Added to YB: 2025-08-27
Pitch date: 2025-08-24
ZM [neutral]
Zoom Communications Inc.
+8.02%
current return
Author Info
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Company Info
Zoom Communications Inc. provides an Artificial Intelligence-first work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$24.2B
Pitch Price
$82.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.84
P/E
21.26
EV/Sales
3.46
Sector
Software
Category
growth
Zoom Video Communications: AI-Driven Growth Amid Stabilizing Demand
ZM (earnings update): Q2 beat w/ $1.22B rev (+4.7% YoY vs $1.20B est), $1.53 EPS vs $1.38 est. Strongest rev growth in 11 qtrs. Enterprise +7%, margins expanding (41.3% non-GAAP op margin). AI traction w/ Companion users 4x YoY. Raised FY26 guidance: $4.83B rev, $5.84 EPS. FCF +39% to $508M (41.7% margin).
Read full article (4 min)