Latest news with #videoconferencing
Yahoo
24-05-2025
- Business
- Yahoo
Robert W. Baird's Buy on Zoom (ZM) Driven by Innovation-Led Growth
Following the company's strong Q1 2026 (FY ends in January) results, Robert W. Baird analyst William Power published a note on May 22, highlighting his conviction in Zoom Communications Inc. (NASDAQ:ZM) and Buy rating. The company exhibited a solid performance in Q1, exceeding market expectations across revenue, EPS, and free cash flows. The number of customers contributing more than $100,000 in trailing 12-month revenue, an essential metric for gauging engagement, was up 8.0% year-over-year, implying growing enterprise adoption and sustained customer engagement. Antonio Guillem/ The analyst was particularly encouraged by Zoom's strong traction of its newer products and continued investments in improving customer experience. In his view, the robust results emphasized Zoom's platform's strength and commitment to AI-driven innovation. Power's confidence was further boosted as the company raised its revenue guidance for FY 2026 by around $15 million to $4.80-4.81 billion. The management attributed this hike to better pricing in the online division. Power also acknowledged the company's stock repurchase program and solid financial position to support his optimistic view. The analyst has a $100 price target on Zoom Communications (NASDAQ:ZM). Zoom Communications Inc. (NASDAQ:ZM) is a communications and collaboration technology company best known for its videoconferencing applications, Zoom and Zoom Workplace. Its video-first platform offers a range of communication tools, including video meetings, voice services, webinars, and chat. While we acknowledge the potential of ZM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ZM and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-05-2025
- Business
- Yahoo
Robert W. Baird's Buy on Zoom (ZM) Driven by Innovation-Led Growth
Following the company's strong Q1 2026 (FY ends in January) results, Robert W. Baird analyst William Power published a note on May 22, highlighting his conviction in Zoom Communications Inc. (NASDAQ:ZM) and Buy rating. The company exhibited a solid performance in Q1, exceeding market expectations across revenue, EPS, and free cash flows. The number of customers contributing more than $100,000 in trailing 12-month revenue, an essential metric for gauging engagement, was up 8.0% year-over-year, implying growing enterprise adoption and sustained customer engagement. Antonio Guillem/ The analyst was particularly encouraged by Zoom's strong traction of its newer products and continued investments in improving customer experience. In his view, the robust results emphasized Zoom's platform's strength and commitment to AI-driven innovation. Power's confidence was further boosted as the company raised its revenue guidance for FY 2026 by around $15 million to $4.80-4.81 billion. The management attributed this hike to better pricing in the online division. Power also acknowledged the company's stock repurchase program and solid financial position to support his optimistic view. The analyst has a $100 price target on Zoom Communications (NASDAQ:ZM). Zoom Communications Inc. (NASDAQ:ZM) is a communications and collaboration technology company best known for its videoconferencing applications, Zoom and Zoom Workplace. Its video-first platform offers a range of communication tools, including video meetings, voice services, webinars, and chat. While we acknowledge the potential of ZM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ZM and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Zoom (NASDAQ:ZM) Exceeds Q1 Expectations, Quarterly Revenue Guidance Slightly Exceeds Expectations
Video conferencing platform Zoom (NASDAQ:ZM) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 2.9% year on year to $1.17 billion. Guidance for next quarter's revenue was better than expected at $1.20 billion at the midpoint, 0.6% above analysts' estimates. Its non-GAAP profit of $1.43 per share was 9.5% above analysts' consensus estimates. Is now the time to buy Zoom? Find out in our full research report. Revenue: $1.17 billion vs analyst estimates of $1.17 billion (2.9% year-on-year growth, 0.8% beat) Adjusted EPS: $1.43 vs analyst estimates of $1.31 (9.5% beat) Adjusted Operating Income: $467.3 million vs analyst estimates of $446.8 million (39.8% margin, 4.6% beat) The company slightly lifted its revenue guidance for the full year to $4.81 billion at the midpoint from $4.79 billion Management raised its full-year Adjusted EPS guidance to $5.57 at the midpoint, a 4.1% increase Operating Margin: 20.6%, up from 17.8% in the same quarter last year Free Cash Flow Margin: 39.4%, up from 35.2% in the previous quarter Customers: 4,192 customers paying more than $100,000 annually Net Revenue Retention Rate: 98%, in line with the previous quarter Market Capitalization: $25.34 billion Started by Eric Yuan who once ran engineering for Cisco's video conferencing business, Zoom (NASDAQ:ZM) offers an easy to use, cloud-based platform for video conferencing, audio conferencing and screen sharing. A company's long-term sales performance can indicate its overall quality. Any business can have short-term success, but a top-tier one grows for years. Regrettably, Zoom's sales grew at a weak 3.7% compounded annual growth rate over the last three years. This was below our standard for the software sector and is a rough starting point for our analysis. This quarter, Zoom reported modest year-on-year revenue growth of 2.9% but beat Wall Street's estimates by 0.8%. Company management is currently guiding for a 3% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 2.5% over the next 12 months, similar to its three-year rate. This projection is underwhelming and suggests its products and services will face some demand challenges. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. One of the best parts about the software-as-a-service business model (and a reason why they trade at high valuation multiples) is that customers typically spend more on a company's products and services over time. Zoom's net revenue retention rate, a key performance metric measuring how much money existing customers from a year ago are spending today, was 98% in Q1. This means Zoom's revenue would've decreased by 2% over the last 12 months if it didn't win any new customers. Zoom has a weak net retention rate, signaling that some customers aren't satisfied with its products, leading to lost contracts and revenue streams. Revenue and adjusted EPS beat in the quarter, which is a great start. We were also impressed by Zoom's optimistic full-year EPS guidance, which beat analysts' expectations. We were also glad its EPS guidance for next quarter exceeded Wall Street's estimates. Overall, this print had some key positives. The stock traded up 3% to $84.53 immediately after reporting. Zoom put up rock-solid earnings, but one quarter doesn't necessarily make the stock a buy. Let's see if this is a good investment. If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
Modirum Partners with State Networks Finland to Deliver Real-Time Group Video Services for Finland's Nationwide Public Safety Network
HELSINKI, May 21, 2025 /PRNewswire/ -- Modirum and State Networks Finland (Erillisverkot) have announced a strategic partnership to deploy real-time group video services on Virve 2, Finland's next-generation nationwide public safety network. This collaboration introduces a cutting-edge video platform designed to improve situational awareness, operational coordination, and decision-making for authorities and organizations operating in safety-critical environments. Enhancing Situational Awareness and Operational Readiness with Secure, Mission-Critical Video Solutions Modern public safety operations demand fast and secure access to live information from the field. Modirum's NSC3 Group Video Service enables the secure transmission of live video, audio, and location data between field units and command centers — empowering faster response, better coordination, and ultimately, saving lives. Already in operational use by several Finnish public safety organizations, the platform supports various video inputs, including body-worn cameras, vehicle-mounted systems, drones, and fixed surveillance units. Purpose-built for harsh operational environments, NSC3 ensures reliable, real-time collaboration for first responders and other mission-critical actors. "For data security reasons, videos captured by public authorities cannot travel through commercial networks. Together with Modirum, we've built a centralized, secure Group Video Service tailored for safety-critical organizations. It provides a highly reliable and encrypted way to transfer live video from the field to command centers."— Tuomas Ahlfors, Product Manager, State Networks (Erillisverkot) "The Group Video Service has proven to be a critical operational tool, significantly enhancing situational awareness and resource coordination. It enables more agile deployments and better crisis response."— Mauri Kataja, Account Manager, State Networks (Erillisverkot) "We are proud to partner with State Networks, a recognized European leader in secure public safety infrastructure. Their commitment to innovation and national resilience aligns closely with Modirum's mission to deliver AI-driven, mission-critical platforms that strengthen operational capabilities in demanding conditions."— Tero Silvola, CEO, Modirum About State Networks – Erillisverkot State Networks Finland is a government-owned special-purpose entity under the Prime Minister's Office, responsible for safeguarding mission-critical communication and infrastructure services in all circumstances. Through its Virve 2 broadband network, it delivers secure communications and situational awareness solutions for emergency services, public authorities, and other essential actors in Finnish more: About NSC3 by Modirum NSC3 is Modirum's advanced platform for real-time situational awareness and secure communications. Supporting input from drones, body cams, dash cams, and IP cameras, NSC3 delivers seamless video sharing and features the industry's fastest patented video engine, integrated Push-to-Talk and messaging, and is optimized for low-latency performance in all network conditions. Learn more: Media Contacts: Sami HonkaniemiManaging DirectorMail: +358 424480200 Modirum Modirum is a leading innovator in delivering secure, AI-driven solutions for Critical Communications, Telecom, Finance, Public & Government, Health Care and Energy sectors. With a focus on platform development, our mission is to empower public safety organizations and businesses by enabling them to launch, deliver, and scale services more efficiently while maintaining trust, reliability, and innovation. With 27 years of experience and a team of 250+ experts, we've successfully executed 500+ projects across 30 countries. Our expert team partners with organizations to deliver cutting-edge solutions tailored to the unique needs of the industries we serve. This information was brought to you by Cision The following files are available for download: Modirum NSC3 in Control Room Modirum Partners with Erillisverkot Finnish Fire and Police Vehicles View original content: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Android Authority
20-05-2025
- Android Authority
Beam me up: Google's Project Starline gets a new name and launch window
Google TL;DR Project Starline is now known as Google Beam. The communication platform is expected to come to market this year for select customers. Google is also working on a feature that would provide near real-time speech translation. It has been a few years, but you may remember when Project Starline was debuted at Google I/O 2021. At the time, it was described as an experiment designed to make it feel like you're in the same room as the person you're videoconferencing with. For Google I/O 2025, the company now has a couple of interesting updates about this remote communication project. As a refresher, Project Starline is a communication platform that uses various technologies like computer vision, machine learning, spatial audio, and real-time compression to transform a 2D video call into a realistic 3D experience. The best part about it is that this effect is created without the need for a headset or glasses. As Google explains, it uses an AI volumetric video model to turn whoever you're talking to into a photorealistic 3D human model. A light field display is also used to give these 3D models a sense of depth and dimensionality. The demos the tech giant has shown so far look like something taken right out of a sci-fi movie. Project Starline is now taking a big step from experiment to actual product. Today, Google announced that Project Starline is evolving into Google Beam. The company says it is working with HP to bring the first Google Beam devices to market with select customers later this year. In addition, the firm is also partnering with Zoom, Diversified, and AVI-SPL to bring the technology to businesses around the world. On top of this news, Google is working on making it easier to have conversations with people who speak different languages. Google says it's exploring adding speech translation to Beam, allowing you to have near real-time translated conversations. This feature doesn't just translate words; it also maintains voice, tone, and expression. Speech translation won't just be for Beam, either, as Google is also bringing the feature to Meet starting today. Got a tip? Talk to us! Email our staff at Email our staff at news@ . You can stay anonymous or get credit for the info, it's your choice.
