What is the 13F Pro Quality Score for ZM?

13F Pro ranks Zoom Communications, Inc. (ZM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ZM's current score at https://13fpro.ai/research/ZM (free sign-up required for the full ranking).

Where does 13F Pro source ZM data?

All Zoom Communications, Inc. fundamentals and ownership data come directly from SEC EDGAR. Zoom Communications, Inc. files with the SEC under CIK 1585521. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ZM in?

Zoom Communications, Inc. (ZM) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What are ZM's largest expenses?

Zoom Communications, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($274M, -1.5% YoY); Research and development ($228M, +11.0% YoY); Sales and marketing ($330M, -4.9% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended April 30, 2026).

How often is ZM research updated on 13F Pro?

ZM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Zoom Communications, Inc.(ZM)Stock Analysis

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13F Pro Quality Score

72.4/100

Rank #226 of 2,879 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

46.2/100

Profitability

92.9/100

Balance Sheet

92.0/100

Earnings Quality

89.4/100

Free Cash Flow

91.0/100

Institutional Flow

8.1/100

Revenue Scale

77.7/100

Dilution Risk

11.9/100

ZM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Zoom Communications, Inc. (ZM), a Technology sector company. 13F Pro's AI-powered ranking engine scores ZM at 72.4/100 on a 32-signal composite quality model, placing it at rank #226 of 2,879 stocks — the top 10% of the AI-ranked universe. ZM scores in the top quartile across profitability (92.9), balance sheet strength (92.0), free cash flow (91.0). Areas of concern include institutional flow (8.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 11.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Zoom Communications, Inc. reports quarterly revenue of $1.2B, net income of $425.7M, an operating margin of 25.1%. 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. Zoom Communications, Inc.'s 13F Pro composite quality score has ranged between 8 and 80 since 2025, currently 72.4 — a stable long-term trajectory across 40 quarterly and live scoring snapshots.

✦

Fun facts about Zoom Communications, Inc.

Quirks, history, and lore behind ZM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue roughly $4 billion, with a user base that ballooned by 30x in a single year — the kind of growth most companies only dream about.
3
The History
Founded around 2011 by a former executive who left a dominant rival to build something he felt was missing from the market — a simpler, more reliable video experience.
4
The Secret
Its free tier is famously generous, but the real money comes from enterprise subscriptions — businesses and schools paying to keep their virtual doors open.
5
The Lore
During the 2020 pandemic, its name became a verb overnight — people stopped saying 'video call' and just said 'let's hop on one' using this company's name instead.
6
The Giveaway
A 40-minute limit on free meetings, a gallery view full of tiny faces, and a founder named Eric Yuan — this platform made remote work feel almost normal.

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What's Driving ZM's Business? Latest 10-Q Breakdown

AI-extracted from Zoom Communications, Inc.'s 10-Q filed 2026-05-22 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Zoom revenue grew 5.5% YoY to $1.24B; net income surged 67% to $426M, driven by gross margin expansion and $152M in strategic investment gains.

Largest Expense Items

Cost of revenue$274M-1.5% YoY

Reduction mainly due to $6.5M decrease in stock-based compensation and operational efficiencies

Research and development$228M+11.0% YoY

$20M increase in personnel-related expenses from higher headcount for AI innovation

Sales and marketing$330M-4.9% YoY

$22M decrease in commissions from extended deferred contract acquisition amortization period; lower stock-based compensation

Watch Items from the Filing

Enterprise customer net dollar expansion rate remains below 100% at 99% trailing-12-month, down from prior levels due to macroeconomic headwinds and seat count downsells in key markets.
Ongoing DOJ investigations (EDNY and NDCA) regarding interactions with Chinese government and data storage practices; SEC investigation concluded July 2025 with no enforcement action; negative outcome could result in substantial fines and reputational harm.
Strategic investments in AI companies totaled $146M in Q1, including $46M additional investment in Anthropic bringing total carrying value to $1.27B; $155M unrealized gains on measurement alternative investments reflect concentration risk.
Revenue growth decelerating: 5.5% YoY in Q1 FY2027 vs. 12%+ historical growth; 20.4% of revenue denominated in non-USD currencies exposed to foreign exchange headwinds.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2027

$1.2B

Net Income

Q1 2027

$425.7M

Free Cash Flow

Q1 2027

$500.5M

Operating Margin

Q1 2027

25.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.4% YoY

$4.87BFY 2026

FY23 $4.39BFY24 $4.53BFY25 $4.67BFY26 $4.87B

Net Income

+88.1% YoY

$1.90BFY 2026

FY23 $103.7MFY24 $637.5MFY25 $1.01BFY26 $1.90B

Operating Income

+38.2% YoY

$1.12BFY 2026

FY23 $245.4MFY24 $525.3MFY25 $813.3MFY26 $1.12B

EPS (Diluted)

+92.5% YoY

$6.18FY 2026

FY23 $0.34FY24 $2.07FY25 $3.21FY26 $6.18

Total Assets

+8.8% YoY

$11.96BFY 2026

FY23 $8.13BFY24 $9.93BFY25 $10.99BFY26 $11.96B

Op. Cash Flow

+2.2% YoY

$1.99BFY 2026

FY23 $1.29BFY24 $1.60BFY25 $1.95BFY26 $1.99B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020
Revenue	$4.87B +4.4%	$4.67B +3.1%	$4.53B +3.1%	$4.39B +7.1%	$4.10B +558.4%	$622.7M
Net Income	$1.90B +88.1%	$1.01B +58.5%	$637.5M +514.7%	$103.7M -92.5%	$1.38B +5336.2%	$25.3M
Operating Income	$1.12B +38.2%	$813.3M +54.8%	$525.3M +114.0%	$245.4M -76.9%	$1.06B +8277.4%	$12.7M
EPS (Diluted)	$6.18 +92.5%	$3.21 +55.1%	$2.07 +508.8%	$0.34 -92.4%	$4.50 +4900.0%	$0.09
Total Assets	$11.96B +8.8%	$10.99B +10.7%	$9.93B +22.2%	$8.13B +7.6%	$7.55B +485.4%	$1.29B
Operating Cash Flow	$1.99B +2.2%	$1.95B +21.7%	$1.60B +23.9%	$1.29B -19.6%	$1.61B +956.8%	$151.9M

AI Insight: ZM Ratio Trends

Zoom's profitability and returns metrics surged dramatically from Q3 2024 through Q4 2025, though recent Q1–Q2 2026 figures suggest normalization after exceptional performance.

• Operating margin expanded from 17.4% in Q3 2024 to 26.4% in Q3 2025, then moderated to 25.1% in Q2 2026.

• Net profit margin peaked at 54.1% in Q1 2026, up from 18.8% in Q3 2024, though Q2 2026 declined to 34.4%.

• ROE and ROA both strengthened materially: ROE rose from 10.3% to 27.5% (Q1 2026), ROA from 8.3% to 22.5% (Q1 2026).

⚠ ROIC peaked at 14.4% in Q3 2025 but declined to 10.2% in Q1 2026—largest single-quarter drop in the dataset.

⚠ Q1 2026 and Q2 2026 show sharp reversals in ROE (27.5% → 17.1%) and ROA (22.5% → 14.0%), signaling volatility or seasonality.

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Available Research

13F Pro tracks comprehensive data for Zoom Communications, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ZM

BlackRock, Inc.
$1.4B17,777,558 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B13,402,043 sh
VANGUARD CAPITAL MANAGEMENT LLC
$923.7M11,490,856 sh
AQR CAPITAL MANAGEMENT LLC
$662.1M8,362,011 sh
STATE STREET CORP
$629.3M7,828,632 sh
FMR LLC
$615.8M7,660,272 sh
GEODE CAPITAL MANAGEMENT, LLC
$425.8M5,267,794 sh
CITADEL ADVISORS LLC
$340.1M4,230,754 sh
Alyeska Investment Group, L.P.
$252.1M3,136,350 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$235.4M2,928,100 sh

Fund	Value	Shares
BlackRock, Inc.	$1.4B	17,777,558
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	13,402,043
VANGUARD CAPITAL MANAGEMENT LLC	$923.7M	11,490,856
AQR CAPITAL MANAGEMENT LLC	$662.1M	8,362,011
STATE STREET CORP	$629.3M	7,828,632
FMR LLC	$615.8M	7,660,272
GEODE CAPITAL MANAGEMENT, LLC	$425.8M	5,267,794
CITADEL ADVISORS LLC	$340.1M	4,230,754
Alyeska Investment Group, L.P.	$252.1M	3,136,350
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$235.4M	2,928,100

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Is ZM a good stock to buy?

13F Pro's AI-powered analysis of Zoom Communications, Inc. (ZM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ZM are available on the ZM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ZM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ZM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Zoom Communications, Inc.'s investment landscape.