Zoom Video Communications (ZM)

Zoom Video Communications (ZM)

Postby winston » Fri Dec 27, 2019 9:54 am

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Zoom Video Communications

Zoom Video Communications (NASDAQ:ZM) rivals Datadog for both the fastest-growing SaaS stock, and the most expensive.

In the most recent quarter, sales jumped 85% to $167 million.

Gross margin was almost 83%.

Maybe the most amazing thing about Zoom is that it achieves these growth rates while remaining profitable.

Zoom is competing with legacy players like Cisco and Microsoft, and is taking market share from them with its best-of-breed offering.

So far, videoconferencing has been a disappointing market opportunity, with buggy systems that annoy the people who try to use them. But Zoom's motto is: "It just works."

This market opportunity is at least $43 billion, but probably higher, as videoconferencing is far more popular when the technology works.

Source: Motley Fool
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Re: Zoom Video Communications (ZM)

Postby winston » Wed Jun 17, 2020 7:39 pm

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SUDDENLY, EVERYONE NEEDED THIS COMPANY

Today's chart shows a company that was in the right place at the right time...

When the coronavirus outbreak struck, health concerns shut down face-to-face interactions. Business owners, employees, and customers were staying home... Families couldn't visit each other... And houses of worship couldn't hold services. So they all turned to this company...

Zoom Video Communications (ZM) is a $67 billion host of online video calls. It didn't invent this industry, but it now dominates it... thanks to a simple interface and affordable pricing that are perfect for both private and professional use.

Zoom shot up from a 10% market share last summer to 43% this spring – more than twice the share of the No. 2 competitor. And profits surged to $27 million in the most recent quarter... up from basically breakeven a year ago.

Since the company went public in April 2019 at $36 per share, the stock has exploded more than 550%... with most of those gains as a result of COVID-19 emerging a few months ago.

Zoom has become a part of our personal and professional lives, and it's not going away anytime soon...

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Re: Zoom Video Communications (ZM)

Postby winston » Fri Nov 27, 2020 10:30 pm

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Zoom Video Communications Inc. (NASDAQ: ZM) is a fantastic company.

It has literally saved lives and businesses during the pandemic. Zoom will become a new normal for work at home and learn at home. The company will do very well for a very long time.

The problem it has is that a lot of demand was brought forward by years. People who would have never even considered using Zoom now have accounts.

The stock is trading at 14 times sales and 142 times what the analysts hope the company will earn next year. That’s enough to make the late 1990s Internet stock blush with envy.

The old school growth stock formula of 8.5 + 2 times the long-term growth rate would yield a justifiable P/E ratio of roughly 70 and a stock price of less than $250.

Zoom currently trades for $430 a share. It’s up 540% on the year.

Give this one time to settle down in the post-vaccine world before buying in.

Source: Money Morning
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Re: Zoom Video Communications (ZM)

Postby winston » Wed Dec 30, 2020 10:40 am

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This Stock Will Continue to Win Even After Covid-19

by Matt McCall

With a $110 billion market capitalization and forecasts for “just” $3.56 billion in sales next year, shares are not cheap at ~32.5 times forward revenue estimates.

At $325, ZM stock will be down about 44% from its all-time high. It will have also filled that big gap and will trade with a market cap of about $93.5 billion. That would leave Zoom trading at about 26 times forward revenue, which is a bit more palpable.


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https://dailytradealert.com/2020/12/29/ ... -covid-19/
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Re: Zoom Video Communications (ZM)

Postby behappyalways » Wed Nov 24, 2021 8:48 am

Zoom tumbles amid signs of slowing growth post-pandemic
https://www.theedgesingapore.com/capita ... t-pandemic
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Re: Zoom Video Communications (ZM)

Postby winston » Tue Aug 22, 2023 10:21 am

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Zoom shares rose as much as 8% in extended trading on Monday after the video-calling software provider announced fiscal second-quarter results that exceeded analysts’ expectations.

Zoom’s revenue grew 3.6% year over year in the quarter that ended on July 31, according to a statement.

Net income jumped to $182 million, or 59 cents per share, in the quarter, compared with $45.7 million, or 15 cents per share per share, in the fiscal second quarter one year ago.

The company claimed around 218,100 enterprise customers at the end of July, up 1% from 215,900 as of April 30.

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Re: Zoom Video Communications (ZM)

Postby winston » Fri Nov 17, 2023 12:35 pm

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Zoom Communications (ZM)

Once a pandemic stock star, Zoom’s (NASDAQ:ZM) surge in 2020 was remarkable.

Despite a decline post-peak, Zoom, priced under $65 per share, offers long-term investors a favorable risk/reward.

With a reasonable valuation and steady revenue growth, it’s adapting to evolving markets beyond video conferencing.

The company remains dominant in video communication across business, education, religion, and sports. With a robust balance sheet holding approximately $6 billion in cash, Zoom stays resilient, even after the pandemic.

Zoom reported robust Q2 2023 financials, with $1.14 billion in revenue, a 3.57% year-over-year increase.

Net income and diluted EPS reached $181.97 million and $0.59, marking impressive 297.76% and 293.33% year-over-year rises, beating EPS and revenue forecasts.

Additionally, the Zoom AI Companion is a key driver, enhancing meeting quality and attracting premium subscriptions, indicating potential profit growth in upcoming quarters.

Retaining a substantial market share in video conferencing, ZM stock remains noteworthy for investors in the tech sector.

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Re: Zoom Video Communications (ZM)

Postby winston » Fri Nov 17, 2023 12:35 pm

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Zoom Communications (ZM)

Once a pandemic stock star, Zoom’s (NASDAQ:ZM) surge in 2020 was remarkable.

Despite a decline post-peak, Zoom, priced under $65 per share, offers long-term investors a favorable risk/reward.

With a reasonable valuation and steady revenue growth, it’s adapting to evolving markets beyond video conferencing.

The company remains dominant in video communication across business, education, religion, and sports. With a robust balance sheet holding approximately $6 billion in cash, Zoom stays resilient, even after the pandemic.

Zoom reported robust Q2 2023 financials, with $1.14 billion in revenue, a 3.57% year-over-year increase.

Net income and diluted EPS reached $181.97 million and $0.59, marking impressive 297.76% and 293.33% year-over-year rises, beating EPS and revenue forecasts.

Additionally, the Zoom AI Companion is a key driver, enhancing meeting quality and attracting premium subscriptions, indicating potential profit growth in upcoming quarters.

Retaining a substantial market share in video conferencing, ZM stock remains noteworthy for investors in the tech sector.

Source: Trades Of The Day
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Re: Zoom Video Communications (ZM)

Postby winston » Tue Feb 27, 2024 9:36 am

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Zoom Video Communications on Monday posted better-than-expected results for the fourth quarter, helped by strong demand for its expanding product portfolio as more employers embrace hybrid work models.

Zoom also authorized a stock buyback of up to US$1.5 billion of its outstanding Class A common stock.

The results indicate Zoom's attempts to integrate artificial intelligence (AI) into its products and diversify its portfolio have paid off, as the video-conferencing provider takes advantage of a surge in hybrid working.

It reported adjusted profit of US$1.42 per share for the quarter ended Jan. 31, above analysts' estimates of US$1.15 per share.

Revenue stood at US$1.15 billion, beating an estimate of US$1.13 billion.

Zoom introduced its AI companion during its third quarter, allowing paid users to access features including meeting summaries and catch-ups, as well as email and chat composing prompts.

The company also reported operating cash flow margin of 30.6% for the reported quarter.

Zoom forecast fiscal-year 2025 revenue of about US$4.60 billion, which is below analysts' estimate of US$4.66 billion.

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