Zoom Video Communications, Inc. Q4 2026 Earnings Recap

ZM Q4 2026 February 27, 2026

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Zoom demonstrated solid growth in Q4 FY 2026 with a 5.3% revenue increase, marking a structural shift in the market towards AI-driven solutions that enhance customer and employee experiences.

Earnings Per Share Miss

$1.44 vs $1.49 est.

-3.4% surprise

Revenue Beat

1246992000 vs 1234201000 est.

+1.0% surprise

Market Reaction

1-Day -2.12%

5-Day +3.28%

30-Day +1.42%

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Key Takeaways

Q4 revenue rose 5.3%, with full year FY '26 revenue increasing 4.4%, reflecting momentum in AI product adoption.
ZCX ARR grew in high double digits driven by significant AI monetization, with all top 10 deals incorporating paid AI.
Successful major Q4 wins included partnerships with Aeroflow Health and Surrey & Sussex Healthcare, showcasing Zoom's competitive edge in AI-enhanced customer experience solutions.
The newly announced ZVA 3.0 expands capabilities in voice and chat, improving operational efficiency for enterprises.
Revenue Accelerator platform gained traction with a 50% year-over-year customer increase, indicating strong demand for vertical AI applications.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ZM on AllInvestView.