AI transformation drives up operating costs, Zoom's profit forecast falls short of expectations

Gelonghui, February 26th｜Zoom's profit forecast fell short of analysts' expectations, indicating that the company is facing higher cost pressures as it actively promotes its expanded product portfolio. The statement said that for the fiscal year ending January 2027, earnings per share excluding certain items will be between $5.77 and $5.81. Analysts' average expectation was $6.06 per share. Zoom has been committed to offering more office collaboration products, including enterprise phone systems and call center software. Many of these tools are based on artificial intelligence, and due to the use of models from companies such as OpenAI, the cost of providing these services can be very high.