GS--Zoom Video Communications Inc
We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.
应用介绍
We reiterate our Neutral rating and $72 Price Target on Zoom Video
after attending Zoomtopia 2024 and the Investor Session on 10/9.
We came away from the event increasingly constructive on Zoom’s
product roadmap and initiatives to re-accelerate growth, most
notably across Phone, Contact Center and AI Companion (2.0 and
Custom). We believe Zoom is now entering the middle innings of its
evolution from a pure Communications company into a broader AI
work platform that has come to bear via a combination of organic
investment (Phone, Contact Center) and tuck-in acquisitions
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