Zoom Communications, Inc.(ZM)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Zoom Communications, Inc. (ZM) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ZM at 70.5/100 on a 32-signal composite quality model, placing it at rank #217 of 2,960 stocks — the top 10% of the AI-ranked universe. ZM scores in the top quartile across profitability (98.9), balance sheet strength (97.8), free cash flow (90.2). Areas of concern include earnings quality (32.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 11.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Zoom Communications, Inc. reports quarterly revenue of $1.3B, net income of $1.5B, an operating margin of 24.6%. Top institutional holders of ZM by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ZM trades on the Nasdaq exchange and files with the SEC under CIK 1585521. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Zoom Communications, Inc. directly from SEC EDGAR.
AI Quality Score
70.5/100
AI Rank
#217
Revenue
$1.3B
Net Income
$1.5B
Free Cash Flow
$472.4M
Operating Margin
24.6%
ZM key financials by period
Zoom Communications, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$4.9B
$1.9B
23.1%
FY 2025
10-K
$4.7B
$1.0B
17.4%
FY 2024
10-K
$4.5B
$637.5M
11.6%
FY 2023
10-K
$4.4B
$103.7M
5.6%
FY 2022
10-K
$4.1B
$1.4B
25.9%
FY 2021
10-K
$2.7B
$672.3M
24.9%
Institutions holding ZM
Institutional investors reporting a position in Zoom Communications, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-26 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 4.9% to $1,277.2M while a $1,612.7 million unrealized gain on the Anthropic investment lifted net income to $1,542.4M from $358.6M.
Biggest Revenue Drivers
Americas$923.5M
72.3% of revenue based on customer billing address
Europe, Middle East, and Africa (EMEA)$199.1M
15.6% of revenue based on customer billing address
Biggest Revenue Drivers
Total revenue: $1,277.2M+4.9% YoY
Americas$923.5M
72.3% of revenue based on customer billing address
Europe, Middle East, and Africa (EMEA)$199.1M
15.6% of revenue based on customer billing address
Asia Pacific (APAC)$154.6M
12.1% of revenue based on customer billing address
Largest Expense Items
Sales and marketing$330.5M-2.5% YoY
$15.9M lower commissions from extending deferred contract acquisition cost amortization from three to five years, plus $5.5M less stock-based compensation
Cost of revenue$291.7M+6.8% YoY
$24.4M increase in third-party hosting costs from increased platform usage including AI-related consumption, offset by $7.5M lower co-located data center costs
Research and development$242.5M+17.5% YoY
Continued investments in AI innovation: $23.7M higher personnel expenses from headcount and $5.4M more AI-related expenses
General and administrative$98.2M+27.7% YoY
Primarily the absence of the prior-year $18.0M favorable reversal of the SEC investigation accrual
Margins: Gross margin fell to 77.2% from 77.6%, driven mainly by higher third-party hosting costs tied to AI-related consumption. Operating margin declined to 24.6% from 26.4% as operating expenses outgrew revenue.
Watch Items from the Filing
Trailing 12-month Enterprise net dollar expansion rate was 99%, still below 100%, reflecting slower hiring and seat-count downsells in key markets.
Net income of $1,542.4M was driven by $1,614.2M of non-cash strategic investment gains; income from operations actually fell to $314.3M from $321.7M.
The EDNY grand jury investigation remains ongoing; the company cannot estimate a range of possible loss, though the SEC and NDCA matters have now concluded.
Online customers are 38.3% of revenue with 2.9% average monthly churn and only 0.6% revenue growth this quarter.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
