Zoom (ZM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Zoom Communications reported $1.23 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 4.4% and an EPS of $1.52 compared to $1.38 a year ago, exceeding the Zacks Consensus Estimate of $1.21 billion by 1.4% [1] - The company delivered an EPS surprise of 6.29%, with the consensus EPS estimate being $1.43 [1] Financial Performance Metrics - Zoom's shares have returned -6.7% over the past month, while the Zacks S&P 500 composite changed by -1.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Customer and Revenue Metrics - The number of enterprise customers reached 185,100, slightly below the four-analyst average estimate of 185,888 [4] - Customers generating over $100K in TTM revenue totaled 4,363, exceeding the three-analyst average estimate of 4,341 [4] - Current Remaining Performance Obligation (RPO) stands at $2.41 billion, compared to the $2.44 billion average estimate [4] - Total Remaining Performance Obligations (RPO) are $4.02 billion, surpassing the two-analyst average estimate of $3.96 billion [4] - Non-Current Remaining Performance Obligation (RPO) is $1.61 billion, above the two-analyst average estimate of $1.51 billion [4] - Online revenue reached $488.4 million, exceeding the three-analyst average estimate of $482.58 million [4] - Enterprise revenue was reported at $741.4 million, also above the three-analyst average estimate of $730.97 million [4]