Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Zoom Video

Zoom Video Communications, Inc. engages in the provision of video-first communications platform. The firm offers meetings, chat, rooms and workspaces, phone systems, video webinars, marketplace, and developer platform products. It serves the education, finance, government, and healthcare industries. Its platform helps people to connect through voice, chat, content sharing, and face-to-face video experiences. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Zoom reports robust Q1 performance, eyes AI monetization and enterprise growth

Zoom's Q1 performance reflects strong financials, strategic investments in AI, and a focus on customer-centric solutions. While facing challenges related to sales reorganization and potential revenue deceleration, the company is well-positioned to capitalize on opportunities in AI monetization, hybrid work support, and enterprise growth reacceleration.

Zoom reports strong Q2 earnings and focuses on AI innovations and Contact Center growth opportunities

Zoom's Q2 earnings call highlighted strong financial performance, a focus on AI-driven innovations, and raised guidance for future revenue and operating income. While facing challenges related to stabilizing churn rates and establishing its Contact Center suite, Zoom has opportunities to capitalize on the growth potential of its innovative offerings and disruptive approach to AI monetization.

Zoom reports steady Q3 performance, faces challenges in deferred revenue

Zoom reported steady Q3 performance with strong cash flow and customer wins, but faces challenges related to declining deferred revenue and customer payment preferences. The company sees opportunities in enterprise expansion, international business performance, and potential contributions from new solutions for future growth.

Zoom Video reports robust earnings, eyes growth amid challenges

Zoom Video's FY23 and Q4 earnings call highlighted strong financial performance, strategic decisions to drive efficiency, and challenges related to revenue guidance and segment stabilization. The company's focus on innovation, customer relationships, and margin expansion sets a positive trajectory for future growth amidst economic uncertainties.

Zoom surpasses Q1 revenue expectations, eyes hybrid work solutions

Zoom's Q1 performance exceeded expectations, showcasing strong revenue and margin figures.
Strategic acquisitions, positive customer wins, and focus on innovation position Zoom for future success.
While facing challenges like sales reorganization impact, stabilization of segments, the company sees opportunities in hybrid work solutions and AI monetization.

Zoom Video (ZM) reports robust Q2 performance and eyes AI-driven growth

Zoom Video's Q2 FY '24 earnings call highlighted strong financial performance, customer wins, and strategic initiatives driving growth and innovation.
The company's focus on AI, Contact Center service, and customer value creation positions it well for future success despite market challenges.
Opportunities lie in leveraging AI for differentiation, expanding product offerings, and capturing market share in Enterprise and SMB segments, signaling a positive outlook for Zoom's growth trajectory.

Zoom reports strong Q3 earnings, eyes growth through innovations

Zoom's Q3 performance reflects solid financial results, with revenue growth, profitability, and strong cash flow generation.
While facing challenges like deferred revenue decline and retention stabilization, Zoom is well-positioned for future growth with raised revenue outlooks and strategic initiatives.
Opportunities lie in customer expansions, innovative partnerships, and workforce-related solutions, signaling a positive outlook for Zoom's future performance and market positioning.

Zoom reports solid Q4 earnings, eyes AI growth and M&A

Zoom's Q4 FY '24 earnings call highlighted strong financial performance, growth in enterprise revenue, and strategic initiatives in AI development and contact center expansion.
The company faces challenges in sustaining growth rates, effectively monetizing AI features, and navigating competitive dynamics in the contact center market.
However, Zoom's focus on product innovation, international expansion, and shareholder value creation positions it well to capitalize on opportunities in the evolving digital communication landscape.

Zoom Video reports revenue growth and AI momentum in Q1

Zoom Video's Q1 2025 performance showed revenue growth and strong enterprise revenue, with a slight dip in gross margin expected for Q2.
The company's focus on AI integration, longer billing terms, and new product offerings are driving momentum.
Challenges include customer transitions online and pricing strategy adjustments, while growth opportunities lie in Contact Center services and financial policy alignment.

Zoom Video exceeds Q2 revenue expectations, AI capabilities drive growth

Zoom Video's Q2 performance reflects strong revenue growth, margin expansion, and strategic wins in the Contact Center segment.
The company's focus on product enhancements and AI capabilities positions it well for future growth and innovation.
Despite potential challenges, Zoom's raised outlook underscores confidence in its ability to drive revenue and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Zoom Video Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom's stock is only flat in the past twelve months, missing out on much stronger gains in the rest of the software sector. The company has launched new products and features, driving greater adoption in the enterprise segment. Despite slower growth rates, Zoom's growth drivers, cost-cutting measures, and cash hoard make it a rare bargain in an expensive market.

Zoom: At 14x P/E, I'm Incredibly Long (Rating Upgrade)

Zoom is one of the few tech stocks that is actually down over the past year. The company has significant net cash on its balance sheet, making up 30% of its market cap. ZM may be an attractive takeout target for private equity due to its low valuation, high-profit margins, and strong balance sheet.

Is Zoom The Next Takeout Target? 30% Net Cash And 39% Margins

Carvana

Amidst the turbulent seas of the stock market, the U.S. is facing a storm. The recent surge in December 2023 retail sales cast a shadow over the hopes of early interest rate cuts by the Federal Reserve this year.

3 Stocks to Sell Before It's Too Late: Navigating the 2024 Market Landscape

Zoom is the market leader for video conferencing software platforms worldwide. Cathie Wood and her team see over 2,000% upside in Zoom's share price by 2026.

Zoom Is Down 88% From Its All-Time High, Is Cathie Wood Still Right About This Once Unstoppable Stock?

Zoom's business has grown exponentially since going public, but the stock has underperformed the market by a wide margin. The adoption of Zoom's enterprise products is promising, but it's not resulting in top-line growth.

Could Zoom Stock Help You Become a Millionaire?

Adobe

Salesforce

Microsoft

Oracle

SAP SE

Shopify

Microsoft and Oracle have room to grow, but the outlook is trickier for other software stocks, including Zoom and Adobe, an analyst says.

4 Software Stocks to Buy and 3 to Sell, According to an Analyst

Cardinal Health

DaVita

DVA, CAH and ZM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 18, 2024.

Best Growth Stocks to Buy for January 18th

Roku

Stocks often lose popularity after melting higher and then reversing, with investors seeking the next big trade. However, these three shouldn't be overlooked.

3 Beaten-Down Buy-Rated Stocks Worth Another Look

Celsius Holdings

Matterport

Growth stocks tend to outperform industry peers in earnings or revenue growth, often holding higher valuations based on metrics like price-earnings, price-sales and price-free cash flow ratios. For these companies, maintaining strong momentum is crucial for their valuations to hold up over time.

The Ultimate Growth Portfolio: 3 Stocks to Buy and Hold for the Next Decade

Zoom Video's products compete against nearly free alternatives. Zoom's growth is practically non-existent.

1 Artificial Intelligence (AI) Stock I Wouldn't Touch With a 10-Foot Pole

Zillow

Growth stocks rebounded nicely in 2023 after a disappointing 2022. However, some growth stocks overextended themselves and look due for corrections in 2024.

3 Growth Stocks to Sell in January Before They Crash and Burn

Zoom Video Communications still hasn't recovered from its post-pandemic slump. What's more, the video conferencing business suffers from a weak competitive moat.

Cathie Wood Bet $712 Million on Zoom Stock. Where Will It Be in 2 Years?

Cathy Wood Bet $712 Million on Zoom Stock. Where Will It Be in 2 Years?

Zoom's stock has declined nearly 90% from its all-time high. Its growth has slowed significantly in a post-pandemic market.

Could Zoom Video Communications Become the Next Microsoft?

Apple

The work-from-home ( WFH ) phenomenon has faded tremendously, as many companies, large and small, are ordering their employees to spend at least a few days per week in the office. For example, JPMorgan (NYSE: JPM ), Apple (NASDAQ: AAPL ) and video game maker Activision Blizzard (NASDAQ: ATVI ) are among the huge companies ending or greatly curtailing WFH privileges.

Back to the Office? 3 Stocks Losing Ground as Companies Recall Remote Workers.

Fiverr

StoneCo

StoneCo is a fintech services specialist that has overcome big challenges and looks poised for a run. Zoom Video Communications continues to increase its sales and earnings and looks cheaply valued.

3 Growth Stocks Down More Than 80% That Are Screaming Buys in January

Why META's AI Thinks These 3 Tech Stocks Can Double in 2024

Steelcase

Upwork Inc

Though remote work trends got a little slippery in 2023, there's no doubt that remote work stocks retain an advantage in today's economy. In 2020, more than 60% of an average worker's days were at home, and the figure dropped to about 25% in 2023.

3 Stocks Capitalizing on the Continued Popularity of Remote Work

Ark Invest doesn't think Zoom Video Communications is just a pandemic stock. They see AI-powered features bringing in new users and fueling higher monetization.

1 Surprising Artificial Intelligence (AI) Stock to Buy Before It Grows 2,139%, According to Cathie Wood's Ark Invest

BlackLine

PLDT

TransAct Technologies

Here, we have picked ZM, BL, PHI and TACT stocks that were left behind last year's tech rally and are poised to make a turnaround in 2024, considering their strong fundamentals and solid prospects.

4 Bargain Tech Stocks to Enhance Portfolio Returns in 2024

Coursera

Wix.com

The pandemic reshaped the workforce in an unforeseen manner, quickly transitioning a myriad of sectors from office-based operations to remote work. This dramatic shift, spurred by necessity, uncovered a surprising truth that how remote work setups significantly boost productivity.

Remote Work Wonders: 3 Companies Thriving in the Home Office Era

Zoom performs better than expected: FY 2024 projections now call for $4,495 billion in sales and $1,743 billion in operating earnings. While the new calendar year is unlikely to bring a pivot in Zoom's organic growth trajectory, there is little indication that suggests headwinds sizeable enough to justify a

Zoom Video Communications: Why I Reiterate My Buy Rating

UiPath

Many of Ark Invest's top holdings are innovators in the artificial intelligence space. UiPath has seen strong price performance over the last two months, and Ark needs to rebalance.

Cathie Wood Is Selling Her Favorite AI Stock, and Buying This Surprising Innovator Instead

NVIDIA

Pfizer

Despite the still-present threat of a recession and the relatively high inflation, 2023 – and especially its later months – brought respite to investors and created room for renewed optimism.

ChatGPT picks 5 stocks to buy for start of 2024

DocuSign

Teladoc

Work-from-home stocks are highly promising, given the rise in popularity of remote work as a phenomenon. Office vacancy rates are at 16.1%, which is a five-year high.

News for Zoom Video Stock (ZM)