earnings
confidence high
sentiment neutral
materiality 0.75
Zoom Q4 revenue $1.07B (+21% YoY), GAAP EPS $1.60; guides FY2023 rev $4.53-4.55B; authorizes $1B buyback
Zoom Communications, Inc.
2022-FY EPS reported
$4.50
revenue$4,099,864,000
- Q4 revenue $1,071.4M (+21% YoY); GAAP operating income $251.8M (-2% YoY); GAAP EPS $1.60 vs $0.87 prior year.
- Full-year FY2022 revenue $4,099.9M (+55% YoY); GAAP net income $1,375.1M ($4.50 EPS) vs $671.5M ($2.25).
- Guides Q1 FY2023 revenue $1.07B-$1.075B, non-GAAP EPS $0.86-$0.88; FY2023 rev $4.53B-$4.55B.
- Enterprise customers ~191,000 (+35% YoY); net dollar expansion rate 130%; authorizes $1.0B stock repurchase through Feb 2024.
- Discontinuing customer metrics (customers >10 employees, net dollar expansion) from Q1 FY2023; will provide Enterprise metrics.