Zoom Communications Just Found Its Plot Twist: AI Equity And Quiet Cash Flow
TL;DR
Quick Summary
- As of January 27, 2026, Zoom (ZM) has rallied to about $95 after an 11% jump tied to its stake in AI startup Anthropic.
- A roughly $51M investment in Anthropic from May 2023 may now be worth $2B–$4B, adding a powerful hidden asset to Zoom’s balance sheet.
- Core operations are growing low single digits, but with roughly 39–41% operating margins and around $1.8B–$1.9B in annual free cash flow.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
