Cathie Wood: 反对者将 Zoom $ZM 归结为利润较少的科技股、概念资本和留在国内的股票。与微软一起，我们相信 Zoom 将成为自 90 年代初以来价值 1.5 万亿美元的全球企业通信领域的第一个“淘汰与替换”周期的主要受益者。 https://t.co/2IJ8WICB1D 引用@summerlinARK 的推文：提醒一下，在 22 财年第四季度，Zoom 报告了 5.4B 美元的现金头寸，调整后的自由现金流利润率为 38%，超过 4B 美元的 ARR

Posted on 2022-05-09

原推：Naysayers lump Zoom $ZM into profit less tech, concept capital, stay at home stocks. Along with Microsoft, we believe that Zoom will be a prime beneficiary of the first “rip and replace” cycle since the early nineties in the $1.5 trillion global enterprise communications space. https://t.co/2IJ8WICB1D

Quoted tweet from @summerlinARK:

Just a reminder that in Q4 FY22 Zoom reported a $5.4B cash position with a 38% adjusted free cash flow margin on >$4B ARR

https://twitter.com/CathieDWood/status/1523439741542100992