Every 10-Q that Zoom Communications, Inc. (ZM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ZM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZM filings page.
Zoom Communications, Inc. (ZM) reported moderate top-line growth but exceptionally high profitability for the quarter ended July 31, 2026. Revenue was $1,277.2 million, up 4.9% year over year, driven by 7.8% growth from Enterprise customers and slight growth in Online customers. Enterprise customers contributed 61.7% of revenue, and customers generating over $100,000 in trailing 12‑month revenue rose to 4,625, or 33.4% of total revenue.
Profitability was dominated by investment gains. Net income reached $1,542.4 million versus $358.6 million a year earlier, largely due to $1,614.2 million of gains on strategic investments, mainly the revaluation of Zoom’s Anthropic stake, whose carrying value increased to $3.13 billion. Core operations remained solid, with gross margin at 77.2% and income from operations at $314.3 million. Free cash flow for the first six months was $972.9 million.
Zoom ended the quarter with $931.99 million in cash and cash equivalents, $6.32 billion in marketable securities, and $4.54 billion in remaining performance obligations, 57% of which is expected to be recognized within 12 months. The company continued capital returns, repurchasing 7.9 million Class A shares for $713.5 million year‑to‑date under a $4.7 billion buyback authorization, and completed the $266.8 million acquisition of AI go‑to‑market platform Common Room.
Zoom Communications, Inc. reported Q3 fiscal 2026 results with revenue of $1,229.8 million, up 4.4% from a year earlier, and net income of $612.9 million, almost triple the prior-year quarter. Gross profit rose to $958.1 million as cost of revenue declined, while operating expenses fell meaningfully across research and development, sales and marketing, and general and administrative lines, boosting income from operations to $310.4 million.
Results were further helped by $406.1 million of gains on strategic investments and $78.2 million of other income. Zoom generated $1,634.5 million of operating cash flow in the first nine months of fiscal 2026 and held $6,727.4 million of marketable securities and $1,052.6 million of strategic investments as of October 31, 2025. The company repurchased 16.6 million Class A shares for $1,295.8 million year to date, and its board later authorized an additional $1.0 billion in buybacks. Zoom also agreed to acquire BrightHire, Inc. to add AI-powered hiring capabilities to its platform.
Zoom Communications, Inc. reported revenue of $1,217.2 million for the three months ended July 31, 2025, up 4.7% from $1,162.5 million a year earlier, and $2,391.9 million for the six months ended July 31, 2025, up 3.8% year-over-year. Net income was $358.6 million and $613.2 million for the three and six months, respectively, both increases versus prior-year periods. As of July 31, 2025, remaining performance obligations totaled $3,976.1 million with 61% expected in the next 12 months. Cash, cash equivalents, and marketable securities totaled $7.8 billion. The company repurchased 11.5 million Class A shares for $881.4 million year-to-date and had $724.7 million remaining authorization. Legal and regulatory matters include ongoing EDNY and NDCA investigations and consolidated litigation; an $18.0 million SEC-related accrual was reversed after the SEC declined enforcement action. Subsequent to July 31, 2025, Zoom recognized an approximate $400.0 million unrealized gain on a strategic private equity investment following an observable transaction.