投稿コメント一覧 (591コメント)

  • While Yuan didn't provide an exact figure, the takeaway here is this: Zoom provides a critical product, and its market opportunity has expanded in the wake of the pandemic, driven by use cases like remote work, remote learning, telemedicine, and social interaction between friends and family.


  • Last year, Zoom's revenue reached $2.7 billion, up 326% from the prior year. That strong growth helped the company crush its internal guidance of $905 million to $915 million, as well as the estimates of Wall Street analysts. Moreover, it helped Zoom solidify its spot as the market leader in the video conferencing space, topping rival products from the likes of Cisco Systems and Microsoft.

    In 2019, Zoom CEO Eric Yuan estimated the company's total addressable market (TAM) at $43 billion by 2022, but that was before the coronavirus disrupted life on a level that was previously inconceivable. In early 2020, Yuan updated his estimate, saying: "One thing we know for sure is the TAM [is] bigger than we saw it before."

  • Zoom's unified communications platform enables users to share content and interact through video, voice, and chat, regardless of device or location.

    Last year, as the pandemic forced businesses and schools to close, employees and students turned to Zoom Meetings to facilitate remote work. That translated into accelerating customer growth.

    Notably, Zoom Phone -- the company's cloud-based phone system -- was actually the fastest-growing product in the fourth quarter. But its other products have the potential to be just as meaningful. For instance, Zoom Rooms combines Zoom Meetings with third-party hardware to transform corporate offices into modern video conferencing suites. This product facilitates teamwork through content sharing and interactive whiteboarding, and it could see strong adoption as more employees return to work.

  • “Zoom Video Communications, Inc. is a cloud-based software company providing a video-first platform for communication. Shares of Zoom declined during the fourth quarter on profit-taking following the strong run in the stock because of accelerated pandemic-driven Zoom adoption, revenue growth, and free cash flow generation. We retain conviction as Zoom remains a leading player in disrupting the $100 billion unified communications market with its scalable, globally distributed, cloud-based, video-first offering, while its well-known brand (Zoom is now a verb!) should enable it to grow profitably as it takes market share.”

  • Let’s now start reviewing the 10 best stocks to buy now according to quant billionaires. These stocks are the top picks of quant billionaires John Overdeck and David Siegel.

    10. Zoom Video Communications, Inc. (NASDAQ: ZM)

    The quant hedge fund raised its stake in Zoom Video Communications, Inc. (NASDAQ: ZM) by 186% in the fourth quarter to 1.01% of the 13F portfolio. The firm first initiated a position in the video calling company in Q4 of 2019. The share price of Zoom Video fell significantly in the December quarter and extended the downtrend into 2021. Its shares are down 33% in the last six months.

    Baron Opportunity Fund, which returned 23.02% (institutional shares) in Q4, highlighted a few stocks including Zoom Video in the fourth-quarter investor letter. Here’s what Baron Opportunity Fund stated:

  • The study’s findings complemented a separate study by, which recently found that remote job postings doubled over the last year.

    “Postings are more than twice as likely to mention remote work now as before the pandemic,” said an Indeed blog post published on Wednesday.

    “While remote work remains unfeasible in many areas, like food service and beauty & wellness, it has increased dramatically in sectors where it had been rare, like therapy, finance, and law,” it added.

    In fact, a small but growing number of CFOs expect to ramp up hiring and hike salaries, according to Deloitte’s data. Expectations for hiring rose to 2.7% from 1.7% in Q4 of 2020 — led by the U.S., with domestic wages rising by 3.1% in the world’s largest economy.

    Sentiment was even more constructive for China, where 51% of those surveyed rate the economy as good, and 53% expect the world’s second-largest economy to be “better or much better” in a year.


  • Deloitte’s survey found that the overwhelming majority of CFOs (73%) expect travel expenses to fall by at least 50%, underscoring how remote applications like Zoom (ZM), Slack (WORK), Skype (MSFT) and G-chat (GOOG, GOOGL) have become de rigueur in the work-from-home revolution — and are likely to outlast the pandemic.

    In the face of worries from Wall Street titans like JPMorgan Chase (JPM) and Goldman Sachs (GS) about the impact of telecommuting ad infinitum on work culture, nearly half of the executives surveyed by Deloitte expect fewer employees on site for a full work week. That poses major implications for offices in big cities that remain mostly vacant since the pandemic was declared in March 2020.

    “There’s no question about it. Most CFOs expect to have a significantly lower footprint in office space, and we see that trend continuing,” Steve Gallucci, Deloitte’s U.S. national managing partner and head of its CFO program, said on a conference call with reporters.


  • Javier E. David·Editor focused on markets and the economy
    Thu, March 18, 2021, 9:00 PM

    Chief financial officers are far more optimistic about 2021 than they were last quarter, according to a new survey by Deloitte, which revealed how certain work trends associated with the COVID-19 pandemic may persist, even as the economic threat from the virus slowly recedes.

    Deloitte’s first-quarter CFO Signals survey, which gauges over 100 of North America’s top financial officials, found that 67% of CFOs are “somewhat or significantly more” positive about what 2021 has in store for their companies.

    With markets hitting new highs as mass vaccination efforts in the U.S. hit their stride, Deloitte found that annual revenue expectations hit their highest levels in a decade. Meanwhile, 29% rate the recovering U.S. economy as “good” — up sharply from 18% in Q4.


  • In fact, Wall Street has never had higher hopes for profits, eclipsing the prior highs of December 2009 and February 2002. Importantly, these highs in profit expectations occurred toward the beginning of long, sustained economic and market recoveries.

    Finally, Wall Street also maintains a very bullish view for stocks this year. In a separate note, BofA projects the S&P 500 to reach 4065, which would reflect an additional 2.6% upside from Tuesday's close. The BofA Bull & Bear Index, a contrarian indicator for stocks that flipped bullish in August and remains in neutral, is also still saying it's not time to sell.


  • Still bullish on stocks long-term
    BofA respondents also no longer see COVID-19 as the biggest headwind to risk markets. That's a welcome change for the first time in a year. Instead, they're worried about inflation and a taper tantrum in the bond market, which would come as the Fed puts the breaks on the economy. Further, only 15% of those surveyed think we're in a bubble — meaning there's more potential gas for the risk rally.
    When it comes to the economy writ-large, respondents still overwhelmingly expect it to leapfrog the low-to-medium growth that characterized the prior decade. A record 89% expect a V-shape boom for GDP, according to BofA.

    Expectations for corporate profits are running high as well.


  • Expectations for a higher yield curve, while elevated, are down from a peak of 66%. Even if the 10-year climbs to 2%, if short-term rates rise faster, the curve could actually flatten, which is bullish for growth stocks.
    Bottom line: The flows out of growth and into cyclicals may be overdone, such that a quick spike to 2% in the 10-year is quickly reversed with a flattening yield curve. In this scenario, we could see a renewed multi-week rotation into the growth and tech trades.


  • こんなのがあった😱


  • >>No. 92



  • >>No. 943





  • >>No. 939


  • 実に明確な資本主義(競争社会)へやっと進みそうで、総論的にFavorableです。

  • さすがにとっくに利確してるでしょう。


  • COVID-19の終息にワクチンを唱える人がまだ居るみたいだけど、ワクチンなんて現実的じゃない事を常識人は皆知っているでしょう。




  • >>No. 922


本文はここまでです このページの先頭へ