Did you analyze how Zoom Video Communications (ZM) fared in its international operations for the quarter ending July 2024? Given the widespread global presence of this video-conferencing company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journe ...

AndreyPopov/iStock via Getty Images Investment Thesis Zoom (NASDAQ:ZM) surged 17% after delivering better-than-expected 2Q FY2025 results and raising forward guidance. While the company's growth trajectory remains subdued, the less disappointing news is a positive for the stock, given its cheap valuation. Investors are encouraged by ZM's inflection in growth rebound. This may signal a potential trough in demand weakness, especially as the company's contract backlogs show significant growth reacceleration. I ...

CHINA - 2024/06/21: In this photo illustration, the American video Communications company Zoom ... [+] (NASDAQ: ZM) logo seen displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Zoom Video Communications stock (NASDAQ: ZM) price rose 13.1% on 22nd August, as compared to a nearly 1% decrease in the S&P500 index. In sharp contrast, Zoom Video Communicati ...

Zoom Video Communications remains one of the cheapest SaaS stocks around. Share prices of Zoom Video Communications (ZM 3.09%) zoomed higher after the video conferencing company's latest quarterly results topped expectations. The stock, nonetheless, is still down modestly on the year. Let's zoom in on the company's most recent results and see if this turnaround can last and if it is a golden opportunity to buy the stock. AI integration and contact center leading turnaround efforts Zoom was a huge winner dur ...

财务表现 - 公司的收入在2024年第三季度和2023年第三季度分别为11.625亿美元和11.387亿美元，同比增长2.1%[92] - 公司在2024年上半年和2023年上半年的净收入分别为4.353亿美元和1.974亿美元[92] - 公司在2024年上半年和2023年上半年的经营活动产生的净现金流分别为10.375亿美元和7.545亿美元[92] - 公司自由现金流为9.35亿美元，较上年同期增加24.2%[109] - 收入同比增长2.7%，其中企业客户订阅服务收入增长4.4%，其中47.0%来自现有客户，53.0%来自新客户，而在线客户收入保持平稳[134] - 成本费用同比增加5.3%，主要由于托管及基础设施成本增加4590万美元，部分被股票激励费用减少1090万美元及重组成本减少710万美元所抵消[135] 客户情况 - 截至2024年7月31日,公司拥有约191,600家企业客户[104] - 公司在2024年4月进行了客户优化调整,约26,800家企业客户转为在线客户[105] - 公司客户中贡献超过10万美元年度收入的客户数量增加，占总收入的比例分别为30.5%和29.0%[106] 成本管控 - 研发投入增加7.8%，主要用于AI技术创新[125] - 销售和营销费用下降3.9%，主要由于营销支出和股份支付费用的减少[126] - 毛利率下降1.1个百分点至75.5%，主要由于数据中心升级和AI功能使用成本增加[124] - 一般及行政开支同比下降15.3%，主要由于人员相关费用减少8.3百万美元，其中股票激励费用减少7.2百万美元，以及法律费用减少7.1百万美元[129] - 研发费用同比增加2.8%，主要由于人员相关费用增加2120万美元，其中工资、税金和福利增加1630万美元，股票激励费用增加490万美元[136] - 销售及市场费用同比下降11.2%，主要由于人员相关费用减少6870万美元，其中股票激励费用减少3690万美元，以及重组成本减少3290万美元[139] - 一般及行政费用同比下降32.9%，主要由于法律费用包括诉讼和解费用减少5890万美元，以及人员相关费用减少2610万美元[140] 投资与筹资 - 公司在截至2024年7月31日的6个月内用于投资活动的净现金为6.487亿美元，主要用于购买6.371亿美元的有价证券、1.027亿美元的购置物业和设备、以及1,350万美元的战略性投资[149] - 公司在截至2023年7月31日的6个月内用于投资活动的净现金为5.001亿美元，主要用于购买2.83亿美元的有价证券、2.049亿美元的收购支付、6,840万美元的购置物业和设备、以及5,100万美元的战略性投资[149] - 公司在截至2024年7月31日的6个月内用于筹资活动的净现金为3.987亿美元，主要用于4.377亿美元的股票回购[152] - 公司在截至2023年7月31日的6个月内用于筹资活动的净现金为4,150万美元，主要来自于3,250万美元的ESPP发行和770万美元的股票期权行权[151] - 公司在2024年2月授权了最高15亿美元的股票回购计划，截至2023年7月31日尚有10.623亿美元未使用[152] - 公司在2024年1-7月期间共回购并注销了722.9395万股A类普通股，总金额为4.377亿美元[152] 其他 - 公司的使命是提供一个无限人际连接的平台[91] - 公司正在持续监控宏观经济环境对业务的影响[93] - 公司正在努力吸引新客户并扩大现有企业客户的使用[96][97] - 公司正在不断创新和扩展平台功能,包括推出新产品和增强现有产品[101] - 公司将国际市场扩张视为一个重要机会[102] - 战略投资收益净额同比下降90.2%，主要由于公开持有证券估值变化[130] - 其他收益净额同比增加112.8%，主要由于现金及可流动证券投资收益增加4480万美元[131] - 所得税费用同比增加8.0%，主要由于税前利润增加[132] - 公司2024年1-7月和2023年1-7月分别有19.3%和19.3%的收入以及15.1%和13.3%的费用以美元以外的货币计价，汇率波动对财务影响较小[154] - 公司2024年7月31日的现金及现金等价物为15.395亿美元，有价证券为59.806亿美元，主要投资于短期高等级债券,利率变动影响较小[155,156]

Zoom Video Communications' (ZM) second-quarter fiscal 2025 adjusted earnings of $1.39 per share beat the Zacks Consensus Estimate by 14.88% and increased 3.73% year over year. Revenues of $1.16 billion beat the consensus mark by 1.22% and increased 2.09% year over year on strong growth from Enterprise customers. Zoom Video Communications increased its annual revenue forecast on Wednesday, thanks to robust demand for its AI-powered collaboration tools designed for hybrid work models. For fiscal 2025, Zoom ex ...

Key Takeaways Zoom Video Communications shares popped Thursday after the provider of remote video services reported better-than-expected results and issued a rosy outlook as it held on to more customers. The company said it was able to sell more high-end packages by offering advanced artificial intelligence. Zoom also announced that Chief Financial Officer Kelly Steckelberg resigned. Zoom Video Communications (ZM) shares popped Thursday after the provider of remote video services reported better-than-expect ...

Zoom CEO Eric Yuan speaks at the Dropbox Work In Progress Conference in San Francisco on Sept. 25, 2019. Zoom shares soared the most since November 2022 on Thursday after the video chat company reported betterthan-expected results for the second quarter and raised its full-year guidance. The stock rose 13% to close at $68.04. The shares are still down 5.4% for the year, while the Nasdaq has gained 17% over that stretch. Zoom said revenue in the quarter rose 2.1% from a year earlier to $1.16 billion, topping ...

Zoom's (ZM) second-quarter fiscal 2025 adjusted earnings of $1.39 per share beat the Zacks Consensus Estimate by 14.88% and increased 3.73% year over year. Revenues of $1.16 billion beat the consensus mark by 1.22% and increased 2.09% year over year on strong growth from Enterprise customers. Adjusting for foreign currency impact, revenues in constant currency were $1.166 billion, up 2.4% year over year. Quarter Details Enterprise revenues were $682.8 million, up 3.5% year over year and represented 58.7% of ...

Zoom Video Communications, Inc. NASDAQ: ZM is a leading provider of video communication and collaboration solutions, and its products are used in personal and business environments. Zoom's financial results for the second quarter of fiscal year 2025 were recently released, and the results exceeded the expectations of the analyst community. Zoom's earnings beat was driven by robust growth in the enterprise segment and improved profitability. ZM Get ZM alerts: Zoom's Q2: Solid Growth and Financial Strength Zo ...