Zoom Communications Inc.
NASDAQ•ZM
CEO: Mr. Eric S. Yuan
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
時価総額
$22.52B
PER (TTM)
11.9
67.6
配当利回り
--
52週高値
$97.58
52週安値
$64.41
52週レンジ
順位20Top 6.4%
6.1
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
強い • 6.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025
財務ダッシュボード
Q4 2026 データ
売上高
$1.25B+0.00%
直近4四半期の推移
EPS
$2.27+0.00%
直近4四半期の推移
フリーCF
$338.45M+0.00%
直近4四半期の推移
2026 Annual 決算ハイライト
主なハイライト
Strong Revenue Growth Revenue reached $4.87B USD, marking 4.4% growth; Enterprise subscription services grew 6.5% year over year.
Net Income Nearly Doubles $1.90B USD net income, showing 88.1% increase from prior period results, demonstrating strong profitability.
Gross Margin Expansion Gross margin improved to 77.0% for FY2026 from 75.8%, driven by lower stock-based compensation costs.
Robust Free Cash Flow Free cash flow totaled $1.92B USD, indicating robust liquidity generation from core operations and sufficient working capital.
リスク要因
Customer Retention Dependency Business relies heavily on attracting new users and upselling existing customers; renewal declines severely harm prospects.
Intensifying Market Competition Competition remains fierce against hyperscalers and established players; AI introduction intensifies future competitive pressures.
Macroeconomic Demand Uncertainty Geopolitical uncertainty and inflation create caution in enterprise spending, potentially slowing sales cycles and renewals.
Generative AI Legal Exposure Use of generative AI introduces operational challenges, potential legal liability, and regulatory scrutiny risks impacting reputation.
見通し
Continued AI Platform Investment Focus remains on expanding AI capabilities, including launching AI Companion 3.0 for enhanced productivity features.
Enterprise Customer Growth Strategy centers on growing large enterprise customers contributing over $100K in trailing 12 months revenue.
International Market Expansion International expansion remains a key growth component, targeting APAC and EMEA regions for increased revenue share.
Platform Innovation Focus Investing in new features across Zoom Workplace and Business Services, leveraging federated AI models for affordability.
同業比較
売上高 (TTM)
$17.17B
$10.46B
$7.18B
粗利益率 (最新四半期)
88.5%
83.7%
82.8%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MSTR | $38.40B | -10.1 | -8.4% | 13.4% |
| WIT | $24.83B | 16.0 | 15.5% | 14.0% |
| ZM | $22.52B | 11.9 | 20.6% | 0.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.0%
緩やかな成長
4四半期純利益CAGR
38.3%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月19日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし