Core Viewpoint - Wall Street analysts anticipate a slight decline in Zoom Communications' quarterly earnings per share, with a projected EPS of $1.37, reflecting a year-over-year decrease of 1.4%, while revenues are expected to increase by 3% to $1.2 billion [1]. Earnings Projections - Over the past 30 days, the consensus EPS estimate has been revised downward by 1.1%, indicating a collective reassessment by analysts of their initial forecasts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Geographic Revenue - Asia Pacific (APAC)' to be $146.13 million, representing a year-over-year increase of 2.7% [5]. - 'Geographic Revenue - Europe, Middle East, and Africa (EMEA)' is projected to reach $190.04 million, indicating a 3% increase from the previous year [5]. - The 'Geographic Revenue - Americas' is estimated at $862.08 million, reflecting a 3.2% year-over-year growth [6]. Customer Metrics - The average prediction for 'Enterprise Customers' stands at 186,862, down from 191,600 in the same quarter last year [6]. - Analysts expect 'Customers >$100K TTM Revenue' to reach 4,233, an increase from 3,933 reported in the same quarter of the previous year [7]. Remaining Performance Obligations (RPO) - The 'Current Remaining Performance Obligation (RPO)' is expected to be $2.45 billion, up from $2.28 billion year-over-year [7]. - Total 'Remaining Performance Obligations (RPO)' are projected at $4.00 billion, compared to $3.78 billion in the previous year [8]. - 'Non-Current Remaining Performance Obligation (RPO)' is forecasted to reach $1.53 billion, slightly up from $1.50 billion reported last year [8]. Stock Performance - Zoom shares have decreased by 2.3% over the past month, contrasting with a 3.5% increase in the Zacks S&P 500 composite [8].

Core Insights - Zoom Communications, Inc. has introduced new agentic AI capabilities through the Custom AI Companion add-on, allowing users to connect to 16 third-party applications to enhance productivity and streamline workflows [1][6][8] Group 1: Product Features - The Custom AI Companion add-on is available for online purchase at $12 per user per month with paid Zoom Workplace plans, enabling small business owners to leverage AI across various video conferencing platforms [9] - Users can connect AI Companion to applications such as ServiceNow, Jira, Asana, and Box, facilitating task completion and intelligent app orchestration without leaving the Zoom platform [6][7] - The add-on includes features like AI-generated meeting summaries, customizable meeting templates, and the ability to create custom avatars for personalized communication [8][11] Group 2: Productivity Enhancements - The integration of AI Companion with third-party apps is designed to improve sales and service outcomes by enabling real-time updates and reducing manual efforts [7] - AI Companion can assist in project management by allowing users to update project statuses and assign tasks directly from Zoom, thus minimizing the need for switching between applications [7] - The tool also supports document collaboration by providing secure access to existing documents and generating new ones based on meeting discussions [7] Group 3: User Experience - The onboarding experience for AI Companion has been improved, making it easier for users to configure settings related to meeting summaries and sharing [12] - Users can query AI Companion for insights before, during, and after calls, enhancing the overall communication experience [12] - AI Companion can summarize documents shared in chat threads, helping users digest information efficiently [12]

Core Insights - GreetEat Corp. has announced a strategic integration with Uber Eats to enhance virtual dining experiences during online meetings and events [1][2] - This partnership allows GreetEat's platform to utilize Uber Eats' logistics network, enabling food delivery to participants globally [2][3] - The collaboration aims to improve remote engagement by providing a seamless way for companies to create shared dining experiences, fostering connection and community [3][4] Company Overview - GreetEat Corp. is pioneering a new category that combines food delivery, video conferencing, and social connection, allowing users to connect meaningfully from anywhere [5] - The platform enables users to plan virtual events, send invitations, and distribute Uber Eats vouchers, facilitating a shared meal experience during video calls [3][5] - GreetEat positions itself as a solution for enterprises looking to humanize remote communication by merging hospitality with technology [4]

Company Overview - GreetEat Corporation has filed a patent application for its technology "Video Conferencing with Food Delivery Vouchers," marking a significant milestone in its mission to enhance virtual interactions [1][5] - The company aims to create a new category in the virtual experience economy, focusing on transforming remote interactions for work, team bonding, and celebrations [3][5] Technology and Innovation - The proprietary technology integrates video conferencing and on-demand food delivery, allowing users to schedule meetings and include food vouchers for participants [2][4] - GreetEat's platform offers convenience by enabling users to set up meetings, assign food voucher values, and invite attendees all in one place [4] Market Potential - The global video conferencing market is projected to exceed $19.1 billion by 2028, driven by the rise of hybrid and remote work models [7] - The food delivery market is expected to surpass $500 billion globally by 2030 [7] - Internal data from GreetEat indicates that meetings with meal vouchers have 60% higher attendance and longer engagement times, highlighting the effectiveness of combining utility with hospitality [7]

Group 1: Performance Overview - A handful of stocks, including Shopify, Zoom Video Communications, and Peloton Interactive, significantly benefited during the pandemic, with substantial gains for investors targeting stay-at-home stocks [1][2] - Shopify has consistently outperformed the S&P 500 over the last year, showcasing its strong position in the market [2] Group 2: Shopify (SHOP) - Shopify's platform gained traction as consumers shifted to online shopping, making it a strong bet among pandemic stocks [3] - The company reported a 27% year-over-year sales growth in its latest earnings, achieving double-digit percentage sales growth for ten consecutive periods [4][7] - Shopify's CFO highlighted a 15% free cash flow margin and eight consecutive quarters of pro forma revenue growth of 25% or more, indicating robust financial health [7] Group 3: Zoom Video Communications (ZM) - Zoom's sales grew modestly by 3% year-over-year, with adjusted EPS of $1.43, reflecting a 6% increase [11] - The company's operating cash flow decreased to $489 million from $588 million year-over-year, and free cash flow fell to $463 million from $569.7 million [11] - There is a need for meaningful sales growth for Zoom to regain investor interest, as it has struggled to achieve this [14] Group 4: Peloton Interactive (PTON) - Peloton's shares have declined over 90% since their all-time highs in January 2021, primarily due to weak quarterly results [15] - The company reported sales of $624 million, a 13% year-over-year decline, with subscription revenue down 4% and Connected Fitness Products revenue decreasing by 27% [16] - Consumer interest in Peloton's products has waned post-pandemic, leading to significant sales and subscription losses [18] Group 5: Conclusion - Among the three companies, Shopify remains the leader in performance and fundamentals, benefiting from the ongoing trend of online shopping [19] - Zoom's stock has stagnated, requiring a strong quarterly release to stimulate growth [20] - Peloton faces a challenging situation with declining sales and consumer interest [20]

Core Insights - Zoom Communications Inc. reported stronger-than-expected earnings for its first quarter, with earnings of $1.43 per share, surpassing the analyst consensus estimate of $1.31, and quarterly revenue of $1.17 billion, meeting the Street estimate [1] - CEO Eric S. Yuan highlighted the company's performance as a testament to its platform strength and AI-first innovation, noting that customers are increasingly turning to Zoom for efficiency and improved experiences in a challenging macroeconomic environment [2] - Following the earnings announcement, Zoom shares fell by 1.5% to $81.03 [3] Financial Guidance - Zoom raised its fiscal 2026 adjusted EPS guidance from a range of $5.34 to $5.37 to a new range of $5.56 to $5.59, exceeding the $5.41 analyst estimate [2] - The company also increased its revenue outlook from a range of $4.79 billion to a new range of $4.8 billion to $4.81 billion, compared to the previous estimate of $4.79 billion [2] Analyst Ratings and Price Targets - Rosenblatt analyst Catharine Trebnick maintained a Buy rating on Zoom and raised the price target from $90 to $100 [8] - Morgan Stanley analyst Meta Marshall maintained an Equal-Weight rating and increased the price target from $79 to $85 [8] - Wells Fargo analyst Michael Turrin also maintained an Equal-Weight rating, boosting the price target from $75 to $80 [8]

Core Insights - Zoom Communications reported revenue of $1.17 billion for the quarter ended April 2025, reflecting a year-over-year increase of 2.9% and a surprise of +0.89% over the Zacks Consensus Estimate of $1.16 billion [1] - The earnings per share (EPS) for the quarter was $1.43, surpassing the previous year's $1.35 and exceeding the consensus EPS estimate of $1.30 by +10.00% [1] Financial Performance Metrics - Zoom's shares have returned +15.8% over the past month, outperforming the Zacks S&P 500 composite's +12.7% change [3] - The company has 182,600 enterprise customers, which is below the average estimate of 193,166 [4] - Customers generating over $100K in trailing twelve months (TTM) revenue totaled 4,192, slightly above the average estimate of 4,155 [4] - Current Remaining Performance Obligation (RPO) stands at $2.36 billion, exceeding the average estimate of $2.33 billion [4] - Total Remaining Performance Obligations (RPO) is $3.88 billion, slightly above the average estimate of $3.86 billion [4] - Non-Current Remaining Performance Obligation (RPO) is $1.52 billion, marginally above the average estimate of $1.51 billion [4] Geographic Revenue Breakdown - Revenue from the Americas reached $848 million, surpassing the average estimate of $838.48 million, with a year-over-year change of +3.5% [4] - Revenue from Europe, the Middle East, and Africa (EMEA) was $185 million, slightly above the average estimate of $184.58 million, reflecting a +0.5% change year-over-year [4] - Revenue from the Asia Pacific (APAC) region was $142 million, just below the average estimate of $143.01 million, with a +2.9% change compared to the previous year [4] - Online revenue was reported at $470 million, slightly below the average estimate of $472.82 million [4] - Enterprise revenue reached $704.70 million, exceeding the average estimate of $689.42 million [4]

Core Viewpoint - Zoom Communications Inc. is expected to report first-quarter earnings with an anticipated earnings per share of $1.31 and revenue of $1.17 billion, while the stock has shown mixed performance over the past year [1] Group 1: Stock Performance - The stock has increased by 17.5% in the past month and is up 1.5% year to date, but it remains down 29.7% over the past year [1] - The current share price is $82.87, which is slightly below the eight-day simple moving average (SMA) of $83.36, indicating a short-term bearish signal [2] Group 2: Technical Indicators - Longer-term indicators show bullish momentum with the 20-day SMA at $80.08, the 50-day SMA at $76.00, and the 200-day SMA at $75.73, all below the current price [2] - The Moving Average Convergence Divergence (MACD) reading is at 2.43, suggesting a bullish bias, while the Relative Strength Index (RSI) is at 66.55, indicating strong buying interest without excessive exuberance [3] Group 3: Analyst Sentiment - Analysts maintain a cautious stance with a consensus rating of Neutral and a price target of $84.14, while the average target from recent analyst calls is $88.67, implying a modest 6.88% upside from current levels [4] - A positive earnings report or guidance could lead to further upside, but any missteps may dampen enthusiasm [4]

Core Insights - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1]. Group 1 - The analysis is centered on companies in Europe and North America, without constraints regarding market capitalization, covering both large-cap and small-cap companies [1]. - The author has an academic background in sociology, holding a Master's Degree with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1].

Core Viewpoint - The upcoming earnings report for Zoom Communications is anticipated to show a decline in earnings per share while revenues are expected to increase slightly year over year [1]. Financial Performance - Quarterly earnings are projected at $1.30 per share, reflecting a decrease of 3.7% compared to the same period last year [1]. - Revenue is forecasted to reach $1.16 billion, indicating a year-over-year increase of 2% [1]. - There has been a downward revision of 0.4% in the consensus EPS estimate over the past 30 days, suggesting analysts have adjusted their projections [2]. Revenue Breakdown - Geographic Revenue from Asia Pacific (APAC) is estimated at $143.01 million, representing a 3.6% increase from the previous year [5]. - Geographic Revenue from Europe, Middle East, and Africa (EMEA) is expected to be $184.58 million, showing a 0.3% increase year over year [5]. - Geographic Revenue from the Americas is projected at $838.48 million, indicating a 2.4% increase from the prior year [6]. Customer Metrics - The number of Enterprise Customers is estimated to be 193,166, up from 191,000 in the same quarter last year [6]. - Customers generating more than $100K in TTM Revenue are expected to reach 4,155, compared to 3,883 in the same quarter of the previous year [7]. Performance Obligations - Current Remaining Performance Obligation (RPO) is projected at $2.33 billion, up from $2.18 billion in the same quarter last year [7]. - Remaining Performance Obligations (RPO) are expected to be $3.86 billion, compared to $3.67 billion in the same quarter last year [8]. - Non-Current Remaining Performance Obligation (RPO) is estimated at $1.51 billion, slightly up from $1.49 billion year over year [8]. Stock Performance - Zoom shares have increased by 17.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 9.8% [8].