4.4 • 3K Ratings
🗓️ 22 August 2024
⏱️ 20 minutes
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0:00.0 | Target's outlook is a bit off target. |
0:05.0 | Motley Full analyst Jason Moser. I'm Dylan Lewis and I'm joined over the Airwaves by Motley Fool analyst |
0:23.8 | Jason Moser. Jason thanks for joining me. Hey Dylan how's it going? It's good I'm |
0:29.2 | back from podcast movement we have a week full of earnings to catch up on which is really you know a |
0:35.9 | a podcast host dream because there's no shortage of things for us to discuss today |
0:40.6 | Jason. |
0:41.6 | An abundance of content of options is always a nice |
0:44.9 | problem to have. Yeah and some big moves which I think is always fun to |
0:49.2 | discuss. Why don't we kick off with Zoom? Sure. Up 15% this week following the company's earnings release, |
0:56.0 | top and bottom line came in slightly ahead of expectations, |
0:59.2 | and it seems like part of that was demand |
1:02.2 | for the company's AI tools. |
1:03.9 | Yeah, yeah, I mean, I think with Zoom, |
1:06.2 | the big question a lot of us have had |
1:08.6 | over the last few years is we know how effective and useful the platform is but the big question is really how |
1:16.7 | are they going to be able to grow beyond this massive enterprise presence and direct |
1:22.2 | consumer presence that they already have. |
1:23.4 | I mean, they have a very good service, but I mean, at the end of the day, |
1:26.4 | video conferencing itself is, it's basically a one-trick pony, right? |
1:30.4 | I mean, there are other options out there and it's not exactly terribly |
1:34.2 | specialized. But again, I think Zoom has to my mind, to my mind, the superior |
1:38.9 | platform of all of them. And so what we're seeing is efforts for management to expand the platform and the services that they offer. |
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