ZM ZM Zoom Video Communications Loading... : Investor Sentiment and Bull/Bear Views

The author claims Zoom Communications has one of the best earnings-yield growth stories in tech right now, after the stock fell 82% in 2021. The supporting mechanism is roughly $350M in quarterly operating income against a depressed valuation, implying a high and growing earnings yield. No explicit catalyst or time horizon is given, and no specific risk is stated.

The author discloses a long position in ZM alongside other Anthropic-adjacent names. The dashboard tracks ZM versus QQQ with volume versus normal, suggesting the author treats it as a related mover. No specific catalyst or rationale beyond the disclosed holding is given.

The author argues Zoom (ZM) can become an AI-native 'system of action' by using its trove of business conversation, meeting, and presentation data as context for LLMs and agents that automate enterprise workflows like updating Salesforce/Jira, scheduling follow-ups, and drafting RFPs. He notes ZM trades at 14.8x normalized FY27 P/E versus roughly 25x for the S&P 500, with stable churn after a 6% price increase, slightly inflecting revenue growth, rising RPO (+14%, non-current RPO +25%), $7.2 billion cash, and a $4.7 billion buyback authorization, supporting AI/M&A investment. The main stated risk is competition from Microsoft Teams, Slack, Google Meet, WhatsApp, and AI-native productivity agents like Notion if they build better integrated AI applications.