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Zoom reports Q2 revenue up 5% YoY to $1.22B, Enterprise revenue up 7% to $730.7M, vs. $716.7M est., raises FY 2026 forecast above est.; ZM jumps 6%+ after hours

Brody Ford / Bloomberg :

Bloomberg Brody Ford

Discussion

  • @earnings_time @earnings_time on x
    Zoom, $ZM, Q2-26. Results: 📊 Adj. EPS: $1.53 🟢 💰 Revenue: $1.22B 🟢 📈 Net Income: $358.6M 🔎 Zoom delivered its highest YoY revenue growth in 11 quarters, fueled by enterprise momentum and strong margins. [image]
  • @_seandavid Sean D. Emory on x
    Zoom (ZM) Earnings: $ZM Very very very happy here: Big beat, bigger raise. Zoom just delivered one of its strongest quarters in years, with the highest Y/Y revenue growth in 11 quarters (yes) and big margin expansion. FOR YOU AI NERDS: Zoom AI companion monthly actives +4x Y/Y [i…
  • @_seandavid Sean D. Emory on x
    Look at Eric Yuan, the founder of Zoom using an AI Avatar to deliver their earnings call. 1. Gets back time. 2. No errors. 3. Sometimes he is hard to understand. This is day 0. $ZM [image]