peanutz
2021-11-22
Cause all wanna out
Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141390597","media":"Barrons","summary":"Zoom Video Communications stock remains under considerable selling pressure, as investors adjust the","content":"<p>Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.</p><p><blockquote>随着Zoom Video通信公司的增长率持续下降以及世界走出疫情，投资者调整了对这家视频会议公司的看法，该公司的股票仍然面临相当大的抛售压力。</blockquote></p><p> Zoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.</p><p><blockquote>Zoom（股票代码：ZM）周一收盘后公布财务业绩。截至 10 月 31 日的第三财季，该公司预计收入为 10.2 亿美元，非 GAAP 每股收益为 1.07 美元至 1.08 美元。华尔街预计看涨期权股价为 10.2 亿美元，每股 1.09 美元。</blockquote></p><p> Zoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).</p><p><blockquote>自该公司公布 7 月份季度业绩以来，Zoom 股价已下跌 28%，反映出人们越来越担心增长放缓以及来自视频会议领域其他参与者（尤其是微软团队）的竞争加剧。自 Zoom 上次公布财务业绩以来，该公司收购看涨期权中心软件运营商 Five9 (FIVN) 的提议失败了。</blockquote></p><p> With its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.</p><p><blockquote>由于核心视频会议业务面临压力，Zoom 一直在更积极地进军新领域，尤其是公司基于云的电话业务 Zoom Phone。但来自 RingCentral 和其他公司的市场竞争仍然激烈。与此同时，有人担心随着学校和企业重新开放，核心 Zoom 服务的使用量正在下降，从而减少了全天参加 Zoom 会议的需求。</blockquote></p><p> Citi analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.</p><p><blockquote>花旗分析师泰勒-拉德克（Tyler Radke）上周在一份研究报告中写道，Zoom 的盈利情况看起来好坏参半。他说，“重新开放的客户流失和夏季季节性带来的潜在阻力 ”可能会限制收入的上升空间。</blockquote></p><p> However, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.</p><p><blockquote>不过，拉德克也指出，“市场情绪相当消极”，而且指引也相对保守--他认为收入有可能增长 2% 到 3%。尽管如此，拉德克还表示，“鉴于业务几乎没有逐步改善的迹象”，Zoom 不太可能大幅提高全年指引。</blockquote></p><p> Radke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.</p><p><blockquote>拉德克维持对该股的中性评级和 304 美元的目标价，预计该公司在 2023 财年及以后的增长率将低于 20%。他认为电话和其他领域的机会很小，而且 “可能无法抵消核心视频会议领域更大规模的减速”。</blockquote></p><p> Morgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.</p><p><blockquote>摩根士丹利分析师梅塔·马歇尔则更加乐观。她维持该股的跑赢大盘评级，尽管她本周将目标价从 400 美元下调至 365 美元。她认为华尔街过度低估了 Zoom 的企业业务，并表示该公司在统一通信领域仍处于 700 亿美元机会的早期阶段。她警告说，中小企业市场疲软的任何迹象都可能给该股带来压力，但她补充说，她将买入与盈利相关的任何疲软。</blockquote></p><p> For the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. Zoom last quarter projected fiscal 2022 full-year revenue of $4.01 billion to $4.02 billion, with earnings of $4.75 to $4.79 a share.</p><p><blockquote>截至 1 月份的第四财季，华尔街一致评级收入为 10.2 亿美元，每股利润为 1.09 美元。Zoom上季度预计2022财年全年收入为40.1亿至40.2亿美元，每股收益为4.75美元至4.79美元。</blockquote></p><p></p>","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>Zoom Reports Earnings Monday. 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Here’s What to Expect.<blockquote>Zoom 周一公布收益。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.</p><p><blockquote>随着Zoom Video通信公司的增长率持续下降以及世界走出疫情，投资者调整了对这家视频会议公司的看法，该公司的股票仍然面临相当大的抛售压力。</blockquote></p><p> Zoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.</p><p><blockquote>Zoom（股票代码：ZM）周一收盘后公布财务业绩。截至 10 月 31 日的第三财季，该公司预计收入为 10.2 亿美元，非 GAAP 每股收益为 1.07 美元至 1.08 美元。华尔街预计看涨期权股价为 10.2 亿美元，每股 1.09 美元。</blockquote></p><p> Zoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).</p><p><blockquote>自该公司公布 7 月份季度业绩以来，Zoom 股价已下跌 28%，反映出人们越来越担心增长放缓以及来自视频会议领域其他参与者（尤其是微软团队）的竞争加剧。自 Zoom 上次公布财务业绩以来，该公司收购看涨期权中心软件运营商 Five9 (FIVN) 的提议失败了。</blockquote></p><p> With its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.</p><p><blockquote>由于核心视频会议业务面临压力，Zoom 一直在更积极地进军新领域，尤其是公司基于云的电话业务 Zoom Phone。但来自 RingCentral 和其他公司的市场竞争仍然激烈。与此同时，有人担心随着学校和企业重新开放，核心 Zoom 服务的使用量正在下降，从而减少了全天参加 Zoom 会议的需求。</blockquote></p><p> Citi analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.</p><p><blockquote>花旗分析师泰勒-拉德克（Tyler Radke）上周在一份研究报告中写道，Zoom 的盈利情况看起来好坏参半。他说，“重新开放的客户流失和夏季季节性带来的潜在阻力 ”可能会限制收入的上升空间。</blockquote></p><p> However, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.</p><p><blockquote>不过，拉德克也指出，“市场情绪相当消极”，而且指引也相对保守--他认为收入有可能增长 2% 到 3%。尽管如此，拉德克还表示，“鉴于业务几乎没有逐步改善的迹象”，Zoom 不太可能大幅提高全年指引。</blockquote></p><p> Radke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.</p><p><blockquote>拉德克维持对该股的中性评级和 304 美元的目标价，预计该公司在 2023 财年及以后的增长率将低于 20%。他认为电话和其他领域的机会很小，而且 “可能无法抵消核心视频会议领域更大规模的减速”。</blockquote></p><p> Morgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.</p><p><blockquote>摩根士丹利分析师梅塔·马歇尔则更加乐观。她维持该股的跑赢大盘评级，尽管她本周将目标价从 400 美元下调至 365 美元。她认为华尔街过度低估了 Zoom 的企业业务，并表示该公司在统一通信领域仍处于 700 亿美元机会的早期阶段。她警告说，中小企业市场疲软的任何迹象都可能给该股带来压力，但她补充说，她将买入与盈利相关的任何疲软。</blockquote></p><p> For the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. Zoom last quarter projected fiscal 2022 full-year revenue of $4.01 billion to $4.02 billion, with earnings of $4.75 to $4.79 a share.</p><p><blockquote>截至 1 月份的第四财季，华尔街一致评级收入为 10.2 亿美元，每股利润为 1.09 美元。Zoom上季度预计2022财年全年收入为40.1亿至40.2亿美元，每股收益为4.75美元至4.79美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/zoom-stock-earnings-preview-51637356886?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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/zoom-stock-earnings-preview-51637356886?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141390597","content_text":"Zoom Video Communications stock remains under considerable selling pressure, as investors adjust their thinking on the videoconferencing company as its growth rate continues to ebb and the world emerges from the pandemic.\nZoom (ticker: ZM) reports financial results after the close of trading on Monday. For the fiscal third quarter through Oct. 31, the company has projected revenue of $1.02 billion, with non-GAAP earnings of $1.07 to $1.08 a share. Street estimates call for $1.02 billion and $1.09 a share.\nZoom shares have fallen 28% since the company reported results for the July quarter, reflecting growing concerns about both slowing growth and increased competition from other players in the videoconferencing space, in particular Microsoft Teams. Since Zoom last reported financial results, the company suffered the collapse of its proposed acquisition of the call-center software operator Five9 (FIVN).\nWith its core videoconferencing business under pressure, Zoom has been pushing more aggressively into new areas, in particular Zoom Phone, the company’s cloud-based telephony business. But competition in that market remains fierce, from RingCentral and others. At the same time, there are concerns that usage of the core Zoom service is falling as schools and businesses reopen, reducing the need to be in Zoom meetings throughout the day.\nCiti analyst Tyler Radke wrote in a research note last week that the setup for Zoom’s earnings looks mixed. “Potential headwinds from reopening churn and summer seasonality” are likely to limit revenue upside, he said.\nHowever, Radke also notes that “sentiment is quite negative,” and that guidance was relatively conservative—he sees potential for a 2% to 3% beat on the revenue line. That said, Radke also says Zoom is unlikely to aggressively raise full-year guidance “given few signs of incremental improvement” in the business.\nRadke maintains his Neutral rating and $304 target on the stock, anticipating that the company’s growth rate is headed to below 20% in fiscal 2023 and beyond. And he sees the opportunities in Phone and other areas as small, and “likely unable to offset a larger-scale deceleration” in the core video meetings segment.\nMorgan Stanley analyst Meta Marshall is more upbeat. She maintains an Overweight rating on the stock, though she trimmed her target price this week to $365, from $400. She thinks the Street has overly discounted Zoom’s enterprise business, and says the company remains in the early days of a $70 billion opportunity in unified communications. Any signs of weakness in the small- and medium-size business market could pressure the stock, she warns, but adds that she would be a buyer on any weakness connected with earnings.\nFor the fiscal fourth quarter ending in January, the Street consensus calls for revenue of $1.02 billion and profits of $1.09 a share. 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