Zoom Communications reported adjusted earnings per share of $1.55 for the fiscal second quarter of 2027, exceeding analyst expectations of $1.48. Revenue reached $1.28 billion, also above the $1.27 billion forecast.
Enterprise revenue, the company’s core revenue stream, increased 7.8% year-over-year to $787.5 million, marking the strongest growth in three years. The number of customers contributing more than $100,000 in trailing 12-month revenue rose 8.2% to 4,625, while the net dollar expansion rate for enterprise customers edged up to 99% from 98% a year ago.
Licensed monthly active users of Zoom’s AI features within its Workplace platform surged 125% year-over-year, according to management. The company highlighted growth in AI-driven capabilities such as meeting summaries and in-meeting note-taking tools. Zoom’s flagship Workplace application integrates these AI plugins, which have contributed to broader user engagement beyond traditional communication use cases.
Despite the strong results, Zoom’s class A shares fell 3.7% in after-hours trading. The stock had gained 17% year-to-date through Tuesday, outperforming the iShares Expanded Tech-Software Sector ETF’s 3.6% decline but trailing the S&P 500’s 12.2% advance.
For the fiscal third quarter of 2027, Zoom guided adjusted EPS to a range of $1.46 to $1.48 and revenue to $1.275 billion to $1.28 billion. The company also raised its full-year outlook, now projecting adjusted EPS of $6.08 to $6.12, up from the prior range of $5.96 to $6.00. Full-year revenue guidance was increased to $5.085 billion to $5.095 billion, compared with the previous range of $5.08 billion to $5.09 billion.
Zoom’s chief executive, Eric Yuan, noted in prepared remarks that AI feature adoption had broadened from reactive meeting summaries to active workflow integration, turning insights into actionable outcomes.
