ZM
Zoom Communications·NASDAQ
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ZM fundamentals
Zoom Communications (ZM) released its earnings on Feb 25, 2026: revenue was 1.25B (YoY +5.31%), beat estimates; EPS was 1.44 (YoY +2.13%), missed estimates.
Revenue / YoY
1.25B
+5.31%
EPS / YoY
1.44
+2.13%
Report date
Feb 25, 2026
ZM Earnings Call Summary for Q4,2026
Key Takeaways
- Revenue Growth: FY2026 revenue up 4.4% YoY, driven by enterprise (6.5% YoY) and CX (high double-digit growth). Q4 AI-related wins include NHS Trust and retail automation.
- AI Expansion: Custom AI Companion and ZVA voice automation drove 130% YoY CX growth. 70% of top 10 deals included ZVA.
- Financial Health: Non-GAAP EPS $1.42 (10% YoY), free cash flow $350M. FY2027 guidance: $5.06B-$5.07B revenue, 4.1% YoY growth.
- Market Momentum: Phone up mid-teens YoY, Contact Center in high double digits. 10+ competitive displacements in Q4, including Cisco and RingCentral.
- Risks: Economic uncertainty offsets by 98% net retention rate and sticky AI solutions.
Earnings
EPS
Revenue
Revenue & Expenses
ZM has released its 2026 Q4 earnings report, with revenue of 1.25B, reflecting a YoY change of 5.31%, and net profit of 674.08M, showing a YoY change of 83.24%. The Sankey diagram below clearly presents ZM's revenue sources and cost distribution.
Key Indicators
Zoom Communications (ZM) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Zoom Communications (ZM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Balance Sheet
Zoom Communications (ZM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Zoom Communications (ZM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Zoom Communications (ZM) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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Dividend
Track Zoom Communications (ZM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is Zoom Communications's latest dividend and current dividend yield?What is the market's earnings forecast for Zoom Communications next quarter?What were the key takeaways from Zoom Communications's earnings call?What guidance did Zoom Communications's management provide for the next earnings period?What factors drove the changes in Zoom Communications's revenue and profit?What does Zoom Communications do and what are its main business segments?What were the key takeaways from Zoom Communications’s earnings call?Did Zoom Communications beat or miss consensus estimates last quarter?
