ZM Earnings

ZM reported its earnings on 2026-02-25, showcasing a revenue of against an estimate of 1.23B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.49 by 0%. The stock experienced a -11.58% price change on the earnings day and a -13.96% change over the next five days, reflecting market reactions to the results.

Following ZM's earnings announcement on 2026-02-25, the stock price moved by -11.58% on the day of the release. Over the subsequent five days, it saw a -13.96% change. Historically, ZM's stock price tends to shift by an average of -0.05% in the 10 days leading up to earnings and 2.29% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate ZM's annual revenue to reach 1.23B, while the EPS is projected at 1.44. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ZM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ZM's stock price typically moves by -0.05% in the 10 days before its earnings and 2.29% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 1.44 and revenue of 1.23B.

The earnings call is predominantly positive, with strong enterprise customer growth, improved operating margins, and a strategic partnership enhancing future prospects. The new AI feature and market expansion in Asia-Pacific further bolster growth potential. Despite the lack of specific risk disclosures, the absence of negative sentiment in the Q&A and the $1 billion share repurchase indicate confidence in future performance. The positive financial metrics and strategic initiatives suggest a positive stock price movement in the near term.