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Will Zoom’s Expanded APAC Focus and Open APIs Reshape Its AI Collaboration Story (ZM)?

Simply Wall St · 2d ago
  • Zoom Communications, Inc. has appointed Carlos Quaderi as Head of Asia Pacific, expanding his remit beyond Asia to oversee the broader APAC region from Singapore, while he continues to focus on customer experience, SMBs and channel expansion across markets such as Southeast Asia, Hong Kong SAR and Taiwan.
  • At the same time, Zoom has opened its API access to all customers, including trial users, and deepened its Zapier integration, which could meaningfully increase how easily businesses embed Zoom into automated workflows and everyday software stacks.
  • We’ll now examine how wider API access and automation-friendly integrations may influence Zoom’s existing investment narrative around AI-enabled collaboration.

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Zoom Communications Investment Narrative Recap

To own Zoom today, you probably have to believe its AI-first collaboration platform and expanding CX and Contact Center offerings can offset saturation in core video meetings and intense competition from larger suites. The latest APAC leadership change and broader API and Zapier access appear directionally positive, but they do not materially alter the near term catalyst around monetizing AI features or the key risk of customers consolidating onto rival ecosystems.

Among recent announcements, the launch of ZoomMate, an AI work surface priced at US$20 per user per month in North America, feels especially relevant. It sits alongside the new open APIs and deeper automation integrations as part of a single story: Zoom trying to deepen its role inside everyday workflows, which ties directly to the main upside catalyst of broader AI adoption and the risk that customers instead standardize on competitors’ integrated stacks.

Yet in contrast, investors should be aware that reliance on third party platforms and rising compliance costs could still...

Read the full narrative on Zoom Communications (it's free!)

Zoom Communications' narrative projects $5.5 billion revenue and $1.4 billion earnings by 2029. This requires 4.0% yearly revenue growth and a $0.7 billion earnings decrease from $2.1 billion today.

Uncover how Zoom Communications' forecasts yield a $115.00 fair value, a 26% upside to its current price.

Exploring Other Perspectives

ZM 1-Year Stock Price Chart
ZM 1-Year Stock Price Chart

Compared with consensus, the lowest analysts sound far more cautious, assuming revenue of about US$5.5 billion and earnings near US$1.0 billion by 2029, so you may want to weigh those darker expectations against this APAC expansion and API push before deciding which story about Zoom’s future feels more convincing.

Explore 5 other fair value estimates on Zoom Communications - why the stock might be worth as much as 48% more than the current price!

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.