Zoom (ZM)
Zoom High Margins, Solid Growth, And Plenty Of Cash -- A Forgotten Winner (StrongBuy)
Zoom_ Little To No Existential Risk From Agentic AI (StrongBuy)
Zoom AI Companion Momentum vs. Measured Topline and Fierce Competition (StrongBuy)
Zoom AI & Enterprise Upsell vs. Slower Core Growth (StrongBuy)
Zoom AI Companion and Enterprise Shift Drive Margin Strength, but Growth Normalization Limits Upside (StrongBuy)
