earnings
confidence high
sentiment positive
materiality 0.80
Zoom Q1 revenue $1.175B beats guidance; non-GAAP EPS $1.43, up 6% YoY
Zoom Communications, Inc.
2026-Q1 EPS
reported $0.81
vs consensus $1.53
▼ miss
(-47.2%)
- Q1 total revenue $1,174.7M (+2.9% YoY); Enterprise $704.7M (+5.9%), Online $470.0M (-1.2%).
- GAAP EPS $0.81 (+18.7%); non-GAAP EPS $1.43 (+6.0%); GAAP op margin 20.6%, non-GAAP 39.8%.
- Customers >$100k TTM revenue up 8% YoY to 4,192; repurchased ~5.6M shares in Q1.
- Q2 guidance: rev $1.195-1.200B, non-GAAP EPS $1.36-1.37; FY: rev $4.800-4.810B, EPS $5.56-5.59.
- Free cash flow $463.4M in Q1; FY free cash flow guidance $1.680-1.720B.
item 2.02item 9.01