Zoom is overvalued with a -50% negative margin of safety in my conservative model due to low revenue growth, warranting a Moderate Sell rating. Despite beating Q3 estimates and unveiling new AI ...

Zoom Communications ZM stands at a pivotal moment in its evolution, transforming from a pure video conferencing provider into an AI-first work platform. The company's third-quarter fiscal 2025 ...

In 2025, Microsoft made a costly $8.5 billion decision. The full story is surprising, and the details reveal a major shift in ...

Zoom is a top "growth at a reasonable price" stock for 2025, currently valued at less than 10x forward FCF. Revenue growth re-accelerated in Q3 to 4% y/y, with strong RPO and deferred revenue ...

Skype will ring for the last time on May 5 as owner Microsoft retires the two-decade-old internet calling service that redefined how people connect across borders. Shutting down Skype will help ...

Zoom Video reports Q3 revenues, margins and billings growth higher than consensus. Management’s Q4 guidance suggests a decline in revenue growth. 3 Summer "Power Patterns" Are About to Trigger (One ...

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Well, there goes Skype. Bye-bye, you garbage piece of software. I'm surprised you managed to hang around for as long as you did, frankly. Okay, I’m being a bit mean here; the impact of Skype on the ...