Zoom Leverages 'AI-Powered Advancements' For Growth: Analyst Sees Market Edge
Zoom Leverages 'AI-Powered Advancements' For Growth: Analyst Sees Market Edge
Zoom Video Communications Inc (NASDAQ:ZM) is holding its ground in the AI wave, despite intense competition.
儘管競爭激烈，但Zoom Video Communications Inc（納斯達克股票代碼：ZM）仍在人工智能浪潮中站穩腳跟。
The company has refused its channel strategy, which is generating "positive partner feedback," according to Rosenblatt Securities.
根據羅森布拉特證券的說法，該公司拒絕了其渠道戰略，該戰略產生了 “積極的合作伙伴反饋”。
The Zoom Video Communications Analyst: Catharine Trebnick upgraded the rating for Zoom Video Communications from Neutral to Buy, while keeping the price target unchanged at $75.
Zoom視頻通信分析師：凱瑟琳·特雷布尼克將Zoom Video Communications的評級從中性上調至買入，同時將目標股價維持在75美元不變。
The Zoom Video Communications Thesis: The partnerships with Avaya and Amazon.com Inc's (NASDAQ:AMZN) AWS could drive incremental revenue, Trebnick said in the upgrade note.
Zoom Video Communications的論點：特雷布尼克在升級報告中表示，與Avaya和亞馬遜公司（納斯達克股票代碼：AMZN）的AWS的合作伙伴關係可能會推動收入的增加。
The company's product momentum remains strong, with Zoom Phone boasting of 95 customers with over 10,000 seats, which represents 27% year-on-year growth, while "CCaaS has tripled in adoption with larger average deal sizes," and more than 510,000 accounts now use Zoom AI Companion, the analyst stated.
該分析師表示，該公司的產品勢頭仍然強勁，Zoom Phone擁有95個客戶，擁有超過10,000個席位，同比增長27％，而 “CCAA的採用率增長了兩倍，平均交易規模更大”，現在有超過51萬個賬戶使用Zoom AI Companion。
"Recent channel checks (late March) confirm the sustained success of Zoom Phone and an encouraging uptick in CCaaS activity," she added.
她補充說：“最近的渠道檢查（3月下旬）證實了Zoom Phone的持續成功以及CCAAs活動令人鼓舞的增長。”
"Zoom's emphasis on AI-powered advancements positions the company well to address the growing demand for intelligent and productive collaboration tools," Trebnick further wrote.
特雷布尼克進一步寫道：“Zoom對人工智能驅動的進步的重視使公司能夠很好地滿足對智能和高效協作工具不斷增長的需求。”
ZM Price Action: Shares of Zoom Video Communications were up 1.6% to $60.04 at the time of publication on Thursday.
ZM價格走勢：週四發佈時，Zoom Video Communications的股價上漲了1.6％，至60.04美元。