earnings
confidence high
sentiment positive
materiality 0.75
Zoom Q4 FY2025 rev $1.184B (+3.3% YoY); GAAP EPS $1.16 beats $0.95; guides FY2026 rev ~$4.79B
Zoom Communications, Inc.
2025-FY EPS
reported $3.21
vs consensus $1.48
▲ beat
(+117.0%)
- Q4 rev $1.184B (+3.3% YoY); full-year rev $4.665B (+3.1%). Enterprise rev Q4 $706.8M (+5.9%).
- Q4 GAAP net income $367.9M ($1.16 EPS) vs $298.8M ($0.95); non-GAAP $446.9M ($1.41 EPS) vs $444M ($1.42).
- Full-year GAAP operating margin 17.4% (up 580bps); non-GAAP 39.4% (up 20bps). Operating cash flow $1.945B (+21.7%).
- Q1 FY2026 rev guidance $1.162-1.167B; non-GAAP EPS $1.29-$1.31. Full year FY2026 rev $4.785-4.795B; non-GAAP EPS $5.34-$5.37.
- Enterprise customers >$100k TTM rev up 7.3% to 4,088; will stop reporting Enterprise customer count from Q1 FY2026.