The video analyzes Zoom Communications' quarterly financial results reported on November 24th, 2025. The stock price increased by almost 11% following the results. The company is repurchasing shares, with 5.1 million shares repurchased in Q3, bringing the total shares repurchased under the plan to 32.5 million. The company increased the repurchasing plan by another $1 billion, to the $310.4 million remaining as of October 31st. The management team believes the shares are undervalued. Total revenue came in at $1.23 billion, up 4.4% year-over-year. The revenues have stopped growing at the rates that they were during the pandemic but they've held up relatively well. Profitability has been impacted since the reopening because the company had to work harder to keep those customers. They had to increase the sales function, communicate more with customers, offer better terms and agreements for longer-term contracts. Competition increased as people went back to work, and offerings from others like Microsoft and Alphabet.