Q2 FY2027 EarningsQ2 FY27 beat consensus across top and bottom lines: revenue $1.28B vs. $1.27B expected, and normalized EPS $5.15 vs. $1.48 expected. The massive bottom-line beat was driven by a $1.61B net gain on strategic investments (primarily Anthropic), which inflated GAAP and normalized income. Enterprise revenue grew 7.8% YoY, while the operating margin remained healthy at 24.6% despite AI-related hosting cost pressures.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Zoom Communications(ZM) the Revenue is 1.277 B (+4.93%), Beat estimate;the EBIT is 510.28 M (+1.4%), Miss estimate;the EPS is 5.15 (+344%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.28B4.93%
1.27B4.24%
+0.01B0.69%
EBITMiss expectations
0.51B1.40%
0.51B1.81%
-0.00B0.41%
EPSExceed expectations
5.15343.97%
0.890923.20%
+4.2591367.17%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf