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.

1 match for “My Note”; 1 quoted, at least 25 words apart.

Eric Yuancompanyqa

…because they might use other large language models. And let us take my notes, for example. We expose the context layer, right? So that is…

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