earnings
confidence high
sentiment positive
materiality 0.75
Zoom Q4 rev $1.247B (+5.3% YoY), GAAP EPS $2.22, non-GAAP $1.44; FY27 guide >$5B rev
Zoom Communications, Inc.
2026-FY EPS reported
$6.18
revenue$4,868,769,000
- Q4 revenue $1.247B (+5.3% YoY); Enterprise $757.3M (+7.1%), Online $489.7M (+2.6%).
- Q4 GAAP EPS $2.22 (incl. gains) vs $1.16; non-GAAP EPS $1.44 (+2.1%). GAAP operating margin 20.0%.
- FY26 revenue $4.869B (+4.4%); GAAP EPS $6.18, non-GAAP $5.92. GAAP operating margin 23.1% (up 570bps).
- FY27 guidance: rev midpoint $5.07B, non-GAAP EPS ~$5.79, FCF $1.72B; Q1 rev ~$1.222B, EPS $1.41.
- Customers >$100k up 9.3% to 4,468; Online churn 2.9%; repurchased 20.4M shares in FY26.