Zoom Video Communications: AI-Driven Growth Amid Stabilizing Demand

4 months ago

LongYield

"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)."

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