Zoom今日盘中重挫逾5%,引发市场广泛关注。根据公司日前发布的业绩预告,该公司2026财年营收预计仅为47.9亿美元,远低于市场预期。而令其营收大幅下降的主要原因是:
随着疫情结束,企业要求员工恢复办公,导致大批个人和小企业用户放弃了Zoom视频会议服务,该公司核心视频业务承压。重要企业客户如摩根大通、亚马逊等也纷纷削减对Zoom会议工具的需求,给公司造成重大冲击。与此同时,微软等科技巨头在线会议业务的激烈竞争也加剧了Zoom的压力。
虽然Zoom正通过推出新产品寻求业务多元化,但新业务营收贡献仍然有限。因此,公司利润率和业绩均预计将大幅下滑。股价大跌反映了投资者对Zoom未来表现的担忧。
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