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CLOUDASTRUCTURE, INC.（CSAI）与Zoom Communications, Inc.（ZM）财务数据对比。点击上方公司名可切换其他公司
Zoom Communications, Inc.的季度营收约是CLOUDASTRUCTURE, INC.的687.8倍（$1.2B vs $1.8M）。Zoom Communications, Inc.净利率更高（49.8% vs -104.8%，领先154.6%）。Zoom Communications, Inc.自由现金流更多（$614.3M vs $-1.3M）
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业，旗下核心产品Zoom视频会议软件全球普及度极高，可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
CSAI vs ZM — 直观对比
营收规模更大
ZM
是对方的687.8倍
$1.8M
净利率更高
ZM
高出154.6%
-104.8%
自由现金流更多
ZM
多$615.6M
$-1.3M
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8M | $1.2B |
| 净利润 | $-1.9M | $612.9M |
| 毛利率 | 2.0% | 77.9% |
| 营业利润率 | -101.0% | 25.2% |
| 净利率 | -104.8% | 49.8% |
| 营收同比 | — | 4.4% |
| 净利润同比 | — | 196.0% |
| 每股收益（稀释后） | — | $2.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CSAIZM
| Q4 25 | $1.8M | $1.2B | ||
| Q3 25 | $1.4M | $1.2B | ||
| Q2 25 | $1.1M | $1.2B | ||
| Q1 25 | $738.0K | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
净利润CSAIZM
| Q4 25 | $-1.9M | $612.9M | ||
| Q3 25 | $-2.1M | $358.6M | ||
| Q2 25 | $-2.0M | $254.6M | ||
| Q1 25 | $-2.5M | $367.9M | ||
| Q4 24 | — | $207.1M | ||
| Q3 24 | — | $219.0M | ||
| Q2 24 | — | $216.3M | ||
| Q1 24 | — | $298.8M |
毛利率CSAIZM
| Q4 25 | 2.0% | 77.9% | ||
| Q3 25 | 49.7% | 77.6% | ||
| Q2 25 | 37.1% | 76.3% | ||
| Q1 25 | 44.7% | 75.7% | ||
| Q4 24 | — | 75.9% | ||
| Q3 24 | — | 75.5% | ||
| Q2 24 | — | 76.1% | ||
| Q1 24 | — | 75.9% |
营业利润率CSAIZM
| Q4 25 | -101.0% | 25.2% | ||
| Q3 25 | -136.8% | 26.4% | ||
| Q2 25 | -176.2% | 20.6% | ||
| Q1 25 | -330.1% | 19.0% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 17.4% | ||
| Q2 24 | — | 17.8% | ||
| Q1 24 | — | 14.7% |
净利率CSAIZM
| Q4 25 | -104.8% | 49.8% | ||
| Q3 25 | -142.4% | 29.5% | ||
| Q2 25 | -184.5% | 21.7% | ||
| Q1 25 | -340.5% | 31.1% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 19.0% | ||
| Q1 24 | — | 26.1% |
每股收益（稀释后）CSAIZM
| Q4 25 | — | $2.01 | ||
| Q3 25 | — | $1.16 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $1.16 | ||
| Q4 24 | — | $0.66 | ||
| Q3 24 | — | $0.70 | ||
| Q2 24 | — | $0.69 | ||
| Q1 24 | — | $0.98 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $8.5M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9M | $9.3B |
| 总资产 | $10.1M | $11.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CSAIZM
| Q4 25 | $8.5M | $1.2B | ||
| Q3 25 | $6.4M | $1.2B | ||
| Q2 25 | $7.7M | $1.2B | ||
| Q1 25 | $6.9M | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.6B |
股东权益CSAIZM
| Q4 25 | $8.9M | $9.3B | ||
| Q3 25 | $6.8M | $9.0B | ||
| Q2 25 | $8.1M | $8.9B | ||
| Q1 25 | $6.8M | $8.9B | ||
| Q4 24 | — | $8.7B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $8.3B | ||
| Q1 24 | — | $8.0B |
总资产CSAIZM
| Q4 25 | $10.1M | $11.4B | ||
| Q3 25 | $8.7M | $11.0B | ||
| Q2 25 | $9.1M | $11.0B | ||
| Q1 25 | $8.0M | $11.0B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.3B | ||
| Q1 24 | — | $9.9B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-1.3M | $629.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.3M | $614.3M |
| 自由现金流率自由现金流/营收 | -73.7% | 50.0% |
| 资本支出强度资本支出/营收 | 3.3% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.03× |
| 过去12个月自由现金流最近4个季度 | $-7.2M | $2.0B |
8季度趋势，按日历期对齐
经营现金流CSAIZM
| Q4 25 | $-1.3M | $629.3M | ||
| Q3 25 | $-1.4M | $515.9M | ||
| Q2 25 | $-1.8M | $489.3M | ||
| Q1 25 | $-2.5M | $424.6M | ||
| Q4 24 | — | $483.2M | ||
| Q3 24 | — | $449.3M | ||
| Q2 24 | — | $588.2M | ||
| Q1 24 | — | $351.2M |
自由现金流CSAIZM
| Q4 25 | $-1.3M | $614.3M | ||
| Q3 25 | $-1.5M | $508.0M | ||
| Q2 25 | $-1.9M | $463.4M | ||
| Q1 25 | $-2.5M | $416.2M | ||
| Q4 24 | — | $457.7M | ||
| Q3 24 | — | $365.1M | ||
| Q2 24 | — | $569.7M | ||
| Q1 24 | — | $332.7M |
自由现金流率CSAIZM
| Q4 25 | -73.7% | 50.0% | ||
| Q3 25 | -100.6% | 41.7% | ||
| Q2 25 | -178.2% | 39.4% | ||
| Q1 25 | -340.7% | 35.2% | ||
| Q4 24 | — | 38.9% | ||
| Q3 24 | — | 31.4% | ||
| Q2 24 | — | 49.9% | ||
| Q1 24 | — | 29.0% |
资本支出强度CSAIZM
| Q4 25 | 3.3% | 1.2% | ||
| Q3 25 | 7.3% | 0.7% | ||
| Q2 25 | 11.0% | 2.2% | ||
| Q1 25 | 4.1% | 0.7% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.6% |
现金转化率CSAIZM
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 2.72× | ||
| Q1 24 | — | 1.18× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
