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 Q1 2022

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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

Earnings data Q4 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.

Zoom exceeds Q3 revenue expectations, focuses on AI innovation

Zoom delivered strong Q3 performance, exceeding revenue and income expectations while demonstrating growth in deferred revenue and RPO.
The company's strategic strengths lie in AI innovation, market diversification, and shareholder value enhancement through share repurchases.
Challenges include addressing analyst inquiries on AI monetization, margins, and expense management, requiring clear communication and strategic decisions.
Opportunities for Zoom include leveraging AI integration for monetization, expanding into new markets, and capitalizing on product growth potential.

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 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.

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

Oracle

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.

Zoom Hires Oracle, Not Amazon or Microsoft, For Cloud Deal

Zoom Video Communications Inc. ZM, -4.62% announced Tuesday that it has chosen Oracle Corp.

Zoom picks Oracle as cloud-infrastructure partner

With the company growing in leaps and bounds, Zoom went shopping for a cloud infrastructure vendor to help it with its growing scale problem. In a surprising choice, the company went with Oracle Cloud Infrastructure.

In surprise choice, Zoom hitches wagon to Oracle for growing infrastructure needs

The Covid-19 pandemic has pushed many companies and schools to remote work, which allowed Zoom to emerge as a key player. The videoconferencing software company last week surpassed 300 million daily users, up from 200 million in just weeks.

Zoom taps Oracle for cloud deal, passing over Amazon, Microsoft

The feds are concerned that Zoom’s security flaws could make the popular videoconferencing platform vulnerable to foreign spies, a new report says. An intelligence analysis from the Department of Homeland Security found that Zoom’s explosive growth and its well known security problems make it a “target-rich environment” for government spy services and other hackers, ABC.

DHS reportedly concerned Zoom may be vulnerable to foreign spies

In terms of its stock price, and user satisfaction, Zoom has opened up a big lead over legacy players in the tech space trying to elbow into the videonetworking market. Now, it will have to fend off fussy corporate users and hackers to keep up its advantage.

Tech Giants Lag Behind Zoom In Video Chat Wars

Activision Blizzard

PayPal

Powerful societal and technological trends are only accelerating due to the global pandemic and boosting these companies' already impressive growth.

If You've Got $3,000 to Invest, Buy These 3 Top Stocks Right Now

Zoom is delivering on its promise to add more security to its video conferencing app, enabling investors to breathe a sigh of relief.

Zoom Delivers More Security With Software Update

Want to know how half a million Zoom credentials ended up for sale online? Here's the story of how Zoom got stuffed.

Zoom Gets Stuffed: Here’s How Hackers Got Hold Of 500,000 Passwords

Alibaba

Bilibili

Invesco China Technology ETF

iShares China Large-Cap ETF

iQIYI

JD.com

KraneShares CSI China Internet ETF

iShares MSCI China ETF

NetEase

Pinduoduo Inc - ADR

TAL Education Group

Tencent Holdings Limited

Vipshop Hlds

A leaked WHO report indicating the failure of Gilead's remdesivir in its first randomized clinical trial refueled negative sentiment already hurt by plunging crude oil prices.

Unjustified Revulsion Towards Investing In Chinese Companies

Zoom's Dominance Is Secure

Netflix

Peloton

300 million, 182.86 million, and 23,000 are record numbers for three companies thriving in the new normal.

3 Top Stocks Putting Out Huge Coronavirus-Related Metrics

Facebook Rolls Out Messenger Rooms, Co-Opts Zoom and Houseparty's Features

Zoom: The Hidden Opportunity

This past week, Facebook introduced Messenger Rooms, a free group video calling product that lets up to 50 participants join calls simultaneously, with no time limit.

News for Zoom Video Stock (ZM)