Zoom Video Communications, Inc. (ZM)
Zoom Stock: Leading the Video Market After Skype's Exit
As the digital economy starts to go online across businesses and the world, investors have to be aware of the companies and services that will be at the forefront of this revolution. Apart from operations and backend systems, other everyday needs will need to be met through the use of technology, and this is where video conferencing and communications software come into play.
Zoom Communications, Inc. (ZM) Morgan Stanley Technology, Media & Telecom Conference Call Transcript
Zoom Communications, Inc. (NASDAQ:ZM ) Morgan Stanley Technology, Media & Telecom Conference Call March 3, 2025 3:20 PM ET Company Participants Michelle Chang - CFO Conference Call Participants Meta Marshall - Morgan Stanley Operator I'm going to start with disclosures. For any research disclosures, please see morganstanley.com/research.
ZM Stock Tanks on Weak Q1 Revenue Forecast: What Should Investors Do?
Zoom beats Q4 earnings but provides weak guidance. Strong cash flow meets slowing growth.
Critics Oppose ‘Mega-Development’ Plans For Essex County Forest
WEST ORANGE, NJ — Critics of a plan to build hundreds of housing units near a large patch of forest in North Jersey are stepping up their campaign ahead of a town meeting in West Orange this week. On Wednesday, the West Orange Planning Board is scheduled to hold a special meeting about the West Essex Highlands project. It will take place at 6:30 p.m. at the council chambers of Town Hall, 66 Main Street. Virtual attendees can learn how to login via Zoom here. See the agenda and supporting documents online here. Short Hills-based firm West Essex Highlands Inc. wants to build a 496-unit residential development at a 120-acre tract of land on the western ridgeline of the Watchung Mountains, which also borders Essex Fells, Verona and Roseland. Known as the West Essex Highlands project, the idea was shot down by the West Orange Planning Board in 2006, but has recently resurfaced – with changes. The land is owned by West Essex Highlands Inc., which previously filed a builder’s remedy lawsuit to allow it to proceed if it can help the township meet its affordable housing obligation. In 2020, the Township of West Orange reached a settlement with West Essex Highlands Inc. and the West Essex Highlands Condominium Association Inc. about the project, which can be seen online here. The plan is to make 100 of the 496 units “affordable” – a major selling point from the developer. West Orange must add or rehab more than 1,000 affordable housing units over the next decade. Read More: West Orange Says ‘OK’ To Latest NJ Affordable Housing Quota Critics argue that the current proposal has grown even denser since the turn of the millennium, when the idea of developing in the area raised similar complaints: too many houses, construction on steep slopes, the potential endangering of wetlands, and more traffic on local roadways. In recent months, some residents in the area have renewed their calls for a halt to the project and preservation of the forest. They include members of We Care NJ, which is planning to present its case against the development at Wednesday’s planning board meeting. The group – whose members helped to spearhead opposition to West Essex Highlands during its last incarnation – has also shared project documents and updates on their website. “This development is not a done deal,” said the group’s president, Joseph Pannullo. “WeCare will continue to fight it every step of the way.” Last week, the Eastern Environmental Law Center filed a joint appeal on behalf of WeCare NJ and New Jersey Conservation Foundation to challenge a permit issued by the New Jersey Department of Environmental Protection (NJDEP) for the project. Three municipalities that either border or are located downstream of the proposed site – Essex Fells, Roseland and Verona – have also filed legal challenges to the permit, the group noted. Michele Byers, a conservationist with a decades-long track record of preserving land in New Jersey, is among the latest critics of the West Essex Highlands project. “The development of this property, which is the largest undeveloped private forest in Essex County, flies in the face of every policy and best practice for smart growth planning,” Byers said. “This site is wholly inappropriate for a mega-housing development and should be permanently preserved,” Byers added. Another critic of the plan, Eastern Environmental Law Center executive director Chris Miller, pointed to the NJDEP’s “Inland Flood Protection Rule” as a reason to halt the project. “[The rule] is critical for protecting our communities from rising floodwaters and stormwater pollution as climate change brings increasing rainfall to New Jersey – but [it] is meaningless if the NJDEP lets new development slip through without enforcing it,” Miller said. “Since the NJDEP refused to hear our legal concerns about the project administratively, we’re now prepared to prove these issues in court,” added Dan Greenhouse, senior staff attorney at the Eastern Environmental Law Center. Send local news tips and correction requests to [email protected]. Learn more about advertising on Patch here. Find out how to post announcements or events to your local Patch site. Don’t forget to visit the Patch West Orange Facebook page.
Zoom Eyes AI-Powered Growth, Analyst Highlights Innovation Momentum, Revenue Challenges
JPMorgan analyst Mark R. Murphy maintained a Neutral rating on Zoom Communications Inc ZM with a price target of $80.
Zoom Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
ZM's fiscal fourth-quarter earnings surpass expectations, benefiting from enterprise growth and investments in AI innovation.
Zoom Communications: 2 Things That Would Make Us Buy - Maintaining Hold
Zoom Communications Inc. is going to lead the cross over AI and video communications, but not in the near-term. Zoom AI Companion is seeing high double digit adoption Q/Q but we think the company's high exposure to enterprise and Americas amid macro uncertainty will push out monetization goals. ZM stock trades below peer group averages, making it cheap, but not compelling enough to buy now; Wall Street largely agrees with a hold rating.
Zoom Muddles Along, Moves the Goalposts
Here's our initial take on Zoom Communications' (ZM -1.70%) fiscal year 2025 fourth-quarter results.
Zoom Communications Inc. (ZM) Q4 2025 Earnings Call Transcript
Zoom Communications Inc. (NASDAQ:ZM ) Q4 2025 Earnings Conference Call February 24, 2025 5:00 PM ET Company Participants Charles Eveslage - Head of Investor Relations Eric Yuan - Founder and Chief Executive Officer Michelle Chang - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Samad Samana - Jefferies Ryan MacWilliams - Barclays Meta Marshall - Morgan Stanley Alex Zukin - Wolfe Research Peter Levine - Evercore Mark Murphy - JPMorgan Michael Turrin - Wells Fargo Arjun Bhatia - William Blair James Fish - Piper Sandler Tom Blakey - Cantor Fitzgerald Michael Funk - Bank of America Rishi Jaluria - RBC Capital Markets Siti Panigrahi - Mizuho Operator ‘25 Earnings Release Webinar. I will now hand things over to Charles Eveslage, Head of Investor Relations.
Compared to Estimates, Zoom (ZM) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Zoom (ZM) give a sense of how the business performed in the quarter ended January 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Zoom Communications (ZM) Q4 Earnings and Revenues Beat Estimates
Zoom Communications (ZM) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.42 per share a year ago.
Zoom's Fiscal Q4 2025 Profits Top Estimates
Zoom Communications (ZM -1.70%), known for its video conferencing service and unified communication solutions, announced its fiscal fourth-quarter 2025 results on Feb. 24. The company reported earnings per share (EPS) of $1.41, beating analysts' consensus predictions of $1.30.
