Zoom Video Communications, Inc. Earnings Recaps
Q4 2026
Feb 27, 2026
Zoom demonstrated solid growth in Q4 FY 2026 with a 5.3% revenue increase, marking a structural shift in the market towards AI-driven solutions that enhance customer and employee experiences.
Key takeaways
- Q4 revenue rose 5.3%, with full year FY '26 revenue increasing 4.4%, reflecting momentum in AI product adoption.
- ZCX ARR grew in high double digits driven by significant AI monetization, with all top 10 deals incorporating paid AI.
- Successful major Q4 wins included partnerships with Aeroflow Health and Surrey & Sussex Healthcare, showcasing Zoom's competitive edge in AI-enhanced customer experience solutions.
- The newly announced ZVA 3.0 expands capabilities in voice and chat, improving operational efficiency for enterprises.
- Revenue Accelerator platform gained traction with a 50% year-over-year customer increase, indicating strong demand for vertical AI applications.