Eric Yuan, founder and CEO of Zoom Video Communications, speaks at Concordia Annual Summit in New York on Sept. 25, 2024.Zoom shares were down about 1% in extended trading on Monday after the video calling software maker announced strong fiscal third-quarter results and gave guidance in line with expectations.Here's how the company did in comparison with LSEG consensus:Earnings per share: $1.38 adjusted vs. $1.31 expectedRevenue: $1.18 billion vs. $1.16 billion expectedZoom's revenue grew about 4% year over ...

Financial Performance - Total revenue for Q3 2025 was $1,177.5 million, reflecting a year-over-year increase of 3.6% [1][3] - Enterprise revenue reached $698.9 million, up 5.8% year-over-year [1][3] - GAAP operating margin was 15.5%, while non-GAAP operating margin stood at 38.9% [3][34] - GAAP net income for the quarter was $207.1 million, or $0.66 per share, compared to $141.2 million, or $0.45 per share, in the same quarter last year [3][34] Customer Metrics - The number of customers contributing more than $100,000 in trailing 12 months revenue increased by 7.1% year-over-year, totaling 3,995 [4] - Zoom had approximately 192,400 Enterprise customers, with a trailing 12-month net dollar expansion rate of 98% [4] Cash Flow and Stock Repurchase - Net cash provided by operating activities was $483.2 million, down 2.0% year-over-year [3][35] - Free cash flow for the quarter was $457.7 million, up 1.0% year-over-year [3][35] - The company repurchased approximately 4.4 million shares of common stock in Q3 and increased total common stock repurchase authorization by $1.2 billion, with approximately $2.0 billion remaining to be repurchased [1][9] Future Guidance - For Q4 2025, total revenue is expected to be between $1.175 billion and $1.180 billion, with non-GAAP income from operations projected between $443.0 million and $448.0 million [6] - For the full fiscal year 2025, total revenue is anticipated to be between $4.656 billion and $4.661 billion, with non-GAAP income from operations expected between $1.813 billion and $1.818 billion [6]

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Core Insights - Analysts project Zoom Video Communications (ZM) will report quarterly earnings of $1.31 per share, a 1.6% increase year over year, with revenues expected to reach $1.16 billion, reflecting a 2.3% increase from the same quarter last year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [2] Key Metrics Estimates - Analysts forecast 'Geographic Revenue- Asia Pacific (APAC)' to be $143.44 million, indicating a -0.3% change from the prior-year quarter [4] - 'Geographic Revenue- Europe, Middle East, and Africa (EMEA)' is expected to reach $185.58 million, showing a +4% change from the year-ago quarter [4] - 'Geographic Revenue- Americas' is projected at $833.77 million, reflecting a +2.4% change from the previous year [4] Customer Metrics - The number of 'Enterprise Customers' is estimated to be 196,459, down from 219,700 in the same quarter last year [5] - 'Customers >$100K TTM Revenue' is expected to reach 4,042, compared to 3,731 in the same quarter last year [5] Remaining Performance Obligations (RPO) - The consensus estimate for 'Remaining Performance Obligations (RPO)' is $3.76 billion, up from $3.57 billion a year ago [6] - 'Current Remaining Performance Obligation (RPO)' is projected at $2.19 billion, compared to $2.08 billion last year [6] - 'Non-Current Remaining Performance Obligation (RPO)' is estimated at $1.55 billion, up from $1.50 billion a year ago [7] Stock Performance - Zoom Video shares have returned +7.7% over the past month, outperforming the Zacks S&P 500 composite's +1% change, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [8]

Zoom Video Communications (ZM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended October 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 25, 2024, might help the stock move higher if these key numbers ar ...

In the latest market close, Zoom Video Communications (ZM) reached $80.19, with a +0.63% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.74%.Shares of the video-conferencing company have appreciated by 13.89% over the course of the past month, outperforming the Computer and Technology sector's gain of 3.99% and the S&P 500's gain of 3.16%.The upcoming earnings release of Zoom Video Communications will be of great interest to investors. The company's e ...

Amid indications that the number of hybrid and remote workers is still increasing, I believe that Zoom Video's (NASDAQ: ZM ) growth can accelerate in the medium-to-long term. Additionally, Zoom could get a significant boost from many firms' increased reluctance to spend on Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own ...

My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master's Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor's Degree in Sociology and Hi ...

The most recent trading session ended with Zoom Video Communications (ZM) standing at $70.20, reflecting a +1.84% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.02%. Elsewhere, the Dow saw an upswing of 0.38%, while the tech-heavy Nasdaq appreciated by 0.04%. Prior to today's trading, shares of the video-conferencing company had gained 4.38% over the past month. This has lagged the Computer and Technology sector's gain of 4.44% and outpaced the S&P 500's gai ...

Zoom Video Communications (ZM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this video-conferencing company have returned +4% over the past month versus the Zacks S&P 500 composite's +5.9% change. The Zacks Internet - Software industry, to which Zoom Video belongs, has gained 12.7% over this period. Now the key question is: Where could the stock be headed in the near term ...