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Zoom Video Communications, Inc. Class A (GB:0A1O)
:0A1O
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 25, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
1.38Last Year’s EPS
1.39Same Quarter Last Year
Moderate Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 25, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong quarter for Zoom with several key achievements, including significant growth in AI Companion usage, a revenue and earnings beat, and record low churn rates. However, challenges such as macroeconomic pressures impacting the enterprise outlook and slight declines in gross and operating margins were noted. The positive highlights, particularly the strong revenue performance and product adoption, outweigh the lowlights.Company Guidance
During Zoom's Q1 FY '26 earnings call, the company provided guidance with several key metrics, indicating a positive outlook despite some macroeconomic challenges. Zoom's total revenue grew by approximately 3% year-over-year to $1.175 billion, surpassing the high end of their guidance by $8 million. Their enterprise revenue increased by about 6% year-over-year, comprising 60% of the total revenue. The company reported a non-GAAP gross margin of 79.2% and a non-GAAP operating margin of 39.8%. Zoom also highlighted strong growth in their AI Companion, with monthly active users up nearly 40% quarter-over-quarter, and noted the adoption of Zoom Phone, which saw revenue grow in the mid-teens. The company's guidance for Q2 anticipates revenue between $1.195 billion to $1.2 billion, with a non-GAAP operating income expected to range from $460 million to $465 million. For the full fiscal year '26, Zoom raised its revenue guidance to $4.8 billion to $4.81 billion, reflecting a 3% year-over-year growth at the midpoint, and increased its non-GAAP earnings per share outlook to $5.56 to $5.59.AI Companion Growth
Zoom's AI Companion saw an increase in monthly active users by nearly 40% quarter over quarter, demonstrating strong adoption and customer enthusiasm.
Revenue and Earnings Beat
Zoom reported total revenue of $1.175 billion for Q1 FY '26, representing a 3% year-over-year increase and exceeding guidance by $8 million. Non-GAAP income from operations grew 2% year-over-year to $467 million, surpassing guidance by $22 million.
Strong Performance in Zoom Phone and Contact Center
Zoom Phone revenue grew in the mid-teens, and the number of Zoom Contact Center customers increased by 65% year-over-year, with significant upsells and new deals contributing to high double-digit growth.
Record Low Customer Churn
Average monthly churn in Q1 was 2.8%, marking a 40 basis point improvement year-over-year and the lowest ever churn rate for a first quarter.
Share Buyback Acceleration
Zoom accelerated its share buyback plan, purchasing 5.6 million shares for $418 million in Q1, demonstrating a commitment to returning value to shareholders.
Increase in Enterprise Revenue
Enterprise revenue grew approximately 6% year-over-year, accounting for 60% of total revenue, up 2 percentage points from the prior year.
GB:0A1O Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0A1O Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | $64.48 | $64.48 | 0.00% |
Feb 24, 2025 | $82.85 | $82.85 | 0.00% |
Nov 25, 2024 | $89.37 | $82.38 | -7.83% |
Aug 21, 2024 | $59.65 | $67.38 | +12.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zoom Video Communications, Inc. Class A (GB:0A1O) report earnings?
Zoom Video Communications, Inc. Class A (GB:0A1O) is schdueled to report earning on Aug 25, 2025, TBA Not Confirmed.
What is Zoom Video Communications, Inc. Class A (GB:0A1O) earnings time?
Zoom Video Communications, Inc. Class A (GB:0A1O) earnings time is at Aug 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Zoom Video Communications, Inc. Class A stock?
The P/E ratio of Zoom Video Communications is N/A.
What is GB:0A1O EPS forecast?
GB:0A1O EPS forecast for the fiscal quarter 2026 (Q2) is 1.38.
