Is it the end for Zoom Video Communications

KayaPlus
2021-11-23

If last year someone told you that $Zoom Video Communications(ZM.US)$ will be trading at just USD 210 a share, no one would have believed you.

Zoom had been one of the pandemic beneficiary companies as we demanded more and a better video conferencing app. During a time where $Alphabet-A(GOOGL.US)$ and $Microsoft(MSFT.US)$ were struggling to optimize their video conferencing app, Zoom emerged as the best option.

Today, due to the slowing down of growth and a rather niche service just centralizing around video conferencing, Zoom share prices are suppressed. Here are a few points to take note of based on their latest Q3-22 results

1. Revenue grew 35% YoY

2. Zoom phone, in particular, saw triple-digit growth YoY, reaching 30 customers with 10k+ paid seats

3. Customers contributing to more than $100k increased by 94%

4. Dollar expansion rate maintains strong at above 130%, which is the 14th consecutive quarter above 130%

5. Increased contribution regionally from EMEA and APAC

Even though the results were spectacular, but with a slowed down in growth, market and analysts have downgraded their previous price targets. Do they have the best in class video conferencing platforms? Yes.

But is the current valuation justified? Food for thought! 


免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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  • PageDickens
    ·2021-11-24
    我认为视频会议行业还有其他好产品可以与Zoom竞争。例如，腾讯控股会议。如果zoom不能持续更新，它将被其他竞争对手所取代。
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  • EricVaughan
    ·2021-11-24
    Zoom是一款常用的视频软件。但我认为，仅凭这款应用，没有任何新的更新，未来的增长空间非常有限。
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  • MurrayBulwer
    ·2021-11-24
    Anyway, zoom is still growing. Although its performance did not meet analysts' expectations. But the market space is limited. Isn't it?
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  • AaronJe
    ·2021-11-24
    确切地说，Zoom是由msft竞争的，不能提供微软提供的服务。
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