Zoom Communications reported fiscal second-quarter 2027 revenue of $1.28 billion, up 4.9% year over year, with enterprise revenue growing 7.8% to $787.5 million—its strongest rate in three years—while online revenue rose only 0.6% to $489.7 million. Enterprise contributed nearly 95% of the $60 million total revenue increase, adding about $56.8 million. Management highlighted that Zoom Virtual Agent's customer count surged 256% year over year and AI-first Customer Experience annual recurring revenue grew at a high-double-digit rate, but did not quantify AI's impact on enterprise growth. The number of customers with over $100,000 in trailing-12-month revenue rose 8.2% to 4,625, and enterprise net-dollar expansion improved to 99% from 98%, though existing-customer ARR remains slightly below year-ago levels. GAAP operating income fell to $314.3 million from $321.7 million, and non-GAAP free cash flow declined 7% to $472.4 million. The company held $7.2 billion in cash and marketable securities. Hedge fund holdings increased to 71 funds from 60 in the prior quarter.
Zoom Video Communications IncEnterprise revenue grew 7.8% and AI adoption metrics surged, indicating strong demand for Zoom's enterprise products.
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