For the quarter ended January 2026, Zoom Communications (ZM) reported revenue of $1.25 billion, up 5.3% over the same period last year. EPS came in at $1.44, compared to $1.41 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.23 billion, representing a surprise of +1.18%. The company delivered an EPS surprise of -2.87%, with the consensus EPS estimate being $1.48.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Zoom performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Enterprise Customers: 186,400 versus 187,139 estimated by four analysts on average.
- Customers >$100K TTM Revenue: 4,468 versus 4,431 estimated by three analysts on average.
- Current Remaining performance obligation (RPO): $2.4 billion versus $2.4 billion estimated by three analysts on average.
- Remaining Performance Obligations (RPO): $4.19 billion versus the two-analyst average estimate of $4.05 billion.
- Non-Current Remaining performance obligation (RPO): $1.78 billion compared to the $1.64 billion average estimate based on two analysts.
- Geographic Revenue- Asia Pacific (APAC): $151 million compared to the $150.92 million average estimate based on two analysts. The reported number represents a change of +3.1% year over year.
- Geographic Revenue- Europe, Middle East, and Africa (EMEA): $196 million versus the two-analyst average estimate of $195.15 million. The reported number represents a year-over-year change of +4.8%.
- Geographic Revenue- Americas: $900 million versus $886.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
- Revenue- Online: $489.7 million versus $487.42 million estimated by three analysts on average.
- Revenue- Enterprise: $757.3 million compared to the $745.89 million average estimate based on three analysts.
View all Key Company Metrics for Zoom here>>>
Shares of Zoom have returned -11.2% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Zoom Communications, Inc. (ZM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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