Zoom Earnings Prediction Market Preview: Why Is ZM Down 3% Today?

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Prediction market bettors are bearish on Zoom Communications Inc (NASDAQ:ZM) heading into tonight’s fourth-quarter report. A Polymarket contract tracking whether Zoom tops the Street’s $1.49 non-GAAP...

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Last quarter the company posted adjusted earnings of $1.52 per share, beating the $1.44 estimate, with revenue of $1.23 billion topping the $1.21 billion consensus. \nBenchmark’s Matthew Harrigan maintained a Buy rating ahead of earnings, but cut the target from $115 to $110.\nZoom has been aggressively embedding AI tools like meeting summaries, transcription and customer service agents across its platform to upsell existing customers and win new enterprise deals. \nIt’s basically the only growth story the company has left, and analysts have called the pivot a “validation” of Zoom’s shift to an AI-first platform. \nIn addition to this, the company’s $51 million Anthropic investment from 2023 may now be worth north of $2 billion following Anthropic’s February fundraise.\nThe federated approach may be clever engineering, but the market may be questioning whether a video conferencing company can credibly win AI dollars against those names.\nUnderneath the AI narrative, the core business metrics are stalling. \nThe net dollar expansion rate for enterprise customers sits at 98%, which means existing customers are actually spending less than they were a year ago.\nCitizens JMP Securities analyst Patrick Walravens flagged fiscal 2027 guidance as the real event. 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