Zoom Video’s Audacious Call

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4.7 • 1.7K Ratings

🗓️ 3 June 2020

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

1^st-quarter results for Zoom Video Communications were impressive, but more noteworthy was the company DOUBLING its revenue guidance for the full fiscal year. Bill Barker analyzes Zoom’s growth potential, as well as prospects for Warner Music Group on the day of its IPO. Plus, we discuss the precarious state of Tiffany’s deal with LVMH and whether jewelry is even worth it.

Transcript

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0:00.0	It's Wednesday, June 3rd.
0:04.0	Welcome to Market Foolery.
0:05.0	I'm Chris Hill with me today.
0:07.0	Back from the wilderness. It's Bill Barker.
0:09.0	Good to see you.
0:10.0	Good to be back.
0:12.0	Glad you survived your camping trip.
0:14.0	We don't need to review that one.
0:16.0	The people who were listening to our riffing before we started the show are exhausted
0:22.0	about hearing your hatred of the word glamping which will cover in a
0:26.4	future apropos of nothing episode. Yes yes we do need to figure out a future
0:31.2	a proper of nothing.
0:32.2	When does that future arrive?
0:34.0	You know what?
0:35.0	We'll talk about that after the show today.
0:37.0	But today we've got luxury goods in the news.
0:40.0	We've got some earnings.
0:41.0	We've got an IPO, which is is surprising but one programming note I need to hit
0:45.3	which is that it's a short week for us here at market foolery no show on Thursday because
0:51.2	Thursday is Foolfest which is our member event.
0:55.0	It had been planned for mid-May at National Harbor in the Washington, D.C. area, and we're
1:01.0	doing Foolfest at home, so it's an all-day video event for our members
	...

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