For the quarter ended July 2024, Zoom Video Communications (ZM) reported revenue of $1.16 billion, up 2.1% over the same period last year. EPS came in at $1.39, compared to $1.34 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +1.22%. The company delivered an EPS surprise of +14.88%, with the consensus EPS estimate being $1.21.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

业绩总结 - Zoom Video Communications在Q2 FY25实现总收入为11.63亿美元，同比增长2%[45] - 非GAAP毛利率为78.6%，同比增长178个基点[45] - 非GAAP研发费用占比为10.4%，同比增长123个基点[45] - 非GAAP销售和市场费用占比为23.3%，同比增长90个基点[45] - 非GAAP总务费用占比为5.7%，同比增长76个基点[45] - 非GAAP营业利润率为39.2%，同比增长136个基点[45] - 非GAAP净利润每股为1.39美元，同比增长4%[45] - Zoom AI Companion已为约120万客户账户提供服务，产品仅上市11个月[45] - Zoom的总收入持续扩张，企业和在线市场呈现积极趋势，总收入增长2%至4%[45] - Zoom的现金流强劲，现金余额约为75亿美元，积极回购股票[45] 用户数据 - Zoom AI Companion已为约120万客户账户提供服务，产品仅上市11个月[45] - 企业客户数量持续增长，净美元扩张率为98%[79] - 在2024年第一季度，将约26800个企业客户转为在线客户[84] 未来展望 - 未来展望中，非GAAP指导性措施与GAAP措施的调和不可预见[83] 新产品和新技术研发 - Zoom AI Companion已为约120万客户账户提供服务，产品仅上市11个月[45] 市场扩张和并购 - 美洲市场持续增长，亚太地区受外汇波动影响[80] 负面信息 - 未发现负面信息 其他新策略和有价值的信息 - 自由现金流为365100美元，同比增长26.3%[75]

Zoom Video Communications (ZM) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.88%. A quarter ago, it was expected that this video-conferencing company would post earnings of $1.19 per share when it actually produced earnings of $1.35, delivering a surprise of 13.45%.Over the last ...

财务表现 - 第二季度总收入为11.625亿美元，同比增长2.1%，按固定汇率计算同比增长2.4%[2] - 第二季度企业收入为6.828亿美元，同比增长3.5%[2] - 公司营收为23.04亿美元，较上年同期增长2.66%[23] - 公司GAAP营收为11.63亿美元，同比增长2.1%，按不变汇率计算同比增长2.4%[33] 盈利能力 - 第二季度GAAP营业利润率为17.4%，非GAAP营业利润率为39.2%[4] - 公司非GAAP营业利润率为39.6%，较上年同期提高0.2个百分点[28] - 公司GAAP净收入为2.19亿美元，同比增长20.4%[29] - 公司非GAAP净收入为4.36亿美元，同比增长6.5%[29] - 公司GAAP每股收益为0.70美元，非GAAP每股收益为1.39美元[30] 现金流 - 第二季度经营现金流为4.493亿美元，同比增长33.7%[6] - 第二季度末现金及现金等价物和有价证券总额为75亿美元[6] - 公司经营活动产生的现金流量净额为10.38亿美元，较上年同期增长37.5%[26] - 公司经营活动产生的现金流为4.49亿美元，自由现金流为3.65亿美元[32] - 公司经营活动现金流率为38.7%，自由现金流率为31.4%[32] 客户情况 - 贡献12个月内收入超10万美元的客户数量同比增长7.1%[7] - 在线客户的平均月度流失率降至2.9%，同比下降30个基点[7] 资产负债 - 公司总资产为105.07亿美元，较上一期增加5.77亿美元[20][21] - 公司现金及现金等价物为15.39亿美元，较上一期减少0.19亿美元[20] - 公司回购股票4.38亿美元[26] 其他 - 在第二季度回购了约480万股普通股[2] - 公司研发投入为4.12亿美元，较上年同期增长2.8%[23] - 公司销售及市场推广费用为7.07亿美元，较上年同期下降11.2%[23] - 公司股票激励费用及相关工资税为2.44亿美元[29] - 公司战略投资收益净额为3,107万美元[29] - 公司收购相关费用为1,081万美元[29] - 公司GAAP和非GAAP加权平均股数分别为3.14亿股和3.09亿股[31]

Second quarter total revenue of $1,162.5 million, up 2.1% year over year as reported and 2.4% in constant currencySecond quarter Enterprise revenue of $682.8 million, up 3.5% year over yearSecond quarter GAAP operating margin of 17.4% and non-GAAP operating margin of 39.2%Second quarter operating cash flow of $449.3 million, up 33.7% year over yearRepurchased approximately 4.8 million shares of common stock in Q2 SAN JOSE, Calif., Aug. 21, 2024 (GLOBE NEWSWIRE) -- Zoom Video Communications, Inc. (NASDAQ: ZM ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zoom Video Communications. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Zoom Video Communications, Inc. (ZM) announced the launch of a new single-use webinar service that can accommodate up to one million attendees. Alongside its existing monthly and annual webinar plans, Zoom now offers a variety of one-time webinar options for different audience sizes, ranging from 10,000 to 1 million people.Zoom Webinars stand out for their high-quality audio and video, with no delay, making sure everyone experiences the event in real-time. Unlike other platforms that may have noticeable del ...

Cathie Wood's Ark Invest made headlines by offloading 161,836 shares of Zoom Video Communications Inc. ZM just ahead of the company’s second quarter earnings report. The sale, valued at approximately $9.1 million, signals a potential red flag for the video-conferencing giant, which has seen its stock price dip nearly 14% year-to-date.Earnings To The Rescue?Zoom is set to report its second-quarter earnings on Aug. 21, with Wall Street expecting $1.21 in EPS and $1.1 billion in revenue. Despite the pressure f ...

文章核心观点 公司推出了新的单次使用网络研讨会产品,可容纳多达100万参与者 [1]。这一新产品旨在满足大型活动的需求,为组织者提供更大规模和更灵活的虚拟活动解决方案 [2][3]。 公司概况 - 公司致力于提供无限人际连接的平台 [10] - 公司成立于2011年,总部位于加州圣何塞,上市公司 [10] 新产品特点 - 提供可容纳10,000至100万参与者的网络研讨会 [5] - 支持长达30小时的会议时长,最多1,000名互动视频小组成员 [5] - 提供专业级的音视频质量和零延迟体验 [5] - 易于使用,可快速设置专业级品牌化网络研讨会 [5] - 提供灵活的定价方案,包括按次、按月、按参与者等 [5] - 提供全面的分析报告,帮助改善未来网络研讨会策略 [5] 应用场景 - 企业部门:大型全员会议、行业会议和展览 [8] - 娱乐行业:明星粉丝见面会、品牌虚拟活动 [8][9] - 公共部门:政府公众演讲、非营利组织活动 [9]

Kena Betancur/Getty Images News Investment Thesis Since my last coverage update on Zoom (NASDAQ:ZM) in May, shares of the video conferencing have underperformed the market significantly. Zoom's underperformance is a part of broader concerns analysts have surrounding the company's growth and market position compared to other competitors like Microsoft's (MSFT) Teams software. Zoom's attempt to diversify its product offerings beyond its core video conferencing service, including with products like Zoom Phone ...