Zoom (ZM) reported Q4 FY2026 revenue of USD 1.247 billion (+5.3%) and FY2026 revenue of USD 4.869 billion (+4.4%). In Q4, Enterprise revenue was USD 757.3 million (+7.1%) and Online revenue was USD 489.7 million (+2.6%); for FY2026, Enterprise revenue was USD 2.934 billion (+6.5%) and Online revenue was USD 1.935 billion (+1.2%). Q4 GAAP operating income was USD 249.9 million, with a GAAP operating margin of 20% (up 100 bps), while non-GAAP operating income was USD 489.7 million and non-GAAP operating margin was 39.3% (down 20 bps). Q4 GAAP net income was USD 674.1 million (+1.8x), or USD 2.22 per diluted share (+91.4%); non-GAAP diluted EPS was USD 1.44 (+2.1%). For FY2026, GAAP operating income was USD 1.124 billion and GAAP operating margin was 23.1% (up 570 bps), while GAAP net income was USD 1.900 billion (+92.5%), or USD 6.18 per diluted share; non-GAAP diluted EPS was USD 5.92 (+6.9%). Zoom ended FY2026 with USD 7.8 billion in cash, cash equivalents and marketable securities (excluding restricted cash). Q4 operating cash flow was USD 354.5 million and free cash flow was USD 338.4 million; FY2026 operating cash flow was USD 1.989 billion (+2.2%) and free cash flow was USD 1.924 billion (+6.4%). Zoom repurchased about 3.8 million shares in Q4 and about 20.4 million shares in FY2026, with USD 1.0 billion of authorized repurchase remaining as of Jan. 31, 2026. Business highlights included management commentary that FY2026 revenue growth accelerated to 4.4% and that Zoom Customer Experience saw “accelerating, high-double-digit growth” in Q4, with paid AI included in each of Zoom’s top 10 CX deals. Customer metrics at the end of Q4 included 4,468 customers contributing more than USD 100,000 in trailing 12-month revenue (+9.3%), a trailing 12-month net dollar expansion rate of 98% for Enterprise customers, and Online average monthly churn of 2.9%. For FY2027, Zoom guided for Q1 revenue of USD 1.220 billion to USD 1.225 billion and FY revenue of USD 5.065 billion to USD 5.075 billion.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Zoom Communications Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202602251605PRIMZONEFULLFEED9661370) on February 25, 2026, and is solely responsible for the information contained therein.