Zoom Communications (ZM) reported fiscal 2027 second-quarter revenue of $1.277 billion, up 4.9% from a year earlier. GAAP net income was $1.542 billion, or $5.15 per diluted share, compared with $358.6 million, or $1.16 per diluted share, a year earlier.
Enterprise revenue rose 7.8% to $787.5 million, while online revenue increased 0.6% to $489.7 million. The company reported a GAAP operating margin of 24.6%.
- GAAP basic EPS was $5.27; diluted EPS was $5.15.
- Net cash from operating activities was $494.8 million.
- Cash, cash equivalents and marketable securities totaled $7.2 billion as of July 31, 2026.
- Zoom repurchased about 3.7 million shares during the quarter.
- Third-quarter fiscal 2027 revenue guidance is $1.275 billion to $1.280 billion.
$ZM Insider Trading Activity
$ZM insiders have traded $ZM stock on the open market 95 times in the past 6 months. Of those trades, 0 have been purchases and 95 have been sales.
Here’s a breakdown of recent trading of $ZM stock by insiders over the last 6 months:
- ERIC S. YUAN (Chief Executive Officer) has made 0 purchases and 40 sales selling 215,620 shares for an estimated $19,886,759.
- SANTIAGO SUBOTOVSKY has made 0 purchases and 40 sales selling 31,245 shares for an estimated $3,083,217.
- VELCHAMY SANKARLINGAM (Pres. of Engineering & Product) has made 0 purchases and 5 sales selling 17,879 shares for an estimated $1,558,921.
- MICHELLE CHANG (Chief Financial Officer) has made 0 purchases and 7 sales selling 17,305 shares for an estimated $1,491,832.
- APARNA BAWA (Chief Operating Officer) has made 0 purchases and 2 sales selling 12,886 shares for an estimated $1,129,109.
- HERBERT RAYMOND MCMASTER sold 5 shares for an estimated $444
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ZM Hedge Fund Activity
We have seen 461 institutional investors add shares of $ZM stock to their portfolio, and 461 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 8,561,233 shares (+inf%) to their portfolio in Q2 2026, for an estimated $738,920,020
- CITADEL ADVISORS LLC removed 3,573,545 shares (-84.5%) from their portfolio in Q2 2026, for an estimated $308,432,668
- D. E. SHAW & CO., INC. added 2,479,483 shares (+963.6%) to their portfolio in Q2 2026, for an estimated $214,004,177
- NORGES BANK added 2,062,484 shares (+34.9%) to their portfolio in Q2 2026, for an estimated $178,012,994
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,921,805 shares (+321.1%) to their portfolio in Q2 2026, for an estimated $165,870,989
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,912,180 shares (-70.5%) from their portfolio in Q2 2026, for an estimated $165,040,255
- AQR CAPITAL MANAGEMENT LLC removed 1,831,794 shares (-21.9%) from their portfolio in Q2 2026, for an estimated $158,102,140
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
