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.

ZM stock is up 115% so far this year, but Zoom is getting competition from plenty of bigger competitors, including MSFT, GOOG and FB.
The post With Competition Heating up, Things Will Get Interesting for ZM Stock appeared first on InvestorPlace.

With Competition Heating up, Things Will Get Interesting for ZM Stock

Oracle

The underdog cloud provider could help Zoom support more users and reduce its dependence on AWS and Azure.

Could Oracle Solve Zoom Video Communications’ Biggest Problem?

CrowdStrike

GDS Hlds

Gsx Techedu Inc - ADR

Zoom and three other tech stocks are generating jaw-dropping revenue growth -- but could they burn overeager investors?

The 4 Highest Growth Tech Stocks on the Market Today

Here's why investors need to avoid Zoom Video Communications stock in 2020.

3 Reasons Zoom Video's Impressive Rally Might Soon End

Uber

Long Uber/short Zoom is a way to play the Coronavirus Reopening as these dynamics reverse.

Coronavirus Reopening: Long Uber/Short Zoom Pair Trade Opportunity

Aflac

Clorox

Dynatrace Inc

Gilead Sciences

Home Depot

Honeywell

Inovio Pharmaceuticals

Sturm, Ruger & Company

Teladoc

With pandemic fears shuttering many economies, most investments have cratered. However, a small group of coronavirus stocks may offer significant upside potential.

10 Stocks to Buy as They Ride a Coronavirus Tailwind

From makeshift talk shows to the world’s first digital comedy club, a deep dive into the new frontier of getting immediate laughs amid physical distancing.
Usually, comedians only drop their mics for performative punctuation, an over-the-top marker that a joke cannot be topped.

Is this Zoom on? A club crawl through the brave new world of live comedy online

Zoom Video Communications Inc. (NASDAQ: ZM) has admitted that a blog post stating it had 300 million daily active users was wrong.

Zoom Corrects Blog Saying It Had 300 M Daily Active Users, Admits It Was Wrong

Increased competition is weighing on Zoom stock this week. Let's breakdown the news and identify how to profit.

How to Trade Zoom Stock After Its News-Driven Drop

(This story corrects headline and first paragraph in April 23 story after company clarifies it had mistakenly termed the 300 million as users instead of meeting participants)

Zoom participant numbers top 300 million despite growing ban list, shares hit record (April 23)

Zoom is not having a good month. As it scales to meet pandemic demand, it has been beset by security issues, which it has had to explain and fix.

Zoom retracts statement that it has 300M daily active users

This collaboration specialist corrects a statement.

Zoom Does Not Have 300 Million Daily Active Users

Zoom shares continued their two-day slide on Thursday after the company backtracked on a claim that it had 300 million users. The video-conferencing platform made the embarrassing admission in a quiet update to last week’s blog post where it had said that its user base has grown 50 percent to 300 million amid the coronavirus.

Zoom shares dip after admitting it doesn’t actually have 300 million users

The difference between daily active users and participants is that meeting participants can be counted more than once.

Zoom walks back claims it has 300 million daily active users

The company clarifies that it has 300 million daily meeting participants, which counts people for every meeting they attend.

Zoom doesn't actually have 300 million daily users

Zoom's decision to go with Oracle's cloud was a surprise, until Google announced that it was giving away a competitive product and Microsoft showed huge growth in Teams

Zoom's choice of Oracle cloud looks smart after Microsoft and Google's aggressive moves in video

Zoom counted users who participated in multiple calls in a single day as separate users, artificially inflating its user base.
If there’s a single tech company that has benefitted more than others from the COVID-19 pandemic, it’s Zoom.

Zoom doesn’t really have 300 million users

DocuSign

Slack

Technology stocks focused on cloud-based collaboration and productivity have fared well this year, as the coronavirus pandemic has forced people to work and learn from home. Our indicative theme of five work and learn from home stocks – which includes Zoom, and Slack among others - has gained.

The Best Work From Home Stocks: Slack, Zoom Or DocuSign?

Zoom Video Communications Inc. ZM, -4.83% stock tumbled up to 7% Wednesday after Alphabet Inc.

Google makes Meet free for all users, sending Zoom shares down 7%

Shares of Zoom dropped as much as 7 percent Wednesday after Google announced that it will soon make its Meet video-conferencing service for businesses free for all users. Google’s move is a direct shot at Zoom, which has seen its user base soar 20-fold to more than 200 million during the coronavirus pandemic.

Zoom shares drop after Google makes its Meet video conferencing free

Amid the pandemic, the video chat upstarts have capitalized on a rare opportunity to beat Facebook, Google, and Microsoft.
There are a lot of ways to gauge the sudden success of video chat apps during the coronavirus pandemic.

Big Tech neglected video chat. Now, Zoom and Houseparty are thriving

Zoom Video Communications (NASDAQ: ZM) is using Oracle Corporation's (NYSE: ORCL) cloud computing services to meet the increased demand for its product, the company said Tuesday.

Zoom Uses Oracle's Cloud Computing Services To Handle Demand Surge During Pandemic

Facebook expands Messenger’s video calls to challenge Zoom, but will this new feature suffer the same fate as its other doomed clones of hot apps?

Zoom Video Communications Shouldn’t Lose Much Sleep Over Facebook

Here's a timeline of every security issue uncovered in the video chat app.

Zoom security issues: Zoom could be vulnerable to foreign surveillance, intel report says

Zoom said it tapped Oracle for its cloud needs because it stood out in its ability to meet all the demand the company has experienced.

News for Zoom Video Stock (ZM)