**Zoom Video Communications (ZM) is set to release its fourth-quarter fiscal 2026 results on February 25.** The company anticipates revenues between $1.23 billion and $1.235 billion, with a Zacks Consensus Estimate of $1.23 billion, reflecting a year-over-year growth of 4.08%. Non-GAAP earnings per share are projected to range from $1.48 to $1.49, with the consensus estimate remaining steady at $1.48.
**Factors influencing these projections include the company’s new AI products and strategic partnerships, although competition from companies like Microsoft Teams and Cisco Webex poses challenges.** Zoom’s net dollar expansion rate stands at 98%, with a modest growth pace in its online segment at 2%. The anticipated non-GAAP operating margin for the fourth quarter is 38.9%, down from 41.2% in the previous quarter, indicating potential profitability pressures.
