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.
13 matches for “System of Action”; 5 quoted, at least 25 words apart.
…AI products. This progress reflects our success in bringing our AI-first system of action vision to life, helping customers reduce costs and create greater business…
…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…
…pleased with the progress of our employee experience offering within our system of action. In Q2, a leading U.S. insurer and major Zoom Workplace and…
…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…
…the top 10 Zoom CX deals, showing growing demand for a system of action that connects automation, human agents, and intelligence. We saw rapid adoption…
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…
…agents with full context when needed. This validates our vision of moving customers from chatbots to resolution agents, turning conversations into resolved outcomes at scale.
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,…
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…
We also saw a major U.S. cybersecurity company select Zoom Contact Center to replace multiple vendors and securely unify their UCaaS and CCaaS solutions, building…
…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…
…in here. Maybe two then if I can. Let me start on Workvivo. That was a nice milestone update in the quarter. I would love…
…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.
…behind Zoom CX and validates our differentiated approach, a unified AI-first system of action that connects self-service, human support, and internal communications to deliver better…
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…
…action strategy to life for our Workplace users through AI-first productivity tools, agentic search, and agentic workflows. We have already seen interest spanning our Zoom…
…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