Zoom Stock Tumbled. The Covid Boom Is Fizzling.

Barrons2021-11-24

Zoom Video Communications stock is providing a textbook example of what happens to a hypergrowth stock when it returns to Earth. No company more perfectly captured the pandemic moment in 2020 than ...

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精彩评论

Michane
2021-11-24
Michane
Not so soon. Many countries having fourth wave, fifth wave..
- Michane:
  Yes they have that too, though I think Zoom is more widely used with the general public whereas MS Teams is like for the professionals in the corporate world
- tanpp2307:
  Microsoft has come up with a similar platform, MS-Teams!
- shutiing:
  ok
- eeez:
  👌

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As we all shifted to working and learning from home, demand for videoconferencing services boomed. At one point, Zoom posted three straight quarters of top-line growth of 355% or better. But those days are over, and the stock is still adjusting.\nAfter the close of trading Monday, Zoom posted $1.05 billion in revenue for the fiscal third quarter, up 35% from a year earlier—respectable growth, but an order of magnitude slower than the 367% growth reported in the October 2020 quarter. True, results were slightly ahead of both the company’s guidance and Street consensus. And the same pattern held for fourth-quarter guidance: at the midpoint of the range, the company sees revenue of $1.052 billion, just above the Street consensus. 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He thinks the company could be headed for top-line growth below 15% heading into fiscal 2023, a level that would fall short of Street estimates “and something that could weigh on the stock.”\nAdds Radke: “With Zoom playing catch-up on hiring amid a tough labor environment, we worry that slowing growth could come amid declining margins, making it difficult for the stock to grow into a free cash flow-based valuation.” Radke maintains his Neutral rating, and chops his target price to $250, from $304.\nEvercore ISI analyst Peter Levine likewise expects margins to come down in the January 2023 fiscal year, as the company steps up investment in both research and development, and sales and marketing. 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Many countries having fourth wave, fifth wave..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/874004540","repostId":1188457292,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6715991,"gmtCreate":1637806145370,"gmtModify":1637806145370,"authorId":4091891386414570,"author":{"id":4091891386414570,"authorId":4091891386414570,"name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874004540,"type":1,"supId":6699728,"prevId":0,"content":"Yes they have that too, though I think Zoom is more widely used with the general public whereas MS Teams is like for the professionals in <u>the</u> corporate world","text":"Yes they have that too, though I think Zoom is more widely used with the general public whereas MS Teams is like for the professionals in <u>the</u> corporate world","html":"Yes they have that too, though I think Zoom is more widely used with the general public whereas MS Teams is like for the professionals in <u>the</u> corporate world"},{"id":6699728,"gmtCreate":1637713963739,"gmtModify":1637718363978,"authorId":3585983433962847,"author":{"id":3585983433962847,"authorId":3585983433962847,"name":"tanpp2307","avatar":"https://static.tigerbbs.com/b4cb1adebe779f631f65a6b4332f7bc5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874004540,"type":1,"supId":0,"prevId":0,"content":"Microsoft has come up with a similar platform, MS-Teams!","text":"Microsoft has come up with a similar platform, MS-Teams!","html":"Microsoft has come up with a similar platform, MS-Teams!"},{"id":6700516,"gmtCreate":1637716206619,"gmtModify":1637716206648,"authorId":4087286829505350,"author":{"id":4087286829505350,"authorId":4087286829505350,"name":"shutiing","avatar":"https://static.tigerbbs.com/d9570bb377b17d1dc03714978c63e96c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874004540,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":6698205,"gmtCreate":1637710057920,"gmtModify":1637710057920,"authorId":3570813663502369,"author":{"id":3570813663502369,"authorId":3570813663502369,"name":"eeez","avatar":"https://static.tigerbbs.com/3e4f974ced53f13a2b714d56018e7b43","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874004540,"type":1,"supId":0,"prevId":0,"content":"👌","text":"👌","html":"👌"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":53,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1188457292"}