Zoom Communications Inc (ZM) AI Stock Analysis
Zoom Communications Inc
(BMV:ZM)
No summary available
Zoom Communications Inc (ZM) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 27.87B
- Dividend Yield
- ―
- Average Volume (3M)
- 636
- Price to Earnings (P/E)
- 8.7
- Beta (1Y)
- 0.34
- Revenue Growth
- -5.17%
- EPS Growth
- 154.07%
- Country
- Mexico
- Employees
- 7,438
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Application
Zoom Communications Inc Business Overview & Revenue Model
Company Description
Zoom Communications, Inc. provides a robust platform for enhancing communication and fostering collaboration. The company's global reach is organized into three primary operational regions: the Americas, the Asia Pacific, and Europe, the Middle East,...
Zoom Communications Inc Earnings Call Summary
The call conveyed solid, constructive momentum driven by Enterprise acceleration, strong AI adoption and durable bookings (RPO and deferred revenue growth), alongside robust cash generation and active share repurchases. Offsetting items included modest margin compression from higher AI usage and early-stage product costs, an Enterprise NDR just below 100%, and a tempered online outlook with conservative near-term guidance. Overall, the positives around platform expansion, AI monetization, and cash/return-of-capital progress materially outweighed the headline challenges.
Q2-2027 Updates
Positive Updates
Negative Updates
Company Guidance
Zoom guided Q3 revenue of $1.275–$1.280 billion (about 3.9% year-over-year growth at the midpoint), non‑GAAP operating income of $510–$515 million (≈40.1% operating margin at the midpoint), and non‑GAAP EPS of $1.46–$1.48 on roughly 301 million diluted shares; they expect Q3 deferred revenue to be up about 3–4% year over year. For full FY‑27 they raised guidance to revenue of $5.085–$5.095 billion (≈4.5% YoY at the midpoint), non‑GAAP operating income of $2.065–$2.075 billion (≈40.7% margin at the midpoint), non‑GAAP EPS of $6.08–$6.12 on ~301 million shares, and free cash flow of $1.78–$1.82 billion (capex was revised down, supporting the higher FCF); management noted future buybacks are not included in the share count/EPS guidance.
Zoom Communications Inc Risk Analysis
Zoom Communications Inc disclosed 61 risk factors in its most recent earnings report. Zoom Communications Inc reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskZoom Communications Inc Peers Comparison
Overall Rating
FIVN72Outperform
RNG72Outperform
API67Neutral
EGHT55Neutral
KLTR48Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| FIVN | 72Outperform | $2.72B | 47.81 | 7.49% | ― | 8.87% | 562.42% |
| RNG | 72Outperform | $6.88B | 10.40 | -163.48% | 0.34% | 5.46% | 5206.85% |
| API | 67Neutral | $410.51M | 35.40 | 1.96% | ― | 13.62% | ― |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| EGHT | 55Neutral | $301.87M | 63.33 | 3.34% | ― | 3.66% | ― |
| KLTR | 48Neutral | $221.20M | -16.18 | -164.67% | ― | -0.23% | 33.15% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:ZM | Zoom Communications Inc. | 1816.22 | 226.22 | 14.23% | |
| EGHT | 8x8 Inc | 2.09 | 0.23 | 12.37% | |
| RNG | RingCentral Inc | 81.42 | 51.64 | 173.40% | |
| FIVN | Five9 Inc | 36.34 | 12.01 | 49.36% | |
| API | Agora, Inc. | 4.39 | 0.89 | 25.43% | |
| KLTR | Kaltura, Inc. | 1.45 | -0.07 | -4.61% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.