iHub News
2月前
Zoom Shares Rise After Bullish Call from Spruce PointApril 24, 2026 10:10 AM
IH Market News
Shares of Zoom Communications (NASDAQ:ZM) climbed around 3% on Friday after Spruce Point Capital Management issued a strong buy recommendation on the stock.
Valuation Seen as Discounted
Spruce Point released a detailed report arguing that Zoom is trading significantly below its intrinsic value, pointing to substantial upside potential. The firm outlined nine key actions it believes management and the board could take to unlock shareholder value.
Capital Allocation in Focus
A central recommendation involves improving capital allocation. Spruce Point highlighted that Zoom holds roughly $7.8 billion in net cash and is expected to generate close to $2 billion annually in free cash flow.The firm proposed a $4 billion modified Dutch auction tender offer alongside the introduction of a $1 per share dividend, equating to an approximate 1.1% yield.
Cost Efficiency and Growth Potential
The report also flagged opportunities to optimise operating expenses. According to Spruce Point, Zoom’s revenue per employee has fallen 14% since 2020, while comparable large-cap SaaS peers have seen increases of 53% and 44%.By combining cost reductions with revenue growth initiatives, the firm estimates Zoom could lift its two-year EBITDA CAGR from 4.0% to 13.3%, potentially supporting an 83% increase in the share price.
Strategic Recommendations
Additional proposals include restructuring international operations, enhancing marketing efforts, avoiding missteps in mergers and acquisitions, reducing insider selling, and simplifying the company’s dual-class share structure.Spruce Point also suggested pursuing inclusion in the S&P 500 and considering a sale of the business if management fails to deliver meaningful shareholder value within a year.
M&A Upside Scenario
The firm added that analysis of major software buyouts over the past five years indicates that a private equity acquisition could imply a valuation premium of around 33%, potentially establishing a floor for Zoom’s takeover value.Zoom Communications stock price
Original: Zoom Shares Rise After Bullish Call from Spruce Point
iHub News
4月前
Zoom Expands AI Platform With New Workflow Automation FeaturesMarch 10, 2026 11:48 AM
IH Market News
Zoom Communications Inc. (NASDAQ:ZM) announced an expansion of its enterprise artificial intelligence platform, introducing new workflow orchestration capabilities designed to automate tasks across its Workplace, Phone and customer experience products.The new features allow organizations to trigger automated actions and cross-system workflows directly from meetings, calls and customer interactions, integrating collaboration tools with broader enterprise systems.As part of the update, Zoom launched AI Companion 3.0 across the Zoom Workplace app, Zoom Business Services and Workvivo. Previously limited to browser-based use, the AI platform now connects conversations, enterprise data and applications across Zoom’s ecosystem. The company said AI Companion’s monthly active users more than tripled year over year in the fourth quarter of fiscal 2026.Zoom also introduced new Custom AI Companion tools that enable organizations to create AI agents capable of retrieving insights, automating processes and coordinating workflows across third-party systems such as Salesforce, Slack and ServiceNow. The platform now includes 10 additional secure connectors for enterprise data integration with services including Box, Google Drive and OneDrive.“The next phase of enterprise AI will be defined by the ability to move from conversation to action,” said Velchamy Sankarlingam, president of Product & Engineering at Zoom.Zoom Workplace is also receiving several new capabilities, including a redesigned interface, a live voice translator that provides real-time audio translation in five languages and technology designed to detect deepfake audio or video during meetings.For Zoom Phone—used across more than 10 million seats globally—the company added SMS functionality to its Virtual Agent AI Receptionist and introduced Zoom Phone Mobile, allowing employees to make business calls through native smartphone dialers while maintaining AI-enabled calling features.Meanwhile, Zoom’s CX and Revenue Accelerator offerings are being upgraded with AI Expert Assist 3.0 for contact centers and a Customer Workflow Orchestration tool that allows workflows to be created using natural-language commands.Zoom said its Customer Experience division delivered high double-digit growth, noting that paid AI features were included in each of its ten largest CX deals during the most recent quarter.Zoom Video Communications stock price
Original: Zoom Expands AI Platform With New Workflow Automation Features
eastunder
3年前
Annual Changes to the Nasdaq-100 Index®
https://www.globenewswire.com/news-release/2023/12/09/2793414/6948/en/Annual-Changes-to-the-Nasdaq-100-Index.html
NEW YORK, Dec. 08, 2023 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced the results of the annual reconstitution of the Nasdaq-100 Index® (Nasdaq: NDX), which will become effective prior to market open on Monday, December 18, 2023.
The following six companies will be added to the Index: CDW Corporation (Nasdaq: CDW), Coca-Cola Europacific Partners plc (Nasdaq: CCEP), DoorDash, Inc. (Nasdaq: DASH), MongoDB, Inc. (Nasdaq: MDB), Roper Technologies, Inc. (Nasdaq: ROP), and Splunk Inc. (Nasdaq: SPLK).
The Nasdaq-100 Index® is composed of 100 of the largest non-financial companies listed on The Nasdaq Stock Market® and dates to January 1985 when it was launched along with the Nasdaq Financial-100 Index®, which is comprised of 100 of the largest financial stocks on Nasdaq®. These indexes act as benchmarks for financial products such as options, futures, and funds. The Nasdaq-100® is reconstituted each year in December, timed to coincide with the quadruple witch expiration Friday of the quarter.
The Nasdaq-100 Index® is the basis of the Invesco QQQ Trust (Nasdaq: QQQ) which aims to provide investment results that, before expenses, correspond with the Nasdaq-100 Index® performance. In addition, options, futures and structured products based on the Nasdaq-100 Index® and the Invesco QQQ Trust trade on various exchanges.
As a result of the reconstitution, the following six companies will be removed from the Index: Align Technology, Inc. (Nasdaq: ALGN), eBay Inc. (Nasdaq: EBAY), Enphase Energy, Inc. (Nasdaq: ENPH), JD.com, Inc. (Nasdaq: JD), Lucid Group, Inc. (Nasdaq: LCID), and Zoom Video Communications, Inc. (Nasdaq: ZM).
eastunder
3年前
Zoom Video Communications Reports Financial Results for the Third Quarter of Fiscal Year 2024
November 20, 2023 16:05 ET
| Source: Zoom Video Communications, Inc.
https://www.globenewswire.com/news-release/2023/11/20/2783601/0/en/Zoom-Video-Communications-Reports-Financial-Results-for-the-Third-Quarter-of-Fiscal-Year-2024.html
Third quarter total revenue of $1,136.7 million, up 3.2% year over year as reported and 3.5% in constant currency
Third quarter Enterprise revenue of $660.6 million, up 7.5% year over year
Third quarter GAAP operating margin of 14.9% and non-GAAP operating margin of 39.3%
Third quarter operating cash flow of $493.2 million, up 67.0% year over year
Number of customers contributing more than $100,000 in trailing 12 months revenue up 13.5% year over year
SAN JOSE, Calif., Nov. 20, 2023 (GLOBE NEWSWIRE) -- Zoom Video Communications, Inc. (NASDAQ: ZM), today announced financial results for the third fiscal quarter ended October 31, 2023.
“In Q3, revenue came in ahead of guidance as we bolstered Zoom’s all-in-one intelligent collaboration platform with advanced new capabilities like Zoom AI Companion and continued to evolve our customer and employee engagement solutions. We are also pleased with our Online business where we drove higher retention and saw usage of our new AI capabilities, enhancing the value of our platform,” said Eric S. Yuan, Zoom founder, and CEO. “Our strong performance across a number of metrics has enabled us to increase our full year outlook for revenue and non-GAAP profitability, as well as for free cash flow, which we now expect to be in the range of $1.34 billion to $1.35 billion, up approximately 13% year over year.”
Third Quarter Fiscal Year 2024 Financial Highlights:
Revenue: Total revenue for the third quarter was $1,136.7 million, up 3.2% year over year. Adjusting for foreign currency impact, revenue in constant currency was $1,140.7 million, up 3.5% year over year. Enterprise revenue was $660.6 million, up 7.5% year over year, and Online revenue was $476.1 million, down 2.4% year over year.
Income from Operations and Operating Margin: GAAP income from operations for the third quarter was $169.4 million, compared to GAAP income from operations of $66.5 million in the third quarter of fiscal year 2023. After adjusting for stock-based compensation expense and related payroll taxes, acquisition-related expenses, restructuring expenses, and litigation settlements, net, non-GAAP income from operations for the third quarter was $447.1 million, compared to non-GAAP income from operations of $380.9 million in the third quarter of fiscal year 2023. For the third quarter, GAAP operating margin was 14.9% and non-GAAP operating margin was 39.3%.
Net Income and Diluted Net Income Per Share: GAAP net income attributable to common stockholders for the third quarter was $141.2 million, or $0.45 per share, compared to GAAP net income attributable to common stockholders of $48.4 million, or $0.16 per share in the third quarter of fiscal year 2023.
Non-GAAP net income for the third quarter was $401.2 million, after adjusting for stock-based compensation expense and related payroll taxes, losses (gains) on strategic investments, net, acquisition-related expenses, restructuring expenses, litigation settlements, net, undistributed earnings attributable to participating securities, and the tax effects on non-GAAP adjustments. Non-GAAP net income per share was $1.29. In the third quarter of fiscal year 2023, non-GAAP net income was $323.2 million, or $1.07 per share.
Cash and Marketable Securities: Total cash, cash equivalents, and marketable securities, excluding restricted cash, as of October 31, 2023 was $6.5 billion.
Cash Flow: Net cash provided by operating activities was $493.2 million for the third quarter, compared to $295.3 million in the third quarter of fiscal year 2023, up 67.0% year over year. Free cash flow, which is net cash provided by operating activities less purchases of property and equipment, was $453.2 million, compared to $272.6 million in the third quarter of fiscal year 2023, up 66.2% year over year.
Customer Metrics: Drivers of total revenue included acquiring new customers and expanding across existing customers. At the end of the third quarter of fiscal year 2024, Zoom had:
Approximately 219,700 Enterprise customers, up 5.0% from the same quarter last fiscal year.
A trailing 12-month net dollar expansion rate for Enterprise customers of 105%.
3,731 customers contributing more than $100,000 in trailing 12 months revenue, up approximately 13.5% from the same quarter last fiscal year.
Online average monthly churn of 3.0% for the third quarter, down 10 bps from the same quarter last fiscal year.
The percentage of total Online MRR from Online customers with a continual term of service of at least 16 months was 73.2%, up 250 bps year over year.
Financial Outlook: Zoom is providing the following guidance for its fourth quarter of fiscal year 2024 and its full fiscal year 2024.
Fourth Quarter Fiscal Year 2024:
Total revenue is expected to be between $1.125 billion and $1.130 billion and revenue in constant currency is expected to be between $1.129 billion and $1.134 billion. Non-GAAP income from operations is expected to be between $409.0 million and $414.0 million. Non-GAAP diluted EPS is expected to be between $1.13 and $1.15 with approximately 312 million weighted average shares outstanding.
Full Fiscal Year 2024:
Total revenue is expected to be between $4.506 billion and $4.511 billion and revenue in constant currency is expected to be between $4.542 billion and $4.547 billion. Full fiscal year non-GAAP income from operations is expected to be between $1.740 billion and $1.745 billion. Full fiscal year non-GAAP diluted EPS is expected to be between $4.93 and $4.95 with approximately 308 million weighted average shares outstanding.
jackmil
3年前
create zoom meeting via post man get date in past
hi im trying to create zoom meeting via api so i follow this link https://marketplace.zoom.us/docs/api-reference/zoom-api/meetings/meetingcreate and this is my postman code
https://api.zoom.us/v2/users/my-zoom-email/meetings?start_time=2023-11-3T11:00:00Z&duration=50&topic=dddd
i get success with this response
{
"page_size": 30,
"total_records": 1,
"next_page_token": "",
"meetings": [
{
"uuid": "jLUnAVqtRlWnITbvwOHjPw==",
"id": 93089037096,
"host_id": "Uwnvj78cQtKruuouXaV3qw",
"topic": "aa",
"type": 2,
"start_time": "2020-11-3T11:00:00Z",
"duration": 60,
"timezone": "Asia/Amman",
"created_at": "2023-11-3T10:29:27Z",
"join_url": "the meeting url"
}
]
}
now my problem thats the "created_at": "2023-11-2T10:29:27Z", not the currect datetime the currect datetime is 2023-11-3 07:16:00 and the "topic": "aa", is dd not aa so how can i set the meeting starttime .. thanks
eastunder
3年前
Zoom to shed about 1,300 jobs as pandemic-fueled demand slows
https://finance.yahoo.com/news/zoom-cut-headcount-15-173533025.html
Tue, February 7, 2023 at 10:35 AM MST·2 min read
(Reuters) -Zoom Video Communications said on Tuesday it would cut 15% of its workforce, or about 1,300 jobs, and trim base pay for its executive leadership as pandemic-fueled demand for the company's video conferencing services slows.
Shares of the company rose about 9% on the news, after declining 63% last year.
Announcing the layoffs, Chief Executive Eric Yuan also said that he will take a salary cut of 98% for the coming fiscal year, foregoing his fiscal 2023 corporate bonus.
"We worked tirelessly... but we also made mistakes. We didn't take as much time as we should have to thoroughly analyze our teams or assess if we were growing sustainably, toward the highest priorities," the top boss said.
The company, which became a household name during lockdowns due to the popularity of its video-conferencing tools, has seen its revenue growth slow.
Analysts are forecasting Zoom's revenue to have risen just 6.7% in fiscal 2022 after a more than four-fold jump in revenue and a nine-fold surge in profit increase in 2021. Profit is estimated to have fallen 38% in 2022.
Zoom had bumped up hiring during the pandemic to meet surging demand, but now joins U.S. companies is reining in costs to brace for a potential recession.
A raft of U.S. companies from Goldman Sachs Group Inc to Alphabet Inc have laid off thousands this year to ride out a demand downturn wrought by high inflation and rising interest rates.
The video conferencing software maker also said that its executive leadership team will reduce their base salary by 20% in the same period.
Departing employees will receive 16 weeks of salary, healthcare coverage and annual bonus for the year, Yuan added.
eastunder
3年前
1 Stunning Growth Stock Set to Soar by 2,700%, According to Cathie Wood
By Danny Vena – Jan 22, 2023 at 10:13AM
https://www.fool.com/investing/2023/01/22/1-cathie-wood-growth-stock-set-to-soar-2700/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
KEY POINTS
Zoom Video Communications shares may be down, but they are not out.
Despite significant macroeconomic headwinds, the teleconferencing pioneer has continued to generate modest growth in revenues and profits.
Cathie Wood's price target may seem outlandish, but there are plenty of reasons to believe that Zoom stock could soar from here.
Zoom Video Communications has gone from boom to bust, but this too shall pass.
In 2020, it seemed that Cathie Wood's stock picks couldn't miss. Her flagship Ark Innovation ETF rocketed upward by 149% for the year, turning her into a Wall Street star. Then, the bottom dropped out of the tech sector, and the fund that once seemed invulnerable plummeted, falling 77% from its peak. Wood is undeterred, however. She's been doubling down on her strategy of buying the most disruptive and innovative companies out there. She notes that previous bear markets have yielded remarkable opportunities for investors with a long-term mindset.
One stock that Wood is particularly bullish on is Zoom Video Communications (ZM 2.48%). It's the second-largest holding in the Innovation ETF, representing nearly 9% of the value of its portfolio. And Wood has put a target price of $1,500 on it by 2026, representing an upside of more than 2,000% for investors. Wood's bull case for Zoom is even more eye-catching, with a price target of $2,000 -- which would amount to a gain of 2,700%.
Can Zoom shrug off its post-reopening hangover and the current macroeconomic headwinds and hit Wood's seemingly outlandish targets? Let's step back and take a broader view.
The elephant in the room
Wood and her investing team at Ark Investment Management issued their research report on Zoom in mid-2022. This was well before we understood the full extent of the economic challenges that lay ahead, but after Zoom stock had shed 70% of its value. Unfortunately, in the days since that audacious call -- which was made on June 8 -- Zoom stock has fallen another 31%.
At the time the report was issued, Ark's research suggested that Zoom Video Communications stock could achieve a compound annual growth rate of 76% over the coming four years. The stock ended 2022 at just above $31 per share, so even if it grew at that rate, it would only reach roughly $300 by 2026 -- a far cry from Wood's target. That, in and of itself, suggests that these price targets are (currently) out of reach.
Conditions have changed dramatically since the pandemic-necessitated lockdowns that fueled Zoom's early growth. Nearly all of the stay-at-home orders have been lifted, and many enterprise-level businesses are requiring workers who had been remote to return to their offices. The combination of continuing tough year-over-year comparisons and slowing demand are skewing Zoom's results -- and not in a good way.
Furthermore, much of Wood's bullish thesis relied on a large and growing population of global knowledge workers adopting hybrid or remote work models. The return-to-office trend isn't helping matters much on that front. While the trend isn't a deal-breaker, it will certainly weigh on Zoom's growth and delay its ability to reach Wood's target on her ambitious schedule.
The nuts and bolts
To put Zoom's seemingly subpar performance over the past year into context, let's dig into its recent results.
In its fiscal 2022 (which ended Jan. 31, 2022), its revenue grew 55% to $4.1 billion, while net income soared 105% to $1.38 billion. Those lockdown- and remote-work-fueled gains set the stage for extremely tough comps in the following year.
Fast-forward to January 2023, and Zoom has been suffering -- not only from the unrealistic expectations generated by its earlier growth spurt, but also from macroeconomic headwinds that have businesses broadly reining in spending. As a result, in Zoom's fiscal 2023 third quarter (which ended Oct. 31, 2022), revenue grew by just 5% year over year (7% in constant currency) to $1.1 billion. Customer growth slowed to just 14% year over year.
On the bright side, however, Zoom has continued to generate profits, though its net income tumbled 86% to $48.4 million. This is in stark contrast to many smaller technology companies that continue to generate losses with no end in sight.
The overall economic climate will continue to weigh on Zoom, making it even less likely that the stock will achieve Wood's bullish price targets. That said, there are still reasons to believe that Zoom stock is a buy.
Driving growth
Its industry-leading position is a good place to start. While estimates vary, Zoom is the leading video conferencing software by a wide margin, with 55% of the market in 2022, according to Statista. This allows Zoom to market new and expanded products in its portfolio to a massive, already-acquired audience, making each existing customer more valuable.
Among the company's recent innovations are Zoom Phone -- a cloud-based phone system for business; Zoom IQ -- which provides actionable insights for sales meetings; Zoom Rooms -- which can be used for physical videoconferencing or hybrid meetings; and Zoom Contact Center -- which is optimized for video communications. The company continues to expand the capabilities of its digital meeting software, integrating chat, email, calendar, phone, and even whiteboard functions into its platform.
This strategy is working, as evidenced by Zoom's net dollar expansion rate of 117% for its enterprise customers. Perhaps more importantly, it has 3,286 customers contributing $100,000 or more each in trailing 12-month revenue, up 31% year over year. So it's expanding its most lucrative business segment at a faster rate.
Furthermore, the global videoconferencing market was valued at $6.28 billion in 2021, but is expected to grow at a compound annual rate of 12.5% through 2030 to reach nearly $20 billion. As the market leader, Zoom is well-positioned to capture a large share of that growth.
One final note: The stock is trading near its cheapest valuation ever, with a price-to sales-ratio of roughly 4. That's not to say the share price couldn't fall further, but if Wood's forecasts are anywhere near reality, Zoom Video Communications stock could indeed soar from here.
Hot Features
プレミアム
登録して無料でリアルタイムの株価、インタラクティブチャート、ライブオプションフローなどを入手してください。
BottomBounce
1年前
EarningsCentral
1年前
Monksdream
1年前
Longer Than Most
2年前
Kenolova
3年前
Liam859
3年前
MiamiGent
4年前
メールアドレスで登録
