Zoom(ZM)

搜索文档
Zoom recognized in the 2025 Gartner® Magic Quadrant™ for Unified Communications as a Service for sixth consecutive year
Globenewswire· 2025-09-26 15:24
SAN JOSE, Calif., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Unified Communications as a Service (UCaaS). This is Zoom’s sixth inclusion in the Magic Quadrant for UCaaS, and Zoom is one of only two companies that have placements in both UCaaS and CCaaS Magic Quadrants. Zoom believes this recognition highlights the strength of Zoom’s AI-first approach to communication and collaboration. ...
Checking in On the Pandemic Stocks: ZM, SHOP
ZACKS· 2025-09-26 01:01
A handful of stocks benefited massively during the pandemic. It was an interesting time to be an investor, to say the least, and those who targeted the stay-at-home stocks were rewarded handsomely with considerable gains.A few of those stocks include Shopify (SHOP) and Zoom Video Communications (ZM) . Let’s take a closer look at each.Shopify Stands TallShopify’s platform gained widespread attention during the period as consumers increasingly shifted to online shopping. To little surprise, the digital trend ...
Zoom: Growth Story Has Turned Positive (Rating Upgrade)
Seeking Alpha· 2025-09-23 18:20
Following my coverage on Zoom Communications Inc. (NASDAQ: ZM ) in June, in which I recommended a hold as the core enterprise segment performance remained soft and overall growth was muted, this post is toI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to compa ...
Zoom's Global Expansion Picks Up: A Sign of More Upside?
ZACKS· 2025-09-23 15:26
Key Takeaways ZM posted strong Q2 FY26 growth across all major regions, led by 6% gains in EMEAC revenue.Zoom is scaling global reach via AWS marketplaces and consulting partnerships like PwC.AI-driven upgrades and departmental tools are fueling enterprise adoption in global markets.Zoom Communications (ZM) has been steadily scaling beyond its pandemic-era reliance on video meetings into a diversified collaboration platform. With solutions spanning Zoom Phone, Contact Center, Workvivo and the AI-powered Zoo ...
Zoom: Deep Value In Software With 30% Net Cash And Sky-High GAAP Margins
Seeking Alpha· 2025-09-21 13:27
公司概况 - Zoom Communications是一家典型科技行业价值股 在纳斯达克交易代码为ZM [1] - 公司收入增长率呈现加速趋势 但管理层对宏观环境不确定性保持审慎态度 [1] - 公司业务涉及生成式人工智能技术领域 [1] 分析师背景 - 分析师采用结合增长原则与严格估值门槛的投资方法 强调相对于标普500指数获取超额收益的概率 [1] - 投资策略聚焦于寻找具有强劲资产负债表和优秀管理团队的成长型公司 [1] - 分析师通过股票持有、期权或其他衍生品方式对ZM MSFT GOOGL保持多头持仓 [2]
Zoom首席执行官:每周三天工作制有望实现
财富FORTUNE· 2025-09-21 13:05
"未来的工作究竟会呈现何种模样?我们是否只需每周工作两到三天?"盖茨今年2月在《今夜秀》节目中对主持人吉米·法伦(Jimmy Fallon)表示,"把目 光放长远些,人生的意义不应仅限于工作。" 英伟达(Nvidia)首席执行官黄仁勋对缩短工作周的主张表示认同,不过他提出了一个前提条件。这家市值 达4万亿美元的图形处理器巨头的掌舵人表示,我们正处于"人工智能革命的开端",倘若各行业持续以当前速度普及人工智能,"很可能"实现每周四天工 作制。不过黄仁勋预测,未来工作强度将"比现在更高",这些工作可能被压缩在更为紧凑的时间表中。 即便是以"员工每周工作80小时"著称的金融业, 也能借助人工智能自动化获得喘息之机。摩根大通(JPMorgan Chase)首席执行官戴蒙多年前就曾预言,人工智能技术 "必然"会取代部分岗位,但也有望 改善人们的工作与生活平衡。 "在科技的助力下,你们的孩子将能活到100岁,还将远离癌症的侵扰。"2023年,戴蒙在接受彭博电视台采访时表示,"毫 不夸张地说,他们未来或许每周只需工作三天半。" Zoom首席执行官袁征(Eric Yuan)坦言,人工智能技术将淘汰部分人类岗位,不过那些得以保 ...
Needham Maintains a Buy on Zoom Communications (ZM), Keeps the PT
Yahoo Finance· 2025-09-21 08:19
Zoom Communications Inc. (NASDAQ:ZM) is one of the Tech Stocks to Buy with the Lowest P/E Ratios. On September 18, Joshua Reilly from Needham maintained a Buy rating on Zoom Communications Inc. (NASDAQ:ZM) with a price target of $100. The analyst noted the company’s latest Zoomtopia conference, where it showcased how it is integrating agentic workflows. The company showcased AI Companion 3.0, which is a free upgrade within Zoom Workplace and offers a significant upgrade from its predecessor. Moreover ...
Should Investors Buy the ZOOM Stock at a Discounted P/E of 14.8X?
ZACKS· 2025-09-18 18:26
Key Takeaways At 14.82X forward P/E, ZM looks undervalued as enterprise, AI and global growth gain momentum.Workvivo clients with $100K ARR grew 142% year over year, led by major enterprise conversions.Zoom Phone continues to post mid-teens ARR growth, gaining ground in unified communications.Zoom Communications (ZM) shares are trading at a significant discount, with a forward 12-month Price/Earnings of 14.82X compared with the Zacks Internet - Software industry’s 40.19X. Zoom has undergone a substantial tr ...