8/9/2023 0 Comments Stocks zm![]() ![]() Intelligent Director tackles this challenge by employing a configuration of multiple cameras and leveraging video AI technology. In larger meeting spaces, individuals can often get obscured by others when a single camera is used. This technology builds upon Zoom's Smart Gallery feature, which provides personalized space for each individual in small to medium-sized rooms, taking it to a higher level of sophistication for larger conference rooms. It can frame up to 16 participants individually using multiple cameras and ZM's AI, selecting the most suitable video stream to be displayed in the gallery view of the Zoom Meeting. Intelligent Director is a specialized solution for medium to larger-sized rooms, addressing the issue known as the bowling alley effect. This cutting-edge technology utilizes artificial intelligence (AI) and multiple cameras to provide optimal visibility and angle of in-room participants during hybrid meetings. However, Zoom will need to be mindful of increasing competition and find the right balance of margins and reinvestment if its stock is to trend higher again.Zoom Video Communications ( ZM Quick Quote ZM - Free Report) has unveiled the release of the Intelligent Director for Zoom Rooms. The digital transformation trend will benefit many innovators. ![]() Zoom may have been the best-in-breed during 2020, but rivals are catching up, with Apple that's hungry to make a big splash in the world of the enterprise. I think Apple is a disruptor that should be taken very seriously. Otherwise, it could run the risk of losing share to a very scary competitor that's doubling down on the workplace. Again, the "Freeform" app seems to be the answer to Zoom's Whiteboard offering.Īs Apple breathes down Zoom's neck, the company will need to keep firing on all cylinders. Furthermore, Apple is poised to become a dominant player in collaboration tools with its new whiteboard feature "Freeform," unveiled at its latest WWDC conference. Apple: A Deep-Pocketed Zoom CompetitorĪpple's Facetime links seem to take a page right out of the book of Zoom Video. However, its move into enterprise services could be a big deal that challenges Zoom Video in the workplace collaboration market. Indeed, Apple is still primarily a consumer-facing business. You see, Zoom has a lot of rivals that could move in if it fails to stay on the cutting edge of video-first collaboration.Īpple ( AAPL) is dipping a toe into the enterprise with its Apple Business Essentials service and new collaboration tools coming to its latest iOS and iPadOS operating systems. While margin-enhancing initiatives will be more rewarded by investors, I still think Zoom has to put its foot on the gas regarding R&D spending. The company has moved beyond video-conferencing to various collaboration tools. Zoom has levers it can pull to improve upon margins while also continuing to add to its innovative line-up. Improving Margins While Investing in Growth? When you've got a platform that's so ingrained in how many firms do business, the impact of a recession could prove more benign. Many customers are sticking around, and it's these such customers that Zoom will be able to upsell with new value-adding solutions. Zoom won over a lot of new business during pandemic-era lockdowns. Indeed, the first-quarter numbers were far better than feared, inducing a nice relief rally for the beaten-down growth stock. Indeed, Zoom is still one of the major players in the ongoing digital transformation.Īs companies continue leveraging zoom calls to collaborate with remote workers, Zoom may be far more recession resilient than expected. Software offerings beyond just conference calls have been faring quite well, with Zoom Rooms and Contact Center seeing solid results. However, Zoom's "hangover" is likely to pass quicker than most other pandemic winners. The company is still moving through a "hangover" period due to the 2020 pandemic pull-forward in demand. ![]() In a market where investors care more about profits and margins than sales growth, Zoom was rewarded handsomely for the numbers and its upbeat profitability outlook. Zoom stock's first quarter saw decent revenues alongside robust profitability numbers. ![]() Zoom Stock Zooms Higher Following Solid First Quarter Zoom stock looks too cheap at 26.8 times trailing earnings and 7.7 times sales, given its growth profile and recent resilience. Though the same negative macro factors are still in, like the potential for a recession and the higher-rate environment, I'd argue that Zoom is a firm that's more than capable of innovating its way through recent storm clouds.įurther, the next recession may be more devastating to consumers than enterprises, making Zoom an intriguing option that may be able to stage a comeback even as everything else folds. ![]()
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