Jan 31, 2022

Zoom Q4 2022 Earnings Report

Zoom reported strong Q4 and FY2022 results, with revenue growth and increased profitability.

Key Takeaways

Zoom Video Communications announced its Q4 and FY2022 financial results. The company's Q4 revenue reached $1,071.4 million, a 21% increase year-over-year. GAAP net income attributable to common stockholders for the quarter was $490.5 million, or $1.60 per share. The company also authorized a stock repurchase program of up to $1.0 billion of Zoom’s Class A common stock.

Q4 revenue reached $1,071.4 million, up 21% year-over-year.

GAAP income from operations for Q4 was $251.8 million, a slight decrease from $256.1 million in Q4 2021.

GAAP net income attributable to common stockholders for Q4 was $490.5 million, or $1.60 per share.

Zoom authorized a stock repurchase program of up to $1.0 billion of its Class A common stock.

Total Revenue
$1.07B
Previous year: $882M
+21.4%
EPS
$1.29
Previous year: $1.22
+5.7%
Customers > $100k TTM Revenue
2.73K
Previous year: 1.64K
+65.8%
Net Dollar Expansion Rate
129%
Previous year: 130%
-0.8%
Gross Profit
$814M
Previous year: $615M
+32.3%
Cash and Equivalents
$1.06B
Previous year: $2.24B
-52.6%
Free Cash Flow
$189M
Previous year: $378M
-50.1%
Total Assets
$7.55B
Previous year: $5.3B
+42.5%

Zoom

Zoom

Forward Guidance

Zoom is providing the following guidance for its first quarter of fiscal year 2023 and its full fiscal year 2023. Total revenue is expected to be between $1.070 billion and $1.075 billion and non-GAAP income from operations is expected to be between $345.0 million and $350.0 million for Q1 2023. Total revenue is expected to be between $4.530 billion and $4.550 billion and non-GAAP income from operations is expected to be between $1.430 billion and $1.450 billion for FY 2023.

Positive Outlook

  • Total revenue is expected to be between $1.070 billion and $1.075 billion for Q1 2023
  • Non-GAAP income from operations is expected to be between $345.0 million and $350.0 million for Q1 2023
  • First quarter non-GAAP diluted EPS is expected to be between $0.86 and $0.88
  • Total revenue is expected to be between $4.530 billion and $4.550 billion for FY 2023
  • Non-GAAP income from operations is expected to be between $1.430 billion and $1.450 billion for FY 2023