Zoom (ZM): FY27 Q2 earnings call, Aug 25, 2026
On its Aug 25, 2026 earnings call (FY27 Q2), Zoom said 15 of the 19 words Kalshi and Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 15 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 20+ times | Yes | 82 | 82 | ✓ | 89%transcripts from the transcript model | – |
| Customer 25+ times | Yes | 69 | 69 | ✓ | 82%transcripts from the transcript model | – |
| Quarter 10+ times | Yes | 36 | 36 | ✓ | 81%transcripts from the transcript model | – |
| Enterprise | Yes | 35 | 44 | ✓ | 95%transcripts from the transcript model | – |
| Contact Center | Yes | 30 | 35 | ✓ | 96%transcripts from the transcript model | – |
| Churn | Yes | 16 | 17 | ✓ | 91%transcripts from the transcript model | – |
| Workvivo | Yes | 15 | 15 | ✓ | 87%transcripts from the transcript model | – |
| Workplace | Yes | 14 | 14 | ✓ | 93%transcripts from the transcript model | – |
| System of Action | Yes | 13 | 13 | ✓ | 80%transcripts from the transcript model | – |
| Zoom Phone | Yes | 9 | 9 | ✓ | 92%transcripts from the transcript model | – |
| Agentic | Yes | 6 | 6 | ✓ | 75%transcripts from the transcript model | – |
| Video | Yes | 3 | 3 | ✓ | 84%transcripts from the transcript model | – |
| Latency | Yes | 2 | 2 | ✓ | 26%transcripts from the transcript model | – |
| My Note | Yes | 1 | 1 | ✓ | 47%transcripts from the transcript model | – |
| Camera | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| AI Companion | No | 0 | 0 | ✓ | 96%transcripts from the transcript model | – |
| Zoom Doc | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Scribe | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Federal | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
44 matches for “Enterprise”; 5 quoted, at least 25 words apart.
…Charles. FY 2027 continues to progress well. Total revenue grew 4.9%, with enterprise revenue growing 7.8%, its strongest rate in three years. The enterprise acceleration…
A major U.S. wealth manager upgraded to Zoom Workplace Enterprise Premier, including a wall-to-wall rollout of Zoom Phone, replacing multiple vendors. Zoom Phone is also…
…solutions and bringing communications onto a unified platform. In Q2, a leading enterprise software company selected ZVA Voice as a natural extension to Zoom Phone…
…spanning our Zoom Workplace base, from small businesses to the world's largest enterprises. By combining Zoom conversation data and proprietary intelligence with other enterprise systems,…
…and communication capabilities. As we expand this system of action across the enterprise, we are using Zoom's unique position in live communications to capture context…
Where the listed words were said
…program, opportunities, go-to-market initiatives, growth strategy, and business aspirations, including our AI strategy and investments, and product initiatives, including future product and…
…success in bringing our AI-first system of action vision to life, helping customers reduce costs and create greater business value. That vision is grounded in…
Hello everyone, and welcome to Zoom's earnings webinar for the second quarter of fiscal year 2027. I am joined today by Zoom's founder and CEO,…
…result was $7 million above the high end of our guidance. Our enterprise business drove the outperformance, with revenue growing 7.8% year-over-year, representing 62% of…
…We saw rapid adoption in Zoom Virtual Agent, both as a Zoom Contact Center attach and as a standalone offering with its customer count growing…
…upmarket, expanding in new routes of market with channel while working our churn. Look, as we move into these different businesses, and we move into…
…leading U.S. insurer and major Zoom Workplace and Phone user expanded into Workvivo, marking one of Workvivo's largest-ever deals as it also surpassed $100 million…
…work. We saw one of the largest U.S. tech companies renew Zoom Workplace in a deal that expanded its ARR by $1.9 million, driven by…
…see, customers are choosing Zoom as an AI-first secure integrated multi-product system of action, sometimes displacing multiple vendors, other times coexisting with them. This progress…
Yeah. Look, we are really encouraged with our Zoom Phone results. You saw us highlight a lot of the things about it continues to be…
…this month, Zoom was named a leader in the IDC MarketScape for agentic CCaaS. This progress demonstrates the momentum behind Zoom CX and validates our…
…of the call. When I read your name, please turn on your video and unmute. As a reminder, in an effort to hear from everyone,…
Agents: this page as TSV at /api/v1/appearances/zoom:2026-08-25:earnings_call · words: /api/v1/brief?appearance=zoom:2026-08-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP