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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":690758682,"tweetId":"690758682","gmtCreate":1639712223313,"gmtModify":1639712543535,"author":{"id":3563514600747173,"idStr":"3563514600747173","authorId":3563514600747173,"authorIdStr":"3563514600747173","name":"lsjk","avatar":"https://static.tigerbbs.com/57aefc7054f306185d8245450fb7b752","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/690758682","repostId":1124325534,"repostType":4,"repost":{"id":"1124325534","kind":"news","pubTimestamp":1639710923,"share":"https://www.laohu8.com/m/news/1124325534?lang=zh_CN&edition=full","pubTime":"2021-12-17 11:15","market":"us","language":"en","title":"Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124325534","media":"Barrons","summary":"Communications software is in a long-term growth cycle, but there are better ways to play the sector","content":" Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.<blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.<blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.<blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.<blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.<blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.<blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.<blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.<blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</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>Buy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</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\">\nBuy RingCentral Stock Over Zoom, Goldman Says<blockquote>高盛表示，购买RingCentral股票而不是Zoom</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-17 11:15\n\n</h4>\n</header>\n<article>\n Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.<blockquote>高盛分析师Kash Rangan表示，通信软件正处于长期增长周期，但有比Zoom Video通信更好的方式来发展该行业。</blockquote> On Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.<blockquote>周四，Rangan对“通信与协作”部分进行了报道，推出了对七只股票的报道，其中包括备受关注的Zoom（股票代码：ZM），他对该股票的评级为中性。</blockquote> Rangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.<blockquote>兰根总体上看好这个机会。他发现，通信软件的潜在市场接近长期企业软件总支出的30%，在许多情况下取代了传统硬件和服务，并“延续了软件扩展到更广泛经济的总体趋势”。Rangan承认，到目前为止，云在通信领域的渗透率还不高，但他认为接受度正在不断提高，行业增长率超过30%。</blockquote> On Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.<blockquote>Rangan在Zoom上写道，该公司“仍然有望成为该行业最具战略意义的应用软件公司之一”，但他指出，经过五个季度的高速增长（季度收入增长169%至369%）与去年同期相比，该公司现在面临着具有挑战性的比较和更高的小客户流失率。他认为，公司长期维持25%的增长将是一个挑战。Rangan将该股的目标价定为200美元。</blockquote> Rangan set Buy ratings on both&nbsp;RingCentral&nbsp;(RNG), with a $240 price target, and&nbsp;Twilio&nbsp;(TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.<blockquote>Rangan对RingCentral(RNG)和Twilio(TWLO)均设定买入评级，目标价为240美元，目标价为350美元，两者的潜在回报率均较当前水平超过30%。他写道，RingCentral“为投资者提供了在一个大市场中实现多年持久高收入增长的高度可见性，竞争地位大大提高，并提供了一个完整的多模式通信和协作平台，其价值主张因Covid-19而得到提升。”在Twilio上，Rangan声称这家网站通信服务提供商“与开发者有着重要的思想共享”，管理层预计未来四年每年的增长率都将超过30%。</blockquote> Rangan sets Neutral ratings on both&nbsp;LiveVox Holdings&nbsp;(LVOX), a contact-center software provider, and&nbsp;Atlassian&nbsp;(TEAM), a provider of software-development and project-management tools.<blockquote>Rangan对联络中心软件提供商LiveVox Holdings(LVOX)和软件开发和项目管理工具提供商Atlassian(TEAM)均给予中性评级。</blockquote> The analyst starts both&nbsp;Everbridge&nbsp;(EVBG) and&nbsp;Citrix Systems&nbsp;(CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.<blockquote>分析师对Everbridge(EVBG)和Citrix Systems(CTXS)给予卖出评级。在为公司和政府机构提供大规模通知服务的Everbridge上，他认为该公司首席执行官最近辞职后存在“近期执行和中断风险”。他写道，思杰正在经历一场“复杂的云转型”，这已经推迟了其一些财务目标。他指出，该公司正在经历管理层变动，并取消了原定于10月份举行的分析师日。</blockquote> Citrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2%&nbsp;on Thursday.<blockquote>思杰上涨1.2%。周四，Twilio跌0.3%，LiveVox跌3.2%，RingCentral跌2.3%，Everbridge跌4.5%，Zoom跌0.7%，Atlassian跌5.2%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST\">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","RNG":"Ringcentral Inc."},"source_url":"https://www.barrons.com/articles/buy-ringcentral-over-zoom-in-cloud-telephony-market-goldman-says-51639673714?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124325534","content_text":"Communications software is in a long-term growth cycle, but there are better ways to play the sector than Zoom Video Communications, according to Goldman Sachs analyst Kash Rangan.\nOn Thursday, Rangan picked up coverage of the “communications and collaboration” segment, launching coverage of seven stocks, including closely watched Zoom (ticker: ZM), which he starts with a Neutral rating.\nRangan is bullish on the opportunity overall. He finds that the addressable market in communications software is close to 30% of overall long-term enterprise software spending, in many cases replacing legacy hardware and services, and “continuing the general trend of software expansion into the broader economy.” Rangan concedes that cloud penetration in the communications sector so far is modest, but he sees growing acceptance, with industry growth of better than 30%.\nOn Zoom, Rangan writes that the company “remains poised to be one of the most strategic applications software companies” in the sector, but he notes that after a five-quarter period of hyper growth—with quarterly revenue expanding between 169% to 369% on a year-over-year basis—the company now faces challenging comparisons and much higher churn in small accounts. He thinks it will be a challenge for the company to sustain 25% growth longer term. Rangan sets a price target on the stock of $200.\nRangan set Buy ratings on both RingCentral (RNG), with a $240 price target, and Twilio (TWLO), with a $350 target, both potential returns of more than 30% from current levels. RingCentral, he writes, “offers investors high visibility into multi-year durable high revenue growth in a large market with a much improved competitive position and a complete multi-modal communications and collaborations platform whose value proposition has been elevated with Covid-19.” On Twilio, Rangan asserts that the provider of communications services to websites has “significant mind share with developers,” with management projecting growth above 30% in each of the next four years.\nRangan sets Neutral ratings on both LiveVox Holdings (LVOX), a contact-center software provider, and Atlassian (TEAM), a provider of software-development and project-management tools.\nThe analyst starts both Everbridge (EVBG) and Citrix Systems (CTXS) with Sell ratings. On Everbridge, which provides a mass notification service for companies and government agencies, he sees “near-term execution and disruption risk” after the recent resignation of the company’s CEO. Citrix, he writes, is going through a “complex cloud transition” that has pushed out some of its financial targets. He notes that the company is going through a management change and canceled an analyst day that had been scheduled for October.\nCitrix rose 1.2%. Twilio fell 0.3%, LiveVox fell 3.2%, RingCentral fell 2.3%, Everbridge fell 4.5%, Zoom fell 0.7%, and Atlassian fell 5.2% on Thursday.","news_type":1,"symbols_score_info":{"ZM":0.9,"RNG":0.9}},"isVote":1,"tweetType":1,"viewCount":711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690758682"}