• Reported GAAP EPS of $1.45 up 72.62% YoY • Reported revenue of $1.24B up 5.47% YoY • Zoom guides for full fiscal year 2027 total revenue between $5.08B and $5.09B, and Non-GAAP diluted EPS between $5.96 and $6.00.
Bullish
Zoom exceeded revenue guidance with 5.5% year-over-year growth, improved operating margins significantly, and saw strong AI Companion adoption alongside robust enterprise customer growth.
Bearish
Zoom saw Online average monthly churn increase to 3.0%, utilized more cash for investing activities, and faces competition from other platforms and lengthened sales cycles with large organizations.