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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 ...
Zoom Communications Stock Slides Ahead Of Earnings - Zoom Communications (NASDAQ:ZM)
Benzinga· 2026-02-23 18:52
Zoom Video Communications, Inc. (NASDAQ:ZM) is under pressure Monday, dropping ahead of its closely watched quarterly earnings report due after the market close on Wednesday.Zoom’s decline is unfolding against a backdrop for equities broadly. The Nasdaq Composite is off 1.25% while the S&P 500 has shed 1.02% on Monday.What Analysts Expect From Q4 2026Wall Street is projecting earnings per share of $1.27 on revenue of $1.23 billion for Q4 2026, according to consensus estimates. That compares to EPS of $1.41 ...
Zoom Video Gears Up to Report Q4 Earnings: How to Play the Stock
ZACKS· 2026-02-23 16:50
Core Insights - Zoom Video Communications (ZM) is expected to report fourth-quarter fiscal 2026 results on February 25, with projected revenues between $1.23 billion and $1.235 billion, indicating a year-over-year growth of 4.08% [1] - Non-GAAP earnings per share are anticipated to be in the range of $1.48 to $1.49, reflecting a year-over-year increase of 4.96% [2] - The company has maintained a steady consensus estimate for earnings at $1.48 per share, with an average surprise of 8.9% over the last four quarters [2] Revenue and Earnings Expectations - The Zacks Consensus Estimate for revenue is currently pegged at $1.23 billion, aligning with the company's expectations [1] - The Earnings ESP for ZM is 0.00%, and it currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook for earnings performance [3] Business Environment and Growth Factors - Zoom is navigating a mature growth phase, leading to cautious optimism among investors [4] - The launch of AI Companion 3.0 in December 2025 and new agentic tools are expected to drive enterprise upsell activity [5] - Strategic partnerships with Oracle and NVIDIA are seen as potential growth levers, enhancing customer engagement and enterprise AI capabilities [6] Competitive Landscape and Challenges - The competitive environment remains challenging, with Microsoft Teams, RingCentral, and Cisco Webex aggressively targeting enterprise collaboration budgets [7] - ZM's net dollar expansion rate is at 98%, but online segment growth is only 2%, indicating constraints in expanding within the existing customer base [7] - The projected non-GAAP operating margin for Q4 is 38.9%, slightly down from 41.2% in the previous quarter, suggesting near-term profitability pressure [7] Investor Sentiment - Given the modest growth trajectory and limited near-term catalysts, investors may consider holding existing positions or waiting for a more favorable entry point before increasing exposure [8][9]
Zoom Video stock: Wyckoff Theory points to a 100% surge
Invezz· 2026-02-23 16:17
Zoom Video stock price has held steady in the past few years as its growth trajectory waned after the COVID-19 boom. ZM was trading at $90, inside a range it has remained at in the past few years. ...
Countdown to Zoom (ZM) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2026-02-20 15:15
Core Insights - Wall Street analysts expect Zoom Communications (ZM) to report quarterly earnings of $1.48 per share, reflecting a year-over-year increase of 5% [1] - Revenue is anticipated to reach $1.23 billion, which is a 4.1% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a reassessment of projections by analysts [1] Revenue Estimates - Geographic Revenue from Asia Pacific (APAC) is expected to be $150.92 million, showing a 3% increase from the prior year [4] - Geographic Revenue from Europe, Middle East, and Africa (EMEA) is projected to reach $195.15 million, indicating a 4.3% increase year-over-year [4] - Geographic Revenue from the Americas is forecasted at $886.69 million, reflecting a 4.2% increase from the previous year [4] Customer Metrics - The average prediction for Enterprise Customers stands at 187,139, down from 192,600 in the same quarter last year [5] - Analysts estimate that Customers generating over $100K in TTM Revenue will total 4,431, compared to 4,088 in the same quarter last year [5] Performance Obligations - Current Remaining Performance Obligation (RPO) is expected to be $2.40 billion, up from $2.25 billion reported in the same quarter last year [6] - Remaining Performance Obligations (RPO) are estimated at $4.05 billion, compared to $3.80 billion in the same quarter last year [6] - Non-Current Remaining Performance Obligation (RPO) is projected to reach $1.64 billion, an increase from $1.55 billion reported in the same quarter last year [7] Stock Performance - Over the past month, Zoom shares have returned +7.5%, while the Zacks S&P 500 composite has seen a -0.8% change [7] - Currently, ZM holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7]
Iran Deadline Sends Oil Higher and Shakes Markets | Insight with Haslinda Amin 02/20/2026
Bloomberg Television· 2026-02-20 07:37
WE ARE GOING TO GET A DEAL OR IT WILL BE UNFORTUNATE FOR THEM. I WOULD THINK IT WOULD BE ENOUGH TIME, 10 OR 15 DAYS. PAUL: PRESIDENT TRUMP SAYS IRAN HAS ONLY DAYS TO STRIKE A DEAL ON ITS NUCLEAR PROGRAM AS THE U.S. MILITARY DEPLOYS ITS BIGGEST FORCE BUILDUP IN THE MIDDLE EAST SINCE THE 2003 IRAQ INVASION.I AM PAUL ALLEN IN THIS IS INSIGHT WHERE WE DIVE DEEPER INTO THE STORIES WITH CRUCIAL CONTEXT AND SHARP ANALYSIS. TENSIONS WITH IRAN DEEP IN OIL HITS THE HIGHEST LEVEL. OFFICIALS SURPRISINGLY WARY OF CUTTIN ...
Zoom Communications (ZM) Stock Sinks As Market Gains: Here's Why
ZACKS· 2026-02-17 23:51
Core Viewpoint - Zoom Communications is experiencing fluctuations in stock performance, with a recent decline of 4.4% while showing a significant monthly gain of 14.38% compared to broader market indices [1] Financial Performance Expectations - The upcoming earnings report on February 25, 2026, is anticipated to show earnings of $1.48 per share, reflecting a year-over-year growth of 4.96% and revenue of $1.23 billion, indicating a 4.08% increase from the same quarter last year [2] - For the full year, analysts expect earnings of $5.96 per share and revenue of $4.85 billion, representing increases of 7.58% and 4% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates suggest a favorable outlook on Zoom Communications' business health and profitability, indicating positive near-term trends [4] - The Zacks Rank system currently rates Zoom Communications at 3 (Hold), with a stagnant consensus EPS projection over the past 30 days [6] Valuation Metrics - Zoom Communications has a Forward P/E ratio of 15.6, which is lower than the industry average of 19.23, indicating it is trading at a discount [7] - The company has a PEG ratio of 5.43, significantly higher than the industry average of 1.14, suggesting that its projected earnings growth is not being reflected in its current valuation [8] Industry Context - The Internet - Software industry, to which Zoom belongs, ranks in the top 36% of all industries according to the Zacks Industry Rank, indicating a relatively strong position within the market [8]