Zoom Communications second quarter revenue of $1.28B beat estimates while enterprise momentum accelerated

Zoom Communications delivered a significant beat on both top and bottom-line results for the second quarter 2027, driven by 7.8% growth in its Enterprise segment—its strongest growth rate in three years. The company is successfully transitioning into an AI-first platform, with high-double-digit expansion in its Customer Experience portfolio and a stabilization of the Online business.

Key Highlights

• Non-GAAP diluted EPS of $1.55 beat the analyst estimate of $1.01 by over 50%.
• High-value customer acquisition remained robust, with 4,625 customers now contributing over $100,000 in trailing 12-month revenue, an 8.2% increase year over year.
• Profitability remains a core strength as the company maintained a 40.0% non-GAAP operating margin despite significant investments in AI innovations and strategic acquisitions like Common Room.