Zoom's Pandemic Bonanza Is Over

Motley Fool2021-09-01

Zoom Video Communications (NASDAQ:ZM) was one of the biggest beneficiaries of the pandemic-driven lockdowns and restrictions that drove millions out of the office. There's plenty of competition in the...

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精彩评论

azys
2021-09-02
azys
Hmmm
SeC
2021-09-02
SeC
Hmm
Questions
2021-09-01
Questions
Don’t think so. It’s still here to stay atleast 12 more mths.
Minidarling
2021-09-01
Minidarling
Now it’s the time to see how zoom can innovate and expand for future growth.
wwwwwl
2021-09-01
wwwwwl
K
babiboo
2021-09-01
babiboo
9hnooo

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There's plenty of competition in the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/01/zooms-pandemic-bonanza-is-over/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZM","symbol_name":"Zoom","start_time":0,"source_url":"https://www.fool.com/investing/2021/09/01/zooms-pandemic-bonanza-is-over/","article_id":"2164894025","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2164894025","pubTimestamp":1630495800,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Revenue is topping out as small customers drop the platform.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ZM":"Zoom"},"translate_title":"Zoom的流行病热潮结束了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZM":0.9},"content_text":"Zoom Video Communications (NASDAQ:ZM) was one of the biggest beneficiaries of the pandemic-driven lockdowns and restrictions that drove millions out of the office. There's plenty of competition in the videoconferencing market, but Zoom's ease of use helped it stand out. For companies urgently going remote last year, Zoom was the path of least resistance.\nWith Zoom becoming a necessity for many companies during the pandemic, revenue has soared. Zoom just booked its first quarter with over $1 billion of . Two years ago, quarterly revenue was below $200 million. Zoom now has over half a million customers with more than 10 employees, and over 2,000 customers spending more than $100,000 on Zoom's products.\nZoom is still reporting solid growth on a year-over-year basis. Revenue was up 54% in the latest quarter, and the company's guidance represents year-over-year growth of about 31%. But the company is reaching an inflection point. Sequential growth has been slowing for a while, and it's about to turn negative for the first time if Zoom hits its guidance.\n*Q3 2022 figure is the midpoint of Zoom's revenue guidance. Chart by author. Data source: Zoom.\nSmall customers are jumping ship\nZoom is still seeing solid demand among large enterprise customers. The number of enterprise customers spending more than $1 million annually soared 77% in the latest quarter, and the number of customers spending more than $100,000 annually more than tripled. Additional products like Zoom Phone are helping to drive revenue higher among large customers.\nIt's a different story for customers with fewer than 10 employees. Zoom attributed its lackluster guidance, which called for revenue between $1.015 billion and $1.020 billion in the fiscal third quarter, on small customers. Even at the high end of that range, revenue will be down compared to the second quarter.\nSmall customers account for 36% of Zoom's revenue, and the company expects this part of its business to be volatile as the pandemic ends. \"[O]ur outlook assumes that our direct and channel business will continue to experience robust growth, while our online business will be a headwind in the coming quarters as smaller customers and consumers adjust to the evolving environment,\" said CFO Kelly Steckelberg during the second-quarter earnings call.\nLarge customers are also changing their behavior. 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If Zoom starts reporting revenue declines, that premium valuation may come under some serious pressure.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812380221,"gmtCreate":1630552809863,"gmtModify":1632472979995,"author":{"id":"3586001373582209","authorId":"3586001373582209","name":"azys","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586001373582209","idStr":"3586001373582209"},"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812380221","repostId":2164894025,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816707389,"gmtCreate":1630532842641,"gmtModify":1632474793045,"author":{"id":"3582371848241817","authorId":"3582371848241817","name":"SeC","avatar":"https://static.tigerbbs.com/a226cf90d6854e9178341c90697ce373","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582371848241817","idStr":"3582371848241817"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816707389","repostId":2164894025,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816211014,"gmtCreate":1630503493938,"gmtModify":1632476044585,"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575934289940082","idStr":"3575934289940082"},"htmlText":"Don’t think so. It’s still here to stay atleast 12 more mths.","listText":"Don’t think so. It’s still here to stay atleast 12 more mths.","text":"Don’t think so. It’s still here to stay atleast 12 more mths.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816211014","repostId":2164894025,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816675605,"gmtCreate":1630501402307,"gmtModify":1631893002196,"author":{"id":"3569316918312189","authorId":"3569316918312189","name":"Minidarling","avatar":"https://static.tigerbbs.com/911ab5863f184fb41ddc75f4e45b595e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3569316918312189","idStr":"3569316918312189"},"htmlText":"Now it’s the time to see how zoom can innovate and expand for future growth.","listText":"Now it’s the time to see how zoom can innovate and expand for future growth.","text":"Now it’s the time to see how zoom can innovate and expand for future growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816675605","repostId":2164894025,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816664447,"gmtCreate":1630498105289,"gmtModify":1631893212368,"author":{"id":"3578109783162616","authorId":"3578109783162616","name":"wwwwwl","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578109783162616","idStr":"3578109783162616"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816664447","repostId":2164894025,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816662854,"gmtCreate":1630497796378,"gmtModify":1633677661923,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3577409082356068","idStr":"3577409082356068"},"htmlText":"9hnooo","listText":"9hnooo","text":"9hnooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816662854","repostId":2164894025,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":47,"commentSize":12,"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":"4.29.4","shortVersion":"4.29.4","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/2164894025"}