Loading...
•
Oct 31, 2025
Zoom Q3 2026 Earnings Report
Zoom reported solid Q3 2026 results with growth in revenue, profitability, and cash flow.
Key Takeaways
Zoom delivered a strong third quarter with increases in revenue and net income, driven by growth in enterprise sales and significant operating cash flow. The company also highlighted robust adoption of its AI Companion products.
Revenue reached $1.2298 billion, led by strong enterprise performance.
Net income rose to $612.9 million, supported by gains on strategic investments.
Free cash flow hit $614.3 million with a 50.0% margin.
The company repurchased 5.1 million shares and added $1.0B to its buyback authorization.
Revenue by Segment
Forward Guidance
Zoom expects stable revenue growth and continued profitability in Q4 FY26, supported by strong enterprise momentum and AI-driven offerings.
Positive Outlook
- Q4 revenue guidance between $1.230B and $1.235B
- Q4 non-GAAP EPS guidance between $1.48 and $1.49
- Full-year revenue expected up to $4.857B
- Strong free cash flow outlook of $1.86B to $1.88B
- Continued investments in AI and customer experience platform
Challenges Ahead
- Online revenue growth remains modest
- Churn levels flat YoY in online segment
- Enterprise expansion rate slightly below 100%
- No new geographic revenue detail provided
- Uncertainty remains around macroeconomic impacts
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...