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Zoom Video Communications (ZM)
NASDAQ:ZM
Earnings Data
Report Date
May 26, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
1.31Last Year’s EPS
1.35Same Quarter Last Year
Moderate Buy
Based on 25 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: -9.80%
|Next Earnings Date:May 26, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in AI adoption and enterprise segments, significant partnerships, and financial outperformance. However, there are concerns about slower revenue growth and challenges in the Online business segment. Overall, the sentiment is cautiously optimistic.Company Guidance
During Zoom's earnings release webinar for the fiscal year 2025, the company provided guidance for the upcoming fiscal year 2026. Zoom anticipates total revenue to range between $4.785 billion and $4.795 billion, representing approximately 2.7% year-over-year growth, or 3.1% on a constant currency basis. For the first quarter of FY26, revenue is expected to be between $1.162 billion and $1.167 billion, indicating around 2% growth year-over-year. Non-GAAP operating income is forecasted to be between $1.85 billion and $1.86 billion for FY26, with an operating margin of about 39%. The company also projects free cash flow to be in the range of $1.68 billion to $1.72 billion. Zoom highlighted its focus on expanding AI capabilities and enhancing its product offerings, including the introduction of a Custom AI Companion add-on and enhancements in Zoom Workplace for Clinicians. The company aims to drive growth through its enterprise segment, with enterprise revenue making up 60% of total revenue and a 7% year-over-year increase in customers contributing more than $100,000 in trailing twelve-month revenue.Strong AI Adoption and Innovation
Zoom's AI Companion monthly active users grew by 68% quarter-over-quarter, and the company launched AI Companion 2.0 with advanced capabilities. Zoom is focusing on building agentic AI to enhance productivity and customer engagement.
Growth in Enterprise and Contact Center
Enterprise revenue grew by 6% year-over-year, making up 60% of total revenue. The number of Contact Center customers with over $100,000 in ARR grew over 100% year-over-year, showcasing strong adoption of higher-tier packages.
Financial Outperformance
Zoom beat its top-line and profitability guidance with Q4 revenue growing by 3% year-over-year to $1.184 billion, and non-GAAP income from operations growing by 5% year-over-year to $468 million.
Significant Wins and Partnerships
Zoom secured major deals with Amazon and Delta Airlines, reinforcing its strategic partnerships. The Mitel partnership opens access to 70 million global end users.
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ZM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ZM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 24, 2025 | $81.10 | $74.22 | -8.48% |
| Nov 25, 2024 | $89.03 | $83.41 | -6.31% |
| Aug 21, 2024 | $60.23 | $68.04 | +12.97% |
| May 20, 2024 | $64.09 | $63.86 | -0.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Zoom Video Communications (ZM) report earnings?
Zoom Video Communications (ZM) is schdueled to report earning on May 26, 2025, TBA Not Confirmed.
What is Zoom Video Communications (ZM) earnings time?
Zoom Video Communications (ZM) earnings time is at May 26, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZM EPS forecast?
ZM EPS forecast for the fiscal quarter 2026 (Q1) is 1.31.
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