Zoom Communications issued FY 2027 revenue guidance of $5.085 billion to $5.095 billion, along with earnings per share guidance of $6.08 to $6.12, according to the company's announcement. The guidance follows second-quarter results that showed enterprise segment growth of 7.8 percent year-over-year.
Zoom's enterprise business, which excludes smaller accounts and focuses on larger organizations, has become the focal point of the company's growth narrative after years of reliance on pandemic-driven demand. Enterprise customers typically commit to annual or multi-year contracts, which provide visibility into future revenue.
The revenue midpoint of $5.090 billion represents growth of roughly 12 percent from the company's full-year 2026 guidance midpoint of $4.544 billion, based on prior announcements. That pace of expansion compares to $5.27 billion in revenue the company generated in 2023 and comes as Zoom faces pressure from heightened competition in video conferencing and unified communications.
Zoom's profit guidance also reflects operational discipline. The EPS midpoint of $6.10 sits well above historical levels, indicating the company has either expanded margins or reduced share count through buybacks or both. The company did not disclose whether the guidance assumes additional share repurchases in FY 2027.
Enterprise customers typically commit to annual or multi-year contracts, which provide visibility into future revenue. Zoom is winning larger deals or expanding usage within existing enterprise accounts, a shift from the company's earlier profile as a consumer-friendly tool adopted during remote work mandates.
Zoom's FY 2027 revenue guidance implies a compounding annual growth rate of 12 percent from the 2026 midpoint of $4.544 billion to the 2027 midpoint of $5.090 billion. The number that decides whether Zoom sustains this trajectory is enterprise gross margin in Q3 and Q4 2026, as a slowdown in enterprise adoption or margin compression would pressure the full-year outlook.
