异动解读 | Zoom财报超预期,但增长乏力引发担忧,盘前大跌

异动解读
26 Nov 2024

周二,Zoom盘前大幅下挫。从公告的财报数据来看,这家视频会议软件公司2024财年第三财季业绩实际上超出了市场预期。不过,其未来增长预期似乎令投资者失望。

根据最新财报,Zoom第三财季营收达到11.8亿美元,同比增长3.6%,超过了11.6亿美元的分析师预期。调整后每股盈利1.38美元,也高于市场预期的1.31美元。不过,其上调后的2025财年收入增长预期只有约3%,远低于疫情期间的爆发式增长。这加剧了市场对公司未来能否维持高速增长的担忧。

此外,尽管Zoom将于2025年上半年推出AI助手产品,试图向AI驱动平台转型,但相关细节仍有待观察。总的来说,Zoom增长放缓的趋势已经十分明显,加上未来发展前景面临不确定性,导致其股价在盘前出现大幅下跌。

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