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.
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.
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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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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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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Where does Zoom Communications (ZM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Zoom Communications (ZM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
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What is Zoom Communications's gross profit margin?What is the market's earnings forecast for Zoom Communications next quarter?Did Zoom Communications beat or miss consensus estimates last quarter?What factors drove the changes in Zoom Communications's revenue and profit?What is the revenue and EPS growth rate for Zoom Communications year over year?What is Zoom Communications's latest dividend and current dividend yield?What were the key takeaways from Zoom Communications's earnings call?What were the key takeaways from Zoom Communications’s earnings call?
