US · Technology · Software - Application
EPS came in at 0.93 against a street estimate of 1.01 — a miss of 7.9%.
Analysts rate Zoom Video Communications Inc a buy (13 buy, 19 hold, 2 sell out of 34) with an average price target of $118.24.
CONFIDENT Zoom delivered Q2 revenue of $1.28B (+4.9% YoY), beating guidance. Enterprise revenue grew 7.8%—fastest in 3 years—driven by AI monetization, Phone growth, and Contact Center expansion. Full-year guidance raised to $5.085–$5.095B revenue and $6.08–$6.12 EPS. Q2 FY2027 Americas driving strongest regional growth. International expansion ongoing but at modest rates. Analysts pressed on Phone and Contact Center composition of enterprise acceleration, seeking clarity on new logo vs. expansion dynamics. Management stressed both channels active: Phone bringing new customers via takeouts while Contact Center winning independently; multiproduct synergies (5 of 10 top Phone deals with CX) validating system-of-action strategy. Margin pressure from AI compute costs dominated conversation; management emphasized federated AI model and long-term 80% gross margin confidence. 2026-08-25…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 6.09% |
| Vanguard Portfolio Management, LLC | 4.59% |
| Vanguard Capital Management, LLC | 3.94% |
| JPMorgan Chase & Co | 3.11% |
| AQR Capital Management LLC | 2.87% |
| NORGES BANK | 2.73% |
| State Street Corp | 2.68% |
| FMR Inc | 2.63% |
| Document | Date |
|---|---|
| Board / officer change · Q3 FY2027 ZOOM COMMUNICATIONS, INC. — FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Jeff Epstein appointed to Board of Directors effective August 31, 2026, | 2026-09-02 |
| Quarterly report · Q2 FY2027 ZOOM COMMUNICATIONS, INC. — FORM 10-Q SUMMARY For Quarter Ended July 31, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $2,516,223 thousand ($2.52 | 2026-08-26 |
| Results announced · Q3 FY2027 ZOOM COMMUNICATIONS Q2 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Q2 revenue: $1,277.2 million, up 4.9% year-over-year (4.7% constant currenc | 2026-08-25 |
| Board / officer change · Q2 FY2027 ZOOM COMMUNICATIONS, INC. – FORM 8-K SUMMARY July 27, 2026 --- OTHER NOTABLE POINTS • Board Director Resignation: William R. McDermott resigned fro | 2026-07-28 |
| Shareholder vote results · Q2 FY2027 ZOOM COMMUNICATIONS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 11, 2026 • Total Votes Cast (Director Election): 434,991,7 | 2026-06-15 |
| Quarterly report · Q1 FY2027 ZOOM COMMUNICATIONS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,239,006 thousand (Q1 2026) vs. $1,174,715 thousand (Q1 2025) – 5.5% | 2026-05-22 |
| Proxy statement · Q1 FY2027 ZOOM COMMUNICATIONS, INC. – 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect two Class I directors (Eric S. Yuan and Lieut. Ge | 2026-04-30 |
| Annual report FY2026 ZOOM COMMUNICATIONS, INC. - ANNUAL REPORT (FY2026) SUMMARY HEADLINE NUMBERS • Fiscal year ended January 31, 2026 • Market capitalization: approximat | 2026-02-27 |
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Google PlayApp StoreData updated 2026-09-18.