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Zoom recognized in the 2025 Gartner® Magic Quadrant™ for Contact Center as a Service for the first time
Globenewswire· 2025-09-10 15:15
SAN JOSE, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced it has been recognized in the 2025 Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS). This is Zoom’s first inclusion in the Magic Quadrant for CCaaS, just three years after launching Zoom Contact Center in 2022. Zoom believes this recognition highlights the strength of Zoom’s AI-first approach to customer experience, where AI is embedded in the platform from the ground up to support bot ...
OM Systems 50-200mm F2.8 M. Zuiko Digital ED IS PRO Lens - New Compact Pro Telephoto Zoom Revealed, Preorder and More Info at B&H
Globenewswire· 2025-09-10 06:00
产品核心规格 - 推出全球首款且唯一具备100-400mm等效焦距(35mm格式)且恒定f/2.8光圈的天气密封全能超长焦镜头[1] - 重量仅2.37磅(约1.08公斤),长度8.8英寸(约22.4厘米),采用内变焦和内对焦设计[1][6] - 配备ED和HR镜片组及ZERO II镀膜技术,支持2.6英尺(约0.79米)最近对焦距离[6] 光学性能与技术特点 - 五轴同步防抖系统(Sync IS)可实现最高7档补偿效果,支持50fps高速连拍与连续自动对焦[2][6] - 搭配MC-20增距镜时可实现800mm等效焦距与1:1放大倍率的超微距功能,原生镜头最大放大倍率为0.5倍[3] - 配备4个功能切换键与可编程L-Fn按钮,集成智能主体识别追踪对焦系统[2][4] 专业防护与适配性 - 通过IP53认证的防尘防滴溅密封设计,镜片表面采用氟涂层防护[4][6] - 全面兼容OM System MC-14 1.4x与MC-20 2.0x增距镜[3][6] 渠道与市场推广 - 由全球最大摄影摄像设备供应商B&H Photo Video独家首发,该公司拥有超过50年行业服务经验[5] - 通过B&H Explora技术博客、YouTube频道教育内容及纽约超级体验店进行产品展示与推广[6][7][8]
Zoom (NasdaqGS:ZM) Conference Transcript
2025-09-09 23:47
**公司:Zoom Video Communications (NasdaqGS: ZM)** [1] 核心观点与战略方向 * AI是公司未来发展的核心驱动力 AI改变了公司运营、服务客户和构建产品的方式 使公司创始人感到重回2011年创业初期的兴奋状态[5][6] * AI将彻底改变用户界面 从传统的功能菜单转向基于提示(prompt)的AI交互 年轻一代无需学习复杂界面 只需告诉AI需求即可完成工作[23][24][25] * 公司产品战略正从视频会议中心转向“行动系统”(system of actions) 涵盖会前准备、会中转录总结、会后行动项创建等端到端工作流体验[26] * 公司采用联邦式AI架构(federated AI architecture) 结合自有大语言模型与多个第三方模型 智能选择使用不同模型 据称其摘要质量优于只使用单一模型的竞争对手[40][41] 产品投资与创新 * 投资重点集中在三个领域:AI技术(首要任务)、基于AI扩展现有产品组合(如联络中心、虚拟座席)、以及打造全新的AI优先产品体验以颠覆现有市场[20][22] * 具体AI产品应用示例:Zoom Clips可创建30秒AI数字分身(avatar)自动生成视频 用于财报电话会议等场景 AI数字分身(digital twin)未来可代表用户参加内部会议并进行问答甚至决策[10][12][15][19] * 联络中心(Zoom Contact Center)是重要的增长业务 提供混合式人类与AI座席体验 公司拥有从传统联络中心到AI座席的全栈自研技术 确保体验一致性[31][32][43] * 在AI语音领域投入大量资源 优化延迟、使语音更自然、改善TTS解决方案并支持多语言 认为语音是继文本之后的下一个重点 视频将是第三步[36][38] 市场表现与竞争态势 * 联络中心业务表现强劲 在上个财报季的前十大交易中 有九单是从其他云供应商处赢得的 原因在于更好的产品体验、快速的创新和AI技术[43] * SMB(中小型企业市场)已成为公司的甜蜜点(sweet spot) SMB客户更看重总拥有成本和支持成本 而公司解决方案在这些方面更具优势[48] * 企业客户对AI等新技术的采纳相对保守和缓慢 需要与CISO(首席信息安全官)和法务团队密切合作以推动部署[48][49] * 提及一个案例研究:私人安全公司SecureOne部署了Zoom联络中心和语音座席 不仅用于售后时段 还帮助其销售团队进行潜在客户开发[44] 运营与管理 * 新的管理团队重点关注两件事:学习AI和加快创新速度(speed of innovation) 每周一的会议都以此为主题[50] * 公司在美国西雅图设有AI中心 并雇佣了大量工程师[20] 行业观察 * 消费者领域的AI应用通常比企业领域领先2-3年 但企业客户现在正非常迅速地拥抱AI技术 ChatGPT的普及使终端用户开始向企业IT部门施加压力要求使用类似工具[28][29] * 看待AI座席的趋势是走向混合模式(hybrid) 即人类座席与AI座席协同工作 总的座席数量预计仍会增长[31]
Is Zoom (ZM) an Under-The-Radar AI Stock?
Yahoo Finance· 2025-09-09 21:41
We recently published Top 10 Analyst Calls on Trending Stocks You Shouldn’t Miss. Zoom Communications Inc (NASDAQ:ZM) is one of the major analyst calls. Zoom Communications Inc (NASDAQ:ZM) apparently lost its attraction after the pandemic days ended, since free video calling software became ubiquitous. However, OptionsPlay‬’s Tony Zhang believed the stock was a buy amid the company’s AI tool. Talking to Schwab Network in May this year, the analyst said: “Recently they’ve really turned into an AI play, ac ...
Zoom Communications (ZM) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-09-09 17:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...
LG REDEFINES IN-VEHICLE EXPERIENCE WITH XBOX GAMING AND ZOOM MEETINGS PARTNERSHIPS
Prnewswire· 2025-09-09 09:00
Accessibility StatementSkip Navigation LG Pioneers Software-Defined Vehicle Era With webOS-Based Automotive Content Platform SEOUL, South Korea, Sept. 9, 2025 /PRNewswire/ -- LG Electronics (LG), a leading innovator in mobility technology, is strengthening its position in the Software-Defined Vehicle (SDV) era with its webOS-based Automotive Content Platform (ACP). Through differentiated solutions and powerful partnerships, the company is transforming vehicles into dynamic software-driven experience hubs. C ...
Sigma Announces World's First 20-200mm 10x Zoom Lens for Full-Frame Mirrorless Cameras
Newsfile· 2025-09-09 08:00
Ronkonkoma, New York--(Newsfile Corp. - September 9, 2025) - Sigma Corporation of America, the US subsidiary of Sigma Corporation (CEO: Kazuto Yamaki. Headquarters: Asao-ku, Kawasaki-shi, Kanagawa, Japan), is pleased to introduce the Sigma 20-200mm F3.5-6.3 DG | Contemporary lens for full-frame mirrorless cameras, available in late September 2025. It is the world's first 10x zoom lens to begin with an ultra-wide 20mm focal length designed for full-frame mirrorless.The Sigma 20-200mm F3.5-6.3 DG | Contempor ...
Zoom's Enterprise Base Benefits From Workvivo Adoption: What's Ahead?
ZACKS· 2025-09-04 16:21
核心观点 - Zoom Communications的Workvivo员工体验平台正成为企业扩张的关键催化剂 预计将持续推动大型机构采用并提升企业收入增长[1][2][3] - 公司通过整合Zoom Workplace实现交叉销售 并借助AI增强功能强化差异化竞争优势 同时在中端市场开拓新收入渠道[3][8] - 尽管面临微软和Alphabet的激烈竞争 但Workvivo通过提供独立于生态系统的统一平台仍存在市场机会[5] - 企业收入预计保持核心增长动力 第三季度共识预期达7.3097亿美元(同比增长4.6%) 占总收入比重达60%[4][8] - 公司股价年内上涨2.3% 表现落后于行业 当前估值水平略低于行业平均[6][10] 业务表现与增长 - Workvivo年经常性收入超10万美元的客户数量在2026财年第二季度同比增长142%至168家[1][8] - 企业收入同比增长7% 占总收入60% 预计第三季度达7.3097亿美元(同比增长4.6%)[4][8] - 大型企业部署案例显著 如丸红株式会社部署超1万个许可证[2] 战略与竞争优势 - Workvivo整合Zoom Workplace支持交叉销售 提升客户终身价值[3][8] - AI驱动增强功能提供差异化优势 强化溢价定价能力[3] - 平台定位满足混合办公和员工保留策略需求 预计获得更多企业技术预算分配[2][3] 市场竞争格局 - 微软通过Viva套件(与Teams和Office 365深度集成)形成竞争压力[5] - Alphabet通过Google Workspace扩展协作和员工互动功能 依托云和AI能力竞争[5] - Zoom差异化优势在于为寻求独立统一平台的企业提供微软和Alphabet生态系统外的选择[5] 财务与估值 - 年内股价上涨2.3% 表现低于互联网软件行业(18.3%)和计算机技术板块(11.8%)[6] - 当前远期市销率为5.15倍 低于行业平均的5.62倍 价值评分为D级[10] - 2026财年第三季度每股收益共识预期为1.42美元(过去30天上调0.04美元) 同比增长2.9%[12]
Revisiting the Pandemic Stocks: SHOP, ZM
ZACKS· 2025-09-03 00:46
Key Takeaways ZM and SHOP were two of the COVID-era darlings.SHOP continues to see growth, whereas ZM has largely stalled. Both companies have seen positive EPS revisions for their current fiscal years. 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) . SHOP s ...
Zoom wins Engineering, Science & Technology Emmy® Award for innovation in broadcast contribution
Globenewswire· 2025-09-02 17:34
核心观点 - Zoom Communications Inc 凭借 Zoom for Broadcast 技术获得电视学院工程、科学与技术艾美奖 该技术重新定义了远程媒体贡献方式 通过低成本高可靠性的方案实现专业级直播制作 [1][2][3] 技术特点 - 提供广播级视频贡献方案 支持通过消费级硬件实现专业品质的低延迟音视频流传输 [2][4] - 采用行业标准协议(SDI/NDI/Dante)提供隔离的音视频流 支持无缝集成主流制作工具和软件视频切换器 [7] - 云端低延迟基础设施保障传输稳定性 支持从单嘉宾到数百名观众的实时规模化对话 [4][7] 行业应用 - 已被全球主流电视网络和制作公司采用 应用于新闻直播、体育赛事、娱乐节目及混合活动制作 [4] - 与Vizrt/vMix/Ecamm Live等广播技术供应商达成合作 其SDK被集成至远程贡献解决方案中 [4] - 近五年支撑重大直播活动 包括政治会议、全球体育赛事和文化活动 [5] 市场影响 - 取代传统卫星车/光纤网络/复杂演播室设置 显著降低远程制作成本与复杂度 [3][4] - 使企业团队、教育机构和独立创作者能够制作具有专业水准的直播内容并触达全球观众 [5] - 首席生态系统官Brendan Ittelson表示该技术实现了广播级工具的普及化 [3]