Zoom Communications Inc
ZM
$87.65 1.24%
Exchange: NASDAQ | Sector: Technology | Industry: Software Application
Q3 2025
Published: Nov 26, 2024

Earnings Highlights

  • Revenue of $1.18B up 3.6% year-over-year
  • EPS of $0.66 increased by 42.6% from previous year
  • Gross margin of 75.9%
  • Net income of 207.05M
  • "'We are excited about our differentiated AI platform vision to deliver value for our customers and incredibly grateful for the trust and support of the entire Zoom team, our customers, and our investors.' - Eric Yuan" - Eric Yuan
ZM
Zoom Video Communications Inc

Executive Summary

In Q3 2025, Zoom Video Communications Inc (ZM) demonstrated solid financial performance underpinned by a strategic pivot toward AI and growth in its enterprise business. The company's revenue reached $1.178 billion, marking a year-over-year growth of 4% and exceeding guidance by $13 million. This growth was primarily driven by an increase in enterprise revenues, which rose 6% year-over-year, showcasing an ongoing transition toward enterprise solutions comprising 59% of total revenue. Management emphasized the successful launch of AI Companion 2.0 and its impact on attracting new customers while enhancing service delivery for existing ones. The company's dedication to AI solutions, alongside robust financial metrics, indicates a positive trajectory amidst a mixed macroeconomic environment.

Key Performance Indicators

Revenue
Increasing
1.18B
QoQ: 1.29% | YoY: 3.59%
Gross Profit
Increasing
893.66M
75.89% margin
QoQ: 1.85% | YoY: 3.23%
Operating Income
Increasing
182.84M
QoQ: -9.65% | YoY: 7.94%
Net Income
Increasing
207.05M
QoQ: -5.46% | YoY: 46.62%
EPS
Increasing
0.67
QoQ: -5.63% | YoY: 42.55%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 1,217.23 1.16 +4.7% View
Q1 2026 1,174.72 0.81 +2.9% View
Q4 2025 1,184.14 1.16 +3.3% View
Q3 2025 1,177.54 0.66 +3.6% View
Q2 2025 1,162.52 0.70 +2.1% View