tanpp2307
2021-11-24
Microsoft has come up with a similar platform, MS-Teams!//
@Michane
:
Not so soon. Many countries having fourth wave, fifth wave..
Zoom Stock Tumbled. The Covid Boom Is Fizzling.
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Many countries having fourth wave, fifth wave..</p></body></html>","htmlText":"<html><head></head><body>\nMicrosoft has come up with a similar platform, MS-Teams!//<a href=\"https://laohu8.com/U/4091891386414570\">@Michane</a>:<p>Not so soon. Many countries having fourth wave, fifth wave..</p></body></html>","text":"Microsoft has come up with a similar platform, MS-Teams!//@Michane: Not so soon. Many countries having fourth wave, fifth wave..","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874027766","repostId":1188457292,"repostType":4,"repost":{"id":"1188457292","pubTimestamp":1637709225,"share":"https://www.laohu8.com/m/news/1188457292?lang=&edition=full","pubTime":"2021-11-24 07:13","market":"us","language":"en","title":"Zoom Stock Tumbled. The Covid Boom Is Fizzling.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188457292","media":"Barrons","summary":"Zoom Video Communications stock is providing a textbook example of what happens to a hypergrowth sto","content":"<p>Zoom Video Communications stock is providing a textbook example of what happens to a hypergrowth stock when it returns to Earth.</p>\n<p>No company more perfectly captured the pandemic moment in 2020 than Zoom (ticker: ZM). 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.</p>\n<p>After 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. But the guidance suggests further slowing, with year-over-year growth of 19%, the smallest increase since the company went public in 2019.</p>\n<p>The early read on the numbers was positive—a beat-and-raise quarter, albeit by a modest degree, and the stock initially traded higher after hours. But worries began creeping in during the call with investors. For one thing, the Street figured out that the company had a 3% sequential decline in customers with under 10 employees, and overall new-customer acquisitions were the lowest in about three years. The company also provided few hard details on the progress of its newer initiatives, in particular Zoom Phone, its cloud-based telephony service.</p>\n<p>“Investors walked away incrementally concerned about slowing growth,” Citi analyst Tyler Radke writes in a research note. 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.”</p>\n<p>Adds 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.</p>\n<p>Evercore 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. While he notes that valuation looks more reasonable after a recent stock-price swoon, he finds multiple challenges for Zoom stock, including tough comparisons, customer churn, challenging competitive dynamics, and the failure of its bid to buy the call-center software company Five9 (FIVN). “The setup and momentum…are skewed to the downside,” Levine writes.</p>\n<p>Levine thinks the stock’s ownership base is rotating away from high-growth momentum investors toward those with a growth-at-a-reasonable price orientation, but that “these transitions take time to play out.” And he adds: “investors will need some patience,” with few obvious upcoming catalysts to shift investor sentiment on the stock. Levine keeps his In Line rating, but trims his target price to $235 from $255.</p>\n<p>Zoom also faces intensifying competition in both the core videoconferencing market and in its new target market for cloud-based corporate phone systems.Microsoft (MSFT) recently said it now has 250 million users for Teams, its suite of communications tools, which includes videoconferencing, messaging, and voice calls. And just yesterday,Ericsson (ERIC) announced a deal to acquire the cloud-based telephony pioneer Vonage Holdings (VG) for $6.2 billion.</p>\n<p>It all adds up to an increasingly difficult environment for Zoom, and the stock is paying the price. On Tuesday, the stock was off about 15% to $206.67, the lowest level since June 2020, and shares are down about 40% year to date.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom Stock Tumbled. 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The Covid Boom Is Fizzling.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 07:13 GMT+8 <a href=https://www.barrons.com/articles/zoom-stock-price-earnings-growth-covid-51637683779?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications stock is providing a textbook example of what happens to a hypergrowth stock when it returns to Earth.\nNo company more perfectly captured the pandemic moment in 2020 than ...</p>\n\n<a href=\"https://www.barrons.com/articles/zoom-stock-price-earnings-growth-covid-51637683779?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/zoom-stock-price-earnings-growth-covid-51637683779?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188457292","content_text":"Zoom Video Communications stock is providing a textbook example of what happens to a hypergrowth stock when it returns to Earth.\nNo company more perfectly captured the pandemic moment in 2020 than Zoom (ticker: ZM). 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. But the guidance suggests further slowing, with year-over-year growth of 19%, the smallest increase since the company went public in 2019.\nThe early read on the numbers was positive—a beat-and-raise quarter, albeit by a modest degree, and the stock initially traded higher after hours. But worries began creeping in during the call with investors. For one thing, the Street figured out that the company had a 3% sequential decline in customers with under 10 employees, and overall new-customer acquisitions were the lowest in about three years. The company also provided few hard details on the progress of its newer initiatives, in particular Zoom Phone, its cloud-based telephony service.\n“Investors walked away incrementally concerned about slowing growth,” Citi analyst Tyler Radke writes in a research note. 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. While he notes that valuation looks more reasonable after a recent stock-price swoon, he finds multiple challenges for Zoom stock, including tough comparisons, customer churn, challenging competitive dynamics, and the failure of its bid to buy the call-center software company Five9 (FIVN). “The setup and momentum…are skewed to the downside,” Levine writes.\nLevine thinks the stock’s ownership base is rotating away from high-growth momentum investors toward those with a growth-at-a-reasonable price orientation, but that “these transitions take time to play out.” And he adds: “investors will need some patience,” with few obvious upcoming catalysts to shift investor sentiment on the stock. Levine keeps his In Line rating, but trims his target price to $235 from $255.\nZoom also faces intensifying competition in both the core videoconferencing market and in its new target market for cloud-based corporate phone systems.Microsoft (MSFT) recently said it now has 250 million users for Teams, its suite of communications tools, which includes videoconferencing, messaging, and voice calls. And just yesterday,Ericsson (ERIC) announced a deal to acquire the cloud-based telephony pioneer Vonage Holdings (VG) for $6.2 billion.\nIt all adds up to an increasingly difficult environment for Zoom, and the stock is paying the price. On Tuesday, the stock was off about 15% to $206.67, the lowest level since June 2020, and shares are down about 40% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":110,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874027766"}
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