Zoom Communications' fourth quarter revenue of $1.25B beat estimates, but non-GAAP EPS of $1.44 slightly missed.

Zoom Communications reported fourth-quarter revenue of $1.25 billion, a 5.3% year-over-year increase, and full-year fiscal 2026 revenue of $4.87 billion, up 4.4%. The company's non-GAAP earnings per share for the quarter were $1.44, a modest 2.1% increase from the prior year.

Key Highlights

• Enterprise revenue for the fourth quarter was a key driver, growing 7.1% year-over-year to $757.3 million.
• The number of customers contributing over $100,000 in trailing 12-month revenue increased 9.3% from the prior year to 4,468.
• A notable headwind was the trailing 12-month net dollar expansion rate for Enterprise customers, which came in at 98%, indicating a slight net contraction in spending from existing clients.