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benzinga Corporate Catalyst Impact 85/100 ● neutral

Transcript: Zoom Communications Q2 2027 Earnings Conference Call

Sep 18, 2026, 10:55 AM UTC · Primary ticker $ZM

Zoom Communications reported strong Q2 FY2027 results with significant enterprise revenue growth and a substantial increase in AI feature adoption. The company raised its full-year revenue guidance, indicating positive momentum driven by its AI-first strategy and strong operational performance, which is likely to be viewed favorably by investors.

Zoom Communications (ZM) announced its Q2 FY2027 earnings, reporting a 4.9% year-over-year revenue growth, with enterprise revenue growing at its strongest rate in three years (7.8%). This acceleration was attributed to their AI-first strategy, evidenced by a 125% year-over-year growth in licensed monthly active users of AI features. The company also raised its full-year revenue guidance to $5.085-$5.095 billion, signaling confidence in continued enterprise growth and AI monetization. This news is a significant positive catalyst for ZM, indicating successful strategic execution and potential for sustained growth, which could lead to short-term stock appreciation and improved long-term investor sentiment.

$ZM positive Strong earnings, raised guidance, AI adoption
Source: benzinga
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