Sell zoom stock or hold it
Sell, itās IBM/CSCO
IBM/CSCO pay dividends
Damnš
Google meets>
Yup sell
Why is everyone selling zoom? Does everyone believe the pandemic will end relatively soon?
No, but if you believe ZM is a good investment, can you justify its valuation?
I think valuation is just a number now. What does 1 trillion mean when I can simply print another trillion out of thin air. This explains bitcoin crazy valuation as well
Itās peaked. I donāt think itās going to crash hard, even after COVID, but growth is done. Anyone who might want Zoom already has it. Itās not like sales can go out and find new customers, anyone and everyone who needed video, even temporarily, has already gone looking for it.
What about developing countries
Thatās such a long shot though. By the time they ādevelopā something new could be around to eat Zoomās lunch.
Hold. Most companies are going to be adopting a hybrid model for the workforce or a full remote model. Both these bode very well for Zoom. Corporate travel is going to decline in years to come even after pandemic ends, that helps Zoom. Upselling of zoom phone will lead to more revenue but more importantly provide a greater stickiness to Zoom offerings where the cost of switching will now increase. But there is also this long tail where a good number of consumers will subscribe to the paid offerings. Case in point, On Zoom announced during Zoomtopia has lot of potential, it is essentially the marketplace offering for events hosted using zoom. Still in beta though. Another one is Airbnb online experiences, which has really kicked off. That will provide a strong tailwind for years to come as hosts provide the experiences over Zoom. Typically the experiences are longer than the 40 min cutoff of free zoom offering. So they will get lots of paid subscribers from there. These are pretty underestimated growth levers that no one talks about.
Hold. They have plans to rollout email, and some other office software. Lot of room there for price growth.
People want zoom for its video, which was right there for COVID. Companies already have email.
Good luck replacing O365
Should test $650-700 sometime in the upcoming year!
Whatās the rationale behind this prophecy?
Technical analysis.
One thing I know for sure is that most posts in this thread are not going to age well.
Thereās about half hold and half sell, so this isnāt really a very bold comment without taking a side.
The blind community is simply hedging
Sell