Let's wait and see what zoom h_老虎社区_美港股上老虎

2020-12-25

Let's wait and see what zoom has to offer in future

Here’s Why Zoom Email Makes Sense<blockquote>这就是Zoom电子邮件有意义的原因</blockquote>

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Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.<blockquote>昨天，The Information报道称，Zoom Video Communications（股票代码：ZM）已开始开发基于网络的电子邮件、日历和目录服务，这些步骤将使该公司与微软(MSFT)和Alphabet(GOOGL)旗下的谷歌等公司展开更直接的竞争。在日益拥挤的通信软件工具市场中。Zoom一直在逐步向其核心视频会议产品中添加新产品，但电子邮件将是一个巨大的飞跃，成为一个拥有根深蒂固的参与者的成熟业务，特别是微软Exchange和Outlook以及谷歌Gmail。</blockquote>D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.<blockquote>D.A.戴维森分析师Rishi Jaluria周四在一份研究报告中写道，Zoom进军电子邮件领域尤其“很有意义”。他的观点是，随着客户试图整合供应商，钟摆正在向软件套件摆动，而远离单个“同类最佳”产品。</blockquote>“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).<blockquote>他写道：“我们看到了工作场所通信工具的融合，Zoom将电子邮件和实时消息功能作为现有平台的一部分是有意义的。”他指出，之前有报道称该公司正在考虑转向协作通信工具，如Lack Technologies(WORK)。</blockquote>Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.<blockquote>Jaluria不太相信该公司进军目录服务领域的潜力，在目录服务领域，它将与Okta(OKTA)和微软Azure Active Directory竞争——这些工具可以让公司轻松管理电子邮件和其他服务。“我们认为这是一种不太明显的邻接关系，宁愿看到Zoom进入内容管理或CCaaS（联络中心即服务），”他写道。</blockquote>Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.<blockquote>Jaluria还指出，Zoom拥有约19亿美元现金，可以使用现金或股权在相关产品领域进行收购。</blockquote>“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”<blockquote>他写道：“我们认为，更大的收获是，随着我们进入大流行后的世界，Zoom正在积极投资新的增长机会。”“Zoom更容易固步自封，但该公司正在进行正确的投资，以扩大其足迹并为客户增加更多价值（需要注意的是，只要Zoom继续积极投资核心平台）。”</blockquote>Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.<blockquote>在投资者犹豫不决之际，Jaluria坚持对该股的看涨立场——Zoom股价在过去两个月内下跌了约35%，原因是人们担心随着2021年经济重新开放，该公司的增长率将受到怎样的影响。</blockquote>“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.<blockquote>“我们认为：工作的未来已经发生了不可逆转的变化，”他写道。“我们将进入混合工作的未来，员工每周3-4天在办公室工作，另外1-2天远程工作；Zoom是实现混合工作未来的关键组成部分。Zoom仍然是我们最喜欢的名字之一进入2021年。</blockquote>He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.<blockquote>他认为最近的抛售创造了买入机会，并重申了对Zoom股票的买入评级和600美元的目标。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s Why Zoom Email Makes Sense<blockquote>这就是Zoom电子邮件有意义的原因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s Why Zoom Email Makes Sense<blockquote>这就是Zoom电子邮件有意义的原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2020-12-25 19:02\n\n</h4>\n</header>\n<article>\nReady to sign up for Zoom mail?<blockquote>准备好注册缩放邮件了吗？</blockquote>Yesterday, The InformationreportedthatZoom Video Communications(ticker: ZM) has begun working on web-based e-mail, calendar and directory services, steps that would put the company in more direct competition withMicrosoft(MSFT) andAlphabet’s(GOOGL) Google, among other players in the increasingly crowded market for communications software tools. Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.<blockquote>昨天，The Information报道称，Zoom Video Communications（股票代码：ZM）已开始开发基于网络的电子邮件、日历和目录服务，这些步骤将使该公司与微软(MSFT)和Alphabet(GOOGL)旗下的谷歌等公司展开更直接的竞争。在日益拥挤的通信软件工具市场中。Zoom一直在逐步向其核心视频会议产品中添加新产品，但电子邮件将是一个巨大的飞跃，成为一个拥有根深蒂固的参与者的成熟业务，特别是微软Exchange和Outlook以及谷歌Gmail。</blockquote>D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.<blockquote>D.A.戴维森分析师Rishi Jaluria周四在一份研究报告中写道，Zoom进军电子邮件领域尤其“很有意义”。他的观点是，随着客户试图整合供应商，钟摆正在向软件套件摆动，而远离单个“同类最佳”产品。</blockquote>“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).<blockquote>他写道：“我们看到了工作场所通信工具的融合，Zoom将电子邮件和实时消息功能作为现有平台的一部分是有意义的。”他指出，之前有报道称该公司正在考虑转向协作通信工具，如Lack Technologies(WORK)。</blockquote>Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.<blockquote>Jaluria不太相信该公司进军目录服务领域的潜力，在目录服务领域，它将与Okta(OKTA)和微软Azure Active Directory竞争——这些工具可以让公司轻松管理电子邮件和其他服务。“我们认为这是一种不太明显的邻接关系，宁愿看到Zoom进入内容管理或CCaaS（联络中心即服务），”他写道。</blockquote>Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.<blockquote>Jaluria还指出，Zoom拥有约19亿美元现金，可以使用现金或股权在相关产品领域进行收购。</blockquote>“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”<blockquote>他写道：“我们认为，更大的收获是，随着我们进入大流行后的世界，Zoom正在积极投资新的增长机会。”“Zoom更容易固步自封，但该公司正在进行正确的投资，以扩大其足迹并为客户增加更多价值（需要注意的是，只要Zoom继续积极投资核心平台）。”</blockquote>Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.<blockquote>在投资者犹豫不决之际，Jaluria坚持对该股的看涨立场——Zoom股价在过去两个月内下跌了约35%，原因是人们担心随着2021年经济重新开放，该公司的增长率将受到怎样的影响。</blockquote>“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.<blockquote>“我们认为：工作的未来已经发生了不可逆转的变化，”他写道。“我们将进入混合工作的未来，员工每周3-4天在办公室工作，另外1-2天远程工作；Zoom是实现混合工作未来的关键组成部分。Zoom仍然是我们最喜欢的名字之一进入2021年。</blockquote>He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.<blockquote>他认为最近的抛售创造了买入机会，并重申了对Zoom股票的买入评级和600美元的目标。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/heres-why-zoom-email-makes-sense-51608825672?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/heres-why-zoom-email-makes-sense-51608825672?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104425175","content_text":"Ready to sign up for Zoom mail?Yesterday, The InformationreportedthatZoom Video Communications(ticker: ZM) has begun working on web-based e-mail, calendar and directory services, steps that would put the company in more direct competition withMicrosoft(MSFT) andAlphabet’s(GOOGL) Google, among other players in the increasingly crowded market for communications software tools. Zoom has been gradually adding new products to its core videoconferencing offering—but email would be a huge leap into a well-established business with entrenched players, in particular Microsoft Exchange and Outlook and Google Gmail.D.A. Davidson analyst Rishi Jaluria writes in a research note Thursday that a Zoom move into email in particular “makes a lot of sense.” His view is that the pendulum is swinging back toward software suites and away from individual “best-of-breed” products as customers try to consolidate vendors.“We see a convergence of workplace communication tools and it would make sense for Zoom to add functionality for email and real-time messaging as part of the existing platform,” he writes, noting that there have been previous reports that the company is mulling a move into collaborative communications tools likeSlack Technologies(WORK).Jaluria is less convinced of the potential for the company to move into directory services, in which it would compete with Okta (OKTA) and Microsoft Azure Active Directory—tools that make it easy for companies to administer email and other services. “We see this as a less obvious adjacency and would rather see Zoom get into content management or CCaaS (contact center as a service),” he writes.Jaluria also points out that Zoom had about $1.9 billion in cash—and could use cash or equity to make acquisitions in related product areas.“The bigger takeaway, in our view, is that Zoom is proactively investing in new growth opportunities as we head into a post-pandemic world,” he writes. “It would be easier for Zoom to rest on its laurels, but the company is making the right investment to grow its footprint and add more value to customers (with the caveat that this is effective as long as Zoom continues investing aggressively in the core platform).”Jaluria is stickling to his bullish stance on the stock at a time when investors are wavering - Zoom shares have tumbled about 35% over the last two months as worries spread about how the company’s growth rate will be affected as the economy reopens in 2021.“We take the view that: the future of work has been irreversibly changed,” he writes. “We will enter a hybrid work future, where employees work from the office 3-4 days a week and remote the other 1-2 days; and Zoom is a critical component of enabling that hybrid work future. Zoom remains one of our favorite names headed into 2021.He thinks the recent sellloff has created a buying opportunity, and repeats his Buy rating and $600 target on Zoom stock.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":1314,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":41,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/339539045"}