earnings
confidence high
sentiment positive
materiality 0.78
Zoom Q2 FY27 revenue $1.28B up 4.9%; Enterprise revenue +7.8%, EPS $1.55
Zoom Communications, Inc.
- Total revenue $1,277.2M (+4.9% YoY); Enterprise revenue $787.5M (+7.8%), Online $489.7M (+0.6%).
- GAAP EPS $5.15 (incl. strategic investment gains); non-GAAP EPS $1.55 vs $1.53 prior year.
- FY27 guidance: revenue $5.085-5.095B, non-GAAP EPS $6.08-6.12, free cash flow $1.78-1.82B.
- Enterprise trailing-12-month net dollar expansion rate improved to 99% from 98%; customers >$100k up 8.2% to 4,625.
- Repurchased 3.7M shares in quarter; ~$1.3B repurchase authorization remaining.