ZM

Discussion in 'Stocks' started by dealmaker, Jun 3, 2020.

  1. dealmaker

    dealmaker

    ""
     
  2. S2007S

    S2007S

    Thats because what zoom is encountering is extremely unusual event. The surge in users and the amount of minutes spent on zoom this past quarter might be extremely hard to achieve in the second quarter once things get back to normal, now the work from home will continue but nothing near the rate that this has occurred the last few months. If a second wave comes im sure zoom goes to 300+ but also remember there a few more competitors already here grabbing some of this potential market share, Microsoft and facebook to name 2 so that could be the bearish case.
     
  3. guru

    guru

    i think the tweet wasn’t about their income/sales, but about their cash flow margin. It’s below 30% for many companies, including Apple, regardless of how great sales they have.
     
  4. guru

    guru

    They basically show all those app companies like Yelp, Airbnb, Uber, etc - that you don’t need to hire thousands of people and spend a $billion to make a $billion.
     
    zdreg likes this.