GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

ZM · Jul 31, 2026

Zoom Communications, Inc.. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001585521-26-000121General Corporate

Capex intensity30thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.75% · OPTIONAL · VALID

Operating cash generation40thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

38.74% · OPTIONAL · VALID

Revenue growth65thOwn-history percentile · N=20

Evidence method

Yoy · gp.fundamentals.revenue

4.93% · CORE · VALID

Gross margin85thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.gross_margin

77.16% · CORE · VALID

Operating margin70thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.operating_margin

24.61% · CORE · VALID

R&D intensity100thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

18.99% · OPTIONAL · VALID

SBC intensity15thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

14.08% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History27 statesSelf-history eligible

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 1.70%
Current: 1.75%
Delta: 0.05%

Cash Generation Decreased

Previous: 42.10%
Current: 38.74%
Delta: -3.36%

Growth Decreased

Previous: 5.47%
Current: 4.93%
Delta: -0.54%

Margin Decreased

Previous: 77.86%
Current: 77.16%
Delta: -0.70%

Profitability Decreased

Previous: 25.06%
Current: 24.61%
Delta: -0.45%

R And D Intensity Increased

Previous: 18.40%
Current: 18.99%
Delta: 0.59%

Sbc Intensity Decreased

Previous: 14.44%
Current: 14.08%
Delta: -0.37%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Apr 30, 2026

Similarity: 89%
Compared: 7 dimensions
Coverage: 100%

Growth 0.0 · Margin 10.0 · Profitability 5.0 · Sbc Intensity 5.0 · Capex Intensity 5.0 · Cash Generation 25.0 · R And D Intensity 10.0

Oct 31, 2024

Similarity: 77%
Compared: 7 dimensions
Coverage: 100%

Growth 25.0 · Margin 16.6 · Profitability 27.9 · Sbc Intensity 42.9 · Capex Intensity 3.7 · Cash Generation 12.6 · R And D Intensity 0.0

Jul 31, 2025

Similarity: 74%
Compared: 7 dimensions
Coverage: 100%

Growth 15.0 · Margin 15.0 · Profitability 15.0 · Sbc Intensity 20.0 · Capex Intensity 30.0 · Cash Generation 20.0 · R And D Intensity 50.0

Apr 30, 2024

Similarity: 72%
Compared: 7 dimensions
Coverage: 100%

Growth 41.9 · Margin 14.4 · Profitability 11.2 · Sbc Intensity 43.8 · Capex Intensity 24.1 · Cash Generation 30.6 · R And D Intensity 5.9

Jan 31, 2022

Similarity: 69%
Compared: 6 dimensions
Coverage: 86%

Margin 10.0 · Profitability 7.5 · Sbc Intensity 60.0 · Capex Intensity 32.5 · Cash Generation 15.0 · R And D Intensity 25.0

Research Graph

Related governed research

Analogous To · ZM state analogue 3 →Analogous To · ZM state analogue 2 →Analogous To · ZM state analogue 5 →Analogous To · ZM state analogue 4 →Compared To · Services-Computer Programming, Data Processing, Etc. peers →Analogous To · ZM state analogue 1 →Has State · Zoom Communications, Inc. →Transitioned To · ZM Fundamental State →Transitioned To · ZM CAPEX_INTENSITY_INCREASED →Transitioned To · ZM CASH_GENERATION_DECREASED →Transitioned To · ZM GROWTH_DECREASED →Transitioned To · ZM MARGIN_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.