Market Summary
USD66.27+1.15
Market Closed1.77%
ZM Alerts
ZM Stock Price
ZM RSI Chart
ZM Valuation
ZM Price/Sales (Trailing)
ZM Profitability
ZM Fundamentals
ZM Revenue
ZM Earnings
Price Action
52 Week Range
60.45124.05
(Low)(High)
Last 7 days
-4.5%
Last 30 days
7.9%
Last 90 days
-10.4%
Trailing 12 Months
-38.1%
ZM Financial Health
ZM Investor Care
Peers (Alternatives to Zoom Video Communications)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
MSFT | 2.5T | 207.6B | 12.70% | 25.81% | 35.87 | 11.93 | 7.81% | -4.74% |
ORCL | 281.0B | 48.0B | 11.07% | 46.64% | 33.56 | 5.86 | 14.66% | 10.75% |
ADBE | 190.7B | 18.0B | 14.41% | 1.66% | 40.25 | 10.59 | 11.50% | -1.86% |
AZPN | - | - | -29.25% | -13.98% | - | - | - | - |
CRM | 217.4B | 31.4B | 12.49% | 32.61% | 1.0K | 6.93 | 19.41% | -85.60% |
ZM | 20.5B | 4.4B | 7.88% | -38.07% | 198.13 | 4.68 | 7.15% | -92.46% |
| MID-CAP | ||||||||
APPN | 2.9B | 489.0M | 13.36% | -11.92% | -19.47 | 6.28 | 23.89% | -67.60% |
MANH | 11.1B | 809.1M | 8.18% | 50.50% | 81.07 | 13.74 | 17.99% | 15.82% |
GWRE | 6.7B | 869.9M | 8.60% | 1.58% | -39.92 | 7.66 | 13.87% | -28.82% |
PING | 2.4B | - | 1.17% | 7.67% | -23.16 | 7.93 | - | - |
| SMALL-CAP | ||||||||
MODN | 1.2B | 236.1M | -5.38% | 28.14% | -22.42 | 4.91 | 13.87% | -83.31% |
ZUO | 1.1B | 396.1M | 29.79% | 5.39% | -5.73 | 2.87 | 14.23% | -99.11% |
UPLD | 92.8M | 315.6M | -17.82% | -77.71% | -0.5 | 0.29 | 2.89% | -207.54% |
Financials for Zoom Video Communications
| Income Statement (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Revenue | 1.1% | 4,393 | 4,347 | 4,295 | 4,217 | 4,100 |
| Gross Profit | 0.3% | 3,293 | 3,283 | 3,232 | 3,166 | 3,045 |
| Operating Expenses | 14.7% | 3,047 | 2,656 | 2,380 | 2,142 | 1,982 |
| S&GA Expenses | 11.9% | 1,697 | 1,516 | 1,382 | 1,253 | 1,136 |
| R&D Expenses | 22.9% | 774 | 630 | 532 | 442 | 363 |
| EBITDA | -33.4% | 332 | 498 | 845 | 1,069 | 1,150 |
| EBITDA Margin | -34.1% | 0.08* | 0.11* | 0.20* | 0.25* | 0.28* |
| Earnings Before Taxes | -41.7% | 249 | 427 | 783 | 1,016 | 1,102 |
| EBT Margin | -42.3% | 0.06* | 0.10* | 0.18* | 0.24* | 0.27* |
| Net Income | -85.2% | 104 | 698 | 990 | 1,262 | 1,376 |
| Net Income Margin | -85.3% | 0.02* | 0.16* | 0.23* | 0.30* | 0.34* |
| Free Cahsflow | -0.4% | 1,186 | 1,192 | 1,294 | 1,520 | 1,473 |
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Assets | 3.7% | 8,128 | 7,837 | 8,048 | 7,957 | 7,551 |
| Current Assets | 3.5% | 6,356 | 6,142 | 6,414 | 6,564 | 6,184 |
| Cash Equivalents | -0.9% | 1,087 | 1,096 | 937 | 1,407 | 1,063 |
| Net PPE | 0.8% | 253 | 251 | 239 | 241 | 222 |
| Goodwill | 0.1% | 123 | 123 | 123 | 28.00 | 28.00 |
| Liabilities | -7.7% | 1,921 | 2,081 | 2,057 | 2,009 | 1,771 |
| Current Liabilities | -8.3% | 1,739 | 1,896 | 1,867 | 1,809 | 1,580 |
| Shareholder's Equity | 7.8% | 6,207 | 5,756 | 5,990 | 5,948 | 5,780 |
| Retained Earnings | -4.6% | 2,152 | 2,256 | 2,208 | 2,162 | 2,048 |
| Additional Paid-In Capital | 14.9% | 4,105 | 3,572 | 3,831 | 3,831 | 3,750 |
| Accumulated Depreciation | 15.7% | 138 | 119 | 102 | 92.00 | - |
| Shares Outstanding | -1.0% | 296 | 299 | 299 | - | - |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Cashflow From Operations | 0.2% | 1,290 | 1,288 | 1,387 | 1,598 | 1,605 |
| Share Based Compensation | 38.4% | 1,286 | 929 | 741 | 588 | 477 |
| Cashflow From Investing | 42.4% | -318 | -552 | -2,003 | -1,681 | -2,859 |
| Cashflow From Financing | -0.2% | -936 | -935 | -419 | -92.90 | 34.00 |
| Buy Backs | 0.9% | 1,000 | 991 | 426 | 132 | 0.00 |
Risks for ZM
What is the probability of a big loss on ZM?
86.1%
Probability that Zoom Video Communications stock will be more than 20% underwater in next one year
80.1%
Probability that Zoom Video Communications stock will be more than 30% underwater in next one year.
53.2%
Probability that Zoom Video Communications stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does ZM drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Zoom Video Communications was unfortunately bought at previous high price.
Drawdowns
Returns for ZM
Cumulative Returns on ZM
-26.1%
3-Year Cumulative Returns
Which funds bought or sold ZM recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-05-23 | Capital Impact Advisors, LLC | sold off | -100 | -291,147 | - | -% |
2023-05-23 | Front Row Advisors LLC | unchanged | - | 5,000 | 56,000 | 0.03% |
2023-05-23 | Seaport Global Advisors, LLC | added | 3.63 | 16,923 | 147,458 | 0.47% |
2023-05-23 | Toroso Investments, LLC | added | 123 | 902,000 | 1,530,000 | 0.03% |
2023-05-22 | Raleigh Capital Management Inc. | unchanged | - | 9.00 | 102 | -% |
2023-05-22 | FDx Advisors, Inc. | unchanged | - | - | 772,000 | 0.03% |
2023-05-22 | EMC Capital Management | reduced | -76.19 | -106,000 | 36,000 | 0.03% |
2023-05-22 | AMERIPRISE FINANCIAL INC | added | 15.75 | 806,610 | 3,805,610 | -% |
2023-05-22 | CTC LLC | new | - | 7,250,970 | 7,250,970 | -% |
2023-05-19 | Coppell Advisory Solutions LLC | sold off | -100 | -474 | - | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
ZM Alerts
Zoom Video Communications News
Schedule 13G FIlings of Zoom Video Communications
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 14, 2023 | yuan eric s. | 7.7% | 22,640,392 | SC 13G/A | |
| Feb 14, 2023 | yuan bin | 4.9% | 11,972,034 | SC 13G/A | |
| Feb 14, 2023 | li ka shing | 4.33% | 10,641,376 | SC 13G/A | |
| Feb 14, 2023 | price t rowe associates inc /md/ | 0.8% | 2,050,503 | SC 13G/A | |
| Feb 09, 2023 | vanguard group inc | 8.23% | 20,207,290 | SC 13G/A | |
| Feb 03, 2023 | blackrock inc. | 5.2% | 12,731,719 | SC 13G | |
| Feb 14, 2022 | yuan bin | 6.9% | 16,818,925 | SC 13G/A | |
| Feb 14, 2022 | price t rowe associates inc /md/ | 7.5% | 18,422,562 | SC 13G | |
| Feb 14, 2022 | yuan eric s. | 7.8% | 23,174,408 | SC 13G/A | |
| Feb 11, 2022 | morgan stanley | 4.7% | 11,409,320 | SC 13G/A |
ZM Fair Value
Recent SEC filings of Zoom Video Communications
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| May 26, 2023 | 4 | Insider Trading | |
| May 25, 2023 | 10-Q | Quarterly Report | |
| May 22, 2023 | 8-K | Current Report | |
| May 16, 2023 | 4 | Insider Trading | |
| May 08, 2023 | ARS | ARS | |
| May 05, 2023 | 13F-HR | Fund Holdings Report | |
| May 05, 2023 | DEF 14A | DEF 14A | |
| May 05, 2023 | DEFA14A | DEFA14A | |
| May 04, 2023 | 4 | Insider Trading | |
| May 01, 2023 | 4 | Insider Trading |
Latest Insider Trading transactions for ZM
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-05-12 | Steckelberg Kelly | acquired | - | - | 3,224 | chief financial officer |
2023-05-12 | Steckelberg Kelly | sold | -205,948 | 63.8798 | -3,224 | chief financial officer |
2023-05-02 | Bawa Aparna | sold | -644,874 | 61.4166 | -10,500 | chief operating officer |
2023-04-27 | Steckelberg Kelly | acquired | - | - | 3,224 | chief financial officer |
2023-04-27 | Steckelberg Kelly | sold | -198,920 | 61.6998 | -3,224 | chief financial officer |
2023-04-18 | Bawa Aparna | sold | -472,953 | 67.5647 | -7,000 | chief operating officer |
2023-04-13 | Crehan Shane | sold | -752,768 | 68.13 | -11,049 | chief accounting officer |
2023-04-12 | Steckelberg Kelly | acquired | - | - | 3,224 | chief financial officer |
2023-04-12 | Steckelberg Kelly | sold | -222,882 | 69.1322 | -3,224 | chief financial officer |
2023-04-11 | Bawa Aparna | sold | -488,327 | 69.761 | -7,000 | chief operating officer |
Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise cloud phone system; and Zoom Chat enables users to share messages, images, audio files, and content in desktop, laptop, tablet, and mobile devices. It also provides Zoom Rooms, a software-based conference room system; Zoom Hardware-as-a-Service allows users to access video communication technology from third party equipment; Zoom Conference Room Connector, a gateway for SIP/H.323 endpoints to join Zoom meetings; Zoom Events, which enables users to manage and host internal and external virtual events; OnZoom, a prosumer-focused virtual event platform and marketplace for Zoom users to create, host, and monetize online events; and Zoom Webinars to provide video presentations to large audiences from many devices. In addition, the company offers Zoom Developer Platform that enables developers, platform integrators, service providers, and customers to build apps and integrations using Zoom's video-based communications solutions, as well as integrate Zoom's technology into their products and services; Zoom App Marketplace, which helps developers to publish their apps, as well as third-party integrations of Zoom; and Zoom Contact Center, an omnichannel contact center solution. It serves individuals; and education, entertainment/media, enterprise infrastructure, finance, government, healthcare, manufacturing, non-profit/not for profit and social impact, retail/consumer products, and software/Internet industries. The company was formerly known as Zoom Communications, Inc. and changed its name to Zoom Video Communications, Inc. in May 2012. The company was incorporated in 2011 and is headquartered in San Jose, California.
ZM Income Statement
2023-04-30CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands | 3 Months Ended | |
|---|---|---|
Apr. 30, 2023 | Apr. 30, 2022 | |
| Income Statement [Abstract] | ||
| Revenue | $ 1,105,364 | $ 1,073,800 |
| Cost of revenue | 263,947 | 261,821 |
| Gross profit | 841,417 | 811,979 |
| Operating expenses: | ||
| Research and development | 209,271 | 144,291 |
| Sales and marketing | 422,504 | 362,783 |
| General and administrative | 199,900 | 117,840 |
| Total operating expenses | 831,675 | 624,914 |
| Income from operations | 9,742 | 187,065 |
| Gains (losses) on strategic investments, net | 2,275 | (36,404) |
| Other income (expense), net | 31,213 | (6,989) |
| Income before provision for income taxes | 43,230 | 143,672 |
| Provision for income taxes | 27,786 | 30,014 |
| Net income | 15,444 | 113,658 |
| Undistributed earnings attributable to participating securities | 0 | (18) |
| Net income attributable to common stockholders | $ 15,444 | $ 113,640 |
| Net income per share attributable to common stockholders: | ||
| Basic (in dollars per share) | $ 0.05 | $ 0.38 |
| Diluted (in dollars per share) | $ 0.05 | $ 0.37 |
| Weighted-average shares used in computing net income per share attributable to common stockholders: | ||
| Basic (in shares) | 295,409,207 | 299,147,105 |
| Diluted (in shares) | 304,115,913 | 306,614,220 |
ZM Balance Sheet
2023-04-30CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Apr. 30, 2023 | Jan. 31, 2023 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 1,029,546 | $ 1,086,830 |
| Marketable securities | 4,566,845 | 4,325,836 |
| Accounts receivable, net of allowances of $47,448 and $33,206 as of April 30, 2023 and January 31, 2023, respectively | 590,694 | 557,404 |
| Deferred contract acquisition costs, current | 209,607 | 223,250 |
| Prepaid expenses and other current assets | 170,987 | 163,092 |
| Total current assets | 6,567,679 | 6,356,412 |
| Deferred contract acquisition costs, noncurrent | 166,742 | 179,991 |
| Property and equipment, net | 255,218 | 252,821 |
| Operating lease right-of-use assets | 75,525 | 80,906 |
| Strategic investments | 452,267 | 398,992 |
| Goodwill | 304,162 | 122,641 |
| Deferred tax assets | 532,996 | 558,428 |
| Other assets, noncurrent | 181,621 | 177,874 |
| Total assets | 8,536,210 | 8,128,065 |
| Current liabilities: | ||
| Accounts payable | 16,520 | 14,414 |
| Accrued expenses and other current liabilities | 489,813 | 457,716 |
| Deferred revenue, current | 1,337,560 | 1,266,514 |
| Total current liabilities | 1,843,893 | 1,738,644 |
| Deferred revenue, noncurrent | 28,576 | 41,932 |
| Operating lease liabilities, noncurrent | 68,470 | 73,687 |
| Other liabilities, noncurrent | 71,164 | 67,195 |
| Total liabilities | 2,012,103 | 1,921,458 |
| Commitments and contingencies (Note 7) | ||
| Stockholders’ equity: | ||
| Preferred stock, $0.001 par value per share, 200,000,000 shares authorized as of April 30, 2023 and January 31, 2023; zero shares issued and outstanding as of April 30, 2023 and January 31, 2023 | 0 | 0 |
| Common stock, $0.001 par value per share, 2,000,000,000 Class A shares authorized as of April 30, 2023 and January 31, 2023; 250,777,971 and 247,151,956 shares issued and outstanding as of April 30, 2023 and January 31, 2023, respectively; 300,000,000 Class B shares authorized as of April 30, 2023 and January 31, 2023; 46,677,755 and 46,670,894 shares issued and outstanding as of April 30, 2023 and January 31, 2023, respectively | 298 | 294 |
| Additional paid-in capital | 4,391,418 | 4,104,880 |
| Accumulated other comprehensive loss | (34,871) | (50,385) |
| Retained earnings | 2,167,262 | 2,151,818 |
| Total stockholders’ equity | 6,524,107 | 6,206,607 |
| Total liabilities and stockholders’ equity | $ 8,536,210 | $ 8,128,065 |