Target's Improving Inventory
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 28 February 2023
⏱️ 21 minutes
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| 0:00.0 | We've got more retail, more layoffs, and for anyone who's interested, a deep dive |
| 0:09.8 | on dividend investing. |
| 0:11.7 | Motley Fool Muttings starts now. |
| 0:14.2 | I'm Chris Hale, joining me today, Motley Fool Senior Analyst Matt Argusinger. |
| 0:20.6 | Thanks for being here. |
| 0:21.8 | You bet, Chris. |
| 0:23.8 | Let's start with Zoom video, shall we? |
| 0:25.8 | This fourth quarter profits in revenue were higher than expected. |
| 0:29.8 | Revenue was up, but it was only up 4% compared to a year ago, and this continues the trend |
| 0:36.6 | that we've seen for a while from Zoom video, which is they're growing, but it's slower |
| 0:41.3 | growth than we've seen in the past. |
| 0:43.1 | I know. |
| 0:44.1 | It's hard to imagine a company's Zoom video growing revenue, it's just 4% because I think |
| 0:48.5 | everyone, including me, because I haven't looked at Zoom very carefully until recently, |
| 0:52.4 | just you assume that it's still in that high-tech, high-growth category. |
| 0:57.0 | It is. |
| 0:58.0 | It's still a very essential technology communications company, right? |
| 1:02.4 | But to see revenue just up 4%, it's amazing to see the slowdown they've had, but I think |
| 1:08.0 | the story of a Zoom is, it's one of those ones where so much of its future came within |
| 1:15.2 | 18 months when the pandemic hit in early 2020. |
| 1:19.2 | It just pulled so much of it forward, and the question is, is it a sustainable business |
| 1:24.4 | going forward? |
... |
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