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🇺🇸 SECZoom Video Communications Inc. Class AQwen · 实盘不做把握 2/10不做原因:不是事件
北京时间·🕒 发布 04:48:43·⟳ 抓取 14:14:57 +9h26m·⚡ 决策 09-03 14:19:07 +4m10s·54.3 天前

Zoom任命前Oracle CFO Jeff Epstein为董事会成员,Jonathan Chadwick将于11月退任

该事件为Zoom董事会例行人事变更(新增一名独立董事、一名董事到期退任),不涉及控制权变化、战略调整、资本配置、业绩指引或任何可量化经营增量。同一事件已通过wire源和Seeking Alpha源被处理两次,均结论不做。当前8-K为同一事项的法定备案,无新增事实。

📄 原文Zoom Video Communications Inc. Class A↗ 原文
----- zm-20260831.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________…
不做 Zoom Communications(ZM.US)
例行董事会人事变更(新增独立董事+一名董事到期退任),不改变控制权、资本配置、经营方向或财务预期,无短线交易价值;且同一催化已在72小时内被两个源处理并结论不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Zoom 8-K披露Jeff Epstein加入董事会、Jonathan Chadwick将于11月退任。Epstein是职业董事(同时任Autodesk/AvePoint/Twilio董事),加入审计委员会,不改变Zoom控制权或经营方向;Chadwick退任明确非因分歧。该事件不产生收入、利润、估值或资金流变化,属于典型无交易价值的例行公司治理备案。且同一催化已在72小时内被两个源处理并结论不做。

🔎 新鲜度:最早出现 2026-09-02 · 扩散 medium · price-in 风险 low ↗

先例如何影响了这次决策

对本次决策的影响:例行董事任命/退任无历史先例研究价值,不构成可交易催化

工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 662 ms
    {"result": "search_processed_events:agent query=`zoom communications board director appointment jeff epstein | zoom jonathan chadwick resignation retirement board`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.9/72 小时、7104 条本臂决策(完整),返回 3 条候选。\n• 09-02 22:09 UTC(CST 09-03 06:09) [ticker] 不做 ZM.US (seeking_alpha) — Zoo

原文全文

展开原文 · 8,574 字
----- zm-20260831.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
_________________________
FORM
8-K
_________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 31, 2026
_________________________
Zoom Communications, Inc.
(Exact name of Registrant as Specified in Its Charter)
_________________________
Delaware
001-38865
61-1648780
(State or Other Jurisdiction
of Incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
55 Almaden Boulevard, 6th Floor
San Jose
,
California
95113
(Address of principal executive offices and Zip Code)
(888)
799-9666
(Registrant’s Telephone Number, Including Area Code)
Zoom Communications, Inc.
(Former Name or Former Address, if Changed Since Last Report)
_________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A Common Stock, $0.001 par value per share
ZM
The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;
Compensatory Arrangements of Certain Officers
Appointment of Jeff Epstein
On and effective as of August 31, 2026, the Board of Directors (the “Board”) of Zoom Communications, Inc. (the “Company”) appointed Jeff Epstein to the Board. Mr. Epstein was appointed as a Class I director for a term expiring at the Company’s 2029 annual meeting of stockholders. Mr. Epstein was also appointed to the Audit Committee of the Board.
Mr. Epstein is an Operating Partner at Bessemer Venture Partners, a venture capital and private equity firm, a position he has held since 2011, and a Lecturer at Stanford University’s Graduate School of Business. Mr. Epstein specializes in business-to-business software, marketplaces and vertical artificial intelligence. Mr. Epstein serves on the boards of directors of Autodesk, Inc., AvePoint, Inc., and Twilio, Inc. He previously served on the boards of directors of Okta, Inc. from 2021 until June 2026, Couchbase, Inc. from 2015 to 2025, Poshmark, Inc. from 2018 to 2023 and Shutterstock, Inc. from 2012 to 2021. Mr. Epstein is the former Executive Vice President and Chief Financial Officer of Oracle Inc., a provider of enterprise software and hardware products and services. Prior to joining Oracle, Mr. Epstein served as Chief Financial Officer of several public and private companies, including DoubleClick Inc., an online advertisement company (sold to Google), King World Productions, Inc., a production company and syndicator of television programming (sold to CBS), and Nielsen’s Media Measurement and Information Group. Earlier in his career, Mr. Epstein was an investment banker at The First Boston Corporation, an investment bank. Mr. Epstein holds an MBA from the Stanford University Graduate School of Business and a BA from Yale College.
Mr. Epstein has executed the Company’s standard form of indemnification agreement between the Company and its directors and executive officers.
Mr. Epstein will be compensated as a member of the Board under the terms of the Company’s Non-Employee Director Compensation Policy, which terms are described under the heading “Board of Directors and Corporate Governance―Non-Employee Director Compensation” in the Company’s definitive proxy statement relating to its 2026 annual meeting of stockholders filed with the Securities and Exchange Commission on April 30, 2026, including receipt of an initial grant of restricted stock units (“RSUs”) with a target value of $213,219. The RSUs will vest on the day immediately prior to the Company’s 2027 annual meeting of stockholders (or, if sooner, the one-year anniversary of the grant date), subject to Mr. Epstein’s continuous service through such date.
Resignation of Jonathan Chadwick
On September 1, 2026, Jonathan Chadwick notified the Company of his decision to resign as a member of the board of directors of the Company, effective November 19, 2026. Mr. Chadwick’s resignation was not the result of any disagreements with the Company on any matter relating to its operations, policies or practices.
Item 7.01
Regulation FD Disclosure.
On September 2, 2026, the Company issued a press release announcing Mr. Epstein’s appointment to the Board.
The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference. The information in this Item 7.01 and Exhibit 99.1 attached hereto are furnished to, but not “filed” with, the SEC and shall not be deemed to be incorporated by reference into any of the Company’s filings with the Securities and Exchange Commission under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, whether made before or after the date hereof, regardless of any general incorporation language in such filing.
Item 9.01 Exhibits.
(d) Exhibits
Exhibit No.
Description
99.1
Press release dated September
2
, 2026 of Zoom Communications, Inc.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Zoom Communications, Inc.
Dated: September 2, 2026
By:
/s/ Cheree McAlpine
Cheree McAlpine
Chief Legal Officer and Secretary

----- pressrelease.htm -----
EX-99.1
2
pressrelease.htm
EX-99.1
Document
Zoom Appoints Former Oracle CFO Jeff Epstein to Board of Directors; Jonathan Chadwick to Retire
San Jose, California, September 2, 2026 – Zoom Communications, Inc. (NASDAQ: ZM), announced today the appointment of Jeff Epstein to its Board of Directors, effective immediately. Jeff previously served as EVP and CFO of Oracle and is currently an Operating Partner at Bessemer Venture Partners, a venture capital and private equity firm.
Zoom also announced that Jonathan Chadwick will retire from Zoom's board after nearly ten years of service, effective November 19, 2026.
"Jeff's extensive financial and strategic leadership, particularly across B2B software and vertical AI, make him a strong addition to the Zoom Board," said Eric Yuan, Zoom CEO and Board Chairman. "We are also beyond appreciative to Jonathan for his nearly ten years of service to Zoom. His guidance was critical during major periods of growth, helping shape Zoom into the company it is today."
In addition to Zoom, Jeff serves on the boards of directors of Autodesk, Inc., AvePoint, Inc., and Twilio, Inc. He previously served on the boards of directors of Okta, Inc., Couchbase, Inc., Poshmark, Inc. and Shutterstock, Inc. He is the former Executive Vice President and Chief Financial Officer of Oracle Inc. and holds an MBA from the Stanford University Graduate School of Business and a BA from Yale University.
About Zoom
Zoom (NASDAQ: ZM) is a system of action for modern work, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, phone, contact center, and more — all with the built-in assistance of Zoom AI. Founded in 2011, Zoom is headquartered in San Jose, CA. For more information, visit zoom.com.
Contact Information
Media: press@zoom.us
Investor Relations: ir@zoom.us

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