SAN JOSE, Calif., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Unified Communications as a Service (UCaaS). This is Zoom’s sixth inclusion in the Magic Quadrant for UCaaS, and Zoom is one of only two companies that have placements in both UCaaS and CCaaS Magic Quadrants. Zoom believes this recognition highlights the strength of Zoom’s AI-first approach to communication and collaboration. ...

Core Insights - Zoom Communications (ZM) shares are trading at a significant discount with a forward 12-month Price/Earnings ratio of 14.82X compared to the Zacks Internet - Software industry's 40.19X, indicating potential undervaluation [1] - The company has transformed from a pandemic-era video conferencing tool into a broader workplace collaboration platform, including unified communications, contact center solutions, and AI-powered productivity tools [1] - Despite diversification into hybrid work solutions, Zoom continues to trade at a discount compared to peers like Microsoft, Cisco, and Alphabet [1] Valuation and Performance - Zoom shares have returned 5.7% Year to Date (YTD), while the Zacks Internet - Software industry and the Zacks Computer and Technology sector have returned 24.1% and 20.3%, respectively [3] - At a forward P/E of 14.82X, ZM appears undervalued as enterprise, AI, and global growth gain momentum [6] - Technical indicators suggest potential momentum shifts, with shares trading above both their 50-day and 200-day simple moving averages [8] Revenue Growth and Business Momentum - In Q2 of fiscal 2026, Zoom's total revenues reached $1.22 billion, representing 4.7% year-over-year growth, with enterprise revenues rising 7% [12] - Customers contributing over $100,000 in trailing 12-month revenues grew 8.7% to 4,274, indicating steady upmarket traction [12] - The Zacks Consensus Estimate for Q3 fiscal 20265 revenues is $1.21 billion, indicating 2.99% growth year over year [13] AI Integration and Product Diversification - The strategic implementation of AI capabilities has led to a significant increase in AI Companion monthly active users, growing over 4X year over year [14] - Zoom's expansion into contact center and unified communications markets has shown strong growth, with Contact Center customers with over $100,000 annual recurring revenue growing 94% year over year [15] - Employee experience solutions through Workvivo have also shown strong momentum, with customers generating over $100,000 in annual recurring revenues reaching 168, up 142% year over year [16] Conclusion - Zoom Communications represents a compelling investment opportunity at current valuation levels, supported by attractive metrics, accelerating business fundamentals, and successful product diversification [17] - The company currently holds a Zacks Rank 1 (Strong Buy), suggesting that investors should consider accumulating the stock [18]

Core Insights - The video collaboration and hybrid work market is rapidly evolving, with Zoom Communications and Microsoft emerging as key players [1][3] - The global video conferencing market is projected to grow from approximately $8.88 billion in 2024 to around $28.26 billion by 2034, reflecting a CAGR of about 12% [2] Zoom Communications - Zoom's video-first design offers superior quality and reliability, with Q2 fiscal 2026 revenue rising 4.7% year over year to $1.22 billion [4][10] - AI initiatives, such as AI Companion, are enhancing user experience and driving enterprise adoption, with monthly active users increasing over 4X year over year [5] - Zoom's integrated ecosystem, including Zoom Workplace and Contact Center, is contributing to competitive positioning, with significant growth in large deals and $100,000-plus ARR customers [6][10] - The Zacks Consensus Estimate for Zoom's fiscal 2026 earnings has been revised upward by 3.2% to $5.77 per share, indicating market optimism [7] Microsoft - Microsoft's Teams benefits from integration within Microsoft 365, with Commercial Cloud revenues rising 18% year over year to $33.1 billion in Q4 fiscal 2025 [8] - AI features in Microsoft 365, such as Copilot, enhance functionality but lack video-specific differentiation, which may limit Teams' competitive edge in video collaboration [9][11] - The Zacks Consensus Estimate for Microsoft's fiscal 2026 earnings is pegged at $15.35 per share, with a 1.9% upward revision, but market sentiment appears less optimistic compared to Zoom [12] Price Performance and Valuation - Year-to-date, Microsoft shares have gained 20.1%, while Zoom shares have decreased by 0.4%, positioning Zoom for potential upside [13] - Microsoft trades at a forward price-to-sales ratio of 11.92X, while Zoom trades at 5.02X, indicating a relative discount for Zoom and greater room for re-rating [16] - Both companies are considered overvalued, but Zoom's relative discount makes it a more attractive investment opportunity [19]

智通财经APP获悉，高盛重申对 Zoom通讯(ZM.US)的"中性"评级和目标价87美元。此前该公司发布的 第二季度财报超出预期。高盛强调了该季度几个积极方面，包括人工智能应用的强劲增长，AI Companion 的月活跃用户同比增长了四倍，联络中心业务势头加快，年经常性收入超过 10 万美元的客 户数量达到 229 家，同比增长 94%，Workvivo 业务持续取得进展，大型客户数量较上年增长 142%。 Zoom 谨慎上调了 2026 财年的业绩指引，将营收指引上调 0.1%，但不包括约 2000 万美元的超出部分。 该公司预计第三季度营收增速将放缓，原因是对比基数较高以及专业服务带来的收益减少，随后第四季 度将重新加速，这得益于企业业务的强劲势头。 收益结果乐观，Citizens JMP 分析师 Patrick Walravens仍重申对该股票的"与市场一致"评级。该分析师 的观点反映了对 Zoom 财务表现的中立态度。这些发展突显了 Zoom 在最近几个季度持续超出收益预期 的能力。 此前该公司公布营收同比增长 4.7%，超出市场预期 1.6%，这是其四个季度以来最大的营收超预期幅 度。该公司公布的 ...

Core Insights - Rumble has appointed Ben Torres Ezrick as its first Chief Marketing Officer to enhance its marketing efforts and expand its audience base [1][3] - Ezrick has a strong background in marketing, having previously worked with major companies like Zoom, Google, and AT&T, which positions him well to drive Rumble's growth [2][4] Company Overview - Rumble is a high-growth video-sharing platform and cloud services provider focused on creating an independent infrastructure and promoting free speech [5] - The company aims to leverage its organic growth and the popularity of its content creators to further enhance its market presence [3] Marketing Strategy - The appointment of Ezrick is seen as a strategic move to capitalize on Rumble's rising profile and to connect businesses and advertisers with its user base [3][4] - Ezrick's previous experience includes leading brand initiatives and marketing strategies that have successfully repositioned platforms and enhanced user engagement [2][4]

Summary of Zoom's Earnings Call Company Overview - **Company**: Zoom - **CFO**: Michelle Chang, who joined in October 2024 after 25 years at Microsoft, where she was CFO of Teams during the pandemic [2][4] Key Points and Arguments Company Strategy and Priorities - **Growth Rate Acceleration**: The primary focus is on accelerating growth rates, which is crucial for stock performance [5][6] - **Capital Allocation**: Emphasis on refining internal and external capital allocation, including an aggressive buyback strategy [6] - **Business Evolution**: Transitioning from a meetings company to a comprehensive workplace platform, expanding into adjacent Total Addressable Markets (TAM) [6][10] - **AI Integration**: Infusing AI across products and monetizing AI capabilities more explicitly [6][12] Product Offerings and Market Position - **Workplace Platform**: Zoom is not just a meetings tool; it includes calendar, chat, collaboration, and email functionalities [10] - **Customer Experience**: Significant demand in customer experience solutions, particularly in contact centers, with AI driving growth [11][12] - **Employee Experience**: Strong demand from Fortune 100 customers for employee experience solutions, with many new customers being introduced to the Zoom ecosystem [13][45] Growth Drivers - **New Customer Acquisition**: Focus on bringing new customers into the ecosystem rather than just upselling existing ones [14][15] - **AI as a Differentiator**: AI is seen as a key driver for growth, with a focus on democratizing AI value for all customers [16][17] - **M&A Strategy**: Future acquisitions will align with business priorities and aim to accelerate top-line growth [18] Recent Performance and Guidance - **Quarterly Results**: The recent quarter showed strong performance, leading to raised guidance for the full year [34] - **Price Increases**: A planned price increase for a subset of customers, expected to generate an additional $10 million to $15 million [34][38] - **Churn Reduction**: Online churn has decreased significantly, providing confidence for the price increase [37][38] Competitive Landscape - **Contact Center Growth**: Zoom is experiencing triple-digit growth in the contact center space, attributed to its omnichannel excellence and AI capabilities [46] - **Partnerships**: Strategic partnerships are essential for expanding capabilities and market reach [48] Capital Management - **Buyback Strategy**: Recent buybacks were both opportunistic and a response to investor feedback, with a commitment to a $1.2 billion buyback program [49][50] Additional Insights - **Customer Sentiment**: Surveys indicate that customers are willing to pay for added value, reflecting confidence in the platform's offerings [40] - **WorkVivo Success**: WorkVivo, an employee experience platform, has seen significant growth, with 90% of its customers being new to Zoom [41][45] This summary encapsulates the key insights from Zoom's earnings call, highlighting the company's strategic direction, product offerings, growth drivers, and recent performance metrics.

Summary of the Conference Call for Mobile Health Network Solution (MNDR) Company Overview - **Company Name**: Mobile Health Network Solution - **Ticker**: MNDR - **Market**: Primarily focused on the APAC region, particularly Singapore, with plans for expansion into Indonesia, Malaysia, and Vietnam [1][26][57] Core Industry Insights - **Telehealth Market**: The company is a leading provider of teleconsultation services in Southeast Asia, with a significant volume of consultations conducted over the past seven years [5][33] - **AI Integration**: The company is leveraging AI technology to enhance healthcare delivery, including the development of an AI companion for patients and an AI adviser for doctors [28][31] Key Points and Arguments - **Market Position**: Ranked as one of the fastest-growing healthcare and life science companies in Singapore and the APAC region, with a Financial Times ranking of 41 in 2024 [5][26] - **User Base**: Over 2 million users in Singapore, with a high user retention rate of nearly 99% [42][56] - **Affordability**: Offers teleconsultation services at a cost of less than $6 to $7, making healthcare accessible and affordable [40] - **Growth Potential**: Less than 20% of care in Singapore is currently virtual, indicating significant growth potential as the company aims to scale virtual care [48][49] Future Plans and Strategies - **Expansion**: Plans to expand operations into Indonesia, Malaysia, and Vietnam, targeting a combined population of nearly 500 million [57][58] - **AI Development**: Focus on developing AI capabilities to automate clinical documentation and enhance patient-doctor interactions [31][54] - **Global Reach**: The platform is designed for global scalability, allowing users worldwide to access services through a mobile app [58] Financial Insights - **Liquidity**: The company has a standby line of $10 million and aims for operational profitability within one to two years [53][54] - **Marketing Strategy**: Minimal marketing expenditure (less than $100,000) with growth driven primarily by word-of-mouth [55] Additional Noteworthy Information - **Healthcare Transformation**: The company is positioned to redefine healthcare delivery through AI, aiming for a seamless interaction between patients and healthcare providers [44][60] - **Unique Value Proposition**: The combination of high consultation volume, healthcare-focused data accumulation, and AI-driven solutions sets the company apart from generalist AI solutions [63][64] Conclusion - The company is at the forefront of a transformative period in healthcare, leveraging AI to enhance accessibility and efficiency in telehealth services, with ambitious plans for growth and expansion in the coming years [41][62]

Core Viewpoint - Zoom Communications is set to report its first-quarter fiscal 2026 results, with expected revenues between $1.162 billion and $1.167 billion, indicating a 2.03% increase year-over-year [1][2] Revenue Expectations - The Zacks Consensus Estimate for Zoom's first-quarter fiscal 2026 revenues is currently at $1.16 billion, reflecting a 2.03% increase from the previous year's figure [1] - The consensus for earnings per share is $1.30, which represents a 3.70% decrease from the year-ago reported figure [2] Growth Drivers - The expansion of Zoom's AI Companion capabilities, particularly with the launch of AI Companion 2.0, is expected to enhance customer engagement and boost top-line performance [3] - The enterprise segment is anticipated to remain the primary growth driver, with a 6% year-over-year revenue increase in the previous quarter, accounting for 60% of total revenues [4] - The number of customers generating over $100,000 in trailing 12-month revenues grew by 7% year-over-year, with record low churn rates [4] Segment Performance - The Online business segment, which includes SMB and individual customers, is expected to remain flat to slightly down, reflecting stabilization trends [5] - Large deal wins, such as deployments to Amazon and Delta Airlines, are expected to reinforce the platform's appeal to larger clients [5] Margin and Cash Flow Insights - Strategic investments in AI are likely to impact gross margins, but efforts in AI infrastructure optimization are expected to keep operating margins stable near 39% [6] - Free cash flow is anticipated to be affected by timing differences, tax conditions, and changes in interest rates [6] Earnings Prediction Model - According to the Zacks model, Zoom currently has an Earnings ESP of -1.68% and a Zacks Rank of 3, indicating lower odds of an earnings beat [7]

Investment Rating - The report suggests a "Buy" rating for stocks with an expected relative return of over 20% and a "Strong Outperform" rating for the industry with an expected industry index increase of over 5% [17]. Core Insights - The Federal Reserve has maintained interest rates, indicating a cautious approach to economic conditions, while the AI Agent market is rapidly developing with new product releases from OpenAI and Zoom [5][2][3]. - Nvidia's GTC conference introduced the Blackwell Ultra GPU, which enhances data center capabilities and AI inference applications, reflecting ongoing advancements in AI infrastructure [4]. Market Overview - Major stock indices showed mixed performance, with the Dow Jones up by 1.20% and the S&P 500 increasing by 0.51%, while the Nasdaq saw a slight rise of 0.17% [1]. - Retail sales in the U.S. grew by 0.2% in February, following a downward revision of January's data to a decline of 1.2% [1]. Company Developments - OpenAI launched three new voice models aimed at enhancing voice AI capabilities, indicating a significant step forward in AI technology [2]. - Zoom introduced a suite of AI Agent products, including AI Companion, which features memory, reasoning, task execution, and coordination capabilities, showcasing innovation in workplace efficiency [3]. Technology Sector Performance - Nvidia's market value decreased by 3.26% during the week, while other companies like AMD and Shopify saw increases of 5.42% and 9.87% respectively, highlighting varied performance within the tech sector [9]. - The report includes a detailed analysis of various tech sub-sectors, indicating fluctuations in market capitalization and performance across different companies [10].

Core Insights - The Technology sector, including companies like Broadcom, Zoom Communications, NVIDIA, and Fortinet, is expected to experience transformative growth in 2025, driven by advancements in artificial intelligence, quantum computing, and a focus on sustainability and cybersecurity [1] Group 1: Artificial Intelligence Developments - Agentic AI is a significant development that allows machines to autonomously complete complex tasks, reducing the need for human intervention [2] - Generative AI is transforming industries such as healthcare and content creation by enabling personalized automation and intelligent processes [2] - AI-powered threat detection is crucial for combating sophisticated cyberattacks, with industry-specific AI models accelerating adoption by providing tailored solutions [3] Group 2: Emerging Technologies - Spatial computing, which merges digital and physical environments through Augmented Reality and Virtual Reality, is set to redefine human-computer interaction, particularly in gaming and training [4] - Quantum computing is expected to advance toward real-world applications, transforming various industries despite being in its early stages [4] - The rapid adoption of cloud computing, 5G technology, autonomous vehicles, and wearables will continue to drive technological progress [5] Group 3: Semiconductor Industry Insights - Global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024, driven by rising demand for processors in enterprise laptops and data center servers [6] Group 4: Company-Specific Developments - Broadcom has introduced its end-to-end PCIe Gen 6 portfolio, enhancing its leadership in the semiconductor industry and ensuring high-performance AI infrastructure solutions through collaborations [8] - Zoom Communications is transitioning to an AI-first work platform, launching a suite of agentic AI features to enhance enterprise communications [11] - NVIDIA is solidifying its leadership in AI through partnerships and expanding its GPU offerings for high-performance computing and AI-based products [13] - Fortinet is enhancing its cybersecurity offerings with AI-driven technologies, improving threat detection and compliance [15]