Zoom

ZM

Market cap $22.4B

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

Zoom Communications made a large investment in Anthropic back in 2023 that now may be worth billions. If Anthropic goes public this year, Zoom's stake may be worth even more.

ZM Q4 earnings miss estimates despite 5% revenue growth, as enterprise sales rise and FY27 outlook guides steady gains. The margin expands and cash flow shifts.

The Investment Committee debate the software sector as Stephanie Link and Malcolm Ethridge makes some moves in the space.

While Nvidia's latest results were deemed “phenomenal,” a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names.

Zoom CEO Eric Yuan joins 'Squawk on the Street' to discuss the company's latest earnings report, the impacts of artificial intelligence, and more.

Zoom Technologies Inc (NASDAQ:ZOOM) shares opened more than 11% lower following the release of its fourth quarter and full-year fiscal 2026 results, as the company reported an earnings shortfall and issued guidance slightly below analyst expectations. For the fourth quarter, Zoom reported non-GAAP earnings per share of $1.44, missing the consensus analyst estimate of $1.49 by $0.05.

The headline numbers for Zoom (ZM) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zoom Video Communications (NASDAQ: ZM) reported Q4 FY2026 results on Feb.

Zoom Communications, Inc. (ZM) Q4 2026 Earnings Call Transcript