文章核心观点 - Zoom的增长放缓,面临长期挑战 [1][2] - Zoom尝试通过收购Five9和推出新功能来扩大生态系统,但效果有限 [4] - Zoom正专注于提高利润率而非收入增长 [5][6] 公司情况总结 1) 收入增长放缓,仅增长3%,但通过裁员和成本控制措施使得调整后每股收益增长16% [5][6] 2) 为吸引更多高价值企业客户,Zoom正在扩展其AI工具、Zoom Phone服务和云联络中心业务 [7] 3) 大客户数量增长8.5%,但企业收入仅增长5% [7] 4) 毛利率预计从80%下降至79%,因为需要扩大云基础设施 [8] 行业分析 1) 大型科技公司如微软、谷歌和思科也在扩展自己的视频会议平台,加剧了竞争 [4] 2) 宏观经济环境恶化,如利率上升,导致企业减少云服务支出 [4] 3) Zoom的高增长时代已经过去,但其估值较低,可能成为一个不错的价值投资标的 [9]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zoom Video Communications. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________ FORM 10-Q ___________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO C ...

文章核心观点 - Zoom公司推出了新的AI助手功能,包括在Zoom会议和Zoom团队聊天中提供快速回复建议,以及改善搜索和教育等功能 [1][2][3][4] - Zoom公司推出了端到端的后量子加密功能,成为首家提供此功能的统一通信即服务(UCaaS)供应商,以应对日益复杂的安全威胁 [5][6][7] - 这些新功能有望提升Zoom公司的企业客户群和收入增长 [8][9] - Zoom公司面临来自微软、谷歌和Salesforce等竞争对手的激烈竞争 [10][11][12][13][14] - Zoom公司正在通过AI集成和更多免费功能的推出来保持其在云通信市场的竞争优势 [15]

Key PointsZoom's earnings showed investors why management is willing to buy back up to $2.4 million in stock and why Mizuho doubled its stake.Analyst price targets and projections give investors a clear path to squeeze further upside from Zoom's discount to peers today.Post-earnings price action shows Main Street how willing buyers were to come to rescue the initially falling stock.5 stocks we like better than TwilioAfter reporting its first quarter 2024 earnings report, shares of Zoom Video Communications ...

Zoom’s (ZM) first-quarter fiscal 2025 adjusted earnings of $1.35 per share beat the Zacks Consensus Estimate by 13.45% and increased 16.4% year over year.Revenues of $1.14 billion beat the consensus mark by 1.41% and increased 3.3% year over year on strong growth from Enterprise customers. Adjusting for foreign currency impact, revenues in constant currency were $1,143.6 million, up 3.5% year over year.Revenues increased 4% in America and 2% in EMEA, while international market revenues from APAC decreased 2 ...

Zoom is making a bet that artificial intelligence will be the key to driving growth and expanding its business beyond video conferencing. The video communications company’s first-quarter earnings call was dominated by discussions of AI, with executives highlighting Zoom’s significant investments in the technology and the early success of its new AI-powered offerings.Leading the charge is Zoom Workplace, a comprehensive collaboration platform infused with AI capabilities that launched in March. The platform ...

SAN JOSE, Calif., May 21, 2024 (GLOBE NEWSWIRE) -- Today, Zoom Video Communications, Inc. (NASDAQ:ZM) announced that post-quantum end-to-end encryption (E2EE) is now globally available for Zoom Workplace, specifically Zoom Meetings, with Zoom Phone and Zoom Rooms coming soon. The launch of the new security enhancement makes Zoom the first UCaaS company to offer a post-quantum E2EE solution for video conferencing. As adversarial threats become more sophisticated, so does the need to safeguard user data. In c ...

财务数据和关键指标变化 - 总收入为11.41亿美元,同比增长3%,超出公司指引的高端[23] - 企业收入同比增长5%,占总收入的58%,较去年同期的57%有所提升[23] - 在线客户平均月度流失率为3.2%,略高于去年同期的3.1%,主要是由于收紧了未付款宽限期导致的[23] - 年化净收益率达99%,未受客户转移的影响[24] - 非GAAP毛利率为79.3%,略低于去年同期的80.5%,主要是由于在AI创新方面的投资[27] - 非GAAP营业利润同比增长8%至4.57亿美元,超出公司指引的高端[29] - 非GAAP每股收益为1.35美元,超出公司指引的高端[29] 各条业务线数据和关键指标变化 - Zoom Contact Center客户数超过90家年收入超过10万美元,同比增长246%[21] - Zoom Phone客户数超过5家拥有10万以上席位[21] - Zoom AI Companion在8个月内获得超过70万客户账户[22] 各个市场数据和关键指标变化 - 美洲地区收入同比增长4% - EMEA地区收入同比增长2% - APAC地区收入同比下降2%,主要受到日本和澳大利亚汇率的不利影响[26] 公司战略和发展方向及行业竞争 - 公司推出了Zoom Workplace,这是一个AI驱动的协作平台,旨在帮助客户提高生产力、员工参与度和优化线下工作时间[10][11] - Zoom Workplace与公司的业务服务产品如Zoom Events、Revenue Accelerator、Contact Center等深度集成[13] - Zoom Contact Center在过去两年取得了快速进展,已经准备好进入主流市场,在大型交易中战胜了行业前四大云联络中心供应商[43][44][45] - 公司在与微软的竞争中保持了定价优势,客户更看重Zoom的服务质量和AI功能[50][51][52][53] 管理层对经营环境和未来前景的评论 - 公司预计第二季度将是全年增长最低的时点,之后将逐步回升[40] - 公司上调了全年收入和利润的指引,预计全年收入将增长约2%,非GAAP营业利润率将达到37.8%[34] - 公司预计第二季度由于数据中心升级和季节性税收因素,自由现金流将下降50%-60%,但第三、四季度将恢复正常[35] 问答环节重要的提问和回答 问题1 **Meta Marshall 提问** 询问公司在中小企业市场的表现以及净收益率的走势[38][39] **Kelly Steckelberg 回答** 公司预计第二季度将是净收益率最低的时点,之后将逐步回升,公司各细分市场表现基本一致[40][41] 问题2 **Samad Samana 提问** 询问Zoom Contact Center业务进入"主流市场"的标准和判断依据[43] **Eric Yuan 回答** 公司在过去两年持续拓展Contact Center客户,包括战胜行业前四大供应商,获得大型客户,并实现了高速增长,这表明该业务已经准备好进入主流市场[44][45][46] 问题3 **Michael Funk 提问** 询问公司在定价策略和与微软竞争方面的情况[50] **Eric Yuan 回答** 公司的定价策略保持稳定,客户更看重Zoom的服务质量和AI功能,而非价格,公司在与微软的竞争中保持优势[51][52][53][54][55][56]

Zoom Video Communications (ZM) reported $1.14 billion in revenue for the quarter ended April 2024, representing a year-over-year increase of 3.3%. EPS of $1.35 for the same period compares to $1.16 a year ago.The reported revenue represents a surprise of +1.41% over the Zacks Consensus Estimate of $1.13 billion. With the consensus EPS estimate being $1.19, the EPS surprise was +13.45%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...