Zoom Communications Exceeds Q2 Expectations with $1.22B Revenue and $1.53 EPS, Beats by $20M and $0.15 Respectively.

Zoom Communications reported Q2 Non-GAAP EPS of $1.53, beating estimates by $0.15, and revenue of $1.22B, up 5.2% YoY and beating estimates by $20M. The company provided guidance for its Q3 of FY26 and full FY26, but the specific figures were not disclosed.

Zoom Video Communications (ZM) reported its second-quarter (Q2) 2025 financial results, demonstrating robust earnings and revenue growth. The company's non-GAAP earnings per share (EPS) came in at $1.53, surpassing analyst estimates by $0.15. Total revenue reached $1.22 billion, marking a 5.2% year-over-year (YoY) increase and exceeding expectations by $20 million.

Key highlights from the Q2 results include:

- Total revenue of $1.22 billion, up 5.2% YoY and 4.4% in constant currency.
- Enterprise revenue of $730.7 million, up 7.0% YoY.
- GAAP operating margin of 26.4% and non-GAAP operating margin of 41.3%.
- GAAP EPS of $1.16, up 65.7% YoY, and non-GAAP EPS of $1.53, up 10.0% YoY.
- Repurchase of approximately 6.0 million shares of common stock in Q2, bringing the total repurchased under the current plan to 27.4 million.
- Number of customers contributing more than $100,000 in trailing 12 months (TTM) revenue up 8.7% YoY.

Zoom's founder and CEO, Eric S. Yuan, commented on the strong Q2 performance, stating, "AI is transforming the way we work together, and Zoom is at the forefront, driving innovation that helps people get more done, reduce costs, and deliver better experiences for customers and employees alike."

The company also provided guidance for the third quarter of FY26 and the full year, but specific figures were not disclosed. Zoom's shares rose 5% in after-hours trading following the announcement.

References:
[1] https://www.ainvest.com/news/zoom-video-communications-reports-q2-earnings-beat-raises-guidance-2508/
[2] https://www.quiverquant.com/news/Zoom+Communications%2C+Inc.+Reports+Strong+Q2+Fiscal+2026+Results+with+Revenue+Growth+and+Increased+Profit+Margins