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/company/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 drives ZM's revenue?

Per Zoom Communications, Inc.'s latest 10-Q filed with the SEC on 2026-08-26, the biggest revenue drivers are: Americas ($923.5M); Europe, Middle East, and Africa (EMEA) ($199.1M); Asia Pacific (APAC) ($154.6M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ZM.

What are ZM's largest expenses?

Zoom Communications, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($330.5M, -2.5% YoY); Cost of revenue ($291.7M, +6.8% YoY); Research and development ($242.5M, +17.5% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended July 31, 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

70.5/100

Rank #217 of 2,961 stocksTOP 10%

View Technology peers →

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

Revenue Growth

40.1/100

Profitability

98.9/100

Balance Sheet

97.8/100

Earnings Quality

32.0/100

Free Cash Flow

90.2/100

Institutional Flow

81.6/100

Revenue Scale

77.8/100

Dilution Risk

11.4/100

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Why ZM Scores 71/100

exact factor attribution · 2026-09-11

ZM's composite is driven by profitability and free cash flow, held back by revenue growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+7.3 pts

99th pct

Free cash flow

+6.0 pts

90th pct

Capital efficiency

+4.8 pts

98th pct

Scale

+4.2 pts

78th pct

Earnings growth

+2.3 pts

97th pct

Institutional flow

+1.6 pts

82th pct

Earnings quality

-1.8 pts

32th pct

Shareholder dilution

-1.9 pts

11th pct

Revenue growth

-2.0 pts

40th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ZM Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 70.5/100 on a 32-signal composite quality model, placing it at rank #217 of 2,961 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. Zoom Communications, Inc.'s 13F Pro composite quality score has ranged between 67 and 80 since 2025, currently 70.5 — a declining long-term trajectory across 52 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 2026-08-26 — 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.

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

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$1.5B

Free Cash Flow

Q2 2026

$472.4M

Operating Margin

Q2 2026

24.6%

ROIC

Q2 2026

11.1%

Period

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

Free Cash Flow

+6.4% YoY

$1.92BFY 2026

FY23 $1.19BFY24 $1.47BFY25 $1.81BFY26 $1.92B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$4.87B +4.4%	$4.67B +3.1%	$4.53B +3.1%	$4.39B +7.1%	$4.10B +54.6%	$2.65B
Net Income	$1.90B +88.1%	$1.01B +58.5%	$637.5M +514.7%	$103.7M -92.5%	$1.38B +104.6%	$672.3M
Operating Income	$1.12B +38.2%	$813.3M +54.8%	$525.3M +114.0%	$245.4M -76.9%	$1.06B +61.2%	$659.8M
EPS (Diluted)	$6.18 +92.5%	$3.21 +55.1%	$2.07 +508.8%	$0.34 -92.4%	$4.50 +100.0%	$2.25
Total Assets	$11.96B +8.8%	$10.99B +10.7%	$9.93B +22.2%	$8.13B +7.6%	$7.55B +42.5%	$5.30B
Operating Cash Flow	$1.99B +2.2%	$1.95B +21.7%	$1.60B +23.9%	$1.29B -19.6%	$1.61B +9.1%	$1.47B
Free Cash Flow	$1.92B +6.4%	$1.81B +22.9%	$1.47B +24.1%	$1.19B -19.4%	$1.47B +5.9%	$1.39B

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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.
$1.6B18,017,253 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B13,108,114 sh
VANGUARD CAPITAL MANAGEMENT LLC
$996.2M11,542,227 sh
JPMORGAN CHASE & CO
$737.5M8,561,233 sh
NORGES BANK
$687.9M7,970,328 sh
STATE STREET CORP
$652.7M7,562,489 sh
FMR LLC
$621.3M7,198,258 sh
AQR CAPITAL MANAGEMENT LLC
$563.4M6,530,217 sh
GEODE CAPITAL MANAGEMENT, LLC
$534.2M6,151,343 sh
ACADIAN ASSET MANAGEMENT LLC
$345.5M4,003,535 sh

Fund	Value	Shares
BlackRock, Inc.	$1.6B	18,017,253
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	13,108,114
VANGUARD CAPITAL MANAGEMENT LLC	$996.2M	11,542,227
JPMORGAN CHASE & CO	$737.5M	8,561,233
NORGES BANK	$687.9M	7,970,328
STATE STREET CORP	$652.7M	7,562,489
FMR LLC	$621.3M	7,198,258
AQR CAPITAL MANAGEMENT LLC	$563.4M	6,530,217
GEODE CAPITAL MANAGEMENT, LLC	$534.2M	6,151,343
ACADIAN ASSET MANAGEMENT LLC	$345.5M	4,003,535

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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. ZM is classified as a large company.

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.