澳洲幸运5开奖号码历史查询

Zoom Q3 FY2022 Earnings Report Recap

ZM beat on earnings and on revenue

Key Takeaways

  • The number of Zoom customers contributing over $100,000 in trailing-12-month revenue surpassed analysts' estimates.
  • Large-contract customers contributing more than $100,000 in annual revenue are usually a more stable source of revenue than smaller-contract customers.
  • Zoom expects Q4 FY 2022 adjusted EPS of between $1.06 and $1.07 on approximately $1.1 billion of revenue.
Zoom Earnings Results
Metric Beat/Miss/Match Reported Value Analysts' Prediction
Adjusted Earnings Per Share Beat $1.11 $1.09
Revenue Beat $1,050.8M $1,020.6M
Customers Contributing Over $100K in 12-month Trailing Revenue Beat   2,507 2,380

Source: Predictions based on analysts' consensus from 

Zoom (ZM) Financial Results: Analysis

Zoom Video Communications, Inc. (ZM) reported 澳洲幸运5开奖号码历史查询:Q3 FY 2022 earnings on Nov. 22, 2021 that beat analysts' expectations. Adjusted 澳洲幸运5开奖号码历史查询:earnings per share (EPS) came in above analyst forecasts, rising 12.1% year over year (YOY). Zoom's revenue also beat analyst estimates, climbing 35.2% YOY. But that was the slowest pace of revenue growth in at least 15 quarters. The number of customers contributing $100,000 in 澳洲幸运5开奖号码历史查询:trailing-12-month (TTM) revenue also came in above consensus estimates.

The company's shares rose nearly 9% in post-market trading. Over the past year, Zoom's shares have provided a 澳洲幸运5开奖号码历史查询:total return of -43.8%, well below the S&P 500's total return of 30.9%.

ZM Customers Contributing Over $1ඣ00K in Traili🤡ng-12-Month Revenue

The number of Zoom's customers contributing over $100,000 in TTM revenue rose 94.5% YOY. 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.

Large 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 t✨o their company offices to work.

ZM Forward Guidance

Zoom provided guidance for Q4 FY 2022 and for full-year FY 2022. The company expects total revenue in the fourth quarter to be approximately $1.1 billion. It expects adjusted EPS to be between $1.06 and $1.07. For full-year FY 2022, Zoom expects total revenue to be approximately $4.1 billion. Annual adjusted EPS is expected to be between $4.84 and $4.85.

Zoom Earnings Call Recap

The company is also seeing growth in its Zoom Rooms software as companies and other organizations equip their conference rooms to hold meetings with participants who are not physically on site. “The conference room strategy has become even more important than it was pre-pandemic,” Kelly Steckelberg, Zoom’s chief financial officer, said in an earnings call after the results were released.

Zoom's next earnings report (for Q4 FY 2022) is estimated to be released on March 1, 2022.

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