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

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

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.

Having once been the poster child for stocks that benefited from the pandemic, shares of Zoom Video Communications Inc NASDAQ: ZM have since experienced a hero-to-zero transformation that has few parallels. As recently as the start of this month, they were trading $0.50 higher than their all-time low from April 2019.

Just How Real Is Zoom's Recovery Potential?

Zoom Video Communications Inc (NASDAQ:ZM) has reported slower sales growth as more workers return to the office following the coronavirus pandemic, curtailing demand for video conferencing.  Still, the company managed to beat Wall Street revenue estimates while raising its full-year guidance.

Zoom lifts full-year forecasts following consensus-beating first quarter

Zoom's (ZM) first-quarter fiscal 2024 results reflect a year-over-year increase in both earnings and revenues.

Zoom (ZM) Q1 Earnings Beat, Customer Growth Drives Revenues

Microsoft

An expected slowdown in growth with corporate customers is cited by analysts as a reason to remain cautious on the stock.

Zoom Had a Good Quarter. But It's Still Struggling to Escape Microsoft's Shadow.

Zoom Video Communications, Inc. (NASDAQ:ZM ) Q1 2024 Earnings Conference Call May 22, 2023 5:00 PM ET Company Participants Kelcey McKinley - Online Event Consultant Tom McCallum - Head of IR Eric Yuan - Founder & CEO Kelly Steckelberg - CFO Conference Call Participants Fred Lee - Credit Suisse Michael Funk - Bank of America Kasthuri Rangan - Goldman Sachs Thomas Blakey - KeyBanc Parker Lane - Stifel Peter Levine - Evercore ISI Rishi Jaluria - RBC Capital Markets Catharine Trebnick - Rosenblatt Securities Matthew Stotler - William Blair William Power - Robert W. Baird Sitikantha Panigrahi - Mizuho Securities George Iwanyc - Oppenheimer Alex Zukin - Wolfe Research Michael Turrin - Wells Fargo Ryan MacWilliams - Barclays Patrick Walravens - JMP Securities Matthew Niknam - Deutsche Bank Shebly Seyrafi - FBN Securities Karl Keirstead - UBS Sterling Auty - SVB Kelcey McKinley Hello, everyone, and welcome to Zoom's Q1 FY '24 Earnings Release Webinar.

Zoom Video Communications, Inc. (ZM) Q1 2024 Earnings Call Transcript

Zoom Communications shares jumped after beating analysts' estimates for revenue.

Zoom Shares Jump as Revenue Beats Estimates

PetMed Express

Markets were mixed on Monday. Zoom Video Communications moved slightly higher after boosting guidance.

2 Stocks to Watch on a Quiet Market Day

Zoom Video reported first-quarter earnings that handily beat estimates, due to cost cutting moves. ZM stock climbed as revenue also beat.

Zoom Earnings Top Estimates As Coronavirus Star Seeks Rebound

Zoom Video Communications Inc.'s stock jumped more than 5% in extended trading Monday, after the videoconferencing company beat expectations across the board with its financial results and forecasts.

Zoom stock pops more than 5% as earnings and forecast top expectations

SAN JOSE, Calif., May 22, 2023 (GLOBE NEWSWIRE) -- Zoom Video Communications, Inc. (NASDAQ: ZM), today announced financial results for the first fiscal quarter ended April 30, 2023.

Zoom Video Communications Reports Financial Results for the First Quarter of Fiscal Year 2024

The lion's share of market data comes toward the end of the week (the "deep end"): PCE and Durable Goods on Friday; Jobless Claims, Q1 GDP revision and Pending Home Sales Thursday.

Starting in the Shallow End of a New Trading Week

Costco

Ford Motor Company

JPMorgan Chase & Co

Earnings reports from Zoom Video, Lowe's, Snowflake, Best Buy, Costco, and Ulta. Plus, minutes from the Federal Reserve's May meeting and core PCE inflation data.

Costco, JPMorgan, Ford, and More This Week

NVIDIA

Last week, retailers Walmart Inc., Target Corp. and Home Depot Inc. provided broad strokes on how rising prices for essentials have reshaped consumer habits.

Parade of retailers to face inflation doubts while Nvidia and Zoom answer questions about tech

Investors should usually be excited when a stock declines as it represents an opportunity to buy the company at cheaper prices (unless they already own it). A value investor would be excited to see an iconic growth stock like Zoom Video Communications Inc. ( ZM , Financial) drop from $478 to $70, and even more excited to see a 2023 consensus earnings per share estimate of $4.21, which would put the stock selling at a very reasonable 16 times earnings.

Zoom Video Is Still Facing Headwinds

ServiceNow

Palo Alto Networks

Palantir Technologies

Regulatory and commercial developments in artificial intelligence continue at a fast pace for investors homing in on AI stocks. The post AI Stocks: In Case You Missed These Developments In Artificial Intelligence appeared first on Investor's Business Daily.

AI Stocks: In Case You Missed These Developments In Artificial Intelligence

Alibaba

Cigna

Capital One

Coherent Corp

JD.com

Liberty Latin America

New York Community Bancorp

Sibanye Stillwater

Signet Jewelers

Michael Burry invested a lot of money into the stock market last quarter, according to 13F filings. The "Big Short" investor who has held a bearish tilt towards stocks initiated 17 new positions last quarter.

These are the top 10 stocks held by 'Big Short' investor Michael Burry

Zoom Video (ZM) announces a partnership with Anthropic to boost its federated approach to artificial intelligence.

Zoom Video (ZM) Partners With Anthropic to Boost AI Efforts

Coinbase

Roku

Tesla

Block

Cathie Wood's ARK Invest ETFs are on the rebound in 2023 after plunging in 2021 and 2022. Five ARK Invest stocks to watch include Tesla.

Best Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Rallies After Musk Comments

The pandemic-driven growth of Zoom Video is long over. Corporate clients could boost Zoom stock but Microsoft looms.

Is Zoom A Buy Amid Race To Add Artificial Intelligence To Workplace Collaboration?

Zoom today announced a partnership with Anthropic to integrate its Claude AI assistant across its platform offerings.

Zoom makes a big bet on AI with investment in Anthropic

Zoom Video Communications Inc said on Tuesday it has invested an undisclosed sum in Anthropic and will integrate the artificial intelligence start-up's technology into its video-conferencing platform.

Zoom invests in AI startup Anthropic in latest effort to spruce up offerings

As generative AI has taken center stage in recent months, Zoom has been looking at partnerships with LLM companies as a hedge against an evolving AI landscape. Today, the company announced a new partnership with Anthropic to use its Claude chatbot on the platform, starting with the Zoom Contact Center.

Zoom announces Anthropic partnership to bring Claude chatbot to Zoom products

Shares of Zoom have slid this year despite already suffering a massive correction in 2022. The company now trades at a very modest 15x forward P/E valuation, despite many levers under its belt to accelerate both top and bottom line performance.

Zoom Video Communications: Modest Valuation, I Am Buying Without Hesitation

Best Cathie Wood Stocks To Watch: Coinbase, Block, Roku, Zoom Video; Tesla Skids On Elon Musk Tweet

Zoom aims to empower the India workforce with the rollout of Zoom Phone Zoom aims to empower the India workforce with the rollout of Zoom Phone

News for Zoom Video Stock (ZM)