Zoom Communications, Inc. (ZM) Earnings Call Transcripts
Zoom Communications, Inc.'s Latest Earnings Call - June 2, 2026
In the fiscal quarter ending June 2, 2026, Zoom Communications, Inc. reported a revenue of $1.2 billion, reflecting a year-over-year growth of 15%, driven primarily by its expanding AI capabilities and diversified product offerings. The company reported earnings per share (EPS) of $0.75, which was a $0.10 beat against analyst expectations. Management raised their full-year revenue guidance to $4.8 billion, up from a previous estimate of $4.5 billion, signaling strong confidence in continued growth due to increased adoption of AI-driven solutions.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.2B (beat) |
| EPS | $0.75 (beat) |
| Full-Year Revenue Guidance | $4.8B (positive) |
| Monthly Active Users (MAUs) | 184% (positive) |
| Zoom Phone Seats | 1M+ (positive) |
| Contact Center ARR | $100M+ (positive) |
Guidance from management
Management raised their full-year revenue guidance to $4.8 billion, reflecting confidence in AI-driven growth and product diversification. They expect continued momentum in both the phone and contact center segments.
What management said
Yes. And it's such a good point because, look, those conversations don't just have to be on them. They can be on meat, they can be on teams, they can be in person. So with -- we have a new product called, where it's basically a virtual personal note taker. So you can just turn it on. So in any scenario, we're there to meet the customer and have that conversation so that you can kind of experience that and you don't j...
What analysts pressed on
Analysts expressed concerns regarding the pace of converting free users to paid plans, with some customers still hesitant to fully embrace the new AI features. The variability in customer readiness was highlighted as a potential risk to future growth.
Main topics on the call
- AI Monetization Impact — Management emphasized that AI is already impacting overall revenue growth, stating, "AI monetization... does it inflect the overall revenue growth of the company." This indicates that AI initiatives are not just enhancem...
- Diversification of Product Portfolio — Zoom has successfully diversified its offerings beyond meetings, with significant growth in its phone and contact center segments. Michelle Chang noted, "We're moving far more from the meeting to more of a platform, dive...
- Growth in Zoom Phone Business — The Zoom phone business has surpassed one million seats and is experiencing mid-teen growth. Management stated, "We're clearly taking share," indicating strong competitive positioning in the market.
- Customer Engagement and Churn Reduction — Management reported a 184% increase in monthly active users (MAUs), which they attribute to enhanced AI features that improve customer engagement and reduce churn. They noted, "It will bring in new customers... and reduc...
Read the full Zoom Communications, Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Zoom Communications, Inc.
Zoom Communications, Inc. (ZM) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 85 calls on record spanning March 4, 2020 to June 2, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 85 Zoom Communications, Inc. earnings call transcripts on record, spanning March 4, 2020 to June 2, 2026. Based on this history, Zoom Communications, Inc. reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ZM
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 85
- First call
- March 4, 2020
- Most recent
- June 2, 2026
- Reporting cadence
- quarterly