Services-Computer Programming, Data Processing, Etc. · SIC 7370

Zoom Communications, Inc.

ZM

Watch

Latest revenue

$1.23B

as of 2025-10-31

Latest net income

$612.9M

as of 2025-10-31

Net margin

49.8%

as of 2025-10-31

Price · 5Y

-20.5% / yr 34.3 pts / yr vs S&P 500 68.1% total
Compare:

Live market

delayed ≤15 min
$105.64
9.19%
Market cap
$28.89B
Enterprise value
$28.89B
P/E (trailing)
15.2×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$113.73
52-wk low
$69.15
Beta
Shares out
273.5M

5-year trend

What this company does

AI

Item 1. BUSINESS Overview Zoom is redefining modern work as a system of action, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, chat, phone, contact center, events, and more — all with the built-in assistance of Zoom AI Companion. Our mission to deliver happiness, grounded in our core value of care, is fundamental to everything we do at Zoom. Our platform bridges work both inside and outside the organization by integrating AI capabilities across employee collaboration and customer-facing workflows, enabling seamless communication, collaboration, and…

AI summary unavailable — showing raw filing excerpt

Generated from ZM's filing dated 2026-02-27

Key risks

AI

Item 1A. RISK FACTORS Investing in our securities involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes, before making a decision to invest in our securities. The risks and uncertainties described below may not be the only ones we face. If any of the risks actually occur, our business could be materially and adversely affected. In that event, the market price of our Class A common stock…

AI summary unavailable — showing raw filing excerpt

Generated from ZM's filing dated 2026-02-27

Profitability

Gross margin

77.0%

1.6%

Operating margin

23.1%

32.4%

Net margin

39.0%

80.2%

Return on equity

21.3%

68.8%

Return on assets

15.9%

72.8%

Leverage

Debt / equity

0.34×

8.5%

Debt / assets

25.3%

6.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$1.25B+5.3%$674.1M+83.2%54.1%

Q4 2025

2025-10-31

$1.23B+4.4%$612.9M+196.0%49.8%

Q3 2025

2025-07-31

$1.22B+4.7%$358.6M+63.7%29.5%

Q2 2025

2025-04-30

$1.17B+2.9%$254.6M+17.7%21.7%

Q1 2025

2025-01-31

$1.18B$367.9M31.1%

Q4 2024

2024-10-31

$1.18B+3.6%$207.1M+46.6%17.6%

Q3 2024

2024-07-31

$1.16B+2.1%$219.0M+20.4%18.8%

Q2 2024

2024-04-30

$1.14B$216.3M19.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Computer Programming, Data Processing, Etc. · SIC 7370

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Insider activity

Insider buying

$0

Insider selling

$101.0M

Net activity

−$101.0M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-05

Eric S. Yuan

Chief Executive Officer

Sale1,731$106.13$183.7K
2026-05-05

Eric S. Yuan

Chief Executive Officer

Sale1,842$107.18$197.4K
2026-05-05

Eric S. Yuan

Chief Executive Officer

Sale1,917$108.22$207.5K
2026-05-05

Eric S. Yuan

Chief Executive Officer

Sale6,610$109.07$721.0K
2026-05-04

Eric S. Yuan

Chief Executive Officer

Sale217$104.00$22.6K
2026-05-04

Eric S. Yuan

Chief Executive Officer

Sale1,024$105.04$107.6K
2026-05-04

Eric S. Yuan

Chief Executive Officer

Sale2,097$106.23$222.8K
2026-05-04

Eric S. Yuan

Chief Executive Officer

Sale8,466$106.91$905.1K
2026-05-04

Eric S. Yuan

Chief Executive Officer

Sale296$107.73$31.9K
2026-05-04

Santiago Subotovsky

Director

Sale392$104.78$41.1K
2026-05-04

Santiago Subotovsky

Director

Sale334$105.13$35.1K
2026-05-04

Santiago Subotovsky

Director

Sale3,580$106.70$382.0K
2026-05-04

Santiago Subotovsky

Director

Sale968$107.35$103.9K
2026-05-01

Santiago Subotovsky

Director

Sale328$100.71$33.0K
2026-05-01

Santiago Subotovsky

Director

Sale84$101.87$8.6K
2026-05-01

Santiago Subotovsky

Director

Sale904$102.68$92.8K
2026-05-01

Santiago Subotovsky

Director

Sale1,327$103.57$137.4K
2026-04-17

Aparna Bawa

Chief Operating Officer

Sale11,981$87.57$1.0M
2026-04-17

Aparna Bawa

Chief Operating Officer

Sale905$88.33$79.9K
2026-04-16

Santiago Subotovsky

Director

Sale1,250$86.55$108.2K
2026-04-16

Santiago Subotovsky

Director

Sale958$87.81$84.1K
2026-04-16

Santiago Subotovsky

Director

Sale363$88.25$32.0K
2026-04-16

Santiago Subotovsky

Director

Sale72$89.41$6.4K
2026-04-16

Santiago Subotovsky

Director

Sale1,111$86.59$96.2K
2026-04-16

Santiago Subotovsky

Director

Sale1,106$87.83$97.1K
2026-04-16

Santiago Subotovsky

Director

Sale111$88.38$9.8K
2026-04-16

Santiago Subotovsky

Director

Sale60$89.41$5.4K
2026-04-15

Velchamy Sankarlingam

Pres. of Engineering & Product

Sale1,947$83.80$163.2K
2026-04-15

Velchamy Sankarlingam

Pres. of Engineering & Product

Sale1,000$85.15$85.1K
2026-04-15

Velchamy Sankarlingam

Pres. of Engineering & Product

Sale4,698$86.18$404.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ZM

Institutional value

$7.92B

Total shares held

106.5M

Distinct holders

540

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.17.8M$1.43BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC13.4M$1.08BNew
3VANGUARD CAPITAL MANAGEMENT LLC11.5M$923.7MNew
4JPMORGAN CHASE & CO9.1M$714.0MNew
5Robeco Institutional Asset Management B.V.2.7M$218.1MNew
6UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.7M$213.5MNew
7Pacer Advisors, Inc.2.6M$208.7MNew
8DIMENSIONAL FUND ADVISORS LP2.4M$189.1MNew
9Legal & General Group Plc2.0M$162.6MNew
10Allianz Asset Management GmbH2.0M$159.9MNew
11VANGUARD FIDUCIARY TRUST CO1.6M$131.8MNew
12UBS Group AG1.4M$114.5MNew
13Bank of New York Mellon Corp1.4M$113.5MNew
14FIRST TRUST ADVISORS LP1.4M$109.5MNew
15PRIMECAP MANAGEMENT CO/CA/1.2M$100.2MNew
16DEUTSCHE BANK AG\1.1M$87.4MNew
17Invesco Ltd.1.0M$83.4MNew
18NORDEA INVESTMENT MANAGEMENT AB860.1K$68.0MNew
19California Public Employees Retirement System794.1K$63.8MNew
20Retirement Systems of Alabama758.5K$61.0MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ZM's latest filing finishes processing.