{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Earnings Debate","title":"Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting \"total revenue grew 4.9% year-over-year to $1.28 billion\"","html":"","width":"100%","height":180,"duration":1267,"description":"Zoom Communications, Inc. reported its second quarter fiscal year 2027 financial results, noting that \"total revenue grew 4.9% year-over-year to $1.28 billion\" or \"4.7% in constant currency.\" The enterprise business led this expansion with \"enterprise revenue growing 7.8% year-over-year,\" which represented 62% of Zoom's total revenue.\nNon-GAAP gross margin for the quarter was 79.1%, while non-GAAP income from operations grew 1% year-over-year to $510 million, yielding a non-GAAP operating margin of 40%.\nNon-GAAP diluted earnings per share for Q2 was $1.55 on approximately 300 million diluted shares.\nZoom generated Q2 operating cash flow of $495 million and free cash flow of $472 million, ending the period with $7.2 billion in cash, cash equivalents, and marketable securities.\nThe company also repurchased 3.7 million shares in Q2 for approximately $352 million.\nFounder and CEO Eric Yuan highlighted that the \"enterprise acceleration was driven by our focused execution against our 3 priorities of elevating workplace with AI, scaling AI first customer experience and driving growth in new AI products.\" In Workplace, licensed monthly active users of AI features grew 125% year-over-year. In customer experience, \"Zoom CX ARR continued to grow at a high double-digit year-over-year rate\" and marked \"a record for the number of 7-figure ARR deals,\" with paid AI included in nine of the top ten Zoom CX deals.\nZoom Virtual Agent customer count grew more than 250% year-over-year, and Zoom Phone annual recurring revenue continued to grow in the teens.\nWorkvivo also reached a significant milestone, surpassing $100 million in ARR.Product developments featured the June release of Zoom Mate, which brings \"productivity tools, agentic search and agentic workflows\" to users.\nZoom also expanded its sales orchestration offering with the mid-July acquisition of Common Room, which was noted as \"Zoom's largest acquisition to date,\" adding buyer intelligence alongside Zoom Revenue...","thumbnail_url":"https://img.transistorcdn.com/xJuh_6koFF8CKKFzV-oIB_PzOA86GyxN802qWUMHjC4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80ODli/Mjg2OGQ5YjVkMzU2/Yjg0NzMxNTJiZGRj/NzFjOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}