Core Insights - Zoom Communications reported $1.23 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 4.4% and an EPS of $1.52 compared to $1.38 a year ago, exceeding the Zacks Consensus Estimate of $1.21 billion by 1.4% [1] - The company delivered an EPS surprise of 6.29%, with the consensus EPS estimate being $1.43 [1] Financial Performance Metrics - Zoom's shares have returned -6.7% over the past month, while the Zacks S&P 500 composite changed by -1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Customer and Revenue Metrics - The number of enterprise customers reached 185,100, slightly below the four-analyst average estimate of 185,888 [4] - Customers generating over $100K in TTM revenue totaled 4,363, exceeding the three-analyst average estimate of 4,341 [4] - Current Remaining Performance Obligation (RPO) stands at $2.41 billion, compared to the $2.44 billion average estimate [4] - Total Remaining Performance Obligations (RPO) are $4.02 billion, surpassing the two-analyst average estimate of $3.96 billion [4] - Non-Current Remaining Performance Obligation (RPO) is $1.61 billion, above the two-analyst average estimate of $1.51 billion [4] - Online revenue reached $488.4 million, exceeding the three-analyst average estimate of $482.58 million [4] - Enterprise revenue was reported at $741.4 million, also above the three-analyst average estimate of $730.97 million [4]

Core Viewpoint - Zoom Communications is expected to report a quarterly earnings per share of $1.43, reflecting a 3.6% increase year-over-year, with revenues projected at $1.21 billion, indicating a 3% year-over-year growth [1]. Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2]. - Revisions to earnings estimates are crucial as they serve as indicators for predicting investor actions regarding the stock [3]. Revenue Projections - Analysts predict 'Geographic Revenue- Asia Pacific (APAC)' will reach $148.63 million, a 3.2% increase from the prior-year quarter [5]. - 'Geographic Revenue- Europe, Middle East, and Africa (EMEA)' is expected to be $194.32 million, reflecting a 3.9% year-over-year change [5]. - 'Geographic Revenue- Americas' is forecasted to be $870.53 million, indicating a 2.9% increase from the year-ago quarter [5]. Customer Metrics - The average prediction for 'Enterprise Customers' is 185,888, down from 192,400 in the previous year [6]. - 'Customers >$100K TTM Revenue' is expected to reach 4,341, up from 3,995 in the same quarter last year [6]. Remaining Performance Obligations (RPO) - 'Current Remaining Performance Obligation (RPO)' is projected at $2.44 billion, compared to $2.28 billion reported in the same quarter last year [7]. - The estimated 'Remaining Performance Obligations (RPO)' is $3.96 billion, up from $3.74 billion in the same quarter last year [7]. - 'Non-Current Remaining Performance Obligation (RPO)' is expected to be $1.51 billion, compared to $1.46 billion reported in the previous year [8]. Stock Performance - Zoom shares have shown a return of -2.8% over the past month, compared to a -0.6% change in the Zacks S&P 500 composite [8].

Financial Performance - For the quarter ended July 2025, Zoom Communications reported revenue of $1.22 billion, reflecting a year-over-year increase of 4.7% [1] - The earnings per share (EPS) for the quarter was $1.53, up from $1.39 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.2 billion, resulting in a surprise of +1.66% [1] - The company achieved an EPS surprise of +11.68%, with the consensus EPS estimate being $1.37 [1] Key Metrics - Zoom had 184,000 enterprise customers, slightly below the four-analyst average estimate of 186,862 [4] - Customers generating over $100K in trailing twelve months (TTM) revenue totaled 4,274, surpassing the average estimate of 4,233 [4] - The current remaining performance obligation (RPO) was reported at $2.41 billion, compared to the average estimate of $2.45 billion [4] - Total remaining performance obligations (RPO) stood at $3.98 billion, slightly below the two-analyst average estimate of $4 billion [4] - Non-current remaining performance obligation (RPO) was $1.57 billion, slightly above the average estimate of $1.53 billion [4] - Online revenue reached $486.6 million, exceeding the three-analyst average estimate of $477.5 million [4] - Enterprise revenue was reported at $730.7 million, also above the average estimate of $719.9 million [4] Stock Performance - Over the past month, shares of Zoom have returned -5.1%, while the Zacks S&P 500 composite has changed by +1.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Group 1 - A Russian court has fined Zoom 79.6 million rubles [1] - The fine reflects regulatory scrutiny on foreign tech companies operating in Russia [1] - This penalty may impact Zoom's financial performance and operations in the region [1] Group 2 - The ruling indicates a growing trend of legal actions against international firms in Russia [1] - Companies in the tech sector may face increased compliance costs and regulatory challenges [1] - The situation highlights the geopolitical risks associated with operating in Russia for foreign companies [1]