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.

14 matches for “Workplace”; 5 quoted, at least 25 words apart.

Eric Yuancompanyprepared

…was driven by our focused execution against our three priorities of elevating Workplace with AI, scaling AI-first customer experience, and driving growth in new AI…

Eric Yuancompanyprepared

…grounded in Zoom Workplace, which we continue to enhance with AI. Across Workplace and our broader communications platform, AI is becoming increasingly embedded in how…

Eric Yuancompanyprepared

…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…

Eric Yuancompanyprepared

…continues to demonstrate its value, both as a natural add-on to Zoom Workplace and increasingly as a driver to broader platform adoption. We saw both…

Eric Yuancompanyprepared

…system of action. In Q2, a leading U.S. insurer and major Zoom Workplace and Phone user expanded into Workvivo, marking one of Workvivo's largest-ever deals…

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

…access to answers from their policies and databases. As you can see, customers are choosing Zoom as an AI-first secure integrated multi-product system of action,…

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

…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…

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…

William Powercompany“Workvivo” · qa

…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…

Eric Yuancompany“Workplace” · prepared

…communications to deliver better customer outcomes at scale. Our progress in enhancing Workplace and scaling customer experience gives us a natural foundation from which to…

Eric Yuancompany“System of Action” · prepared

…further enhance its collaboration and communication capabilities. As we expand this system of action across the enterprise, we are using Zoom's unique position in live…

Eric Yuancompany“Zoom Phone” · prepared

…QXO, a large North American distributor and installer of building products, chose Zoom Phone company-wide for roughly 8,000 employees alongside Zoom Contact Center to unify…

Eric Yuancompany“Agentic” · prepared

…life for our Workplace users through AI-first productivity tools, agentic search, and agentic workflows. We have already seen interest spanning our Zoom Workplace base, from…

Eric Yuancompany“Video” · prepared

…unify their UCaaS and CCaaS solutions, building on their use of Zoom video in customer interactions and allowing agents to escalate voice calls to ZCC…

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