视频会议软件公司Zoom在2月25日盘前股价大跌5.03%,引起广泛关注。主要原因如下:
第一,Zoom预计2026财年营收仅为47.9亿美元左右,低于分析师平均预期的48.1亿美元。同时,公司预计全年利润率也将低于市场预期。这主要是由于疫情结束后,许多个人和小企业不再使用Zoom的视频会议服务,其核心视频业务面临挑战。
第二,尽管Zoom正在通过推出电话系统、联络中心应用程序和人工智能助手等新产品寻求业务多元化,但这些新业务的营收贡献目前仍有限。
第三,随着一些大公司如摩根大通、亚马逊等要求员工恢复每周五天办公室工作,减少了对Zoom会议工具的需求。同时,微软等公司在视频会议领域的竞争加剧,也给Zoom带来一定压力。
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