Zoom AI Companion now connects with 16 third-party apps, including ServiceNow, Jira, Asana, Box, and others, to complete tasks and orchestrate agents without leaving ZoomCustom AI Companion add-on is now available to online customers, delivering extended capabilities, including AI meeting summaries across top meeting platforms and customized meeting summariesZoom expands core AI Companion capabilities, including real-time call questions, voice recorder for in-person meetings, and meeting agenda creation, in ...

LONGBOAT KEY, Fla., June 12, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today named its first-ever Chief Marketing Officer, Ben Torres Ezrick, a marketing leader with a career spanning the tech, content, and agency sectors. As the company’s first CMO, he will be vital to Rumble’s aggressive efforts to grow new audiences and customer bases as a content-rich video platform, cloud provider, and future home of a non-custodial crypto wallet. Ezrick most ...

Zoom (ZM) Conference May 28, 2025 01:00 PM ET Speaker0 Hi, everybody. Thank you for joining us. I appreciate you joining. My name is Samad Samana. I cover Zoom here at Jefferies. And with us we have Michelle Chang, who is the CFO joined Zoom last year and excited to have you here with us for the first time Michelle. You're okay, it'll just turn itself on. No problem. So listen, again, having you with us. You stepped into the role in the fall of twenty twenty four and you've been through a few earnings cycle ...

Wall Street analysts rerated Zoom Communications, Inc ZM after the company reported its first-quarter results on Wednesday.Zoom reported quarterly earnings of $1.43 per share, which beat the analyst consensus estimate of $1.31. Quarterly revenue reached $1.17 billion, which met the Street estimate.Zoom raised its fiscal 2026 adjusted EPS guidance from $5.34-$5.37 to $5.56-$5.59, versus the $5.41 analyst estimate, and raised its revenue outlook from a range of $4.79 billion-$4.79 billion to a new range of $4 ...

Financial Data and Key Metrics Changes - Total revenue for Q1 FY26 grew approximately 3% year over year to $1,175 million, exceeding guidance by $8 million [18] - Enterprise revenue increased approximately 6% year over year, now representing 60% of total revenue, up two points year over year [19] - Average monthly churn improved to 2.8%, a 40 basis point improvement year over year, marking the lowest churn rate for Q1 [19] - Non-GAAP gross margin for Q1 was 79.2%, slightly lower than the previous year due to AI investments [20] - Non-GAAP diluted net income per share was $1.43, exceeding guidance by $0.12 and up $0.08 from Q1 of last year [22] - Deferred revenue grew 5% year over year to $1,430 million, in line with the high end of the previously provided range [22] Business Line Data and Key Metrics Changes - Adoption of Zoom AI Companion grew with monthly active users up nearly 40% quarter over quarter [8] - Zoom Phone revenue grew in the mid-teens, indicating strong performance and market expansion [12] - The number of Zoom contact center customers grew 65% year over year, with Zoom Virtual Agent landing its largest deal to date [13] - Total WorkVivo customer count grew 106% year over year, driven partly by a partnership with Meta [15] Market Data and Key Metrics Changes - Americas revenue grew 4% year over year, EMEA grew 1%, and APAC grew 2% [20] - The customer experience offering has rapidly evolved, with a triple-digit million ARR business growing in high double digits [13] Company Strategy and Development Direction - The company is focused on AI-powered innovation to redefine modern work and deliver cost savings and productivity gains [6] - A strategic partnership with Bell Canada was announced, enhancing channel capabilities [16] - The company aims to drive value for customers while navigating an uncertain macro environment, emphasizing an AI-first strategy [17] Management's Comments on Operating Environment and Future Outlook - Management noted strong demand across the business, with no significant impact from macroeconomic conditions on online business [44] - The outlook for enterprise business is cautious due to elongating deal cycles and increased scrutiny on deal terms [44] - The company raised its full-year revenue guidance by $15 million, reflecting increased product value [25] Other Important Information - The company accelerated its share buyback plan, purchasing 5.6 million shares for $418 million, indicating a commitment to delivering shareholder value [24] - The company expects to recognize 61% of total RPO as revenue over the next twelve months, up from 59% in Q1 of last year [23] Q&A Session Summary Question: Adoption of Zoom AI Companion in SMB segment - Management noted that the number of active users has significantly increased, with more customers realizing the value of AI features [31][32] Question: Customer traction with higher price SKUs in contact center - Management highlighted that Q1 was the largest quarter for ARR contribution from the contact center, with many customers opting for elite SKUs due to AI value [40][42] Question: Competitive dynamics in core video meeting solutions - Management emphasized that employee preference for Zoom remains high, and the total cost of ownership is favorable compared to competitors [48][49] Question: Early reception of online monthly pro pricing increase - Management indicated that the pricing increase reflects incremental value delivered to customers, with no significant churn observed [66][67] Question: Trends in enterprise deal elongation and down sells - Management reported continued low churn rates in enterprise and online segments, with no significant down sells noted [114]

Zoom Communications Q1 FY26 Earnings May 21, 2025 © 2025 Zoom Communications, Inc. Use of non-GAAP financial measures In addition to the financials presented in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation includes the following non-GAAP metrics: Revenue in Constant Currency, non-GAAP gross profit, non-GAAP gross margin, non-GAAP R&D expense, non-GAAP S&M expense, non-GAAP G&A expense, non-GAAP operating margin, non-GAAP income from operations, non-GAAP net incom ...

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]

Gaia (GAIA) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Jirka Rysavy - Executive ChairmanJames Colquhoun - CEONed Preston - Chief Financial OfficerMark Argento - President & Co-Founder Conference Call Participants Alex Hantman - Analyst, Equity ResearchGeorge Kelly - Managing Director, Senior Research Analyst Operator Good afternoon. Welcome to Gaia's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Joining us today ...

Financial Data and Key Metrics Changes - Revenue increased by 12% year-over-year to $23.8 million, up from $21.3 million in Q1 2024 [17] - Gross profit rose by 15% to $20.9 million, compared to $18.2 million in the same quarter last year [17] - Gross margin improved to 87.8%, up from 85.4% in Q1 2024 [17] - Annualized gross profit per employee increased to over $800,000, up from $680,000 a year ago [6] Business Line Data and Key Metrics Changes - Member count grew to 867,000, with a focus on high lifetime value members [6] - Gaia Marketplace revenue was lower than expectations, leading to a 1% revenue miss, primarily due to a decline in travel bookings related to Egypt [11][12] - A new Peru-based tour was launched in Q2, which has already sold out, indicating a pivot in strategy [13] Market Data and Key Metrics Changes - The U.S. Level 3 travel advisory for Egypt led to a 30% decline in bookings, impacting performance in that business line [12] - Tourist travel overall is at approximately 45% of pre-conflict levels, affecting the marketplace segment [12] Company Strategy and Development Direction - The company is embracing an AI-first strategy, with plans to launch Gaia's Conscious AI Companion by early 2026 [8] - Investments are being made in AI to enhance user experience, streamline operations, and optimize team functions [9][10] - Community building is emphasized as a key differentiator, with infrastructure being developed for international meetups [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong member retention and growth in the Gaia Plus base, positioning the company well for the year ahead [14] - The transition of CEO responsibilities to Kirsten Medvedic is aimed at focusing on high-impact growth opportunities [15] Other Important Information - Operating cash flow for Q1 was $1.3 million, and free cash flow was $700,000 [17] - The company closed an $8 million common stock offering, raising approximately $7 million in net proceeds for AI development and community initiatives [18] Q&A Session Summary Question: Update on Ignaton launch - The Biohacking Conference brand will be introduced at the end of the month, with market launch expected after July 4 [24] Question: CEO transition details - Kirsten Medvedic will step into the CEO role at the end of Q2, while James will focus on licensing opportunities [25] Question: AI implementation details - AI will be integrated into the current product line, allowing members to interact with generative AI within the platform [32] Question: Community development status - Development is ongoing with technology partners, aiming for an alpha test by the end of the year [35] Question: Commentary on Q2 performance - Q2 is expected to be softer due to marketplace performance, primarily related to Egypt travel issues [39] Question: Licensing opportunities - Discussions are ongoing regarding media and technology licensing, with a focus on expanding business potential [44]