
Zoom Communications Inc.
NASDAQ•ZM
CEO: Mr. Eric S. Yuan
Sector: Technology
Industry: Software - Application
Listing Date: 2019-04-18
Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices. It also provides Zoom Rooms, a software-based conference room system; Zoom Conference Room Connector, a gateway for SIP/H.323 endpoints to join Zoom meetings; Zoom Events, which enables users to manage and host internal and external virtual events; OnZoom, a prosumer-focused virtual event platform and marketplace for Zoom users to create, host, and monetize online events; and Zoom Webinars to provide video presentations to large audiences from many devices. In addition, the company offers Zoom Developer Platform that enables developers, platform integrators, service providers, and customers to build apps and integrations using Zoom's video-based communications solutions, as well as integrate Zoom's technology into their products and services; Zoom App Marketplace, which helps developers to publish their apps, as well as third-party integrations of Zoom; and Zoom Contact Center, an omnichannel contact center solution. It serves individuals; and education, entertainment/media, enterprise infrastructure, finance, government, healthcare, manufacturing, non-profit/not for profit and social impact, retail/consumer products, and software/Internet industries. The company was formerly known as Zoom Communications, Inc. and changed its name to Zoom Video Communications, Inc. in May 2012. The company was incorporated in 2011 and is headquartered in San Jose, California.
Contact Information
Market Cap
$25.21B
P/E (TTM)
16.4
75.2
Dividend Yield
--
52W High
$91.43
52W Low
$64.41
52W Range
Rank20Top 6.4%
6.1
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Strong • 6.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025
Financial Dashboard
Q3 2026 Data
Revenue
$1.23B+4.44%
4-Quarter Trend
EPS
$2.03+202.99%
4-Quarter Trend
FCF
$614.32M+34.21%
4-Quarter Trend
2026 Q3 Earnings Highlights
Key Highlights
Strong Quarterly Net Income Net income reached $612.9M for the quarter, a substantial increase from $207.1M last year, showing improved profitability.
Revenue Reaches $1.23B Quarterly revenue grew 4.4% to $1.23B, driven by 6.1% growth in Enterprise customer revenue streams.
Gross Margin Expansion Gross margin improved to 77.9% this quarter, up 200 basis points, due to lower hosting costs and reduced stock compensation.
Significant Investment Gains Gains on strategic investments totaled $406.1M this quarter, significantly higher than $6.3M reported previously.
Risk Factors
Macroeconomic Spending Caution Macro factors like inflation create uncertainty, leading to elongated sales cycles and increased caution in enterprise spending.
Regulatory Scrutiny Ongoing DOJ/NDCA investigations regarding foreign interactions and data security remain ongoing, posing potential fines and reputational harm.
Customer Retention Dependency Business relies heavily on attracting new users and expanding existing enterprise contracts; declines in expansion hurt performance.
Security Compromise Risk Past security compromises and reliance on third parties expose the platform to potential liability, fines, and customer loss.
Outlook
AI Platform Enhancement Investing in AI innovation, including rolling out AI Companion 3.0 generally available in December 2025 for paid users.
Strategic Acquisition Completed Entered agreement to acquire BrightHire, Inc., an AI-powered interview intelligence company, expected to close in Q4.
Capital Return Authorization Board authorized an additional $1.0B stock repurchase in November 2025, supplementing $310.4M remaining authorization.
International Expansion Focus International revenue stabilized; continued expansion requires significant management attention across diverse legal and regulatory systems.
Peer Comparison
Revenue (TTM)
LDOS$17.33B
NTAP$6.64B
SSNC$6.15B
Gross Margin (Latest Quarter)
88.4%
PTC86.9%
HUBS83.5%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| MSTR | $49.69B | 5.6 | 19.8% | 11.2% |
| ZM | $25.21B | 16.4 | 17.7% | 0.4% |
| LDOS | $25.05B | 17.8 | 30.8% | 38.6% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.3%
Moderate Growth
4Q Net Income CAGR
18.5%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 23, 2026
EPS:$1.48
|Revenue:$1.23B
Reports
All Years
Form 10-Q - Q3 2026
Period End: Oct 31, 2025|Filed: Nov 25, 2025|Revenue: $1.23B+4.4%|EPS: $2.03+203.0%BeatForm 10-Q - Q2 2026
Period End: Jul 31, 2025|Filed: Aug 22, 2025|Revenue: $1.22B+4.7%|EPS: $1.19+67.6%MissForm 10-Q - Q1 2026
Period End: Apr 30, 2025|Filed: May 23, 2025|Revenue: $1.17B+2.9%|EPS: $0.83+19.3%MissForm 10-K - FY 2025
Period End: Jan 31, 2025|Filed: Feb 28, 2025|Revenue: $4.67B+3.1%|EPS: $3.28+54.7%BeatForm 10-Q - Q3 2025
Period End: Oct 31, 2024|Filed: Nov 26, 2024|Revenue: $1.18B+3.6%|EPS: $0.67+42.6%MissForm 10-Q - Q2 2025
Period End: Jul 31, 2024|Filed: Aug 23, 2024|Revenue: $1.16B+2.1%|EPS: $0.71+16.4%MissForm 10-Q - Q1 2025
Period End: Apr 30, 2024|Filed: May 22, 2024|Revenue: $1.14B+3.2%|EPS: $0.70+1238.4%MissForm 10-K - FY 2024
Period End: Jan 31, 2024|Filed: Mar 4, 2024|Revenue: $4.53B+3.1%|EPS: $2.12+505.7%Beat