Zoom Video: Unique Billing Cycle and WFH Trend

This one has been especially challenging in terms of price action. Below, I tell you why we continue to hold the stock and added to it after the earnings report. If the market wants to give me a 15 forward P/S on Zoom, I’ll take it. Growth is “slowing” because we are lapping extraordinary quarters. Zoom’s situation is very different from a company that put up 60%, then 50%, then 40%. I would call that slowing growth while l would call Zoom’s situation “tough comps.” There is an important difference.

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