Zoom’s Stock Should Stay on Mute

The Wall Street Journal2021-08-31

Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to. Zoom Video CommunicationsZM1.96%’...

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精彩评论

Questions
2021-08-31
Questions
Many of us are holding positions. It’s a great stock. Still the most widely used Comms platform for work. Hang in there and buy up while you can. May not hit $500 so soon but $350-$400 possible.
Iankoh
2021-08-31
Iankoh
Oklkk
Yawyaw
2021-08-31
Yawyaw
Will come back. The usage still continue
- Iankoh:
  Okkk
Alvin1975
2021-08-31
Alvin1975
Like pls
WwwQY
2021-08-31
WwwQY
New becoming norm
- Adrian88:
  Ya
Permapurps
2021-08-31
Permapurps
Like n comment pls

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May not hit $500 so soon but $350-$400 possible.&nbsp;","listText":"Many of us are holding positions. It’s a great stock. Still the most widely used Comms platform for work. Hang in there and buy up while you can. May not hit $500 so soon but $350-$400 possible.&nbsp;","text":"Many of us are holding positions. It’s a great stock. Still the most widely used Comms platform for work. Hang in there and buy up while you can. May not hit $500 so soon but $350-$400 possible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818696797","repostId":1117994178,"repostType":2,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818991971,"gmtCreate":1630369260493,"gmtModify":1704959158358,"author":{"id":"3578734814169950","authorId":"3578734814169950","name":"Iankoh","avatar":"https://static.tigerbbs.com/bb35a16ba417d6fd82438ce549c7492d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578734814169950","idStr":"3578734814169950"},"htmlText":"Oklkk","listText":"Oklkk","text":"Oklkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818991971","repostId":1117994178,"repostType":4,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818906266,"gmtCreate":1630368931155,"gmtModify":1704959146421,"author":{"id":"3586086275235518","authorId":"3586086275235518","name":"Yawyaw","avatar":"https://static.tigerbbs.com/7e37500d21b3a116d9d16255fc15aa18","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3586086275235518","idStr":"3586086275235518"},"htmlText":"Will come back. The usage still continue","listText":"Will come back. The usage still continue","text":"Will come back. The usage still continue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818906266","repostId":1117994178,"repostType":2,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5699736,"gmtCreate":1630369277986,"gmtModify":1631891047179,"authorId":3578734814169950,"author":{"id":3578734814169950,"idStr":"3578734814169950","authorId":3578734814169950,"name":"Iankoh","avatar":"https://static.tigerbbs.com/bb35a16ba417d6fd82438ce549c7492d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818906266,"type":1,"supId":0,"prevId":0,"content":"Okkk","text":"Okkk","html":"Okkk"}],"langContent":"EN"},{"id":818903367,"gmtCreate":1630368807159,"gmtModify":1704959141577,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3573788625955643","idStr":"3573788625955643"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818903367","repostId":1117994178,"repostType":4,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818049051,"gmtCreate":1630367915973,"gmtModify":1704959111622,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575626976695048","idStr":"3575626976695048"},"htmlText":"New becoming norm&nbsp;","listText":"New becoming norm&nbsp;","text":"New becoming norm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818049051","repostId":1117994178,"repostType":4,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5699481,"gmtCreate":1630368315438,"gmtModify":1635135277077,"authorId":4089878444731060,"author":{"id":4089878444731060,"idStr":"4089878444731060","authorId":4089878444731060,"name":"Adrian88","avatar":"https://static.tigerbbs.com/e6c821844139b158ef20aa398c55abd1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818049051,"type":1,"supId":0,"prevId":0,"content":"Ya","text":"Ya","html":"Ya"}],"langContent":"EN"},{"id":818056605,"gmtCreate":1630367658507,"gmtModify":1704959102625,"author":{"id":"3576141127250570","authorId":"3576141127250570","name":"Permapurps","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576141127250570","idStr":"3576141127250570"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818056605","repostId":1117994178,"repostType":4,"repost":{"id":"1117994178","kind":"news","pubTimestamp":1630366675,"share":"https://www.laohu8.com/m/news/1117994178?lang=zh_CN&edition=full","pubTime":"2021-08-31 07:37","market":"us","language":"en","title":"Zoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994178","media":"The Wall Street Journal","summary":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFul","content":" Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>","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’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom’s Stock Should Stay on Mute<blockquote>Zoom的股票应该保持静音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-08-31 07:37\n\n</h4>\n</header>\n<article>\n Despite constant contact over the last year and a half, Zoom and its investors are on the outs. Full-time remote work won’t stick just because some of us want it to.<blockquote>尽管在过去一年半的时间里一直保持联系，但Zoom及其投资者仍处于出局状态。全职远程工作不会仅仅因为我们中的一些人希望它持续下去。</blockquote> Zoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.<blockquote>Zoom Video通信ZM1.96%的最新财务业绩就是一个很好的例子。尽管这家视频会议公司截至7月31日的季度收入略高于华尔街的预期，但Zoom不再推销自己。该季度的研发成本较去年同期几乎翻了一番，而销售和营销占收入的比例也有所增加。尽管增加了投资，但该公司的指引暗示全年收入增长将大幅放缓。发布财报后，Zoom股价在盘后交易中立即下跌11%。</blockquote> <img src=\"https://static.tigerbbs.com/7e187a3d5542b9aa1159b92c1ae077fa\" tg-width=\"352\" tg-height=\"456\" referrerpolicy=\"no-referrer\">If you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.<blockquote>如果你计划在可预见的未来继续每天在家工作，这很可能是一个奢侈的选择。公司开始要求员工部分或全部时间回到办公室。美国国家经济研究局(National Bureau of Economic Research)4月份发布的一份工作文件预测，疫情结束后，20%的完整工作日将由家中提供，高于此前的5%。</blockquote> Assuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.<blockquote>假设给定的52周年总共有260个工作日，那么在家完成的工作日将增加约300%——这一数字对于投资者试图评估Zoom股票的价值非常重要，因为Zoom的目标是从大流行解决方案转向工作周主食。在周一的报告中，Zoom的股价今年仅上涨了3%，考虑到许多公司正在追求的混合工作模式，这一涨幅可能显得不大。</blockquote> <img src=\"https://static.tigerbbs.com/4ef466d4ffdf7c3ba45937582be05f98\" tg-width=\"346\" tg-height=\"463\" referrerpolicy=\"no-referrer\">But Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.<blockquote>但自2019年春季首次开始交易以来，Zoom股价在大约18个月内已上涨超过800%。随着疫苗的推出，股价已从高点回落，但其交易价格仍比首次交易收盘价高出460%。</blockquote> Because business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.<blockquote>由于随着经济重新开放，小公司的业务一直不稳定，投资者已将注意力转向办公室工具的长期机会。有了这些新产品，如旨在取代传统办公电话的Zoom Phone和用于增强会议室的Zoom Rooms，Zoom正试图在目前高度不一致的世界中向公司推销一致性。</blockquote> It is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.<blockquote>这是一个最近引起共鸣的价值主张——至少在现有客户中是这样。早在6月份，Zoom就表示，它花了七个季度才售出了第一批100万个电话座椅。该公司现在表示，8月份电话席位将达到200万个，在短短四个月内增加了大约50万个席位。</blockquote> The purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.<blockquote>购买Zoom的办公室工具是公司层面的决策，随着公司推出后Covid工作计划，此类决策正在大规模做出。问题是，从长远来看，这种增长将在哪里动摇，尤其是相对于谷歌和微软等竞争对手。Zoom在用户采用率和现有客户购买其他产品方面继续强劲增长。但在截至7月31日的季度中，该公司增加了不到8,000名员工超过10名的客户，低于上一时期约30,000名同等规模的客户。</blockquote> Zoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.<blockquote>Zoom是一家上一财年最后一个季度收入增长超过360%的公司。其新预测的中点意味着本财年同期收入增长将低于20%。</blockquote> At the end of the day, those are numbers that even the best video technology can’t amplify.<blockquote>归根结底，这些数字即使是最好的视频技术也无法放大。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.wsj.com/articles/zooms-stock-should-stay-on-mute-11630364137?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994178","content_text":"Despite constant contact over the last year and a half, Zoom and its investors are on the outs.\n\nFull-time remote work won’t stick just because some of us want it to.\nZoom Video CommunicationsZM1.96%’latest financial resultsare a case in point. While revenue for the videoconferencing company’s quarter ended July 31 came in just above Wall Street’s estimate, Zoom is no longer selling itself. Research and development costs nearly doubled in the quarter from the same period last year, while sales and marketing as a percentage of revenue also increased. Despite the added investments, the company’s guidance implied revenue growth will significantly decelerate throughout the year. Shares of Zoom fell 11% in after-hours trading immediately following its earnings report.\nIf you are planning on continuing to work from home every day for the foreseeable future, chances are that is a luxurious choice. Companies are beginning to require their employees back in the office some or all of the time. A working paper published in April by the National Bureau of Economic Research predicts 20% of full workdays will be supplied from home after the pandemic ends, up from 5% beforehand.\nAssuming a given 52-week year offers 260 total weekdays, that works out to a roughly 300% increase in work days done at home—a figure that matters as investors try to value Zoom’s shares as it aims to go from a pandemic workaround to a workweek staple. Heading into Monday’s report, Zoom’s shares were up just 3% this year, which may appear modest given the hybrid work models many companies are pursuing.\nBut Zoom shares have returned more than 800% in the roughly 18 months from when they first started trading back in the Spring of 2019. Shares have come off their highs as vaccines have rolled out, but they are still trading 460% above where they closed in their trading debut.\nBecause business from small companies has been volatile as economies reopen, investors have turned their focus toward the longer-term opportunity ofin-office tools. With these newer products likeZoom Phone, meant to replace traditional office phones, and Zoom Rooms for enhanced conference rooms, Zoom is trying to sell consistency to companies in what is currently a highly inconsistent world.\nIt is a value proposition that has been resonating lately—at least among its existing customers. Back in June, Zoom said it took seven quarters to sell its first million Phone seats. It now says it will have reached two million Phone seats in August, adding roughly half a million seats in just four months.\nThe purchase of Zoom’s in-office tools are corporate-level decisions, the likes of which are being made in size right now as companies roll out their post-Covid work plans. The question is where that growth will shake out longer-term, especially relative to competitors like Google and Microsoft. Zoom continues to show strong increases in user adoption and in purchases of additional products among its existing customers. But the company added less than 8,000 customers with over 10 employees in the quarter ended July 31—down from about 30,000 customers of that size in the previous period.\nZoom is a company that ended the last quarter of its last fiscal year growing revenue more than 360%. The midpoint of its new forecast implies it will end the same period of this fiscal year growing revenue under 20%.\nAt the end of the day, those are numbers that even the best video technology can’t amplify.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":74,"commentSize":11,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/1117994178","isCrawlerRequest":true}