ZM

Vcize

Remember in 2022 when WFH and clean energy stocks were down 20% and people were like "wow that was rough, but what a deal now!". Shopify just recovered to those levels this month. ZM was a bargain at $400. First Solar a no brainer at $180. Let's not even talk about Peleton.

MountainTimeInvestor

It’s something that’s always been a black cloud for ZM, yet they’ve grown to $5B ARR. I think it remains a challenge, but I’m encouraged by MSFT integrations which shows at least some enterprise customers want to use ZM and MSFT suite. What’s been more surprising to me is seeing RNG and FIVN YTD performance, which could be a signal that AI use cases increase UCaaS TAM’s.

skilliard7

If I wanted a pure play on Anthropic, I'd by ZM or SKM.

Lootoholic

I'm not interested in Anthropic at the IPO price, but I'm fine with my exposure through Goog, Amzn, ZM.

liftingshitposts

Seems like they’re a bot that didn’t correctly read the context of the post. ZM has a large holding in anthropic. If anthropic pulls IPO, it’d be a bad thing for ZM.

PresentationVivid120

Zoom(Ticker: ZM) is a good proxy(cheaper than playing the other proxy AMZN), that's 1 possible reason the ZM stock has been goin up, besides their upcoming earnings

Pleasant-Abroad-3813

He was spot on about MSFT and ZM, they were a recent position of his and are up quite a bit.

Etheralto

ZM

MountainTimeInvestor

I'm not sure that my position is shifting. ZM certainly has access to all transcripts on the ZM platform, just like Teams, Slack, and Google's Meet does. They don't own the data, they can't sell it, but they can train models with it. I'm saying that I found the AI features surprisingly helpful, so much so that I don't fell I need to take call notes anymore, and I think ZM's slight revenue inflection and stabilized churn is happening because other customers find the AI features useful and helpful. We can agree to disagree that $7B in cash is not enough to buy an emerging AI-native startup (perhaps from Zoom Ventures). I think it's enough to buy something interesting that will help ZM's System of Action strategy.

MountainTimeInvestor

Competition has always been, and will continue to be a challenge for ZM. Not only small competitors, but also bigger platforms. They do have a large enterprise customer footprint, and integrations with Google Meet and MSFT teams, which I thought was interesting. I was impressed with ZM notes and action items after my calls, and believe their $8 billion in cash puts them in a position to buy a compelling startup or two. They need to execute well.

MountainTimeInvestor

I also like ZM here because they do have the cash and cash flow to acquire the tech necessary to better compete with Notion.

MountainTimeInvestor

Interesting point of view. Notion is definitely competing for the same spend as ZM. If Zoom didn't already anchor on Calling, there would be no need for it. But, they have a chance to compete against a notion for additional spend, which is no small task. However, Notion still faces the same competitve threats against Slack, Teams, and Google Meet that Zoom does. Zoom will need to compete intensely for additional spend even if its AI features as useful as Notion. The market does not expect Zoom to win.

MountainTimeInvestor

What is more secure? I didn’t realize security was an issue for ZM

sirzoop

Nah but I’ve been buying companies that own anthropic stakes though. AMZN NVDA GOOGL CRM ZM

liftingshitposts

This is the most compelling option I’ve seen discussed. ZM has a shocking amount of large enterprise customers, decent enough AI in the product, and prints money. SPCX could use that to fund some operations and wedge into large enterprise accounts with other offerings. It’d be a similar thesis to buying cursor.

liftingshitposts

Atlassian is too small to buy ZM at any kind of attractive multiple

Historical_Monk_8180

Interesting thesis. The Anthropic stake definitely makes ZM more compelling than a typical SaaS acquisition story, especially with the cash position and recurring revenue. The big question for me would be whether an acquirer would actually value the Anthropic stake highly enough to justify the premium, or if the market is already pricing much of that optionality in. Still, $45B+ is an interesting scenario to think about.

rockfort2000

At P/E < 10, ZM is the way to go!

CrankedOnDaPerc30

It worked for SPCE and ZOOM when SPCX and ZM IPO'd

BriackYOLO

Exactly my point. SPCE/SPCX worked, ZOOM/ZM worked. I don’t need this shit to make sense long term. I just need a few days of absolute stupidity to pump my bags so I can fuck off. And yeah, I’m doubling down next week to drag my average down.

CMTTrader

I'm saying it could work, but only if OpenAI IPOs before expiry, obviously. Timeline will be tight but looks like it's planned right around that time. "IPO in 2027, or possibly sooner if growth holds", according to Sarah Friar. Plenty of tickers pumped from misidentification like ZM and ZOOM, F and FORD, TSLA and TLSA, and most recently, SPCE and SPCX.

CMTTrader

I'm saying it could work, but only if OpenAI IPOs before expiry, obviously. Timeline will be tight but looks like it's planned right around that time. "IPO in 2027, or possibly sooner if growth holds", according to Sarah Friar. Plenty of tickers pumped from misidentification like ZM and ZOOM, F and FORD, TSLA and TLSA, and most recently, SPCE and SPCX.

Lootoholic

I actually do own ZM for Anthropic exposure

uiri

ZOOM (Zoom Technologies) when ZM (Zoom Video) IPO'd in 2019. Kraft Heinz declined when Kraft of Kraft Group and owner of the New England Patriots had a scandal. It happens all the time.

hermeskino715

Epstein joining the ZM's board of directors? I fucking knew he was alive all this time

Whoonga

$ZM

satireplusplus

ZM has \~11% of its market cap in anthropic. Buts its a huge multi billion company. DXYZ can trade more violently and its NAV could have a hefty premium once the anthropic IPO is all over the news. For a short term trade DXYZ would have better exposure. For anything long term ZM is better.

Delicious-Pepper-130

$ZM is a value play regardless of the anthropic exposure

the_humeister

> Zoom out to all 18 reports on record back to March 2022 and it holds. Instructions unclear, bought ZM calls

liftingshitposts

You can easily look up how much ZM invested in anthropic, and then use math + their disclosed gains on strategic investments to size. ZM actually doesn’t have a bad underlying business either. Good enterprise growth, excellent FCF margin, strong balance sheet

superhappykid

Well I guess my point was I wish we had a COVID bubble and I don't think we are technically in a real bubble, not like the ones we've seen from COVID or 2000. PTON ZM PYPL yer plenty of those companies just went up so much. But we have NVDA doing $400 billion a year in revenue with 75% Gross margins with the share price 1 fart from imploding, but also not able to go up that much. I don't think this is a bubble lol.

throwaway9gk0k4k569

Hey morons. I'm trying to give you free fucking money here. ZM had earnings and dumped. Nobody gives a fuck about their video conference software. We want the Anthropic stock that Zoom owns. Anthropic is expected to IPO before the end of October, which is like 60 days away. The announcement is expected any day now. It will probably come next week. I don't know how long ZM will stay down, but it won't be long.

throwaway9gk0k4k569

ZM had "bad" earnings and dropped -15% from last week. Anthropic is going to announce their IPO any day. This seems kinda like a no-brainer.

kmouratidis

I successfully bought high and sold low! DKS: 138 (open) -> 122 (close) -> 128 (now). Did my part with ZM and BOX puts too. Who else wants some free money?

Specialist-Rice-8541

any $ZM callers here :(((?

Slightlybadpicks

ZM you hoe

jerome-yellen

$ZM bulls: "If Zoom Media goes to $500 again I will retire over my Calls" $ZM reports Earnings: stock down -7.5% LMFAO

NotMyMainLoLzy

ZM and INTU down. Hopefully the fall continues tomorrow. Hope none of you had calls

vermilli21

If ZM can crash to zero that would be great

vermilli21

# Is this a drill for ants on ZM?!

All_YourBase

Zoom Video (ZM) crushed earnings and the stock is diving anyway.

OrangMiskin

Who bought ZM calls? Show yourselves

2020isgreat

I'm bullish ZM bcs AI created bioweapons

2020isgreat

ZM having bad earnings is actually good because it means their company is a large % Anthropic now

Spare-Conversation12

ZM🤣

GoZukkYourself

ZM is a zombie company.

kmouratidis

3DTE ZM $90 puts got fucked, 25DTE ZM $75 puts got fucked, 25DTE BOX $29 puts got fucked, DKS 125/115 put credit spread got fucked. At least RDDT didn't and I'm up. Yay?

KillerBurger69

ZM bouncing back tho

vermilli21

ZM is fucking dead too with INTU

MrIntuition

ZM 95p weekly INTU 302.5p weekly

kmouratidis

My ZM puts are 40% up already.  Now do another 10x so I can cover Dick's losses.

Slightlybadpicks

ZM calls. Pray for my anoos 🙏

tissuecatch

ZM puts free money here, below $90 tomorrow

vermilli21

ZM puts seems way to obvious so most likely it’s going to 🌙

ima_badfriend

ZM putS who's with me

BentoMan

Very similar but longer expiration. ZM does have a position in Anthropic which could be the killer of our puts though.

kmouratidis

My ZM puts are at +$15. Should I take profit and retire?

kmouratidis

Today I'm feeling extra dumb so I'll cosplay as a bear 🐻. Puts on ZM & BOX.

MrIntuition

really wanna buy ZM calls

FoundationRegular661

Anyone playing $ZM

BentoMan

Are ZM puts too obvious?

Specialist-Rice-8541

$CRM or $ZM anyone ?

Spare-Conversation12

ZM?

khm51

How we feeling about zoom? $ZM

NorCalGuySays

$ZM ZOOM. It’s been accumulating and consolidating for 4 years. Earnings is going to be the boost catalyst that’s going go get the next run-up phase. It’s going to catch a lot of people off guard

chuckdacuck

ZM $95p 8/28 ZM $112c 8/28

blackicebaby

I think ZM and AMZN are much of a pure play.

GeoLogic23

They just had this filing. [https://archive.fast-edgar.com/20260820/AW2ZM22CZ222R2Z222242C4KJU7AZK229V82/](https://archive.fast-edgar.com/20260820/AW2ZM22CZ222R2Z222242C4KJU7AZK229V82/) Effective as of August 14, 2026, **Charlotte’s Web, Inc.....entered into a Convertible Promissory Note with DeFloria**.....pursuant to that certain Convertible Note Purchase Agreement, dated as of February 12, 2024 (as amended on August 14, 2026, the “Note Purchase Agreement”). The Note is one of a series of notes issued under the Note Purchase Agreement. DeFloria is a joint venture among CW, AJNA BioSciences (“AJNA”), and a subsidiary of British American Tobacco (“BAT”). AJNA is a botanical drug development company that is partially owned and was co-founded by one of the Company’s founders. **The Note has an aggregate principal amount of $1,582,500, which incorporates and supersedes a prior promissory note dated July 15, 2025 (with $750,000 in original principal and $82,500 of accrued interest as of July 23, 2026)**. The Note bears interest at a non-compounding rate equal to 8.0% plus the Bank of England Base Rate as of 9:00 a.m. London time on the first calendar day of each calendar quarter, computed on an actual/365 basis. The initial interest rate is 11.25% per annum, resetting quarterly, and is capped at 14% per annum.

RevolutionaryPhoto24

Oops. I seem to be short a bit of ZM. (Short call assignment.) The second I cover, it will plummet, I predict.

MitchCurry

>what's a company nobody talks about now that was all the rage a few years ago This is definitionally selection bias. What about PTON, TDOC, DOCU, ZM, ETSY. All were all the rage the same time MRNA was and all are still getting pummeled by SPY over the past several years. Also, misspelling a slur to avoid Reddit policies doesn't make it any less of a slur.

DifferentialEntropy

With the og being ZM/ZOOM

MaleficentPlate9104

ZM is still a thing?

ItsRobbSmark

[https://youtu.be/VTlV0Y5yAww?si=Kqu77XrE9ZM4wxMa&t=52](https://youtu.be/VTlV0Y5yAww?si=Kqu77XrE9ZM4wxMa&t=52) Long history of failure in this field lol

Growly150

I'm full ported into ZM. Daily chart is 3 dojis in a row. This reminds me of a girl I used to know.

experiencedreview

That’s just not true…. I work with quite a few large corporations and non of them use Zoom. I operate 3 businesses and between myself, my partners/agencies and the customers we work with you are either migrated to tools in large ecosystems (is MS) or the mid to smaller players are with Google (or similar). I don’t see much of a reason for ZM to exist let alone thrive.

YNeverWAlone

Also I’m making “they should have never given tech bros money” shirts and selling them [here.](https://youtu.be/S_Zn7Cqe6ZM?si=m1MqI2ELmOEPU9JF) Alright, you take care.

someroastedbeef

sales have grown 3.5% annually the past 3 years. factor in inflation and sales have been completely flat, one of the clear drivers of revenue clearly just being standard annual price increases https://finance.yahoo.com/quote/ZM/analysis/ last years eps was 6.18, this years expected is 6.08. forward PE is higher than current PE. why do you think i’m making this up lmao

WordsHappenedHere

ZM is about to zoom back to a hundo

eli5howtifu

ngl you had me at “Zoom..” full port calls on $ZM it is

Low-Chemical-1406

It’s a common phenomenon. Like ZOOM and ZM in the pandemic

liftingshitposts

ZM, think about the data and workflows they sit on

WordsHappenedHere

So many software names that will bank from AI that have been left for dead. ZM - imagine an “AI Product Manager” on every zoom call. They have decades of transcripts and recordings as context. PATH - growing at 20%. Zero debt. Trading at a 16pe. Only pure agentic ai play with an enterprise moat. It’s the orchestration layer NOW - massive enterprise moat that isn’t going away. AI feeds on the proprietary data no one else has but them. I could go on and on. The next rotation is going to be software. Get tf out of these overpriced commodity memory stocks.

WordsHappenedHere

ZM is going to have a major run up in the next 12 months. It’s got the same level of proprietary data that RDDT does. When the market shifts to AI monetization ZM is a major winner. They have meeting recordings, transcripts, documentation. All that corporate project data is extremely useful for training and inference. You could easily put an “AI Project Manager” on a live call with you and the context for it is weeks worth of meeting call transcripts. Market going to figure it out soon.

Xalksahsax

"I refuse to sell ZM at a loss"

WordsHappenedHere

Second half of the year and especially Q4 going to be about monetization of AI. I like ZM here. They have a metric ton of proprietary training data. Meeting transcripts. Recordings. Documentation. They can put an “AI product manager” on every call. Lots of crazy things they can do with all that data. It’s the memory layer of every corporation that uses zoom.

EncodedNybble

Zoom vs ZM

Gloomy_Necesary

Got called a broke dumbass by lots of people here when I said the ZOOM ticker going up during zoom’s (ZM) IPO was a completely different situation to SPCE and SPCX. Lmfao -33% today. Fucking dumbasses in here man its wild

rueggy

Zoom was different because it was Zoom Technologies (ZOOM) and Zoom Video Communications (ZM). Similar names and understandable that people would think ZOOM was the one to buy. No one can make that same mistake with "Virgin Galactic". But I won't be surprised if SPCE goes up as a sympathy trade.

InevitableAd2436

Your post literally just convinced me to buy 3,000 shares of ZM afterhours bc of their ownership in Anthropic.

_hopkins

Maybe we should all start rapping like him on Zoom. Calls on ZM

Conscious_Ninja_7999

If you’re a student of history you’ll know that people do mistype tickers. I’ve personally seen it with AMC and AMCR. You can also check with ZM and a few other tickers. Also if you’re a student of history you’ll know that squeezes come in 2 like the sith.

Ticketo

Yeah because ZM was called Zoom Communcations and ZOOM was Zoom Technologies. Meanwhile SPCX is SpaceX and SPCE is fucking Virgin Galactic.

flying_postman

>We bought with one and only intention which is when SpaceX’s IPO happens confusion between SPCX/SPCE will increase SPCE’s value. I assumed that was the narrative all along, but stranger things have happened like the whole ZM/ZOOM confusion some years ago. With all the trading expected to take place on 6/12 there's still the possibility **some** may mistake SPCX/SPCE thinking it's related like $GOOG/$GOOGL.

GreatStuffOnly

I saw ZM and ZOOM and Z all happened in real life. You can’t convince me otherwise.

skilliard7

>Google owns Gemini. Leading LLM and it will power iPhone’s Siri Gemini is by far the worst LLM out all of all 4 leading American companies. It hallucinates frequently, struggles to reason, and performs poorly in real world use cases. They pay Billions to phone OEMs just to drive engagement with the Gemini app. It's a money pit. Check the /r/GeminiAI subreddit if you want to see sentiment about the app the past few weeks >Google owns TPUs. To compete with nvidia So does Amazon, Meta, Microsoft. Every big tech company has their own chips nowadays. >Google owns Waymo Which will be out-competed by Tesla. Waymo costs more than a regular taxi/uber whereas Tesla actually has competitive prices. You also seem to be conveniently omitting that Google search is bleeding uses at the same time ChatGPT is beginning to expand its ads program, and this is the source of the majority of Google's revenue. Literally the only real nice thing about Google is their 15% stake in Anthropic. But if you're looking for a pure play on Anthropic, you can buy SKM or ZM which is far more efficient.

ChampionshipSoggy618

People who put limit orders for dumb prices on an option that's been cooked can SMD Im looking at you whoever put the limit sell on this cooked ZM put

weed_cutter

SPCE thingy was another false flag right? I mean cmon ZOOM (zoom technologies) the Chinese company vs. ZM (Zoom communications, real one) is a real source of confusion. Exact ticker, vague name. SPCE is not SPCX or really sounds like it, nor does Virgin Galactic. ... Glad I learned my lesson with GME/ AMC back in the day and didn't jump on the meme stock .. looks like it got crushed yesterday lol. It's POSSIBLE there is confusion on IPO day but I kinda doubt it. Mmm.

DrixGod

This happened pre-GME with Zoom. People bought the ZOOM ticker instead of ZM. Nothing changed.

madmeateater

If you haven't realized it by now, the reddit hype was fueled by bot posts and shills looking to scam dumb redditors into being their exit liquidity. The original post/"thesis" about this play was dumb to begin with, but that's why it's a meme stock. SPCE -> SPCX for a company named SpaceX is not the same as ZOOM -> ZM for a company named Zoom lmao, anyone with half a brain could've seen that. People who bought on early were probably not sold on the ticker confusion/sympathy play, we banked more on the idea that reddit hype would pump the stock for a quick payday, that became VERY obvious last Thursday. The June 12 play was all smoke and mirrors, a date thrown around to get "diamond hands" to become bag holders. Nobody really knew how long the run would last, but if you went in on Friday or God forbid, Monday, you became a bag holder for the people who run these fake-ass bot accounts posting AI slop and infiltrating every investing sub with this slop.

Malefic-Angel

it happened with ZOOM/ZM and SIGL/Signal, so why not with a meme like SpaceX/SPCE?