Zoom Has Biggest Rally in a Year After Strong Forecast (I Don't Get Zoom)

Comments (1)

leo_researchly · 2h ago

I really don't get Zoom, I have written about their latest earnings here (https://news.ycombinator.com/item?id=45043611) and I am super curious how they will position themselves in the future. Based on recent earnings and the past quarter they did pretty good (see summary below):

- *Enterprise sales rose 7%* - *4,274 customers* each contributed more than $100,000 in the past year (as a startup that would be a great ticket size) - *AI assistant adoption surged* to “millions” of monthly active users, 4x higher than last year (that's a number, yes. But what does it mean?). - *Total Q2 revenue grew 4.7%* - *Corporate customers remain loyal*, even as small business/consumer use moderated after the pandemic. This makes sense to me - *Despite recent gains, overall revenue growth is expected to stay modest* (~3% annually) over the next two years. This makes sense to me

Show HN: Replace emdashes in LLM/ChatGPT generated texts

Exploiting Vulnerabilities in Cellebrite UFED and Physical Analyzer (signal.org)

9vx and how to run Plan 9 on FreeBSD, Linux, and OS X (swtch.com)

Reasons to stop using CSS Preprocessors (helloanselm.com)

Can We Fix Social Media? Prosocial Interventions Using Generative Simulation (arxiv.org)

Stable mutable references in the Ante programming language (antelang.org)

Influential People in AI 2025 (time.com)

Say Bye with JavaScript Beacon (hemath.dev)

Docling-serve: Running Docling as an API service (github.com)

Modi Shores Up Ties with China, Russia in Defiance of Trump (bloomberg.com)

Integrated Haskell Platform (IHP) v1.4.0 released (github.com)

Ask HN: Another AI agent, this runs CRM follow‑ups (200msg in prod). Worth it?

We're entering an age of 'psyop realism', but what does that mean (dazeddigital.com)

The patches of military psyop units (paglen.studio)

A Pink Revolution in Indian Policymaking (gojiberries.io)

My property has been hack on Cloudflare (blog.cloudflare.com)

Vibe Coding Terminal Editor (matklad.github.io)

"Because Physical Wounds Heal" (punctr.art)

Sorry, We Deprecated Your Friend (blog.j11y.io)

MVTracker: Multi-View 3D Point Tracking (ethz-vlg.github.io)

The coming war on general computation (2011) (archive.org)

OSMAnd vs. Organic Maps (blog.firedrake.org)

Image to PNG Converter – Free Online Convert JPG, GIF, WebP (imagetopng.net)

Avoid AI Detection and Humanize AI Content (avoid.so)

Rasterizer: A GPU-accelerated 2D vector graphics engine in ~4k LOC (github.com)

Ask HN: What do you think tech debt is? Why you think LLMs create it?

A crowdsourced project to link up erdosproblems.com to the OEIS (terrytao.wordpress.com)

EM Tools for Python (emerge-software.com)

Research roundup: "jelly ice," regenerating snail eyes and more (arstechnica.com)

Marketing Is (world.hey.com)

Convert pixels to inches online for free (pixelstoinches.com)

Good Bye NixOS, Hello Debian (Again) (karl-voit.at)

Ask HN: What ever happened to probabilistic thinking?

Ask HN: What is the current sota model for abstractive text summarisation?

Study tracker with a GitHub-style heatmap (studo.space)

Why Space Mining Analysts Are Still Stuck in the Pre-AI Paradigm (medium.com)

You Cannot Run a Bank on AI Software (teruza.com)

An event store that natively supports Dynamic Consistency Boundaries (DCBs) (docs.eventsourcingdb.io)

Show HN: RIFE frame interpolation repo got 5K stars (github.com)

A Constructive Look at TempleOS (2015) (codersnotes.com)

Approval Voting in St. Louis: What the Cast Vote Records Reveal (felixsargent.com)

Ask HN: Did Developers Undermine Their Own Profession?

Show HN: Open-Source 7B LLM for Advanced Audio Understanding and Conversation (github.com)

Suzanne Vega, DNA – Tom's Diner [video] (youtube.com)

How Are Microchips Made? CPU Manufacturing Process Steps [video] (youtube.com)

Testing Time (and Other Asynchronicities) (go.dev)

Traffic to government domains often crosses national borders (theregister.com)

Uber and Lyft drivers in California win a path to unionization (techcrunch.com)

Coventry City 2–2 Bristol City (1977) (en.wikipedia.org)

Mario Kart 8 is outselling Mario Kart World now (polygon.com)

Zoom Has Biggest Rally in a Year After Strong Forecast (I Don't Get Zoom)

Comments (1)