Zoom Earnings: What to Look for from ZM

Investopedia2021-08-30

KEY TAKEAWAYS Analysts estimate adjusted EPS of $1.16 vs. $0.92 in Q2 FY 2021. The number of customers contributing over $100,000 in 12-month trailing revenue is expected to rise at robust pace YOY. ...

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DZL
2021-08-30
DZL
Zoom-in to high earnings
- DZL:
  organisations demand will continue as global covid situation persist
DingDang
2021-08-30
DingDang
Zoom zoom! Please like and comment!
- Peiqi:
  zoom
- PS153:
  Let's go zoom zoom
- SKLow:
  like and comment back pls.tq
LCLCLC
2021-08-30
LCLCLC
Thanks.

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom Earnings: What to Look for from ZM\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 19:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/zoom-q2-fy2022-earnings-report-preview-5198878?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of $1.16 vs. $0.92 in Q2 FY 2021.\nThe number of customers contributing over $100,000 in 12-month trailing revenue is expected to rise at robust pace YOY.\n...</p>\n\n<a href=\"https://www.investopedia.com/zoom-q2-fy2022-earnings-report-preview-5198878?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZM","symbol_name":"Zoom","start_time":0,"source_url":"https://www.investopedia.com/zoom-q2-fy2022-earnings-report-preview-5198878?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo","article_id":"2163888250","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2163888250","pubTimestamp":1630321462,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of $1.16 vs. $0.92 in Q2 FY 2021.\nThe number of custom","collect":0,"end_time":0,"defaultTopTitle":"investopedia.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ZM":"Zoom"},"translate_title":"Zoom收益：从ZM寻找什么","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZM":0.9},"content_text":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of $1.16 vs. $0.92 in Q2 FY 2021.\nThe number of customers contributing over $100,000 in 12-month trailing revenue is expected to rise at robust pace YOY.\nRevenue is forecast to rise, but at a slower pace after last year's rapid expansion amid the COVID-19 pandemic.\n\nZoom Video Communications Inc. (ZM) has experienced astronomical growth over the past year as remote work and distance learning took off during the pandemic, prompting millions of people to rely on its video communication platform. But that rate of growth is starting to fade as the economy reopens. To bolster growth, Zoom agreed in July to acquire Five9 Inc. (FIVN), a provider of cloud-based customer-service software. 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Analysts expect the number of customers contributing over $100,000 in revenue to expand YOY, but at a slower pace than in recent quarters.4\nShares of Zoom have underperformed the broader market over the last year. The stock had been outperforming during the first half of the past year, soaring to a recent peak in mid-October 2020. It then began a long descent, gradually falling back in line with the rest of the market's performance by early March 2021. The stock has alternated between under- and outperformance ever since. Zoom's shares have provided a total return of 16.3% over the past year, below the S&P 500's total return of 30.6%.\nSource: TradingView.\nZoom Earnings History\nZoom reportedQ1 FY 2022 earningsthat beat consensus estimates. Adjusted EPS rose 566.4% compared to the year-ago quarter, crushing analysts' expectations. However, it marked a continued deceleration after growing at a pace of 1,055.6% in the third quarter of FY 2021. Revenue for the quarter grew 191.4% YOY, slowing from the previous quarter's rapid pace.4Slowing growth is to be expected after the previous year's incredible expansion and as the economy begins to reopen. However, remote work and distance learning are likely not going away any time soon considering the continued risks posed by the fast-spreading Delta variant of the coronavirus.5\nZoom dramatically beat analysts' earnings expectations inQ4 FY 2021. Adjusted EPS rose 723.2% YOY, decelerating from the previous quarter's pace. Revenue expanded 368.8% compared to the year-ago quarter, the fastest pace out of any quarter in at least the past three years.4The quarter capped off an unprecedented year for Zoom as it significantly expanded its business to provide critical video communication services to customers during the pandemic.6\nAnalysts expect another strong quarter for Zoom in Q2 FY 2022, but growth is expected to continue slowing. Adjusted EPS is expected to rise 25.1% YOY, which would be the slowest pace in three years. Revenue is forecast to increase 49.3%, which would be the slowest pace of growth in at least 14 quarters. For full-year FY 2022, analysts expect adjusted EPS to rise 39.5%, which would be the slowest pace since FY 2019. Annual revenue is forecast to grow 51.1%, which would be the slowest rise in at least four years.4\n\n\n\nZoom Key Stats\n\n\n\n\n\n\nEstimate for Q2 2022 (FY)\nQ2 2021 (FY)\nQ2 2020 (FY)\n\n\nAdjusted Earnings Per Share ($)\n1.16\n0.92\n0.08\n\n\nRevenue ($M)\n990.3\n663.5\n145.8\n\n\nCustomers Contributing Over $100K in 12-Month Trailing Revenue\n2,169\n988\n466\n\n\n\nThe Key Metric\nAs mentioned above, investors will also be watching the number of customers contributing over $100,000 in revenue over the previous 12 months. The size of this customer group provides a measure of two key capabilities: Zoom's ability to scale its offerings to its users' needs, and the company's ability to attract larger organizations to its platform.7Large customers are likely to be a more stable source of revenue compared to individuals or smaller organizations who may switch more frequently to other video conferencing services. Securing contracts with large enterprises will be especially important as the global economy emerges from the pandemic and as many people begin returning to their company offices to work and students return to classrooms. Zoom's planned acquisition of Five9, a transaction valued at approximately $14.7 billion, is expected to improve the company's ability to appeal to enterprise customers. The transaction is expected to close during the first half of calendar year 2022.1\n\n\n\nThe number of Zoom's customers contributing more than $100,000 in TTM revenue has expanded rapidly in just a few years. The company reported a total of 184 such customers at the end of the first quarter of FY 2019. That number has expanded nearly elevenfold in just three years, reaching a total of 1,999 at the end of Q1 FY 2022. Despite an ever-increasing base of large customers, Zoom has maintained a high and fairly consistent pace of growth over those three years. However, analysts expect growth to slow throughout the rest of the current fiscal year. The number of customers contributing more than $100,000 in TTM revenue is expected to rise at a pace of 119.6% YOY in Q2 FY 2022, slowing from the previous quarter's pace of 160.0% YOY. Growth is forecast to continue to decelerate, slowing to a pace of 84.8% YOY in Q3 and 61.1% YOY in Q4. The pace of growth expected in the fourth quarter would be the slowest out of any quarter in at least the past four years.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":811209043,"gmtCreate":1630323453082,"gmtModify":1676530268213,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"htmlText":"Zoom-in to high earnings&nbsp;","listText":"Zoom-in to high earnings&nbsp;","text":"Zoom-in to high earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811209043","repostId":2163888250,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5694034,"gmtCreate":1630323675691,"gmtModify":1663233115238,"authorId":3582006183410147,"author":{"id":3582006183410147,"idStr":"3582006183410147","authorId":3582006183410147,"name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811209043,"type":1,"supId":0,"prevId":0,"content":"organisations demand will continue as global covid situation persist","text":"organisations demand will continue as global covid situation persist","html":"organisations demand will continue as global covid situation persist"}],"langContent":"EN"},{"id":811676553,"gmtCreate":1630322658972,"gmtModify":1676530268096,"author":{"id":"3553254172092293","authorId":"3553254172092293","name":"DingDang","avatar":"https://static.tigerbbs.com/d2a0c38ce6f3c2661fa15b7d1f52eeaf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3553254172092293","authorIdStr":"3553254172092293"},"htmlText":"Zoom zoom! Please like and comment!","listText":"Zoom zoom! Please like and comment!","text":"Zoom zoom! Please like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/811676553","repostId":2163888250,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5696599,"gmtCreate":1630336079071,"gmtModify":1663233130355,"authorId":3573731511713779,"author":{"id":3573731511713779,"idStr":"3573731511713779","authorId":3573731511713779,"name":"Peiqi","avatar":"https://static.tigerbbs.com/6ad2ab300acbe427a7b14e371265cfd0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811676553,"type":1,"supId":0,"prevId":0,"content":"zoom","text":"zoom","html":"zoom"},{"id":5693945,"gmtCreate":1630323049175,"gmtModify":1663233115244,"authorId":3564565270877568,"author":{"id":3564565270877568,"idStr":"3564565270877568","authorId":3564565270877568,"name":"PS153","avatar":"https://static.tigerbbs.com/2e185e8aa9ee6ee618f951b9141b9e40","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811676553,"type":1,"supId":0,"prevId":0,"content":"Let's go zoom <u>zoom</u>","text":"Let's go zoom <u>zoom</u>","html":"Let's go zoom <u>zoom</u>"},{"id":5693962,"gmtCreate":1630323140962,"gmtModify":1663233115134,"authorId":3582927789816025,"author":{"id":3582927789816025,"idStr":"3582927789816025","authorId":3582927789816025,"name":"SKLow","avatar":"https://static.tigerbbs.com/b3aeaabd2ee1ec9afcdda5a4aab1994c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":811676553,"type":1,"supId":0,"prevId":0,"content":"like and comment back pls.tq","text":"like and comment back pls.tq","html":"like and comment back pls.tq"}],"langContent":"EN"},{"id":811644857,"gmtCreate":1630321926779,"gmtModify":1676530267927,"author":{"id":"4092800203667900","authorId":"4092800203667900","name":"LCLCLC","avatar":"https://static.tigerbbs.com/9ef440664b68f6020d91f1cfc8dd6c7b","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4092800203667900","authorIdStr":"4092800203667900"},"htmlText":"Thanks.","listText":"Thanks.","text":"Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811644857","repostId":2163888250,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":35,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2163888250"}