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Zoom Video Communications | 10-Q: Q2 2025 Earnings Report

Zoom Video Communications | 10-Q: Q2 2025 Earnings Report

Zoom視頻通訊 | 10-Q：2025財年二季報
美股SEC公告 ·  2024/08/24 04:08

Moomoo AI 已提取核心訊息

Zoom Video Communications reported Q2 FY2025 revenue of $1.16 billion, up 2.1% year-over-year, driven by a 3.5% increase in Enterprise customer revenue. Net income rose to $219 million from $182 million last year, while operating income increased to $202.4 million. The company maintained a strong gross margin of 75.5%.The company's Enterprise segment showed continued momentum, representing 58.7% of total revenue, with Enterprise customers reaching approximately 191,600. Online business remained stable at 41.3% of revenue, with improved customer retention as monthly churn decreased to 2.9%. Strategic investments in AI capabilities, including the launch of Zoom AI Companion and infrastructure upgrades, impacted costs but position the company for future growth.Looking ahead, Zoom continues to focus on AI-first innovation and platform expansion, with ongoing investments in research and development increasing 7.8% year-over-year to $206.8 million. The company's financial position remains solid with $7.5 billion in cash and marketable securities, while maintaining strong cash flow with $1.04 billion generated from operations in the first half of FY2025.
Zoom Video Communications reported Q2 FY2025 revenue of $1.16 billion, up 2.1% year-over-year, driven by a 3.5% increase in Enterprise customer revenue. Net income rose to $219 million from $182 million last year, while operating income increased to $202.4 million. The company maintained a strong gross margin of 75.5%.The company's Enterprise segment showed continued momentum, representing 58.7% of total revenue, with Enterprise customers reaching approximately 191,600. Online business remained stable at 41.3% of revenue, with improved customer retention as monthly churn decreased to 2.9%. Strategic investments in AI capabilities, including the launch of Zoom AI Companion and infrastructure upgrades, impacted costs but position the company for future growth.Looking ahead, Zoom continues to focus on AI-first innovation and platform expansion, with ongoing investments in research and development increasing 7.8% year-over-year to $206.8 million. The company's financial position remains solid with $7.5 billion in cash and marketable securities, while maintaining strong cash flow with $1.04 billion generated from operations in the first half of FY2025.
Zoom視頻通訊報告了2025財年第二季度的營業收入爲11.6億，較去年同期增長2.1%，主要受企業客戶營業收入增加3.5%的推動。凈利潤從去年的18200萬上升至21900萬，而營業利潤也增加至20240萬。公司保持了75.5%的強勁毛利率。公司的企業部門持續保持勢頭，佔總收入的58.7%，企業客戶數量達到約191,600。在線業務保持穩定，佔收入的41.3%，客戶留存率有所改善，月流失率降至2.9%。在人工智能能力方面的戰略投資，包括Zoom AI Companion的推出和基礎設施升級，雖然增加了成本，但使公司具備未來增長的潛力。展望未來，Zoom將繼續專注於人工智能優先的創新和平台擴展，持續增加研發投資，同比增長7.8%，達到20680萬。公司的財務狀況依然穩健，擁有75億現金和可流通證券，同時在2025財年上半年通過運營產生了10.4億的強勁現金流。
Zoom視頻通訊報告了2025財年第二季度的營業收入爲11.6億，較去年同期增長2.1%，主要受企業客戶營業收入增加3.5%的推動。凈利潤從去年的18200萬上升至21900萬，而營業利潤也增加至20240萬。公司保持了75.5%的強勁毛利率。公司的企業部門持續保持勢頭，佔總收入的58.7%，企業客戶數量達到約191,600。在線業務保持穩定，佔收入的41.3%，客戶留存率有所改善，月流失率降至2.9%。在人工智能能力方面的戰略投資，包括Zoom AI Companion的推出和基礎設施升級，雖然增加了成本，但使公司具備未來增長的潛力。展望未來，Zoom將繼續專注於人工智能優先的創新和平台擴展，持續增加研發投資，同比增長7.8%，達到20680萬。公司的財務狀況依然穩健，擁有75億現金和可流通證券，同時在2025財年上半年通過運營產生了10.4億的強勁現金流。
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