ZM as of Nov 1 · 17:27 ET

ZMNasdaqServices-Computer Programming, Data Processing, Etc.

Zoom Communications, Inc. · Brief

Next report

22 days

Nov 23 · after closeest.Q3 FY27

Earnings

Expected move

Inputs

±7.2%implied · report alone

88.61102.39

straddle ±11.0%

spot 95.50exp Nov 27ATM strike 96ATM straddle 12.35IV 59%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Nov 25 '24—▼−6.31%—

Feb 24 '25—▼−8.48%—

May 21 '25—▼−0.24%—

Aug 21 '25—▲+12.71%—

Q3 FY26—▲+9.85%—

Feb 25 '26—▼−11.58%—

Q1 FY27—▲+9.19%—

Q2 FY27±9.4%▼−7.03%×0.75

quarterimplied−15%0+15%realized×

Q2 FY27±9.4%▼−7.03%×0.75

Q1 FY27—▲+9.19%—

Feb '26—▼−11.58%—

Q3 FY26—▲+9.85%—

Aug '25—▲+12.71%—

May '25—▼−0.24%—

2 older reports

Feb '25—▼−8.48%—

Nov '24—▼−6.31%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 23 report · est.

Bull1

874managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

8 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

5tracked funds holding ZMN-PORT · Jul 31 '26

AI captions · Sep 28 '26once per report · top 2 per case

Linked exposure

ZM report session

Customers 1

VEEVVeeva Systems×0.45

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

No changes.

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.