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Zoom命运逆转:从受捧到被抛售

Finimize

Contributor:
Finimize
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发生了什么事情?

Zoom在周初公布的季度财报业绩好于市场预期,不过投资者似乎认为这家去年最火爆的视频会议平台已经过气了。

这意味着什么?

目前青少年和成人都已经返回学校和办公室,投资者担忧Zoom公司曾经的高速增长失去了动能。

虽然Zoom公司上个季度的营收同比去年增长了54%,不过较上个季度的191%增长率仍是大幅放缓。并且Zoom公司的增长率减缓看起来将持续,Zoom公司预期本季度的增长为31%。

很自然的,Zoom公司正收购其他领域的公司。该公司在上个月宣布首个收购目标:Five9公司,这是一家帮助其他公司运营在线客户系统的云软件供应商,一项即便全球经济恢复正常仍会快速发展的业务。

为何值得关注?

对于市场而言:投资者的盈利快速减少

Zoom公司与奈飞、Peloton公司是疫情期间最为受益的公司股票之一。

不过正如发生在奈飞和Peloton公司上的情况一样,投资者迅速抛售Zoom公司的股票,这些公司的股票涨幅开始缩小:Zoom公司的股价在周二下跌了逾15%,这也意味着Zoom公司的股价低于年初的价格。

考虑到Zoom公司的2020年股价涨幅接近500%,今年的下跌是非常戏剧化的逆转。

聚焦:Robinhood 面临危机

至少Zoom公司的商业模式没有风险,对于另外一个疫情中的赢家公司而言就是相反的情况了:零佣金交易平台Robinhood的大部分的收入是通过将客户的委托单出售给做市商的方式产生的,即所谓的“卖单流”。

不过美国股市监管机构的负责人在本周表示,他不排除彻底禁止这种做法——这一威胁导致Robinhood的股价大跌7%。

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