Zoom(US:ZM) ZACKSยท2025-05-21 22:21Group 1: Earnings Performance - Zoom Communications reported quarterly earnings of $1.43 per share, exceeding the Zacks Consensus Estimate of $1.30 per share, and showing an increase from $1.35 per share a year ago, representing a 10% earnings surprise [1] - The company posted revenues of $1.17 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.89%, and up from $1.14 billion year-over-year [2] - Over the last four quarters, Zoom has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - Zoom shares have increased approximately 1.8% since the beginning of the year, compared to a 1% gain in the S&P 500 [3] - The future performance of Zoom's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $1.34 on revenues of $1.19 billion, and for the current fiscal year, it is $5.36 on revenues of $4.78 billion [7] Group 3: Industry Context - The Internet - Software industry, to which Zoom belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]