Jim Cramer’s Game Plan: 13 Stocks in Focus

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7. Zoom Video Communications, Inc. (NASDAQ:ZM)

Number of Hedge Fund Holders: 39

Cramer noted that while Zoom Video Communications, Inc. (NASDAQ:ZM) often has multiple projects underway, in today’s speculative market, beating earnings estimates by a small margin could now have a significant impact.

“After the close, we hear from Zoom Video, and this is one of those companies where the people who are shorting the stock are panicking right now and the buyers smell blood in the water. Zoom’s got a lot of irons in the fire, but doesn’t it always seem like it has a lot of irons in the fire? This time though, in this highly speculative market, it might finally matter if they beat by two or three pennies.”

Zoom Video (NASDAQ:ZM) offers a unified communications platform with services including Zoom Meetings, Zoom Phone, Zoom Chat, Zoom Rooms, and Zoom Webinars, along with virtual event tools, developer integrations, and an omnichannel contact center solution. On November 25, it reported its fiscal 2025 third-quarter results, surpassing analyst expectations. The company’s revenue reached $1.178 billion, reflecting a 3.6% increase from the previous year. The adjusted EPS stood at $1.38.

Zoom Video (NASDAQ:ZM) was focused on expanding its market presence during the quarter, especially within the enterprise sector. This is evidenced by a 5.8% year-over-year growth in enterprise revenue, which totaled $698.9 million. Eric S. Yuan, the founder, and CEO, made a note of significant achievements, including a record-setting deal with over 20,000 seats for Zoom Contact Center in the EMEA region and Workvivo’s largest-ever deal with a Fortune 10 company.

These milestones highlight the company’s success in gaining traction among global enterprises, particularly those interested in integrating workplace and business services on Zoom’s platform. In addition to its expansion efforts, it continues to invest in AI and other innovations aimed at improving customer experience and engagement as evidenced by its release of AI Companion 2.0 during the quarter.

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