Zoom (ZM): FY27 Q2 earnings call, Aug 25, 2026

Tue, Aug 25Earnings callSpeaker-labelled transcriptZoom

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.

Updated

Markets

19 words · 15 settled yes · our count agreed on 19 of 19

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AI / Artificial Intelligence 20+ timesYes8282✓89%transcripts from the transcript model–
Customer 25+ timesYes6969✓82%transcripts from the transcript model–
Quarter 10+ timesYes3636✓81%transcripts from the transcript model–
Enterprise Yes3544✓95%transcripts from the transcript model–
Contact Center Yes3035✓96%transcripts from the transcript model–
Churn Yes1617✓91%transcripts from the transcript model–
Workvivo Yes1515✓87%transcripts from the transcript model–
Workplace Yes1414✓93%transcripts from the transcript model–
System of Action Yes1313✓80%transcripts from the transcript model–
Zoom Phone Yes99✓92%transcripts from the transcript model–
Agentic Yes66✓75%transcripts from the transcript model–
Video Yes33✓84%transcripts from the transcript model–
Latency Yes22✓26%transcripts from the transcript model–
My Note Yes11✓47%transcripts from the transcript model–
Camera Yes11✓36%transcripts from the transcript model–
AI Companion No00✓96%transcripts from the transcript model–
Zoom Doc No00✓37%transcripts from the transcript model–
Scribe No00✓33%transcripts from the transcript model–
Federal No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Google / Amazon”.

Where the listed words were said

Charles Eveslagecompany“AI / Artificial Intelligence (20+)” · prepared

…program, opportunities, go-to-market initiatives, growth strategy, and business aspirations, including our AI strategy and investments, and product initiatives, including future product and…

Eric Yuancompany“Customer (25+)” · prepared

…execution against our three priorities of elevating Workplace with AI, scaling AI-first customer experience, and driving growth in new AI products. This progress reflects our…

Charles Eveslagecompany“Quarter (10+)” · prepared

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,…

Eric Yuancompany“Enterprise” · prepared

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…

Eric Yuancompany“Contact Center” · prepared

…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…

Michelle Changcompany“Churn” · prepared

…revenue, up two points year-over-year. In our online business, Q2 average monthly churn was 2.9%, in line with Q2 of last year. Within our enterprise…

Eric Yuancompany“Workvivo” · prepared

…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…

Eric Yuancompany“Workplace” · prepared

…embedded in how users work throughout the communication and collaboration life cycle. Licensed monthly active users of our AI features in Workplace grew 125% year-over-year.

Eric Yuancompany“System of Action” · prepared

…in Q2 speak to our growing ability to win as a system of action for modern work. We saw one of the largest U.S. tech…

Eric Yuancompany“Zoom Phone” · prepared

…In Q2, a leading enterprise software company selected ZVA Voice as a natural extension to Zoom Phone as they look to modernize their customer experience.

Eric Yuancompany“Agentic” · prepared

…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…

Catharine Trebnickcompany“Video” · qa

…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