Shares of Zoom dropped 7.46% Wednesday, as investors likely took their profits from Tuesday’s stock surge.
The videoconferencing software company’s stock soared 41% on Tuesday after it reported fiscal second-quarter earnings that were better than analysts had expected and raised its full-year guidance. The company reported that its revenue more than quadrupled during the quarter.
The company, which went public in April 2019, still has a market cap of about $119 billion. It was worth $25 billion a year ago.
Zoom has widely benefited from the Covid-19 pandemic, as employers and educators turn to the software to replace in-person meetings and lessons. Zoom averaged 148.4 million monthly active users in the quarter, up 4,700% year over year, RBC analysts led by Alex Zukin wrote in a note distributed to clients on Aug. 17, citing data from app analytics start-up SensorTower.
Zoom now ranks among the most valuable U.S. tech companies, with a market cap higher than IBM and VMware.
Zoom成功的关键在于它有能力使付费客户数量得到增长，这指的是高预算的企业客户，而非那些免费使用其服务的用户。
该公司主要为企业客户提供个性化视频会议服务获得收入，全球500强企业，有超过400家使用Zoom账户，并持有超过2,000个Zoom账号。使用Zoom作为企业视频培训、网络办公、线上会议的主要平台，已经成为跨国公司的共识。稳定、高速且通用，是Zoom之所以得到用户认可的原因。
视频会议领域，长期以来被大型公司垄断。销售方式通常是自上而下，大型企业的管理层作出采购决策，然后全公司购买并部署一整套会议视频系统。
Zoom作为这一领域的新晋公司，另辟蹊径，采取自下而上的方式，主攻个人用户，推出了免费使用的方案。在得到大量个人用户的认可后，通过这些用户反向助推企业客户的购买决策。Zoom从美国的大学开始，逐渐积累大客户，实现盈利。
过去一年为Zoom贡献营收超过10万美元的公司，被其称为大客户。Zoom的大客户在本季度翻倍，达到4000多家。
各国因疫情实施封锁以来，Zoom的竞争对手思科Webex和微软Teams的使用率都出现了大幅下滑。但显然，Zoom的新增客户来自竞争对手。
在Zoom启动之后，快速成为视频会议领域的绝对寡头。据IDC估计，思科WebEx、华为、宝利通只占到全球36.7%的市场份额，而Zoom独占近六成的份额，且增速惊人。
