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2021-11-22

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Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom周一公布收益。这是可以期待的。</blockquote>

Zoom Video Communications stock remains under considerable selling pressure, as investors adjust the

Zoom Reports Earnings Monday. Here’s What to Expect.<blockquote>Zoom周一公布收益。这是可以期待的。</blockquote>

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Here’s What to Expect.<blockquote>Zoom周一公布收益。这是可以期待的。</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":"Zoom Video Communications&nbsp;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.<blockquote>Zoom Video通信公司的股票仍然面临相当大的抛售压力，因为随着这家视频会议公司的增长率持续下降以及世界摆脱疫情，投资者调整了对该公司的看法。</blockquote> 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.<blockquote>Zoom（股票代码：ZM）在周一收盘后公布了财务业绩。截至10月31日的第三财季，该公司预计营收为10.2亿美元，非GAAP每股收益为1.07至1.08美元。华尔街估计看涨期权的估值为10.2亿美元，每股1.09美元。</blockquote> 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&nbsp;Five9&nbsp;(FIVN).<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上次报告财务业绩以来，该公司收购看涨期权中心软件运营商Five 9(FIVN)的提议失败了。</blockquote> 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&nbsp;RingCentral&nbsp;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.<blockquote>由于其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，特别是该公司基于云的电话业务Zoom Phone。但该市场的竞争仍然激烈，来自RingCentral和其他公司。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，减少了全天参加Zoom会议的需求。</blockquote> 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.<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的盈利前景看起来好坏参半。他表示，“重新开放客户流失和夏季季节性带来的潜在阻力”可能会限制收入增长。</blockquote> 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.<blockquote>然而，拉德克也指出，“市场情绪相当负面”，而且指引相对保守——他认为收入线有可能增长2%至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> 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.<blockquote>Radke维持对该股的中性评级和304美元的目标，预计该公司2023财年及以后的增长率将降至20%以下。他认为电话和其他领域的机会很小，并且“可能无法抵消核心视频会议领域更大规模的减速”。</blockquote> 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.<blockquote>摩根士丹利分析师Meta Marshall更为乐观。她维持跑赢大盘对该股的评级，但本周将目标价从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，并表示该公司仍处于统一通信领域700亿美元机会的早期阶段。她警告说，中小企业市场的任何疲软迹象都可能给该股带来压力，但她补充说，如果出现任何与盈利相关的疲软，她都会成为买家。</blockquote> 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.<blockquote>对于截至1月份的第四财季，华尔街一致认为评级营收为10.2亿美元，每股利润为1.09美元。Zoom上季度预计2022财年全年营收为40.1亿美元至40.2亿美元，每股收益为4.75美元至4.79美元。</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>Zoom Reports Earnings Monday. 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Here’s What to Expect.<blockquote>Zoom周一公布收益。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-22 07:14\n\n</h4>\n</header>\n<article>\nZoom Video Communications&nbsp;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.<blockquote>Zoom Video通信公司的股票仍然面临相当大的抛售压力，因为随着这家视频会议公司的增长率持续下降以及世界摆脱疫情，投资者调整了对该公司的看法。</blockquote> 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.<blockquote>Zoom（股票代码：ZM）在周一收盘后公布了财务业绩。截至10月31日的第三财季，该公司预计营收为10.2亿美元，非GAAP每股收益为1.07至1.08美元。华尔街估计看涨期权的估值为10.2亿美元，每股1.09美元。</blockquote> 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&nbsp;Five9&nbsp;(FIVN).<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上次报告财务业绩以来，该公司收购看涨期权中心软件运营商Five 9(FIVN)的提议失败了。</blockquote> 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&nbsp;RingCentral&nbsp;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.<blockquote>由于其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，特别是该公司基于云的电话业务Zoom Phone。但该市场的竞争仍然激烈，来自RingCentral和其他公司。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，减少了全天参加Zoom会议的需求。</blockquote> 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.<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的盈利前景看起来好坏参半。他表示，“重新开放客户流失和夏季季节性带来的潜在阻力”可能会限制收入增长。</blockquote> 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.<blockquote>然而，拉德克也指出，“市场情绪相当负面”，而且指引相对保守——他认为收入线有可能增长2%至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> 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.<blockquote>Radke维持对该股的中性评级和304美元的目标，预计该公司2023财年及以后的增长率将降至20%以下。他认为电话和其他领域的机会很小，并且“可能无法抵消核心视频会议领域更大规模的减速”。</blockquote> 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.<blockquote>摩根士丹利分析师Meta Marshall更为乐观。她维持跑赢大盘对该股的评级，但本周将目标价从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，并表示该公司仍处于统一通信领域700亿美元机会的早期阶段。她警告说，中小企业市场的任何疲软迹象都可能给该股带来压力，但她补充说，如果出现任何与盈利相关的疲软，她都会成为买家。</blockquote> 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.<blockquote>对于截至1月份的第四财季，华尔街一致认为评级营收为10.2亿美元，每股利润为1.09美元。Zoom上季度预计2022财年全年营收为40.1亿美元至40.2亿美元，每股收益为4.75美元至4.79美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/zoom-stock-earnings-preview-51637356886?mod=hp_LEADSUPP_2\">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/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. 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.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2910,"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":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}