Zoom has had record-breaking earnings results for four quarters now and the market is growing complacent with this stock. The company has (again) posted the highest growth in the cloud software category with revenue at of $956.24 million, or 191% year-over-year growth. The bottom line is also the best in its category (yet again) with adjusted EPS of $1.32 and free cash flow of $454.2 million — which is nearly double the consensus of $280.4 million.

Meanwhile, we saw very little reward in terms of price action. This could change as there was 19 institutional analysts on the call; a…


FuboTV has been dismissed by quite a few analysts and investors for its negative gross margins. This dismissal, that leans heavily on the lagging financials, is reminiscent of the many times that tech stocks have been misunderstood.

As a tech analyst who is trained in product, I see a sizable runway in live sports OTT and sports betting with Fubo having key advantages over DraftKings. The management has to execute, and while the market calls this speculation, I call it a product road map.

First, FuboTV must continue to grow its audience. I made the argument that this is the…


Eric Yuan, founder and chief executive officer of Zoom Video Communications Inc., center, celebrates during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York, U.S., on Thursday, April 18, 2019. Zoom reported net income of $7.6 million on revenue of $331 million for the year ended January, and is now worth nine times the $1 billion valuation it secured after a funding round two years ago. Photographer: Victor J. Blue/Bloomberg © 2019 BLOOMBERG FINANCE LP

Last year, I called Zoom Video a “pegasus” because the company stood out from the dime-a-dozen unicorns that have come out…


All eyes are on big tech mergers and acquisitions as political leaders from both parties have expressed concern about the concentration of power.

Most Americans agree that companies like Amazon and Facebook should be broken up, including a majority of Democrats and Republicans, according to a Jan. poll by Vox and Data for Progress.

In this uncertain business environment, Nvidia announced last September that it reached a deal with Softbank to acquire U.K. based semiconductor and software design company Arm Ltd. for $40 billion, making it one of the biggest acquisitions in tech.

Behemoths like Google and Microsoft are opposed…


Tech stocks have been selling off recently despite some healthy earnings reports. Below, we discuss key points in the earnings reports from leading e-commerce software company, Shopify, a company that is not sitting stagnant by any means. We review Shopify’s product road map and how the company continually innovates to maintain its lead.

We also discuss Roku and why CEO Anthony Wood does not believe his industry has seen a pull forward from Covid but rather a structural shift that benefits AVOD and programmatic CTV ads long-term. In my previous analysis on Forbes, I had pointed out that Roku’s true…


Netflix came in strong with the recent earnings and there is no reason to expect Roku will not also come in strong especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV.

It’s easy to compare Roku’s roughly 50 million users to Netflix’s 200 million and to assume Roku is a much smaller company or lagging the subscription behemoths, such as Disney Plus. This is a mistake as the ad-based video-on-demand (AVOD) market is a newer market than subscription-video on demand (SVOD). …


Recently, fuboTV (NYSE:FUBO) has been hit hard by short sellers. The criticism is based on fuboTV’s trailing financials and negative gross margins. We recommended fuboTV at $16 and have a blended cost basis of $20.10 and want to take this opportunity to connect a few dots on this company for anyone interested in hearing why we remain long.

Our analysis starts with audience growth because this is the predominant key metric in media. We also discuss the financials including the forward guidance. …


In this analysis, we review the recent earnings reports from Zoom Video, Okta, Snowflake, Crowdstrike, ZScaler and Elastic.

Zoom Video Q3 Earnings

Zoom Video provided a nearly flawless earnings report for the first full quarter that followed initial work-from-home orders. The company reported lower-than-expected churn and market-leading growth on both an annual and quarterly basis. Notably, margins were thinner on both a YoY and QoQ basis due to free accounts. Regardless, it’s hard to find fault with Zoom Video’s current level of profitability in relation to other tech growth stocks (outlined below).

Strong forward guidance also provides a glimpse into…


Google Cloud certainly has the technical chops and engineering talent to compete with Microsoft Azure and Amazon’s AWS when it comes to cloud infrastructure, edge computing — and especially inferencing/training for machine learning models. However, Google may lack focus due to Search and YouTube being the main revenue drivers. This is seen from the company’s inability to ignite revenue growth in the cloud segment during a year when digital transformation has been accelerated by up to six years due to work-from-home orders.

In this analysis, we discuss why Google (Alphabet) may have missed a critical window this year for the…


Roku

Roku (NASDAQ: ROKU) reported Q3 earnings on Nov. 5. The 73% year-over-year revenue growth the company announced was 23% above consensus expectations. Gross profit rose 81% YoY while gross margin rose 216 basis points in total to 47.6%.

Roku added 2.9M active accounts in the quarter (+43% YoY). Total streaming hours increased by 0.2 billion hours over the last quarter to 14.8B (+54% YoY), while ARPU grew 20% YoY to $27.

Roku was a beneficiary of the rebound in ad spend as the company saw Q3 monetized video ad impressions grow 90% YoY vs. 50% YoY growth last quarter. Roku…

Beth Kindig

Senior Product Evangelist in data and security. All things #startups #mobile, #data #security and #IoT. Snowboarder, book worm.

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