Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Zoom Video

Zoom Video Communications, Inc. engages in the provision of video-first communications platform. The firm offers meetings, chat, rooms and workspaces, phone systems, video webinars, marketplace, and developer platform products. It serves the education, finance, government, and healthcare industries. Its platform helps people to connect through voice, chat, content sharing, and face-to-face video experiences. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Earnings data Q1 2022

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Zoom reports robust Q1 performance, eyes AI monetization and enterprise growth

Zoom's Q1 performance reflects strong financials, strategic investments in AI, and a focus on customer-centric solutions. While facing challenges related to sales reorganization and potential revenue deceleration, the company is well-positioned to capitalize on opportunities in AI monetization, hybrid work support, and enterprise growth reacceleration.

Zoom reports strong Q2 earnings and focuses on AI innovations and Contact Center growth opportunities

Zoom's Q2 earnings call highlighted strong financial performance, a focus on AI-driven innovations, and raised guidance for future revenue and operating income. While facing challenges related to stabilizing churn rates and establishing its Contact Center suite, Zoom has opportunities to capitalize on the growth potential of its innovative offerings and disruptive approach to AI monetization.

Zoom reports steady Q3 performance, faces challenges in deferred revenue

Zoom reported steady Q3 performance with strong cash flow and customer wins, but faces challenges related to declining deferred revenue and customer payment preferences. The company sees opportunities in enterprise expansion, international business performance, and potential contributions from new solutions for future growth.

Zoom Video reports robust earnings, eyes growth amid challenges

Zoom Video's FY23 and Q4 earnings call highlighted strong financial performance, strategic decisions to drive efficiency, and challenges related to revenue guidance and segment stabilization. The company's focus on innovation, customer relationships, and margin expansion sets a positive trajectory for future growth amidst economic uncertainties.

Zoom surpasses Q1 revenue expectations, eyes hybrid work solutions

Zoom's Q1 performance exceeded expectations, showcasing strong revenue and margin figures.
Strategic acquisitions, positive customer wins, and focus on innovation position Zoom for future success.
While facing challenges like sales reorganization impact, stabilization of segments, the company sees opportunities in hybrid work solutions and AI monetization.

Zoom Video (ZM) reports robust Q2 performance and eyes AI-driven growth

Zoom Video's Q2 FY '24 earnings call highlighted strong financial performance, customer wins, and strategic initiatives driving growth and innovation.
The company's focus on AI, Contact Center service, and customer value creation positions it well for future success despite market challenges.
Opportunities lie in leveraging AI for differentiation, expanding product offerings, and capturing market share in Enterprise and SMB segments, signaling a positive outlook for Zoom's growth trajectory.

Zoom reports strong Q3 earnings, eyes growth through innovations

Zoom's Q3 performance reflects solid financial results, with revenue growth, profitability, and strong cash flow generation.
While facing challenges like deferred revenue decline and retention stabilization, Zoom is well-positioned for future growth with raised revenue outlooks and strategic initiatives.
Opportunities lie in customer expansions, innovative partnerships, and workforce-related solutions, signaling a positive outlook for Zoom's future performance and market positioning.

Zoom reports solid Q4 earnings, eyes AI growth and M&A

Zoom's Q4 FY '24 earnings call highlighted strong financial performance, growth in enterprise revenue, and strategic initiatives in AI development and contact center expansion.
The company faces challenges in sustaining growth rates, effectively monetizing AI features, and navigating competitive dynamics in the contact center market.
However, Zoom's focus on product innovation, international expansion, and shareholder value creation positions it well to capitalize on opportunities in the evolving digital communication landscape.

Zoom Video reports revenue growth and AI momentum in Q1

Zoom Video's Q1 2025 performance showed revenue growth and strong enterprise revenue, with a slight dip in gross margin expected for Q2.
The company's focus on AI integration, longer billing terms, and new product offerings are driving momentum.
Challenges include customer transitions online and pricing strategy adjustments, while growth opportunities lie in Contact Center services and financial policy alignment.

Zoom Video exceeds Q2 revenue expectations, AI capabilities drive growth

Zoom Video's Q2 performance reflects strong revenue growth, margin expansion, and strategic wins in the Contact Center segment.
The company's focus on product enhancements and AI capabilities positions it well for future growth and innovation.
Despite potential challenges, Zoom's raised outlook underscores confidence in its ability to drive revenue and profitability.

Zoom exceeds Q3 revenue expectations, focuses on AI innovation

Zoom delivered strong Q3 performance, exceeding revenue and income expectations while demonstrating growth in deferred revenue and RPO.
The company's strategic strengths lie in AI innovation, market diversification, and shareholder value enhancement through share repurchases.
Challenges include addressing analyst inquiries on AI monetization, margins, and expense management, requiring clear communication and strategic decisions.
Opportunities for Zoom include leveraging AI integration for monetization, expanding into new markets, and capitalizing on product growth potential.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Video Communications, Inc. (NASDAQ:ZM ) Citi's 2023 Global Technology Conference Call September 6, 2023 4:00 PM ET Company Participants Tom McCallum - Head of IR Conference Call Participants Tyler Radke - Citigroup Inc. Tyler Radke Good afternoon, everybody. My name is Tyler Radke.

Zoom Video Communications, Inc. (ZM) Presents at Citi's 2023 Global Technology Conference Transcript

It can also answer specific questions about meeting content and automatically generate summaries, identify important information, and

Zoom launches AI Companion to summarize meetings for late attendees

NEW YORK--(BUSINESS WIRE)-- #Apple--B&H Introduces the EZ-3 Convertible S35 and FF/Vista Cinema zoom lens making it easy to swap your lens between Super 35 and Full Frame/Vista Vision cameras without needing to procure an additional lens with the new EZ-3 Series Convertible Super 35 and Full-Frame/VistaVision zoom lens. This powerful zoom lens features a 45 to 165mm zoom range with T2.3 to 3.0 aperture and covers Super 35 format sensors. With the included rear optical block, you can quickly convert.

Live at Bild Expo; Angenieux Announces Long Anticipated EZ-3 Cinema Zoom Lens

Exact Sciences

Roku

I disagree with Cathie Wood's stock picks much if not most of the time. For example, I believe that her huge bullishness on Bitcoin ( BTC-USD ) is completely misplaced, given the clear opposition of the U.S. government and most large American banks to cryptos.

The 3 Best Cathie Wood Stocks to Buy Now: September 2023

Zoom's well-documented fall from grace has left the once high-flying pandemic darling trading at terminal multiples of ~10x forward EV/FCF. While Zoom is facing intense competition from deep-pocketed rivals, particularly from Microsoft, I think ZM is undergoing a temporary period of digestion in a post-COVID normalization. Despite tepid growth in Q2 FY2024, Zoom is a robust free cash flow machine, and it looks all set for a growth re-acceleration in the near- to medium-term future.

Zoom Is Still Digesting The Pandemic Hypergrowth, But Stock Is A Buy

The tech stock trades at just 19x free cash flow. The video collaboration platform speclialist's slow top-line growth is worrying Wall Street.

Is Zoom Stock a Bargain or a Value Trap?

Formerly Zoom IQ, updates to the generative AI tool will roll out over the coming months and be available at no extra cost if you already pay for Zoom.

Zoom Announces New 'AI Companion' Features

A recent move by a powerful rival is bringing some bulls back to the stock. An analyst pointed out in a new research note that the move should make the videoconferencing segment more competitive.

Why Zoom Stock Topped the Market on Tuesday

Microsoft

Zoom Video Communications Inc. ZM, +2.18% Chief Executive Eric Yuan on Tuesday said the Federal Trade Commission should look into Microsoft Corp.'s MSFT, +1.49% bundling of its Teams videoconferencing software after the tech giant unbundled the software in Europe amid antitrust concerns. “No matter what, you've got to be fair,” Yuan said during the Goldman Sachs Communacopia + Technology Conference.

Zoom CEO says FTC should look into Microsoft Teams bundling in U.S.

Zoom Video Communications, Inc. (NASDAQ:ZM ) Goldman Sachs 2023 Communacopia & Technology Conference September 5, 2023 1:50 PM ET Company Participants Eric Yuan - Founder & CEO Conference Call Participants Kasthuri Rangan - Goldman Sachs Kasthuri Rangan Eric's contribution to the world cannot possibly be exaggerated. We all know what you've created.

Zoom Video Communications, Inc. (ZM) Goldman Sachs 2023 Communacopia & Technology Conference (Transcript)

Growth stocks were battered in July and early August, but a recent rally offset much of the losses. Ark Invest, the highly successful firm run by Cathie Wood, thinks shares of Zoom Video Communications will rise roughly 1,991% by 2026.

A Bull Market Is Coming: 1 Unstoppable Growth Stock to Buy Before It Soars 1,991%, According to Wall Street

To stay competitive in the crowded market for videoconferencing, Zoom is updating and rebranding several of its AI-powered features, including the generative AI assistant formerly known as Zoom IQ.

Zoom rebrands existing — and intros new — generative AI features

New generative AI-powered assistant helps improve collaboration and productivity New generative AI-powered assistant helps improve collaboration and productivity

Zoom introduces Zoom AI Companion — available at no additional cost with paid Zoom user accounts

Zoom is expanding its enterprise business and remains profitable. However, the bears believe its best days of growth are behind it.

Zoom Stock: Bear vs. Bull

UiPath

Ark Invest has more than 10% of its portfolio in UiPath and Zoom Video Communications. UiPath is the market leader in robotic process automation software and is leaning into AI to enhance its automation platform.

Cathie Wood's Ark Invest Is Selling Nvidia and Betting Big on These 2 Artificial Intelligence (AI) Growth Stocks

While Lowe's deals with a DIY slowdown and Dick's Sporting Goods endures customer theft.

How Zoom Is Navigating Post-Boom Conditions

Zoom Video Communications, Inc. (NASDAQ:ZM ) Deutsche Bank 2023 Technology Conference August 31, 2023 3:30 PM ET Company Participants Kelly Steckelberg - Chief Financial Officer Conference Call Participants Matt Niknam - Deutsche Bank Matt Niknam All right. If everybody can please go ahead and take their seats.

Zoom Video Communications, Inc. (ZM) Deutsche Bank 2023 Technology Conference (Transcript)

Asana

monday.com

ServiceNow

NVIDIA

Snowflake

Enterprise software stocks have been beaten up badly over the last year. Fears of slowing growth, high valuations, and looming recession have all played a part.

Here are 5 Beaten Up Enterprise Software Stocks Ready to Rebound

Cisco was indirectly responsible for Zoom's creation. Zoom's gross margins are expanding as it locks in more high-value customers.

3 Things About Zoom Video Communications That Smart Investors Know

Zoom's most recent quarter was another lackluster report of little revenue growth. The company is still profitable by some metrics, but has a lot of work to do.

1 Reason to Sell Zoom Stock, and 1 Reason to Watch It and Be Patient

Zoom's profit trends are stabilizing. Look for more growth from its enterprise division than from the online business in 2023.

3 Things About Zoom That Smart Investors Know

Cisco Systems

Zoom's growth has slowed to a crawl this year. Cisco overcame some tough supply chain headwinds last year.

Better Stock Buy: Zoom Video Communications vs. Cisco Systems

Zoom's growth is all coming from its enterprise sales. Cash flow is strong, pointing to better annual earnings ahead.

Is Zoom Stock a Buy?

Zoom's profit margins recovered in the second quarter, even as revenue barely grew. However, there's an enormous gap between Zoom's GAAP and non-GAAP figures driven by excessive stock-based compensation.

Zoom Stock's Biggest Problem Is Only Getting Worse

The investor's ARK Innovation Fund dumped the stock in January, missing out on most of the chip maker's meteoric 212% rise so far in 2023.

News for Zoom Video Stock (ZM)