free cash flow, I remain neutral on Zoom Communications (ZM) due to its stagnant revenue growth and increasing R&D expenses. ZM's forward growth is uncertain, with minimal EPS increases projected and intense competition from Microsoft Teams and Google Workspace. The company's profitability is appealing, but the lack of innovative products and slow top-line growth deter me from a bullish stance. For ZM to accelerate growth, it must deliver compelling new products and features that justify additional IT spending, especially in a hybrid work environment. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Zoom: A Perfect Value Play For 2025
Summary Zoom is a top "growth at a reasonable price" stock for 2025, currently valued at less than 10x forward FCF. Revenue growth re-accelerated in Q3 to 4% y/y, with strong RPO and deferred revenue indicating a healthy pipeline, stabilizing in mid single-digits. Zoom is essential for hybrid work, with few competitors and a strong brand. AI features and recent growth in contact center software also extend Zoom's TAM. The company also has just shy of $8 billion of cash on its balance sheet which it's earmarking for aggressive buybacks. Current cash is worth ~30% of Zoom's market cap. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Zoom Q3 Preview: Business Is Accelerating
Summary Zoom's stock has surged 46.80% since summer, driven by strong Q2 2025 earnings, signaling a profitable turnaround. AI-powered features like AI Companion and real-time translation are key growth drivers, enhancing Zoom's value proposition and attracting multinational corporations. Despite a significant stock run-up, Zoom's forward P/E ratio remains attractive, suggesting further upside as market growth expectations are conservative. I'm bullish on Zoom's ability to exceed Q3 expectations, with AI innovations and new product offerings poised to drive stronger-than-anticipated growth. With this, shares are still a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Zoom's Limited Growth Prospects Cap Its Investment Potential
Summary Zoom's Q2 FY2025 revenue was $1.163 billion, up 2.1% year-over-year, with free cash flow of $365.1 million. Zoom's churn rate reached an all-time low of 2.9%, but its online revenue remained flat at $479.7 million. Enterprise revenue increased 3.5% year-over-year, driven by 3,933 customers contributing over $100,000 annually. Despite competition, Zoom is diversifying with products like Zoom Workplace, but these innovations face adoption challenges. The recommendation is a "sell" due to limited growth prospects, margin pressure, and increasing competition from Microsoft and Google. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jan 31 2026 | US$1m | US$450k | US$2b |
| Oct 31 2025 | n/a | n/a | US$2b |
| Jul 31 2025 | n/a | n/a | US$1b |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | n/a | n/a | US$1b |
| Oct 31 2024 | n/a | n/a | US$941m |
| Jul 31 2024 | n/a | n/a | US$875m |
| Apr 30 2024 | n/a | n/a | US$838m |
| Jan 31 2024 | US$28m | US$10k | US$637m |
| Oct 31 2023 | n/a | n/a | US$235m |
| Jul 31 2023 | n/a | n/a | US$142m |
| Apr 30 2023 | n/a | n/a | US$6m |
| Jan 31 2023 | US$76m | US$403k | US$104m |
| Oct 31 2022 | n/a | n/a | US$698m |
| Jul 31 2022 | n/a | n/a | US$990m |
| Apr 30 2022 | n/a | n/a | US$1b |
| Jan 31 2022 | US$1m | US$302k | US$1b |
| Oct 31 2021 | n/a | n/a | US$1b |
| Jul 31 2021 | n/a | n/a | US$1b |
| Apr 30 2021 | n/a | n/a | US$872m |
| Jan 31 2021 | US$950k | US$300k | US$672m |
| Oct 31 2020 | n/a | n/a | US$425m |
| Jul 31 2020 | n/a | n/a | US$230m |
| Apr 30 2020 | n/a | n/a | US$49m |
| Jan 31 2020 | US$321k | US$300k | US$22m |
Compensación vs. Mercado: La compensación total de Eric($USD1.28M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.78M).
Compensación vs. Ingresos: La compensación de Eric ha sido consistente con los resultados de la empresa en el último año.
CEO
Eric Yuan (55 yo)
14.9yrs
Permanencia
US$1,280,858
Compensación
Mr. Eric S. Yuan is the Founder of Zoom Communications Inc. (formerly known as Zoom Video Communications, Inc.) and serves as its Chairman of the Board and Chief Executive Officer since June 2011 and also...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 14.9yrs | US$1.28m | 14.11% $ 4.1b | |
| Chief Financial Officer | 1.6yrs | US$1.22m | 0.010% $ 3.0m | |
| President of Product & Engineering | 5.9yrs | US$1.05m | 0.062% $ 18.1m | |
| Chief Accounting Officer | less than a year | sin datos | sin datos | |
| Chief Technology Officer | 2.9yrs | sin datos | sin datos | |
| Global Chief Information Officer | 3.8yrs | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal Officer | 2.2yrs | sin datos | sin datos | |
| Chief Sales & Growth Officer | 3.3yrs | sin datos | sin datos | |
| Chief Marketing Officer | 1.1yrs | sin datos | sin datos | |
| Chief People Officer | less than a year | sin datos | sin datos | |
| Chief Ecosystem Officer | 2.9yrs | sin datos | sin datos |
2.9yrs
Permanencia media
55.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ZM se considera experimentado (2.9 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 14.9yrs | US$1.28m | 14.11% $ 4.1b | |
| Independent Director | 4.2yrs | US$332.36k | 0.0039% $ 1.1m | |
| Independent Director | 1.8yrs | US$327.36k | 0.0013% $ 367.7k | |
| Lead Independent Director | 13.3yrs | US$374.86k | 0.53% $ 154.7m | |
| Independent Director | 8.7yrs | US$349.86k | 0.0020% $ 576.2k | |
| Independent Director | 11.4yrs | US$342.36k | 0.048% $ 14.0m | |
| Independent Director | 6yrs | US$337.36k | 0.0027% $ 775.9k | |
| Independent Director | 3.3yrs | US$354.86k | 0.0034% $ 987.3k |
7.3yrs
Permanencia media
58.5yo
Promedio de edad
Junta con experiencia: La junta directiva de ZM se considera experimentada (7.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/15 23:51 |
| Precio de las acciones al final del día | 2026/05/15 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Zoom Communications, Inc. está cubierta por 47 analistas. 30 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |