Zoom Communications Inc. (ZM) Q1 2026 Earnings Call Transcript


Zoom Communications Inc. (NASDAQ:ZM) Q1 2026 Earnings Conference Call May 21, 2025 5:00 PM ET

Company Participants

Charles Eveslage – Head of IR
Eric Yuan – Founder & CEO
Michelle Chang – CFO

Conference Call Participants

Siti Panigrahi – Mizuho
Meta Marshall – Morgan Stanley
Arjun Bhatia – William Blair
Matthew Bullock – Bank of America
William Power – Robert W. Baird
Samad Samana – Jefferies
Tyler Radke – Citigroup
James Fish – Piper Sandler
Allan Verkhovski – Scotiabank
Catharine Trebinick – Rosenblatt Securities
Tom Blakey – Cantor Fitzgerald
Austin Cole – JMP Securities
Peter Levine – Evercore
Matthew Harrigan – Benchmark

Operator

Hello, and welcome to Zoom’s Q1 FY ’26 Earnings Release Webinar. As a reminder today’s webinar is being recorded.

I’ll now hand things over to Charles Eveslage, Head of Investor Relations. Charles, over to you.

Charles Eveslage

Thank you, Megan. Hello, everyone, and welcome to Zoom’s earnings video webinar for the first quarter of fiscal year 2026. I’m joined today by Zoom’s Founder and CEO, Eric Yuan, and Zoom’s CFO, Michelle Chang.

Our earnings release was issued today after the market closed and may be downloaded from the Investor Relations page at investors.zoom.com. Also, on this page you’ll be able to find a copy of today’s prepared remarks and a slide deck with financial highlights that, along with our earnings release, include a reconciliation of GAAP to non-GAAP financial results. These measures should not be considered in isolation from or as a substitute for financial information prepared in accordance with GAAP.

During this call, we will make forward-looking statements, including statements regarding our financial outlook for the second quarter and full fiscal year ‘26; our expectations regarding financial and business trends; impacts from the macroeconomic environment, our market position, stock repurchase program, opportunities, go-to-market initiatives, growth strategy and business aspirations; and product initiatives, including future product and feature releases, and



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