96% — What will Zoom Communications, Inc. say during their next earnings call Leader: Enterprise at 96% · Kalshi 96% · 12 contracts · $2K volume · medium confidence Updated 2026-08-24 15:13:11 UTC Tracks the leading outcome in a winner-take-all prediction market set with 12 outcomes. Why this matters: This probability estimates that Zoom will mention customer churn as a significant topic during their next earnings call, with markets pricing this at 67%. Churn has become increasingly relevant given competition from Teams and market saturation in videoconferencing. The probability reflects recent trading activity, with Contact Center and Enterprise initiatives trading similarly high, suggesting investors expect multiple product developments to be discussed. Key drivers include whether Zoom's customer retention has stabilized or deteriorated, and whether management proactively addresses competitive pressures. The earnings call itself—typically scheduled within 30-45 days of quarter-end—represents the direct resolution event. Traders are essentially betting on management's candor about subscriber trends and whether churn will be highlighted as a concern or downplayed in favor of growth narratives around AI and diversification. Key factors: - Zoom's actual customer churn rate in the most recent quarter relative to historical levels and analyst expectations - Whether recent product launches (AI Companion, Contact Center) show sufficient traction to offset core videoconferencing market saturation - Management's strategic messaging choice: emphasizing growth initiatives versus addressing retention challenges - Trading volume concentration on Contact Center (60¢) and Enterprise (60¢) versus Churn (67¢) suggests overlapping expectations about multiple topics - Timing of the earnings call and whether it follows a period of negative analyst sentiment or activist investor pressure regarding user retention Contracts: - What will Zoom Communications, Inc. say during their next earnings call?: Enterprise — 96¢ Kalshi $9 (weight 0%) - What will Zoom Communications, Inc. say during their next earnings call?: Contact Center — 94¢ Kalshi $207 (weight 9%) - What will Zoom Communications, Inc. say during their next earnings call?: Churn — 93¢ Kalshi $35 (weight 1%) - What will Zoom Communications, Inc. say during their next earnings call?: AI Companion — 92¢ Kalshi $893 (weight 38%) - What will Zoom Communications, Inc. say during their next earnings call?: Zoom Phone — 92¢ Kalshi $0 (weight 0%) - What will Zoom Communications, Inc. say during their next earnings call?: System of Action — 83¢ Kalshi $3 (weight 0%) - What will Zoom Communications, Inc. say during their next earnings call?: Workvivo — 82¢ Kalshi $29 (weight 1%) - What will Zoom Communications, Inc. say during their next earnings call?: Agentic — 81¢ Kalshi $0 (weight 0%) - ... and 4 more --- ## Methodology SimpleFunctions aggregates live YES-side prices from Kalshi and Polymarket contracts bound to this question. For binary topics the headline is the liquidity-weighted mid-price (weight = log(1 + 24h volume) × freshness, where freshness is 1.0 if updated <24h, 0.7 if <7d, 0.4 otherwise). For multi-outcome (winner-take-all) topics the headline is the current leader's price — disjoint outcomes are never arithmetically averaged. Snapshots refresh every 5 minutes during market hours. ## SF Signal - SF Index, regime, and 30d Brier calibration are computed separately and surfaced at https://simplefunctions.dev/admin/calibration. - No SimpleFunctions index / regime / calibration signal is bound to this topic yet — the headline above is market-derived only. --- *Last verified: 2026-08-24T13:20:49.032Z* By SimpleFunctions — https://simplefunctions.dev/ Cite as: "96% per prediction markets (SimpleFunctions, August 2026)" Canonical: https://simplefunctions.dev/answer/earningsmentionzm Full data: https://simplefunctions.dev/api/public/query?q=What%20will%20Zoom%20Communications%2C%20Inc.%20say%20during%20their%20next%20earnings%20call Provider: SimpleFunctions — https://simplefunctions.dev