Zoom's Dominance Is Secure [Seeking Alpha]
Zoom Video Communications, Inc. - Class A (ZM)
Last zoom video communications, inc. - class a earnings: 3/4 04:20 pm
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Source: Seeking Alpha
SummaryZoom's TAM is now everyone in the world.Big TAM means big advantages for the incumbent, Zoom.Zoom enjoys massive competitive advantages vs. competitors.In this article, I will address why I believe Zoom Video Communications (ZM(Source:AdweekThe TAM is EveryoneOn4/23recordBack in October 2019, I wrote an article titledZoom: Great Company, Valuation Still in Fantasy LandBig TAM Means Big Competitive AdvantagesThis is an important realization because in software, the competitive landscape usually ends up being "winner takes most", so the bigger the landscape, the more money the winner stands to take. I believe that "winner takes most" will almost certainly play out in the video conferencing space for the following reasons:For all these reasons, I believe Zoom's dominance is secure.Why Zoom is Better Than The CompetitionIn the previous section, I discussed why Zoom should hold on to its competitive advantage. In this section, I will discuss how Zoom became dominant in the first pla
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High impacting Zoom Video Communications, Inc. - Class A news events
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ZM
News
- Zoom Communications (NASDAQ:ZM) was upgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "hold (c+)" rating to a "buy (b-)" rating.MarketBeat
- "The Next Verse" Global Music Movement Invites the World to Add Their Voice and Help End HungerPR Newswire
- Zoom Communications (NASDAQ:ZM) had its "hold (c+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Zoom Communications (NASDAQ:ZM) had its price target raised by analysts at JPMorgan Chase & Co. from $85.00 to $90.00. They now have a "neutral" rating on the stock.MarketBeat
- Zoom Communications (NASDAQ:ZM) had its "outperform" rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $100.00 price target on the stock.MarketBeat
ZM
Earnings
- 11/24/25 - Beat
ZM
Sec Filings
- 12/4/25 - Form 4
- 11/25/25 - Form 10-Q
- 11/24/25 - Form 8-K
- ZM's page on the SEC website