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Zoom(ZM) - 2026 Q4 - Earnings Call Transcript
2026-02-25 23:02
Zoom (NasdaqGS:ZM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlex Zukin - Managing Director of Software Equity ResearchCatharine Trebnick - Managing DirectorCharles Eveslage - Head of Investor RelationsEric Yuan - Founder and CEOJackson Ader - Managing DirectorMichelle Chang - CFOSamad Samana - Managing DirectorSeth Gilbert - Director of Software Equity ResearchTom Blakey - Managing DirectorConference Call ParticipantsAllan Verkhovski - Director and Software Equity Research Ana ...
Zoom(ZM) - 2026 Q4 - Earnings Call Transcript
2026-02-25 23:00
Zoom (NasdaqGS:ZM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker3Hello, everyone, and welcome to Zoom's Q4 FY 2026 earnings release webinar. I will now hand things over to Charles Evislage, Head of Investor Relations. Charles, over to you.Thank you, Catherine. Hello, everyone, welcome to Zoom's earnings video webinar for the fourth quarter and full fiscal year 2026. I'm joined today by Zoom's founder and CEO, Eric Yuan, and Zoom's CFO, Michelle Chang. Our earnings release was issued today afte ...
Zoom forecasts quarterly profit below estimates amid tough competition
Reuters· 2026-02-25 22:05
Core Viewpoint - Zoom Communications forecasts quarterly profit below Wall Street estimates, indicating challenges from intense competition and a cautious spending environment [1][2] Company Performance - Shares of Zoom fell nearly 3% in extended trading following the profit forecast [2] - The enterprise business has shown resilience, but the online segment for individual consumers and small businesses remains weak, with fourth-quarter online segment revenue at $489.7 million and a slight increase in churn [3] Competitive Landscape - Zoom faces increasing competition from Microsoft Teams and Google Meet, which are bundled with broader workplace suites, making them more cost-effective for enterprise customers [2] - Despite efforts to diversify offerings, Zoom is experiencing slowing growth as pandemic-driven work-from-home trends decline [2] Financial Outlook - For the first quarter, Zoom expects revenue between $1.22 billion and $1.23 billion, aligning with analysts' average estimate of $1.22 billion [4] - Adjusted profit per share is projected to be between $1.40 and $1.42, below the estimated $1.45 [4] - In the fourth quarter, Zoom reported revenue of $1.25 billion, surpassing estimates of $1.23 billion, but adjusted profit per share was $1.44, below the expected $1.49 [4][5] Investment in Technology - Zoom has launched several AI features to stimulate growth, but investments in this technology may pressure operating margins [4]
Zoom(ZM) - 2026 Q4 - Earnings Call Presentation
2026-02-25 22:00
Zoom Communications Q4 FY26 Earnings February 25, 2026 © 2026 Zoom Communications, Inc. Key: ready for review in progress stale DO NOT REVIEW Reviewers | = added to doc | ✅✅ = reviewed PR & Kim S ✅✅ Accounting (incl Kim M) ✅✅ FP&A ✅✅ ICR ✅✅ Michelle ✅✅ Legal ✅✅ Eric ✅✅ Use of non-GAAP financial measures In addition to the financials presented in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation includes the following non-GAAP metrics: Revenue in Constant Currency, non ...
Zoom:第一季度调整后每股收益预期在1.40美元至1.42美元之间。
Xin Lang Cai Jing· 2026-02-25 21:17
Zoom:第一季度调整后每股收益预期在1.40美元至1.42美元之间。 来源:滚动播报 ...
Zoom(ZM) - 2026 Q4 - Annual Results
2026-02-25 21:06
Exhibit 99.1 • Fourth quarter total revenue of $1,247.0 million, up 5.3% year over year as reported and 4.8% in constant currency; full fiscal year total revenue of $4,868.8 million, up 4.4% year over year as reported and 4.2% in constant currency • Fourth quarter Enterprise revenue of $757.3 million, up 7.1% year over year; full fiscal year Enterprise revenue of $2,934.1 million, up 6.5% year over year • Number of customers contributing more than $100,000 in trailing 12 months revenue up 9.3% year over yea ...
Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
Globenewswire· 2026-02-25 21:05
Fourth quarter total revenue of $1,247.0 million, up 5.3% year over year as reported and 4.8% in constant currency; full fiscal year total revenue of $4,868.8 million, up 4.4% year over year as reported and 4.2% in constant currencyFourth quarter Enterprise revenue of $757.3 million, up 7.1% year over year; full fiscal year Enterprise revenue of $2,934.1 million, up 6.5% year over yearNumber of customers contributing more than $100,000 in trailing 12 months revenue up 9.3% year over yearFourth quarter GAAP ...
Zoom Video Communications (NASDAQ:ZM) Quarterly Earnings Preview
Financial Modeling Prep· 2026-02-25 05:00
Zoom is expected to report an EPS of $1.48 and revenue of approximately $1.23 billion for the quarter.The company projects a 4% revenue increase, driven by AI expansion and strategic partnerships.Zoom's non-GAAP operating margin is anticipated to be 38.9%, indicating strong operational efficiency.Zoom Video Communications (NASDAQ:ZM) is gearing up to release its quarterly earnings on February 25, 2026. Analysts expect the company to report earnings per share (EPS) of $1.48, with revenue projected to reach a ...
Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
Globenewswire· 2026-02-24 13:56
New virtual agent capabilities reduce customer effort, prevent repeat contacts, and give service leaders confidence to scale automationWith 43% of consumers saying chatbots fail to resolve their issues, Zoom Virtual Agent 3.0 can help organizations close that gap SAN JOSE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Today Zoom Communications, Inc. (NASDAQ: ZM) unveiled Zoom Virtual Agent 3.0 (ZVA), the next evolution in agentic automation. ZVA introduces a new execution architecture and expanded AI capabiliti ...