ZM Q3 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

Zoom delivered a clean beat across the board in its third quarter of fiscal year 2026, reporting non-GAAP earnings of $1.52 per diluted share against a consensus estimate of $1.44, a 5.76% beat, while revenue of $1.23 billion edged past expectations … Read more Zoom delivered a clean beat across the board in its third quarter of fiscal year 2026, reporting non-GAAP earnings of $1.52 per diluted share against a consensus estimate of $1.44, a 5.76% beat, while revenue of $1.23 billion edged past expectations by 1.35% and grew 4.4% year over year. The headline driver behind the quarter's strength was the accelerating traction of Zoom's AI-first strategy, with CEO Eric Yuan pointing to the launch of AI Companion 3.0 and broad AI adoption across major enterprise deals as catalysts for one of the company's strongest Customer Experience quarters on record. Enterprise revenue, up 6.1% year over year to $741.40 million, led the top-line expansion, while profitability metrics impressed, with GAAP operating margin expanding to 25.2% from 15.5% a year prior and free cash flow reaching $614.32 million. Analysts have noted the quarter paints a positive picture of Zoom's strategic direction, and management's Q4 guidance of $1.23 to $1.24 billion in revenue, with full-year non-GAAP EPS expected between $5.95 and $5.97, suggests confidence in sustained momentum.