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ZMZM

Zoom Communications, Inc.

$ZM·$28B·Software - Application·Technology
$96.68-1.8%YTD+18.4%1Y+18.0%
Mentions · last 7 days
2026-08-21: 34 posts2026-08-22: 26 posts2026-08-23: 53 posts181+20%
Price updated 3h ago·X counts updated 8d ago
ZMZM
$ZMZoom Communications, Inc.
$96.68-1.78%181 posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-31

Catching its breath after a run — could pick back up or fade from here.

Zoom is quietly a cash-flow machine — enterprise revenue up 7.8% (best in 3 years), a $3.13B Anthropic stake, and a light Q3 guide that just cooled the tape.

Zoom Communications (formerly Zoom Video) is the video-first collaboration platform now aggressively expanding into AI features, Zoom Phone, and Contact Center — a name most had written off as post-pandemic broken but that has quietly become a cash-flow story with an interesting Anthropic-stake kicker.

  • The operating story is solid, not spectacular: Q1 revenue grew 5.5% year-over-year to $1.24B, gross margins hold 76-78%, operating margins 20-26%, and the last four EPS prints beat consensus by 3-9% — the durable-beat profile of a business past its worst and executing.
  • The Anthropic stake is a real balance-sheet asset: marked at $3.13B (up $1.61B in the quarter alone), plus $7B of net cash on the balance sheet — that's roughly $10B of hidden value against a $28B market cap, which is why the ex-cash-and-Anthropic forward multiple is 9.6x, not the headline 14x.
  • The enterprise segment is what pulls the multiple higher: enterprise revenue grew 7.8% year-over-year (the fastest in three years) and AI features (AI Companion, Zoom Docs) are landing with paying customers — that's the transition from 'video app' to 'communications platform' the sell-side needed to see.
  • Insider tape is loud: CEO Eric Yuan sold ~$5M across two August 7 tranches after option conversions at $100 — that's a cluster right at the current tape, and combined with the light Q3 EPS guide of $1.46-$1.48 (versus $1.55 last quarter) is what triggered the 5-6% pre-market drop.

The path if it works is a Nov 23 Q3 print keeping enterprise growth above +7% year-over-year plus the AI-features attach rate showing measurable ARPU lift — the tape breaks the cooling and reprices toward BTIG's $125 target. What extends the cooling is another Q3 with light guidance that reminds holders competition (Teams, Google Meet) still bites on the SMB side; that's when the year's gains give back to the 200-day support.

Agrees with X sentimentThe mixed X take — bulls citing the $3.13B Anthropic mark, enterprise revenue up 7.8% (fastest in 3 years), $7B net cash, and a 9.6x forward multiple ex-cash-and-Anthropic, versus bears seeing competition squeezing videoconferencing even as AI features roll out — captures the exact tension; BTIG maintaining a $125 target is what supports the cooling-not-breaking read.

What to watch: The Nov 23 Q3 print — enterprise growth above +7% YoY plus AI-features attach-rate showing ARPU lift breaks the cooling toward $125; another light guide is what extends the pullback toward the 200-day support.

On the calendar: 2026-11-23 — Q3 fiscal 2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment24 posts analyzed · as of 2026-08-30

Zoom's thread is split between the value of its Anthropic stake, now marked at $3.13B after a $1.61B gain in the quarter, and a light Q3 EPS guide of $1.46-$1.48 that sent shares down 5-6% pre-market. Bulls cite enterprise revenue growing 7.8% (the fastest in three years), $7B net cash, and a 9.6x forward multiple ex-cash and Anthropic. Bears see competition squeezing videoconferencing even as AI features roll out. BTIG maintains a $125 target.

Read the AI verdict + X sentiment for $ZM

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Zoom video conferencing and unified communications platform for enterprise and SMB customers; expanding into AI-powered collaboration tools.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ZM.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $ZM

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Operates Zoom video conferencing and unified communications platform for enterprise and SMB customers; expanding into AI.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$1.55$1.48+4.7%
Q1 2026May 21, 2026$1.55$1.42+9.2%
Q4 2025Feb 25, 2026$1.44$1.49-3.4%
Q3 2025Nov 24, 2025$1.52$1.44+5.6%
Next earningsMon, Nov 23·consensus EPS $1.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.2B+5.5%77.9%25.1%$1.45$500.5M
Q4 FY26$1.2B+5.3%76.3%20.0%$2.27$338.4M
Q3 FY26$1.2B+4.4%77.9%25.2%$2.03$614.3M
Q2 FY26$1.2B+4.7%77.6%26.4%$1.19$507.5M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$5.1B$5.1B – $5.1B$6.04$5.83 – $6.7922
FY28$5.3B$5.2B – $5.3B$6.28$5.99 – $6.7423
FY29$5.5B$5.5B – $5.5B$6.69$5.50 – $7.5216
FY30$5.7B$5.7B – $5.8B$7.00$6.94 – $7.118
FY31$5.9B$5.9B – $6.0B$5.72$5.67 – $5.817

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 264.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 6Eric S. YuanCEO12.1K sh$1.2MSellAug 5Eric S. YuanCEO12.1K sh$1.2MSellAug 4Santiago SubotovskyDirector7.9K sh$802KSellJul 15Velchamy SankarlingamPres. of Engineering & Product7.6K sh$703KSellJul 14Mcmaster Herbert RaymondDirector5 sh$444SellJul 14Eric S. YuanCEO12.1K sh$1.1MSellJul 13Eric S. YuanCEO45.7K sh$4.2MSellJul 10Michelle ChangCFO8.5K sh$771KSellJul 1Santiago SubotovskyDirector2.6K sh$238KSellJun 15Michelle ChangCFO327 sh$31K
1–10 of 22
+ 39 other (14 exempts · 10 conversions · 8 awards · 7 inkinds) in window

See when $ZM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Zoom Communications, Inc. (formerly known as Zoom Video Communications) disclosed under Item 5.02 that William McDermott resigned from its board of directors effective July 27, 2026. McDermott, the CEO of ServiceNow, had served on Zoom's board and his departure reduces enterprise software cross-pollination at the board level. The filing does not identify any disagreement as the reason for his resignation; departures of this type are often attributed to time-commitment constraints from the director's primary executive role. The change takes the Zoom Communications board to one fewer member unless a replacement is appointed.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Zoom Communications, Inc. (the newly adopted name; the company was formerly Zoom Video Communications) held its 2026 Annual Meeting of Stockholders on June 11, 2026; three Class I directors were elected, KPMG LLP was ratified as auditor for the fiscal year ending January 31, 2027, and executive compensation was approved on an advisory basis. The corporate name change from 'Zoom Video Communications' to 'Zoom Communications' is a notable rebranding signal reflecting the company's broader platform ambitions beyond video conferencing.

8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
AI summary

Zoom Video Communications Inc. (ZM) filed an 8-K on or around March 30 under Item 5.02 reporting a departure, appointment, or compensation change for a named executive officer or director. The video communications platform disclosed the affected individual's identity, role, effective date, and transition terms. Leadership changes at Zoom may relate to ongoing strategic positioning in the enterprise communications market. Full details are provided in the filing.

+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ancora Advisors LLC Makes New $498,000 Investment in Zoom Communications, Inc. $ZMdefenseworld.net·3d agoZoom Communications (ZM) Recently Broke Out Above the 50-Day Moving Averagezacks.com·4d agoZoom: The Anthropic IPO May Be Coming (Rating Upgrade)seekingalpha.com·5d agoZoom Communications Q2 Earnings Call Highlightsdefenseworld.net·5d agoThese Analysts Revise Their Forecasts On Zoom Following Q2 Resultsbenzinga.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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