Earnings summaries and quarterly performance for Zoom Communications.
Executive leadership at Zoom Communications.
Board of directors at Zoom Communications.
Research analysts who have asked questions during Zoom Communications earnings calls.
Peter Levine
Evercore ISI
8 questions for ZM
Also covers: CANF, CGNT, CHKP +8 more
Arjun Bhatia
William Blair
7 questions for ZM
Also covers: AMPL, BAND, BRZE +21 more
James Fish
Piper Sandler Companies
7 questions for ZM
Also covers: AKAM, ANET, AXON +17 more
MF
Michael Funk
Bank of America
7 questions for ZM
Also covers: ADSK, AMT, ASAN +24 more
TR
Tyler Radke
Citigroup Inc.
7 questions for ZM
Also covers: ADBE, ADSK, AMPL +23 more
AZ
Alex Zukin
Wolfe Research LLC
6 questions for ZM
Also covers: ADBE, ASAN, CFLT +26 more
SS
Samad Samana
Jefferies
6 questions for ZM
Also covers: ADP, ALRM, AUDC +21 more
WP
William Power
Baird
6 questions for ZM
Also covers: AKAM, AXON, BAND +9 more
Meta Marshall
Morgan Stanley
5 questions for ZM
Also covers: ANET, AXON, BAND +31 more
AV
Allan Verkhovski
Scotiabank
4 questions for ZM
Also covers: AGYS, ASAN, DAY +6 more
Catharine Trebnick
Rosenblatt Securities
4 questions for ZM
Also covers: CXM, EGHT, FIVN +4 more
JA
Jackson Ader
KeyBanc Capital Markets
4 questions for ZM
Also covers: AKAM, AMPL, ASAN +15 more
JB
Josh Baer
Morgan Stanley
4 questions for ZM
Also covers: ASAN, BIGC, BOX +18 more
Rishi Jaluria
RBC Capital Markets
4 questions for ZM
Also covers: AKAM, BOX, COUR +21 more
RM
Ryan MacWilliams
Barclays
4 questions for ZM
Also covers: AUDC, BAND, BRZE +18 more
SG
Seth Gilbert
D.A. Davidson & Co.
4 questions for ZM
Also covers: BLND, FIVN, OTEX +1 more
SP
Sitikantha Panigrahi
Mizuho
4 questions for ZM
Also covers: ADSK, BSY, CDNS +13 more
TB
Tom Blakey
Cantor Fitzgerald
4 questions for ZM
Also covers: CVLT, MNDY
MM
Mark Murphy
JPMorgan Chase & Co.
3 questions for ZM
Also covers: ADBE, AKAM, CFLT +24 more
PW
Patrick Walravens
Citizens JMP
3 questions for ZM
Also covers: AI, ALKT, ASAN +26 more
Peter Weed
Bernstein
3 questions for ZM
Also covers: CFLT, DDOG, GTLB +5 more
TB
Thomas Blakey
Cantor Fitzgerald
3 questions for ZM
Also covers: CVLT, DOCN, FIVN +4 more
AZ
Aleksandr Zukin
Wolfe Research
2 questions for ZM
Also covers: ADBE, DAY, DOCU +20 more
Alinda Li
William Blair
2 questions for ZM
Also covers: DV, OOMA, RDCM
AK
Andrew King
Rosenblatt Securities
2 questions for ZM
Also covers: EGHT, RNG
AV
Ardy Vuon
JPMorgan Chase & Co.
2 questions for ZM
CT
Chad Tevebaugh
Citigroup Inc.
2 questions for ZM
KR
Kasthuri Rangan
Goldman Sachs
2 questions for ZM
Also covers: ADBE, BASE, CFLT +21 more
MH
Matthew Harrigan
The Benchmark Company, LLC
2 questions for ZM
Also covers: BATRA, CSGS, FWONK +11 more
PW
Patrick Wahl Ravens
Citizens Financial Group, Inc.
2 questions for ZM
Timothy Horan
Oppenheimer & Co. Inc.
2 questions for ZM
Also covers: AI, ASTS, BKSY +19 more
BF
Billy Fitzsimmons
Jefferies
1 question for ZM
Also covers: ALRM, AUDC, BL +7 more
C(
Chad (on for Spiro Dounis)
Citi
1 question for ZM
Also covers: ENLC, FVRR
Chris
TD Cowen
1 question for ZM
Also covers: CECO, SITE, UAA +2 more
MV
Matthew VanVliet
BTIG, LLC
1 question for ZM
Also covers: AGYS, BLKB, BRZE +5 more
MT
Michael Turrin
Wells Fargo
1 question for ZM
Also covers: ADBE, ADSK, CFLT +29 more
Parker Lane
Stifel Financial Corp.
1 question for ZM
Also covers: BLKB, BRZE, CXM +15 more
RM
Rich Magnus
Wolfe Research
1 question for ZM
Also covers: TWLO
SK
Sonak Kolar
JPMorgan Chase & Co.
1 question for ZM
Also covers: DBX, DOCU, OS
Yanni Samoilis
Robert W. Baird & Co.
1 question for ZM
Also covers: AXON, FIVN
Recent press releases and 8-K filings for ZM.
Zoom Communications Reports Q4 FY2026 Results and Provides FY2027 Guidance
ZM
Earnings
Guidance Update
Share Buyback
- Zoom reported Q4 FY2026 revenue of $1.25 billion, a 5.3% year-over-year increase, exceeding guidance by $12 million, and full fiscal year 2026 revenue growth of 4.4%, an acceleration of 130 basis points over FY25.
- For FY2027, the company guided revenue to $5.065 billion to $5.075 billion (4.1% YoY growth at midpoint) and non-GAAP diluted EPS to $5.77 to $5.81.
- Growth was primarily driven by the enterprise business, which grew 7.1% year-over-year in Q4, with strong performance in Zoom Phone (mid-teens ARR growth) and Zoom Contact Center (high double-digit ARR growth), significantly boosted by AI monetization and competitive displacements.
- Zoom repurchased 3.8 million shares for approximately $324 million in Q4 FY2026 and plans to use buybacks to offset dilution annually, demonstrating a commitment to shareholder value.
- The company's FY2027 online business guidance incorporates a 6% price increase for its annual SKU, effective mid-March, reflecting added value from its Workplace and AI offerings.
2 days ago
Zoom Communications Announces Q4 FY26 Earnings and FY27 Outlook
ZM
Earnings
Guidance Update
Share Buyback
- Zoom Communications reported Q4 FY26 total revenue of $1,247 million, marking a 5.3% increase year-over-year.
- For Q4 FY26, the company achieved a Non-GAAP operating margin of 39.3% and Non-GAAP diluted EPS of $1.44.
- Free Cash Flow was $338 million in Q4 FY26, and the company has $1.0 billion remaining in its authorized share repurchase program as of January 31, 2026.
- The company provided FY27 revenue guidance of $5,065 million to $5,075 million and Non-GAAP EPS guidance of $5.77 to $5.81.
2 days ago
Zoom Reports Q4 and Full Year FY 2026 Results, Provides FY 2027 Guidance
ZM
Earnings
Guidance Update
Share Buyback
- Zoom reported Q4 FY 2026 revenue of $1.25 billion, a 5.3% year-over-year increase, contributing to full-year FY 2026 revenue growth of 4.4%, an acceleration of 130 basis points over FY 2025.
- For FY 2027, the company forecasts revenue between $5.065 billion and $5.075 billion, representing 4.1% year-over-year growth at the midpoint, with non-GAAP diluted EPS projected at $5.77 to $5.81.
- Strategic growth drivers included accelerating ZCX ARR, with all top 10 Q4 deals incorporating paid AI, and continued mid-teens growth in Zoom Phone ARR, marked by significant competitive displacements.
- In Q4 FY 2026, Zoom repurchased 3.8 million shares for approximately $324 million, bringing the total under its current plan to 36.3 million shares for $2.7 billion.
- The online business showed signs of stabilizing with Q4 average monthly churn at 2.9%, and an upcoming 6% price increase for annual online SKUs is planned for mid-March.
2 days ago
Zoom Communications Announces Q4 and Full Year FY2026 Results, Provides FY2027 Guidance
ZM
Earnings
Guidance Update
Product Launch
- Zoom Communications reported Q4 FY2026 total revenue of $1.25 billion, a 5.3% year-over-year increase, and non-GAAP diluted net income per share of $1.44.
- For the full FY2026, total revenue grew 4.4%, with enterprise revenue increasing 6.5%, and free cash flow reaching $1.9 billion.
- The company provided FY2027 revenue guidance of $5.065 billion to $5.075 billion, representing 4.1% year-over-year growth at the midpoint, and non-GAAP EPS guidance of $5.77 to $5.81.
- Strategic focus on an AI-first system of action led to strong performance in Zoom Virtual Agent (ZVA) and Zoom Revenue Accelerator (ZRA), with Zoom Phone ARR growing in the mid-teens and significant competitive wins.
- Zoom repurchased 3.8 million shares for $324 million in Q4 FY2026 and plans to leverage buybacks to offset dilution on a yearly basis.
2 days ago
Zoom Communications Announces Q4 and FY 2026 Financial Results and FY 2027 Guidance
ZM
Earnings
Guidance Update
Share Buyback
- Zoom Communications reported Q4 FY26 total revenue of $1,247.0 million, an increase of 5.3% year over year, and full fiscal year 2026 total revenue of $4,868.8 million, up 4.4% year over year.
- For Q4 FY26, GAAP diluted EPS was $2.22 (up 91.4% year over year) and non-GAAP diluted EPS was $1.44 (up 2.1% year over year). For the full fiscal year 2026, GAAP diluted EPS was $6.18 (up 92.5% year over year) and non-GAAP diluted EPS was $5.92 (up 6.9% year over year).
- The company repurchased approximately 3.8 million shares of common stock in Q4 and 20.4 million shares during the full fiscal year 2026. As of January 31, 2026, Zoom held $7.8 billion in cash, cash equivalents, and marketable securities.
- For Q1 FY27, Zoom expects total revenue between $1.220 billion and $1.225 billion and non-GAAP diluted EPS between $1.40 and $1.42. For full FY27, total revenue is projected between $5.065 billion and $5.075 billion, and non-GAAP diluted EPS between $5.77 and $5.81.
2 days ago
Zoom Reports Strong Q3 FY2026 Results, Raises Full-Year Guidance, and Authorizes Share Repurchase
ZM
Earnings
Guidance Update
Share Buyback
- Zoom reported Q3 FY2026 total revenue of $1.23 billion, a 4.4% year-over-year increase, and non-GAAP diluted net income per share of $1.52.
- The company raised its full-year FY2026 guidance, now expecting revenue between $4.852 billion and $4.857 billion and non-GAAP EPS between $5.95 and $5.97.
- Zoom's board authorized an incremental $1 billion share repurchase program, and the company purchased 5.1 million shares for $414 million in Q3 under a pre-existing plan.
- Key product areas demonstrated strong momentum, with AI Companion adoption surging more than four times year-over-year, Zoom Phone surpassing 10 million paid seats, and Workvivo logos growing nearly 70%.
- In Q4, Zoom agreed to acquire BrightHire, an AI-powered hiring intelligence platform, to enhance its collaboration platform and strengthen critical business workflows.
Nov 24, 2025, 10:00 PM
Zoom Reports Strong Q3 FY2026 Results, Raises Full-Year Guidance, and Announces Share Repurchase
ZM
Earnings
Guidance Update
Share Buyback
- Zoom reported strong Q3 FY2026 financial results, with total revenue reaching $1.23 billion, an increase of 4.4% year over year, and non-GAAP diluted net income per share of $1.52. The company achieved a non-GAAP operating margin of 41.2% and generated $614 million in free cash flow, representing a 50% margin.
- The company raised its full-year FY2026 guidance, now expecting revenue in the range of $4.852-$4.857 billion and non-GAAP earnings per share of $5.95-$5.97. Free cash flow for FY2026 is also projected to be higher, in the range of $1.86-$1.88 billion.
- Product momentum was highlighted by Zoom Phone surpassing 10 million paid seats early in Q3, and WorkVivo logos growing nearly 70% year over year to 1,225. AI Companion adoption surged more than four times year over year, underscoring the company's AI-first platform strategy.
- Zoom's board authorized an incremental $1 billion share repurchase program. Additionally, the company agreed to acquire BrightHire, an AI-powered hiring intelligence platform, in Q4.
Nov 24, 2025, 10:00 PM
Zoom Reports Strong Q3 FY2026 Results with Enterprise Growth and AI Momentum
ZM
Earnings
Revenue Acceleration/Inflection
M&A
- Zoom reported Q3 FY2026 total revenue of $1.23 billion, a 4.4% year-over-year increase, with enterprise revenue growing 6.1% and representing 60% of total revenue. The company also demonstrated strong financial performance with non-GAAP diluted net income per share of $1.52, a non-GAAP operating margin of 41.2%, and free cash flow of $614 million (50% margin), up 34% year over year.
- The company is executing an AI-first strategy, with AI Companion adoption surging more than four times year over year, and agreed to acquire BrightHire in Q4 to expand into AI-powered hiring intelligence. Key product areas showed strong growth, including Zoom Phone surpassing 10 million paid seats with mid-teens ARR growth, WorkVivo logos growing nearly 70% year over year to 1,225, and customer experience ARR growing in the high double digits.
- As of the end of Q3, Zoom had repurchased 32.5 million shares for $2.4 billion under its share buyback program.
Nov 24, 2025, 10:00 PM
Zoom Communications Reports Strong Q3 Results and Raises Outlook
ZM
Earnings
Guidance Update
Share Buyback
- Zoom Communications reported strong third-quarter earnings and revenue, with adjusted earnings per share of $1.52 and revenue of $1.23 billion, surpassing market expectations.
- The company achieved net income of $612.9 million, or $2.01 per share, and saw growth in its enterprise segment, driven by the adoption of AI Companion and Custom AI solutions.
- Zoom raised its outlook for the fourth quarter and fiscal 2026 and announced an increase in its share buyback program.
- Zoom Phone surpassed 10 million paid seats in the third quarter, and the company ended the quarter with approximately $7 billion in cash, cash equivalents, and marketable securities.
Nov 24, 2025, 10:43 AM
Zoom Phone Reaches 10 Million Seats Globally
ZM
- Zoom Phone, an AI-first cloud phone system, announced on October 9, 2025, that it has surpassed 10 million seats globally.
- Launched in 2019, Zoom Phone's rapid growth signifies a market shift towards unified, AI-first communication solutions.
- The product offers benefits such as simpler management, reduced costs, and smarter interactions powered by AI, with one customer achieving 81% cost savings.
Oct 9, 2025, 1:00 PM
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