
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
$28.43B
PER (TTM)
18.0
64.7
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
Q3 2026 データ
売上高
$1.23B+4.44%
直近4四半期の推移
EPS
$2.03+202.99%
直近4四半期の推移
フリーCF
$614.32M+34.21%
直近4四半期の推移
2026 Q3 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
LDOS$17.33B
$10.46B
BR$7.18B
粗利益率 (最新四半期)
88.5%
HUBS83.5%
PTC81.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MSTR | $38.48B | -9.7 | -8.4% | 13.4% |
| ZM | $28.43B | 18.0 | 17.7% | 0.4% |
| WIT | $26.19B | 18.3 | 15.5% | 14.0% |
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
1.3%
緩やかな成長
4四半期純利益CAGR
18.5%
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2月23日
EPS:$1.48
|売上高:$1.23B
財務レポート
財務データ
全年度
Form 10-Q - Q3 2026
会計期末: 2025年10月31日|提出日: 2025年11月25日|売上高: $1.23B+4.4%|EPS: $2.03+203.0%予想を上回るForm 10-Q - Q2 2026
会計期末: 2025年7月31日|提出日: 2025年8月22日|売上高: $1.22B+4.7%|EPS: $1.19+67.6%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年4月30日|提出日: 2025年5月23日|売上高: $1.17B+2.9%|EPS: $0.83+19.3%予想を下回るForm 10-K - FY 2025
会計期末: 2025年1月31日|提出日: 2025年2月28日|売上高: $4.67B+3.1%|EPS: $3.28+54.7%予想を上回るForm 10-Q - Q3 2025
会計期末: 2024年10月31日|提出日: 2024年11月26日|売上高: $1.18B+3.6%|EPS: $0.67+42.6%予想を下回るForm 10-Q - Q2 2025
会計期末: 2024年7月31日|提出日: 2024年8月23日|売上高: $1.16B+2.1%|EPS: $0.71+16.4%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年4月30日|提出日: 2024年5月22日|売上高: $1.14B+3.2%|EPS: $0.70+1238.4%予想を下回るForm 10-K - FY 2024
会計期末: 2024年1月31日|提出日: 2024年3月4日|売上高: $4.53B+3.1%|EPS: $2.12+505.7%予想を上回る