ZACKSยท2025-09-03 00:46Group 1: Shopify (SHOP) - Shopify's platform gained significant traction during the pandemic as consumers shifted to online shopping, leading to continued popularity and growth [2] - The company's sales grew by 32% year-over-year in its latest period, achieving double-digit percentage YoY sales growth for ten consecutive periods [3] - The current Zacks Consensus EPS estimate for Shopify's fiscal year is $1.07, reflecting a 16% increase over the previous year [5] - Shopify is recognized as a leader in performance and fundamentals post-pandemic, benefiting from the sustained trend of online shopping [16] Group 2: Zoom Video Communications (ZM) - Zoom's unified communications platform gained popularity during the pandemic, but its growth has since stalled [8] - In its latest release, Zoom's sales grew nearly 5% year-over-year, with adjusted EPS of $1.53, marking a 10% increase [12] - Operating cash flow reached $516 million, up from $449.3 million in the same period last year, while free cash flow increased to $508 million from $365 million [12] - The current Zacks Consensus EPS estimate for Zoom's fiscal year is $3.53, indicating a nearly 40% increase over the previous year [13] - Zoom shares have been in a consolidation pattern for years, indicating a need for a strong quarterly release to demonstrate meaningful sales growth [17]