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Nasdaq · Technology

Zoom Communications, Inc. (ZM)

As-reported financials and SEC filings for Zoom Communications, Inc. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Zoom Communications, Inc.

Zoom Communications, Inc. provides a platform for communication and collaboration that includes products such as Zoom Meetings, Zoom Phone, Zoom Team Chat, and Zoom AI Companion. The company serves businesses of all sizes and individuals by offering tools for meetings, chat, phone calls, contact centers, and events, with integrated AI features to enhance productivity and engagement. Zoom also offers solutions for customer experience and employee collaboration, supporting flexible work environments and secure communication.

Snapshot

Revenue
$4.87B
Revenue growth (YoY)
4.4%
Net income
$1.90B
Diluted EPS
$6.18
Gross margin
77.0%
Operating margin
23.1%
Net margin
39.0%
FCF margin
39.5%
ROE
19.4%
net income / fiscal-year-end equity
P/E
9.1×
trailing when available, otherwise FY EPS
Market cap
$28.21B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Zoom Communications

  • Revenue grew 4.4% to $4.9B in FY2026, in line with the 3.1% the year before.
  • Operating margin is 23.1% in FY2026, -2.9 pp against 25.9% in FY2022.
  • Most recent quarter Q2 FY2027: revenue $1.3B, up 4.9% from Q2 FY2026.
  • Free cash flow was $1.9B in FY2026, 39.5% of revenue.
  • Net income rose 88.1% to $1.9B in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Zoom Communications’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin77.0%
74th percentile of 264
Operating margin23.1%
87th percentile of 303
Net margin39.0%
96th percentile of 307
FCF margin39.5%
97th percentile of 285
Revenue growth (YoY)+4.4%
32nd percentile of 325
ROE19.4%
79th percentile of 285
P/E9.1×
14th percentile of 169
Short interest2.52d
37th percentile of 330

Zoom Communications’s FCF margin of 39.5% ranks in the 97th percentile of the 285 software companies reporting it. Zoom Communications’s net margin of 39.0% ranks in the 96th percentile of the 307 software companies reporting it. Zoom Communications’s operating margin of 23.1% ranks in the 87th percentile of the 303 software companies reporting it.

No reported insider purchases (code P) in the last 90 days; 32 insider sales totaling $11.5M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+7 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
5
5 trimmed, 0 exited
Combined position
$1.23B
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$563.4M6.5MReduced
D. E. ShawquantQ2 2026$236.2M2.7MAdded
Renaissance TechnologiesquantQ2 2026$205.5M2.4MReduced
Point72 Asset ManagementquantQ2 2026$102.5M1.2MAdded
Citadel AdvisorsquantQ2 2026$56.7M657.2KReduced
Gotham Asset ManagementQ2 2026$29.5M342.2KAdded
Millennium ManagementquantQ2 2026$23.6M273.6KReduced
Two Sigma InvestmentsquantQ2 2026$9.6M111.0KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
32
$11.5M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-06
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell8.8K$100.03$879K
2026-08-06
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell3.0K$100.85$298K
2026-08-06
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell355$98.86$35K
2026-08-05
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell7.1K$99.76$709K
2026-08-05
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell4.2K$100.59$419K
2026-08-05
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell754$101.58$77K
2026-08-05
filed 2026-08-07
Yuan Eric S.Chief Executive OfficerSell68$102.25$7K
2026-08-04
filed 2026-08-06
Subotovsky SantiagoDirectorSell4.9K$101.76$495K
2026-08-04
filed 2026-08-06
Subotovsky SantiagoDirectorSell2.7K$100.84$268K
2026-08-04
filed 2026-08-06
Subotovsky SantiagoDirectorSell256$99.70$26K
2026-08-04
filed 2026-08-06
Subotovsky SantiagoDirectorSell72$98.71$7K
2026-08-04
filed 2026-08-06
Subotovsky SantiagoDirectorSell40$97.23$4K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
7.3M
settled 2026-08-14
Change vs prior
+0.5%
vs previous settlement
Days to cover
2.52
at avg daily volume
Avg daily volume
2.9M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-147.3M+0.5%2.52
2026-07-317.2M+1.2%2.32
2026-07-157.1M-0.3%2.22
2026-06-307.2M-3.6%1.64
2026-06-157.4M+27.1%1.76
2026-05-295.8M-12.2%1.00
2026-05-156.7M+2.6%1.34
2026-04-306.5M-0.6%1.45

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$4.87B$4.67B$4.53B$4.39B$4.10B
Gross profit$3.75B$3.54B$3.45B$3.29B$3.05B
Operating income$1.12B$813.3M$525.3M$245.4M$1.06B
Net income$1.90B$1.01B$637.5M$103.7M$1.38B
Diluted EPS$6.18$3.21$2.07$0.34$4.50

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$1.27B$1.35B$1.56B$1.09B$1.06B
Current assets$8.66B$8.68B$7.93B$6.36B$6.18B
Total assets$11.96B$10.99B$9.93B$8.13B$7.55B
Current liabilities$2.00B$1.90B$1.76B$1.74B$1.58B
Long-term debt
Total liabilities$2.15B$2.05B$1.91B$1.92B$1.77B
Total equity$9.81B$8.94B$8.02B$6.21B$5.78B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.99B$1.95B$1.60B$1.29B$1.61B
Capital expenditure$65.0M$136.6M$127.0M$103.8M$132.6M
Free cash flow$1.92B$1.81B$1.47B$1.19B$1.47B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$1.28B4.9%$1.54B$5.15
Q1 FY2027$1.24B5.5%$425.7M$1.42
Q4 FY2026$1.25B5.3%$674.1M$2.22
Q3 FY2026$1.23B4.4%$612.9M$2.01
Q2 FY2026$1.22B4.7%$358.6M$1.16
Q1 FY2026$1.17B2.9%$254.6M$0.81
Q4 FY2025$1.18B3.3%$367.9M$1.16
Q3 FY2025$1.18B3.6%$207.1M$0.66

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorTechnology
SIC industryServices-Computer Programming, Data Processing, Etc.
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended July 31, 2026)
Oldest indexed filing2020
SEC CIK1585521

Selected SEC filings

10-K2026-02-27
View on EDGAR →
10-K2025-02-28
View on EDGAR →
10-Q2026-08-26
View on EDGAR →
10-Q2026-05-22
View on EDGAR →
10-Q2025-11-25
View on EDGAR →
10-Q2025-08-22
View on EDGAR →
8-K2026-08-25
View on EDGAR →
8-K2026-07-28
View on EDGAR →

Largest software peers

All software stocksAll Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.