Zoom's Q3 beat shows enterprise demand-and AI-are driving real sales outcomes
Zoom's fiscal Q3 2026 numbers came in ahead of expectations, and the market responded. Shares climbed nearly 4% after hours as enterprise deals and new AI products pushed growth.
The headline numbers sellers should bookmark
- EPS: $1.52 (vs. $1.44 expected), up from $1.38 last year
- Revenue: $1.23B, up 4.4% year-over-year (vs. $1.21B expected)
- Enterprise revenue: $741.4M, up 6.1% year-over-year
- Adjusted operating income: $507M (up from $457.8M)
- Cash flow: $629.3M (up from $483.2M)
- Large customers ($100K+ TTM): 4,353, up 9%
Guidance is steady: Q4 EPS expected at $1.48-$1.49 on revenue of $1.23-$1.235B. Full-year EPS outlook: $5.95-$5.97 on revenue of $4.852-$4.857B.
Why this matters for sales teams
Enterprise growth and rising AI adoption usually signal one thing: buyers are paying for measurable outcomes. Zoom's AI Companion 3.0 and new agent capabilities aren't just feature noise-they're getting bundled into deals and helping push larger contracts over the line.
More big-ticket customers (+9%) suggests priorities are shifting to platform standardization, automation, and better meeting-to-outcome conversion. If your accounts run on Zoom, your playbooks should already be adapting.
What's new in the product-and how to use it in your motion
- AI Companion 3.0: New custom agents, a low-code builder, and lifelike AI avatars. Use cases: meeting prep, follow-ups, action extraction, and cross-meeting knowledge recall.
- Zoomie assistant for meeting rooms: Voice controls, photorealistic avatars, and proactive suggestions. Use it to standardize room readiness and reduce time-to-productive conversation in hybrid setups.
- Webinar "Ask AI Companion": Late arrivals get instant summaries and context. Faster onboarding for prospects who join midstream; fewer "can you recap?" moments.
- Contact center analytics: Stronger insights across channels for staffing and self-service recommendations. Feed these signals back into your CRM for prioritizing accounts and triaging objections.
As the CEO put it, AI Companion adoption is growing "meaningfully," with momentum around Custom AI Companion and an "AI-first Customer Experience suite." Translation: AI is part of the deal story now, not an add-on.
Practical plays to close more and waste less
- Run a 30-day pilot: enable AI Companion for your top 20 active opps. Track time saved on prep and follow-up, plus meeting-to-next-step conversion.
- Standardize webinar flows: use Ask AI Companion for instant recaps, then auto-route engaged attendees to SDR follow-up within 24 hours.
- Build one custom agent: start with call note cleanup + action item extraction that pushes straight into your CRM. Low-code is enough to prove value.
- Partner with CX: sync contact center insights with your account plans to spot intent, friction, and expansion triggers early.
Signal for the quarter ahead
Flat-to-modest revenue guidance with solid profitability points to disciplined growth. For sellers, that usually means tighter product packaging, clearer ROI narratives, and more enablement around AI-led outcomes.
If your buyers ask "Why Zoom now?", your answer should connect to time saved per rep, faster onboarding of stakeholders, and cleaner post-meeting execution that shortens cycles.
Helpful resources
Bottom line: AI features that remove admin and surface context are getting baked into enterprise contracts. Tie them to hard outcomes-prep time cut in half, cleaner next steps, fewer no-shows-and you'll feel the lift where it matters: shorter cycles and bigger renewals.
Your membership also unlocks:
