AlphAIalphai — Financial news for AI agents
yahoo.comAUG 272 min read$ZM

Zoom Q2 FY2027 earnings beat but profit outlook disappoints

Zoom reported Q2 FY2027 revenue of $1.28B and adjusted EPS of $1.55, beating estimates, but shares fell due to a lower-than-expected profit outlook. Enterprise revenue grew 7.8% YoY, while online revenue rose 0.6%. Full-year guidance was $5.085B-$5.095B in revenue and $6.08-$6.12 in adjusted EPS.

Original reporting
yahoo.com
Published Aug 27, 2026, 9:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 27, 2026, 9:49 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Zoom Q2 FY2027 earnings beat but profit outlook disappoints — source image
Source · yahoo.com
Decision brief

The 30-second read

$ZMBearishHigh
01

Why it matters

The earnings beat was outweighed by the guidance miss, leading to a sell‑off. Investors will watch subsequent quarters for signs of revenue acceleration.

02

Market read

Large‑cap tech earnings with guidance miss; immediate trading relevance for ZM and related video‑conferencing stocks.

03

What to watch

Zoom's cash position remains strong and strategic investment gains boosted GAAP net income, which could support longer‑term stability.

Relevance 9/10Novelty 9/10Timing: post‑earnings release today

Background

Zoom's Q2 FY2027 results show modest revenue growth and a beat on adjusted EPS, but the outlook for Q3 fell short of Wall Street expectations.

Company-level read

Ticker impact

$ZMBearishHigh confidence
Context

Zoom reported Q2 FY2027 earnings beat but issued a profit outlook below estimates, causing the stock to fall.

Expected impact

downward move expected in near term as investors reassess growth outlook

Evidence & confidence

Guidance short of consensus is a material catalyst for a large‑cap stock; market typically reacts sharply to earnings guidance misses.

Market effects

Sector

Enterprise video‑conferencing sector may see broader pressure as Zoom signals slower growth.

Regional

U.S. tech indices could dip slightly on the news.

Global

Limited; impact mainly confined to U.S. markets and cloud‑software peers.

Counterpoint

What could challenge this read

Some investors may view the beat and strong enterprise revenue growth as a buying opportunity despite the guidance miss.

Key entities

  • Company
    Zoom Video Communications

    Provider of video‑conferencing services, ticker ZM.

  • Executive
    Eric S. Yuan

    Founder and CEO of Zoom, quoted on revenue growth.

Read at source← All news

Related articles

AUG 27
$ZMHighAI 8/10

ZM Q2 Deep Dive: AI Monetization and Enterprise Growth Met With Cautious Outlook

ZM reported Q2 revenue of $1.28B, beating estimates, with adjusted EPS of $1.55. The company raised its full-year EPS guidance to $6.10. Enterprise growth was strong, driven by AI and large customer wins, while margins declined slightly due to AI costs. Annual recurring revenue grew 4.9% to $5.11B. Management remains cautious on the online segment.

yahoo.com3 min
AUG 27
$ZMMed

Zoom Communications, Inc. Q2 2027 Earnings Call Summary

Zoom Communications reported Q2 2027 earnings, highlighting 7.8% enterprise revenue growth driven by AI integration. Zoom Phone and Contact Center (CX) businesses showed strong performance, with CX reaching record seven-figure ARR deals. The company raised full-year revenue guidance to 4.5% growth and increased free cash flow guidance to $1.78B-$1.82B. Management discussed AI cost management, pricing strategies, and competitive positioning in the agentic Contact Center market.

yahoo.com2 min
AUG 27
$ZMHighAI 8/10

Zoom Beat Every Estimate and Fell Anyway. Citizens Says That’s Exactly the Point

Zoom (ZM) reported Q2 2027 revenue of $1.28B, up 4.9% YoY, and EPS of $1.55, beating estimates. Enterprise revenue grew 7.8%, its fastest pace in three years. Despite strong results, shares fell. Analyst Patrick Walravens maintained a Market Perform rating, citing fair valuation. Zoom's AI investments and enterprise growth drove performance, but online revenue growth slowed to 0.6%. The company guided Q3 profits below expectations, and gross margins slipped to 79.1%.

yahoo.com2 min
AUG 27
$ZMHighAI 9/10

Zoom Communications Q2 Earnings Call Highlights

Zoom reported Q2 earnings with $1.56B in deferred revenue, a 14% YoY increase in performance obligations, and high double-digit growth in AI customer-experience products. Key wins included a $1.9M ARR expansion with a major tech company. Zoom Phone and Contact Center saw growth, with AI features driving deals. The company acquired Common Room for $250M and introduced new AI offerings. Q3 revenue guidance is $1.275B-$1.28B, with fiscal 2027 revenue expected at $5.085B-$5.095B.

yahoo.com3 min
AUG 26
$ZMHighAI 9/10

Zoom Communications Stock Falls 7%

Zoom Communications (ZM) shares dropped 7.12% to $93.73 on Wednesday, despite reporting higher Q2 earnings and revenue. Net income rose to $1.542B ($5.15 per share) from $358.59M ($1.16 per share) a year earlier. Revenue increased 4.9% to $1.277B. The company expects Q3 adjusted EPS of $1.46-$1.48 and revenue of $1.275B-$1.280B.

rttnews.com2 min