Zoom Communications Beheer
Beheer criteriumcontroles 4/4
De CEO Zoom Communications is Eric Yuan, benoemd in Jun2011, heeft een ambtstermijn van 14.92 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.28M, bestaande uit 35.1% salaris en 64.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 7.05% van de aandelen van het bedrijf, ter waarde $ 2.08B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.9 jaar en 7.3 jaar.
Belangrijke informatie
Eric Yuan
Algemeen directeur
US$1.3m
Totale compensatie
| Percentage CEO-salaris | 35.13% |
| Dienstverband CEO | 14.9yrs |
| Eigendom CEO | 7.0% |
| Management gemiddelde ambtstermijn | 2.9yrs |
| Gemiddelde ambtstermijn bestuur | 7.3yrs |
Recente managementupdates
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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$22m |
Compensatie versus markt: De totale vergoeding ($USD 1.28M ) Eric } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.78M ).
Compensatie versus inkomsten: De vergoeding van Eric is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Eric Yuan (55 yo)
14.9yrs
Tenure
US$1,280,858
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 14.9yrs | US$1.28m | 7.05% $ 2.1b | |
| Chief Financial Officer | 1.6yrs | US$1.22m | 0.010% $ 3.1m | |
| President of Product & Engineering | 5.9yrs | US$1.05m | 0.062% $ 18.4m | |
| Chief Accounting Officer | less than a year | geen gegevens | geen gegevens | |
| Chief Technology Officer | 2.9yrs | geen gegevens | geen gegevens | |
| Global Chief Information Officer | 3.8yrs | geen gegevens | geen gegevens | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Chief Legal Officer | 2.2yrs | geen gegevens | geen gegevens | |
| Chief Sales & Growth Officer | 3.3yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 1.1yrs | geen gegevens | geen gegevens | |
| Chief People Officer | less than a year | geen gegevens | geen gegevens | |
| Chief Ecosystem Officer | 2.9yrs | geen gegevens | geen gegevens |
2.9yrs
Gemiddelde duur
55.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ZM wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.9 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 14.9yrs | US$1.28m | 7.05% $ 2.1b | |
| Independent Director | 4.2yrs | US$332.36k | 0.0039% $ 1.2m | |
| Independent Director | 1.8yrs | US$327.36k | 0.0013% $ 374.9k | |
| Lead Independent Director | 13.3yrs | US$374.86k | 0.53% $ 157.7m | |
| Independent Director | 8.7yrs | US$349.86k | 0.0020% $ 587.5k | |
| Independent Director | 11.4yrs | US$342.36k | 0.048% $ 14.3m | |
| Independent Director | 6yrs | US$337.36k | 0.0027% $ 791.2k | |
| Independent Director | 3.3yrs | US$354.86k | 0.0034% $ 1.0m |
7.3yrs
Gemiddelde duur
58.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ZM wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/17 01:18 |
| Aandelenkoers aan het einde van de dag | 2026/05/15 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Zoom Communications, Inc. wordt gevolgd door 47 analisten. 30 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |