Overview
- Fiscal third-quarter revenue reached $1.23 billion with adjusted earnings of $1.52 per share, topping estimates of $1.21 billion and $1.44.
- The company lifted its fiscal 2026 outlook to $4.852–$4.857 billion in revenue and $5.95–$5.97 in adjusted EPS from prior ranges.
- Fourth-quarter guidance calls for $1.230–$1.235 billion in revenue and $1.48–$1.49 in adjusted EPS, both above consensus.
- Enterprise revenue grew 6.1% to $741.4 million with 4,363 customers contributing over $100,000 in the past year as AI Companion 3.0 and the AI-first CX suite gained traction.
- Zoom repurchased about 5.1 million shares and expanded its buyback authorization by $1 billion, while shares rose following the results and outlook.