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Position within customers makes an attractive opportunity to expand into the broader UC market. The company has a meaningful competitive moat built on more than just architecture, but a rapid uptick in video usage has attracted significant investment efforts from competitors.
“ Zoom has established its position as the newly emerged leader in video conferencing, now a growth market, largely credible to the company itself given introduction of a solution that employees actually use. Profitability potential meaningful LT, but balanced in NT by churn concerns, keeping us EW into print,” noted Meta A Marshall, an equity analyst at Morgan Stanley. Commentary around 2H churn / Phone still likely more incremental to move vs. “Sentiment improving, but still leans negative heading into FQ1. Its efforts to eradicate security and privacy flaws are expected to aid it to expand its user base,” noted analysts at ZACKS Research. “ Zoom Video is benefiting coronavirus-induced remote working trend.
Zoom stock fell about 4% so far this year. The cloud video communications provider forecasts revenues in the range of $3.760 billion and $3.780 billion for the full fiscal year. Moreover, non-GAAP earnings are expected in the 95-97 cents-per-share range. Non-GAAP income from operations is expected in the range of $295 million and $300 million. For first-quarter fiscal 2022, Zoom forecasts revenues in the range of $900 million and $905 million. The earnings report is expected to be released on June 1, 2021.
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