Zoom In The Post-Pandemic World – Not So Bad After All (NASDAQ:ZM)

Video Conference Call in Office Boardroom Meeting Room: Executive Directors Talk with Group of Multi-Ethnic Entrepreneurs, Managers, Investors. Businesspeople Discuss e-Commerce Investment Strategy

gorodenkoff

Thesis

I have previously assigned a “Sell” rating to Zoom Video Communications, Inc. (NASDAQ:ZM), given slowing growth rates in a post-pandemic world. And although ZM continues to trend downwards, today I upgrade the company to “Hold.” In my opinion, Zoom has

ZM vs SPY 1 year

Seeking Alpha

Zoom overview 2022 Nov

Zoom Investor Day Deck

Zoom TAM

Zoom Investor Day Deck

Zoom international penetration

Zoom Investor Day Deck

Zoom valuation

Author’s Estimates and Calculations

Zoom valuation sensitivity table

Author’s Estimates and Calculations

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