ZM
📉 Zoom’s shares are falling by 4% due to projected slower revenue growth.
💰 Revenue for the fiscal year ending in January 2026 is projected to be approximately $4.8 billion.
❓ Investors are awaiting signs of reward from Zoom’s efforts to offer more tools and expand its user base.
🆚 The company faces tough competition from Microsoft and others.
@bernardodegarcia:
“Zoom’s shares are falling 4%. It is trading at a forward P/E of 30. I don’t understand, but I don’t have to understand anything. It is projecting slower revenue growth than expected for the year, which tempers optimism that an expanded suite of products will bring an increase in sales. Revenue will be approximately $4.8 billion in the fiscal year ending in January 2026. Earnings, excluding some items, will be between 534 and 537. Analysts projected 4.81 and earnings of 5.37. The company, best known for video conferencing, has been trying to increase its user files by offering more tools, including telephone systems, a contact center application, and artificial intelligence assistants. Investors have been waiting for signs of a reward from that effort, especially because the company faces tough competition from Microsoft.”
Watch the exact part of the video where Bernardo talks about Zoom here:
Watch the video on YouTube.
Read more articles by the world’s top 100 analysts on Zoom (ZM) at the following link. ZM stock.
