secwatch.observer — SEC 8-K summary
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Issuer:     Zoom Communications, Inc. (ZM)
CIK:        0001585521
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001585521-26-000026
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Zoom Q4 rev $1.247B (+5.3% YoY), GAAP EPS $2.22, non-GAAP $1.44; FY27 guide >$5B rev
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1585521/000158552126000026/0001585521-26-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1585521/000158552126000026/zm-20260225.htm
  HTML page:      https://secwatch.observer/filing/0001585521-26-000026

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