Stocks / Software
ZMSoftware
Zoom Communications, Inc.
$92.161d -0.3%5d -3.8%settled close · 2026-09-17
Mkt cap $22B (3/25)β 0.9852w $82–112Shares 266.0M (A)Ind. Services-Computer Programming, Data ProcessingNasdaq since 2019Emp. 7,438HQ San Jose, CAzoom.com
The tape, with the calls on it
Who said what, and what ZM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ZM
3 long1 shortlatest 2026-08-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-11 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Zoom's partnership with Anthropic makes its upward momentum trustworthy unlike the broader software rally… |
| 2025-12-23 | Ali GhodsiCo-founder & CEO, Databricks | Bullish | interview | Zoom captures all business conversations, making it the natural data entry layer that could feed enterprise… |
| 2023-10-19 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Timely Investment Research | Zoom's new AI-driven product suite (including Zoom Docs) positions it as a serious competitor in the AI… |
| 2021-10-12 | Lou Basenese | Bearish | Fox Making Money | Zoom fatigue has durably set in post-COVID and the stock still needs to be cut in half again from its… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 23 Nov 2026 after the close
Confirmed date · consensus EPS 1.53. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 25 Aug 2026 | after the close | 1.55 vs 1.52 | -1.6% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ZM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-26 | ||||||
| 2026-08-25 | ||||||
| 2026-08-04 | ||||||
| 2026-08-03 | ||||||
| 2026-07-24 | ||||||
| 2026-07-16 | ||||||
| 2026-07-13 | ||||||
| 2026-05-21 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ZM is in this morning’s Brief.
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