ZM Earnings Prediction
The chart below shows how ZM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ZM sees a -0.82% change in stock price 10 days leading up to the earnings, and a -1.31% change 10 days following the report. On the earnings day itself, the stock moves by +0.83%. This data can give you a slight idea of what to expect for the next quarter's release.
ZM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.18B
3.59%
1.29%
Gross Margin
75.89%
-0.35%
0.54%
Operating Margin
15.53%
4.23%
-10.80%
Net Margin
17.58%
41.55%
-6.69%
EPS
0.66
46.67%
-5.71%
No Data Available
ZM Earnings Analysis
Zoom Video Communications, Inc. Class A Common Stock Corporation (ZM.O) Earnings Conference Call
Positive
Revenue Exceeds Guidance: In Q3, total revenue grew approximately 4% year over year to $1.178 billion, exceeding the high end of guidance by $13 million.
Enterprise Revenue Increase: Enterprise revenues grew approximately 6% year over year, reflecting a continued shift to enterprise, which now makes up 59% of total revenue, up one point year over year.
AI Companion User Growth: We saw progress towards our AI-first vision with Zoom AI Companion monthly active users growing 59% quarter over quarter.
Customer Growth Surge: The number of WorkVIVO customers grew 72% year over year, driven in part by the strength of our Metapartner partnership.
Enterprise Market Expansion: We secured our largest-ever contact center customer at over 20,000 seats, demonstrating our ability to compete at the high end and expand further into the enterprise market.
Negative
Revenue Exceeds Guidance: Total revenue grew approximately 4% year over year to $1.178 billion, which was $13 million above the high end of our guidance.
Gross Margin Comparison Q3: Non-GAAP gross margin in Q3 was 78.9%, compared to 79.7% in Q3 of last year.
Operating Margin Comparison: Non-GAAP operating margin for Q3 compared to 39.3% in Q3 of last year.
Operating Cash Flow Decline: Operating cash flow in the quarter decreased 2% year over year to $483 million.
Deferred Revenue Increase: Deferred revenue at the end of the period grew 5% year over year to $1.38 billion.
ZM FAQs
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ZM Earning Call Sentiment
Zoom Video Communications, Inc. (ZM) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
ZM.O
2.28%Positive
The earnings call highlights strong financial performance with a 4% revenue increase and significant enterprise growth. Despite slight margin declines due to AI investments, the optimistic guidance and robust share buyback plan positively impact sentiment. The Q&A reveals strong interest in AI, enhancing Zoom's strategic position. The cautious macroeconomic outlook is a minor concern, but the overall sentiment is positive, with expectations of a 2% to 8% stock price increase in the coming weeks.