2月26日，Zoom盘后跌超4%！第四季度业绩未达盈利预期，并发布了低于预期的利润指引。
这家视频通讯公司第四季度调整后每股收益为$1.44,较分析师普遍预期的$1.49低$0.05。营收达到12.5亿美元,超过12.3亿美元的预期,同比增长5.3%。企业营收同比增长7.1%至7.573亿美元,同时公司新增了过去12个月营收贡献超过10万美元的客户,同比增长9.3%至4,468家客户。
对于2027财年第一季度,Zoom预计调整后每股收益为$1.40至$1.42,中值$1.41低于分析师普遍预期的$1.45。公司预计第一季度营收为12.20亿美元至12.25亿美元,中值12.23亿美元略高于普遍预期的12.21亿美元。
Zoom创始人兼首席执行官袁征表示:"在2026财年,营收增长加速了130个基点至4.4%,反映出Zoom作为现代工作行动系统的采用率不断提高。进入2027财年,我们预计将突破50亿美元的营收里程碑,并继续专注于实现持久的盈利增长和长期股东回报。"
对于2027财年全年,Zoom指引调整后每股收益为$5.77至$5.81,中值$5.79显著低于普遍预期的$5.97。然而,公司的营收指引为50.65亿美元至50.75亿美元,中值50.70亿美元,超过了分析师普遍预期的48.38亿美元。
公司公布第四季度调整后营业利润率为39.3%,并产生了3.384亿美元的自由现金流。Zoom在本季度回购了约380万股股票。
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