Aug. 25 at 5:58 AM
$ZM Can Zoom become a real Agentic AI powerhouse?
Q1:
$1.24B revenue (+5.5%), enterprise +7.2%,
$7.7B cash. Anthropic stake now ~
$3B vs
$1.27B book value. Core platform trades at 11x EV/FCF.
AI patents driving Companion 3.0 and live agent guidance. Contact Center ARR >
$100M. UK copper cutoff adds forced demand.
Q2 call approaching. Discounted enterprise engine with serious AI optionality.
#ZM #Zoom #AgenticAI #AI #Tech