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2021-09-25

Pandemic makes businesses wonder if the physical meeting is necessary given zoom, Skype and all the other tech enablers are bridging the comms gap

Cathie Wood Knows Something About Zoom That You Don’t

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Joanna’s pick for this week isZoom(NASDAQ:ZM) as the top stock to trade this week.\nWe all know video-calling software makerZoom&nbsp;(NASDAQ:ZM). The pandemic high-flier capitalized on a stay-at-home workforce, growing itsusage from 10 million daily meeting participants one year ago to over 200 million.ZM stock enjoyed a meteoric 400% rise in 2020.\n<img src=\"https://static.tigerbbs.com/320cf0858628ccaaed68980cabbaefec\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Michael Vi / Shutterstock.com\nHowever, Zoom knows firsthand — like a lot of last year’s tech gainers — that 2021 has been much less forgiving. As the world returns to normalcy, the company’s growth has naturally slowed. Investors have cooled on the story. ZM stock is down about 20% year-to-date (YTD). Plus, adding salt to the wound, the company ishaving trouble closing its recentlyproposed acquisitionofFive9(NASDAQ:FIVN).\nI love a stock with some good controversy. Zoom fits that bill. The shares are volatile, reflecting investor uncertainty around whether it has enough gas in the tank for a second growth wave.But add a celebrity investor to the mix and things geteven more intriguing. Enter Cathie Wood, who’s been scooping up Zoom shares on the dip.\nIs it over for ZM stock? Or is it just the beginning? Here’s a place to start.\nZM Stock: What a Difference a Year Makes\nWe all know how well Zoom did last year. But investors have very short memories. So, when it comes to analyzing ZM stock, let’s focus our conversation on the present (and future potential).\nBusiness is still good at Zoom, but it’s slowing relative to last year. Fiscal second-quarter earnings were a mixed bag. The good news is the company beat expectations. The bad news? Year-over-year (YOY) comparisons are down. For example, revenueincreased 54%YOY — an impressive number — butdown from 191%in Q1. Now for Q3, growth is expected to taper further to 31%. No doubt, these are still impressive growth numbers. But they’re not a raise inguidance for the second half of the fiscal year.\nWall Street doesn’t like slowing growth. That’s why negative comparisons almost always translate into declines in stock prices.\nThere’s another thing Wall Street doesn’t like: competition. Zoom enjoyed wild success last year. But going forward, the company isn’t the only video-conference software maker in town. There are plenty of other options:Microsoft(NASDAQ:MSFT) has Skype and Teams,Cisco(NASDAQ:CSCO) offers Webex,Adobe(NASDAQ:ADBE) has Connect andLogMeInhas GoToMeeting, among others. This list of giant competitors also includesFacebook(NASDAQ:FB), which recently introduced a feature called Messenger Rooms.\nFor these much larger tech companies, online meetings are just one of many software offerings. This leaves ZM stock vulnerable if one of these companies finds a competitive advantage.\nLooking for Growth\nWith growth slowing and the company facing an increasingly crowded enterprise communications market,Zoom is naturally looking for its next leg of growth. In July, the company announced its&nbsp;intent to acquirecloud contact-center software providerFive9for $14.7 billion in stock. The deal terms were that Zoom would pay $200.28 for each share of Five9.\nHowever, the market has since soured on the deal, for two reasons. First: valuation. Sure, the deal terms sounded good to shareholders when it was initially announced (ZM stock was trading for over $350 at the time). But on the heels of a mixed quarter, the stock started sliding — and quickly. Investors then had more reason to question the lofty proposed purchase price.\nLast week, things came to a head. With Zoom shares down almost 20% from the deal announcement, proxy-analysis firm Institutional Shareholder Services (ISS) sounded the alarm bells. The firmadvised Five9 shareholders toreject the deal. ISS said that Five9 investors would be exposed to a more-volatile stock with a less-than-rosy outlook as economies reopen following the pandemic.\nSecondly, though, there’s the Justice Department and the Federal Communications Commission (FCC). Both agencies are looking into whether Zoom’s ties to China could make the deal a national-security risk. Still, Zoomsaid it expects to receive regulatory approvals by the first half of 2022. 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Joanna’s pick for this week isZoom(NASDAQ:ZM) as the top stock to trade this week.\nWe all know video-calling software makerZoom (NASDAQ:ZM). The pandemic high-flier capitalized on a stay-at-home workforce, growing itsusage from 10 million daily meeting participants one year ago to over 200 million.ZM stock enjoyed a meteoric 400% rise in 2020.\nSource: Michael Vi / Shutterstock.com\nHowever, Zoom knows firsthand — like a lot of last year’s tech gainers — that 2021 has been much less forgiving. As the world returns to normalcy, the company’s growth has naturally slowed. Investors have cooled on the story. ZM stock is down about 20% year-to-date (YTD). Plus, adding salt to the wound, the company ishaving trouble closing its recentlyproposed acquisitionofFive9(NASDAQ:FIVN).\nI love a stock with some good controversy. Zoom fits that bill. The shares are volatile, reflecting investor uncertainty around whether it has enough gas in the tank for a second growth wave.But add a celebrity investor to the mix and things geteven more intriguing. Enter Cathie Wood, who’s been scooping up Zoom shares on the dip.\nIs it over for ZM stock? Or is it just the beginning? Here’s a place to start.\nZM Stock: What a Difference a Year Makes\nWe all know how well Zoom did last year. But investors have very short memories. So, when it comes to analyzing ZM stock, let’s focus our conversation on the present (and future potential).\nBusiness is still good at Zoom, but it’s slowing relative to last year. Fiscal second-quarter earnings were a mixed bag. The good news is the company beat expectations. The bad news? Year-over-year (YOY) comparisons are down. For example, revenueincreased 54%YOY — an impressive number — butdown from 191%in Q1. Now for Q3, growth is expected to taper further to 31%. No doubt, these are still impressive growth numbers. But they’re not a raise inguidance for the second half of the fiscal year.\nWall Street doesn’t like slowing growth. That’s why negative comparisons almost always translate into declines in stock prices.\nThere’s another thing Wall Street doesn’t like: competition. Zoom enjoyed wild success last year. But going forward, the company isn’t the only video-conference software maker in town. There are plenty of other options:Microsoft(NASDAQ:MSFT) has Skype and Teams,Cisco(NASDAQ:CSCO) offers Webex,Adobe(NASDAQ:ADBE) has Connect andLogMeInhas GoToMeeting, among others. This list of giant competitors also includesFacebook(NASDAQ:FB), which recently introduced a feature called Messenger Rooms.\nFor these much larger tech companies, online meetings are just one of many software offerings. This leaves ZM stock vulnerable if one of these companies finds a competitive advantage.\nLooking for Growth\nWith growth slowing and the company facing an increasingly crowded enterprise communications market,Zoom is naturally looking for its next leg of growth. In July, the company announced its intent to acquirecloud contact-center software providerFive9for $14.7 billion in stock. The deal terms were that Zoom would pay $200.28 for each share of Five9.\nHowever, the market has since soured on the deal, for two reasons. First: valuation. Sure, the deal terms sounded good to shareholders when it was initially announced (ZM stock was trading for over $350 at the time). But on the heels of a mixed quarter, the stock started sliding — and quickly. Investors then had more reason to question the lofty proposed purchase price.\nLast week, things came to a head. With Zoom shares down almost 20% from the deal announcement, proxy-analysis firm Institutional Shareholder Services (ISS) sounded the alarm bells. The firmadvised Five9 shareholders toreject the deal. ISS said that Five9 investors would be exposed to a more-volatile stock with a less-than-rosy outlook as economies reopen following the pandemic.\nSecondly, though, there’s the Justice Department and the Federal Communications Commission (FCC). Both agencies are looking into whether Zoom’s ties to China could make the deal a national-security risk. Still, Zoomsaid it expects to receive regulatory approvals by the first half of 2022. 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