Analysts expect Zoom Video Communications to report consensus revenue of $1.22 billion and non-GAAP EPS of $1.41 on May 21, with the current stock price of $99.01 trading slightly above the median analyst target of $97.50.
Investors are primarily focused on the growth of high-value enterprise customers, specifically those contributing over $100,000 in trailing twelve-month revenue, to gauge market expansion success.
Recent performance has been bolstered by the steady integration of AI Companion 3.0 and strong traction in the Zoom Phone segment, which recently surpassed 10 million seats. However, management's ability to monetize AI features effectively remains a central story as the company faces persistent competition from Microsoft and Google.