Zoom Communications
Connects meetings, calls, customer service, and employee communications in an AI-assisted cloud platform.
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Profile
Connects meetings, calls, chat, documents, whiteboards, contact centers, and employee communications through a cloud platform with AI assistance. Revenue is reported as one segment, while the portfolio depends on secure handling of communications data and continued execution under founder-CEO Eric S. Yuan.
Connects work through cloud software for meetings, calls, chat, documents, whiteboards, webinars, and rooms. Zoom Workplace anchors the portfolio, while AI Companion adds assistance and workflow automation across the platform.
Extends the same communications foundation into Zoom Phone, Contact Center, Workvivo employee communications, and BrightHire recruiting workflows. All products are managed as one reportable segment, so product-level revenue weights are not disclosed.
Maintains an internationally distributed workforce, with more employees outside the United States than inside. Founder Eric S. Yuan still leads product, strategy, engineering, culture, and global operations. The platform depends on trusted security practices under an FTC order requiring a comprehensive security program, independent assessments, and breach notification.
Company facts
Categories
Key statistics
Year to date +18.1% · Average volume (30d) 3.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 26, 2026 | Bernstein | Reiterate | Market Perform | $90 | $108 |
| Aug 26, 2026 | Morgan Stanley | Target | $105 | $107 | |
| Aug 26, 2026 | Jefferies | Reiterate | Buy | $118 | $116 |
| Aug 20, 2026 | UBS | Reiterate | Neutral | $85 | $115 |
| Jun 2, 2026 | HSBC | Reiterate | Buy | $133 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026Q2 FY27 | $1.48 | $1.55 | +4.7% | $1.27B | $1.28B | +0.8% | −7.03% |
| May 21, 2026Q1 FY27 | $1.42 | $1.55 | +9.2% | $1.22B | $1.24B | +1.2% | +9.19% |
| Feb 25, 2026Q4 FY26 | $1.49 | $1.44 | −3.4% | $1.23B | $1.25B | +1.0% | −11.58% |
| Nov 24, 2025Q3 FY26 | $1.44 | $1.52 | +5.6% | $1.21B | $1.23B | +1.3% | +9.85% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $1.22B | $1.23B | $1.25B | $1.24B | $1.28B | |
| Gross profit | $896.3M | $944.1M | $958.1M | $951.3M | $964.7M | $985.5M | |
| Operating income | $241.6M | $321.7M | $310.4M | $249.9M | $310.5M | $314.3M | |
| Net income | $254.6M | $358.6M | $612.9M | $674.1M | $425.7M | $1.54B | |
| Diluted EPS | $0.81 | $1.16 | $2.00 | $2.22 | $1.42 | $5.14 | |
| Gross margin | 76.3% | 77.6% | 77.9% | 76.3% | 77.9% | 77.2% | |
| Operating margin | 20.6% | 26.4% | 25.2% | 20.0% | 25.1% | 24.6% |
Fiscal years (4-quarter sums)FY22 $4.10B · FY23 $4.39B · FY24 $4.53B · FY25 $4.67B · FY26 $4.87B
Revenue by product · Q2 FY27
Revenue by geography · Q2 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $7.25B · Total debt $33.3M · Total assets $13.59B · Shareholders' equity $11.30B
Dividends
No dividends on record.
Ownership
Shares outstanding 293.23M · Float 264.09M · 90.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Eric S. Yuan · director, officer: Chief Executive Officer | 20.72M | 7.06% | Form 4 | Aug 7, 2026 |
| BlackRock, Inc. | 18.02M | 6.14% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 13.11M | 4.47% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 11.54M | 3.94% | 13F | Aug 13, 2026 |
| JPMorgan Chase & Co | 8.56M | 2.92% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 15, 2026 | Velchamy Sankarlingam | officer: Pres. of Engineering & Product | −7,644 | $91.98 |
| Aug 6, 2026 | Eric S. Yuan | director, officer: Chief Executive Officer | −12,100 | $100.20 |
| Aug 5, 2026 | Eric S. Yuan | director, officer: Chief Executive Officer | −12,100 | $100.17 |
| Aug 4, 2026 | Santiago Subotovsky | director | −7,911 | $101.33 |
| Jul 14, 2026 | Herbert Raymond McMaster | director | −5 | $88.83 |
Peers
- Microsoft
Broad enterprise rival across meetings, phone, contact center, and AI
- Cisco Systems
Webex rival across meetings, calling, messaging, AI, and contact center
- Alphabet Class A
Bundled suite rival across meetings, collaboration, documents, and AI
- RingCentral
AI-powered UCaaS, cloud phone, video, and contact center platform
- Five9
Cloud contact center and AI customer-experience platform
- NiCE (ADR)
Cloud contact center rival spanning AI self-service and workforce tools
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zoom Communications | $98.29 | −0.11% | $28.86B | 9.1 | 16.1 | 5.8 | +4.9% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| RingCentral | $69.20 | −0.25% | $5.98B | 55.5 | 13.1 | 2.3 | +5.9% |
| Five9 | $33.81 | −0.70% | $2.61B | 49.3 | 9.4 | 2.2 | +10.3% |
| NiCE (ADR) | $108.17 | −0.68% | $6.38B | 15.8 | 9.2 | 2.0 | +7.7% |
| Median | 30.8 | 17.3 | 4.6 | +13.9% |