10KAY← Back to All Analyses

ZM - Zoom Video Communications, Inc.

Company Overview

Enterprise software company providing business solutions for digital transformation.

Key Characteristics

Employees
8,000
Founded
2005
Revenue (TTM)
$5.0B
Revenue (Prior Year)
$4.5B
R&D Spend (TTM)
$800.0M
R&D Spend (Prior Year)
$700.0M

Products & Services

Zoom Video Communications, Inc. Core Product

Primary product/service offering from Zoom Video Communications, Inc..

Pricing Model
Contact for pricing
Marketing Approach
Main offering from Zoom Video Communications, Inc.

Customer Segments

Direct Customers
  • Businesses
  • Enterprises
Indirect/End Customers
  • End users
Problems Solved / Use Cases
  • Business operations
  • Digital transformation

Geographic Presence

Headquarters
United States
Operating Regions (3)
United StatesEuropeAsia-Pacific
Revenue by Region
Europe25%
Asia-Pacific15%
North America60%

SEC Filing Analyses (13)

10-Q

Q3 2025

Positive
Nov 25, 2025

Zoom's Strategic Pivot Shows Results: Operating Income Surges 70% YoY

Zoom demonstrated strong execution in Q3 with operating income jumping 70% YoY to $310.4M despite modest 4.4% revenue growth. The company's focus on enterprise and platform expansion is paying off thr...

10-Q

Q2 2025

Positive
Aug 22, 2025

Zoom's Enterprise Push Shows Promise as Consumer Revenue Stabilizes and AI Drives Growth

Zoom's Q2 2025 results reveal an accelerating enterprise transformation with 10.2% YoY revenue growth to $1.14B, driven by AI-powered features and strong enterprise adoption. Large customer cohort (>$...

10-Q

Q2 2024

Positive
Aug 23, 2024

Zoom's Enterprise Push Shows Promise as Revenue Mix Shifts Toward Strategic Growth

Zoom continues its strategic transformation from pandemic darling to enterprise platform, with Enterprise revenue now representing 58% of total revenue, up from 54% YoY. Q2 revenue grew 3.6% YoY to $1...

10-Q

Q1 2024

Positive
May 22, 2024

Zoom's Enterprise Pivot Shows Promise as AI Drives 3% Revenue Growth

Zoom delivered modest 3% YoY revenue growth to $1.12B in Q1 FY24, driven by 20% growth in Enterprise customers. The company's strategic pivot to AI-powered enterprise solutions is gaining traction, wi...

10-K

FY 2024

Positive
Mar 4, 2024

Zoom's Enterprise Pivot Shows Promise Amid Growth Deceleration and AI Investment Push

Zoom's transformation from pandemic darling to enterprise-focused platform continues with mixed results as revenue growth slowed to 3.4% YoY reaching $4.5B. Enterprise revenue now comprises 58% of tot...

10-Q

Q3 2023

Positive
Nov 21, 2023

Zoom's Enterprise Pivot Shows Promise as Growth Stabilizes at 3.2% YoY

Zoom demonstrated early success in its enterprise-focused transformation with Q3 revenue reaching $1.14B, growing 3.2% YoY. Enterprise customers now represent 58% of total revenue, up from 54% a year ...

10-Q

Q3 2023

Positive
Nov 21, 2023

Zoom's Enterprise Push Shows Promise as Revenue Growth Stabilizes at 3.2%

Zoom's Q3 results reveal a strategic shift paying off as Enterprise revenue grew 8% YoY to $659M while Online business declined 2%. Total revenue reached $1.137B, up 3.2% YoY, marking a stabilization ...

10-Q

Q1 2023

Positive
May 25, 2023

Zoom's Enterprise Pivot Shows Promise as Growth Stabilizes at 3% YoY

Zoom's Q1 FY24 results reveal a successful enterprise-focused transformation, with Enterprise revenue growing 13% YoY to $632M despite total revenue growth moderating to 3%. The company demonstrated s...

10-K

FY 2023

Positive
Mar 3, 2023

Zoom's Post-Pandemic Reality: Growth Slows to 7% as Enterprise Pivot Accelerates

Zoom's revenue growth decelerated significantly to 7% YoY ($4.39B) as pandemic tailwinds fade and enterprise transformation efforts intensify. Enterprise revenue now comprises 56% of total revenue, gr...

10-Q

Q3 2022

Positive
Nov 23, 2022

Zoom's Enterprise Pivot Shows Promise as Growth Slows to 5% YoY

Zoom's Q3 results reveal a strategic shift toward enterprise customers as overall growth decelerates to 5% YoY ($1.1B revenue). Enterprise revenue grew 20% YoY, now representing 56% of total revenue, ...

10-Q

Q2 2022

Positive
Aug 24, 2022

Zoom's Enterprise Pivot Shows Promise Amid Declining Growth and Margin Pressure

Zoom's Q2 results reveal an accelerating enterprise transformation as consumer revenue continues to decline. Revenue grew 8% YoY to $1.1B, marking the fourth consecutive quarter of single-digit growth...

10-Q

Q1 2022

Positive
May 25, 2022

Zoom's Enterprise Pivot Shows Promise as Growth Rate Falls to 12% YoY

Zoom's Q1 FY23 results reveal a strategic shift toward enterprise customers as pandemic-driven growth normalizes. Revenue grew 12% YoY to $1.07B, marking the first sub-20% growth quarter since IPO. En...

10-K

FY 2022

Positive
Mar 7, 2022

Zoom's Post-Pandemic Reality: Growth Normalizes as Enterprise Strategy Takes Center Stage

Zoom's FY2022 marked a transition from pandemic-driven hypergrowth to enterprise-focused expansion, with revenue growing 55% to $4.1B despite tough year-ago comparisons. Enterprise customers now repre...