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Zoom's Global Growth: Q3 Revenue Estimates Revealed

9/25/2025

37 5 Full Breakdown

Summary

Story summary

Zacks Consensus estimates project Zoom's Q3 fiscal 2026 revenue by region: Americas $870.53M, EMEAC $194.32M, Asia Pacific $149M.
Zoom's global expansion is supported by momentum and enterprise upgrades.
Microsoft leverages its Office 365 ecosystem; Cisco adds local Webex data centers.
Shares up 2.4% YTD, behind industry gains of 26.5% and 22.4%; forward price-to-sales ratio (P/S) is 5.14X vs 6.01X.

History

Historical Context

The rise of cloud computing began in the early 2010s, exemplified by Microsoft Office 365's launch in 2010. By 2020, Zoom's revenue reached $622 million, a 169% increase from 2019, highlighting the shift towards digital communication tools. This trend has reshaped workplace collaboration, influencing how organizations operate and interact in an increasingly competitive landscape dominated by tech giants like Microsoft and Cisco.

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Story summary

Zacks Consensus estimates project Zoom's Q3 fiscal 2026 revenue by region: Americas $870.53M, EMEAC $194.32M, Asia Pacific $149M.
Zoom's global expansion is supported by momentum and enterprise upgrades.
Microsoft leverages its Office 365 ecosystem; Cisco adds local Webex data centers.
Shares up 2.4% YTD, behind industry gains of 26.5% and 22.4%; forward price-to-sales ratio (P/S) is 5.14X vs 6.01X.

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