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ZMZM

Zoom Communications, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$ZM·$30B·Software - Application·Technology
$88.77-3.7%YTD+7.9%1Y+2.2%
Price updated 14h ago·X counts updated 5d ago
ZMZM
$ZMZoom Communications, Inc.
$88.77-3.68%142 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

142X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $ZM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-09-09

Zoom appoints former Oracle CFO Jeff Epstein to its board effective immediately, and the tape adds roughly $671M of market cap in the session as the news dominates the feed, with jokes about the name aside the reaction is squarely positive.

Read what X is saying about $ZM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Zoom compounding cash with a fresh AI revenue-OS launch and a former Oracle CFO joining the board — value plus strategic reset.

Zoom Communications runs the video-conferencing platform plus a widening suite of contact-center, phone, and AI collaboration tools. The story has moved from 'declining COVID beneficiary' to 'value-plus-AI compounder,' with the tape only starting to catch up.

  • The core P&L is solid but not exciting: Q1 revenue grew 5.5% YoY (Q4 was up 5.3%), TTM operating margin is 24%, TTM free-cash yield is 6.6%, and last two EPS prints beat consensus by 5-9% — a modest-growth, high-cash-flow compounder priced at 14x TTM earnings.
  • The AI catalyst pipeline is real and dated: Sept 15's unveiling of an AI-powered revenue OS unifying buyer intelligence, customer conversations, and revenue execution — this is Zoom leaning into the enterprise-agentic-AI angle, and the Kate McKinnon 'Zoom Got It Done' ad campaign extends the brand refresh.
  • The Jeff Epstein board appointment is a real institutional signal: the former Oracle CFO joining as a Class I director alongside a filed Form 3 confirms Zoom is adding real financial-operator credibility — the tape added ~$671M in market cap on the news, which is genuine institutional recognition.

Nov 23 earnings extends the coil if Q2 EPS beats $1.50 consensus with continued AI-Companion attach rates and any FY guide raise. What actually invalidates is either a soft billings print, a competitive AI-collaboration announcement from Microsoft or Google, or another cluster of officer selling similar to Sankarlingam's Sept 11 clip (~$248K + $345K F-InKind) — the fundamentals support the reversal.

Agrees with X sentimentThe X read on the Jeff Epstein board appointment adding ~$671M in market cap is fair and reflects real institutional signal reading; the sentiment tracks the mechanics.

What to watch: Q2 earnings Nov 23 — AI-Companion attach rates, FY guide, and billings growth; soft billings, competitive AI announcement from MSFT/GOOGL, or another Sankarlingam-scale officer cluster invalidates.

On the calendar: 2026-11-23 — Q2 earnings

Read the AI verdict on $ZM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $ZM

Partial — Zoom AI Companion is an active upsell feature for meeting transcription and summarization; commoditization pressure in core conferencing from Microsoft Teams limits how much AI feature revenue Zoom can capture.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$5.1B$5.1B – $5.1B$6.15$5.90 – $6.8722
FY28$5.3B$5.2B – $5.3B$6.36$6.06 – $6.6422
FY29$5.5B$5.5B – $5.5B$6.68$5.50 – $7.5116
FY30$5.7B$5.7B – $5.8B$7.00$6.94 – $7.098
FY31$5.9B$5.9B – $6.0B$6.62$6.56 – $6.717

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.1.8×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.41%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.-8.6%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.-2.4%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 today2.2% 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

SellSep 10Velchamy SankarlingamPres. of Engineering & Product2.6K sh$248KSellSep 8Santiago SubotovskyDirector2.6K sh$255KSellSep 2Eric S. YuanCEO12.1K sh$1.2MSellSep 1Eric S. YuanCEO12.1K sh$1.2MSellAug 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$1.1M
1–10 of 26
+ 44 other (15 exempts · 12 conversions · 9 awards · 8 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
Free, forever. No credit card.

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

3New insider — initial holdingsSep 23
AI summary

Jeff Epstein filed an initial Form 3 statement of beneficial ownership as a newly appointed Director of Zoom Communications, Inc. The filing reports no securities of the issuer currently owned by the reporting person. This is a standard initial disclosure required upon becoming a Section 16 director.

8-KOfficer or director changeSep 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Zoom Communications, Inc. appointed Jeff Epstein, Operating Partner at Bessemer Venture Partners, to its Board of Directors as a Class I director effective August 31, 2026. Epstein was also appointed to the company's Audit Committee. A Reg FD press release (Item 7.01) was filed announcing the new director appointment. Epstein brings venture capital and technology executive experience to the Zoom board.

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.

Corient Private Wealth LP Has $6.88 Million Stock Holdings in Zoom Communications, Inc. $ZMdefenseworld.net·1d agoZoom Communications, Inc. (ZM) is Attracting Investor Attention: Here is What You Should Knowzacks.com·2d agoZoom unveils AI-powered revenue OS to unify buyer intelligence, customer conversations, and revenue executionglobenewswire.com·4d agoZoom Got It Done: Company's New Ad Campaign Featuring Kate McKinnon Shows How Zoom Turns Conversations into Completed Workglobenewswire.com·5d agoIntegrated Wealth Concepts LLC Lowers Position in Zoom Communications, Inc. $ZMdefenseworld.net·6d ago

In themes

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Voices on X · last 7 days

No standout posts about $ZM on X in the last 7 days.

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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