tiprankstipranks
The Fly

Zoom Video’s R&D investment ‘beginning to show results’, says Needham

Zoom Video’s R&D investment ‘beginning to show results’, says Needham

Needham keeps a Hold rating on Zoom Video (ZM) after attending the company’s investor day and flagship Zoomtopia customer conference. Zoom has updated its long-term financial targets and introduced a plethora of new products that leverage AI as its investment of over $1B over the past three years is beginning to show results in the form of a robust expanding AI-first product portfolio, the analyst tells investors in a research note. Needham adds however that it still has concerns for how quickly Zoom can gain meaningful share in the enterprise segment vs. Microsoft (MSFT) or in a crowded contact center market.

Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>

Questions or Comments about the article? Write to editor@tipranks.com