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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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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.
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Dividend

Track Zoom Communications (ZM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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