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Zoom Jumps on Sales Forecast Topping Estimates

Shares of Zoom jumped after the company raised its full-year forecast for both adjusted earnings and revenue, prompting an upgrade at KeyBanc and higher price targets at both RBC and Baird. Zoom CFO Michelle Chang joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Shares of Zoom jumped after the company raised its full-year forecast for both adjusted earnings and revenue, prompting an upgrade at KeyBanc and higher price targets at both RBC and Baird. Zoom CFO Michelle Chang joins Ed Ludlow on “Bloomberg Tech.”
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10 Comments

10 Comments

  1. @JumpstarOfficial

    May 22, 2026 at 2:48 pm

    Word salad. I’m so done with this corporate speak. It’s just a camera app.

    • @fendermon

      May 24, 2026 at 6:58 am

      The earnings suggest otherwise. I hear you on the word salad though. I have no idea what she is talking about. When Eric talks it’s even worse.

    • @JumpstarOfficial

      May 24, 2026 at 7:13 am

      ​@fendermon Right, COVID was very kind to them and they managed to get people hooked on long term contracts, especially businesses. Those contracts are viral, sticky, and hard to unwind, like Adobe contracts, and they have been living off them ever since. And right, I couldn’t understand what the heck she was saying either. Absolutely bonkers interview haha. Gen Z and Alpha don’t even want to be on camera, so it will be interesting to see how it plays out. Have a good Sunday mate.

    • @fendermon

      May 24, 2026 at 7:26 am

      @JumpstarOfficial I’m not sure what to make of it. How do you know the contracts are long term or sticky? It should be interesting to see what happens. Have a good day too 🙂

  2. @118Columbus

    May 23, 2026 at 11:54 am

    This guy Ed is really snnoying

  3. @118Columbus

    May 23, 2026 at 11:54 am

    CFO 👩‍💼 WFH 👩‍💻 LOL 😂

  4. @118Columbus

    May 23, 2026 at 11:55 am

    This is a sincere question . . . 🙋‍♀️ Why you Chang?

    • @fendermon

      May 24, 2026 at 6:58 am

      Try to focus.

  5. @118Columbus

    May 23, 2026 at 11:55 am

    Chief Female Officer not very convincing

  6. @fendermon

    May 24, 2026 at 6:55 am

    Share count doesn’t seem to drop much considering how much cash is being expended.

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Bloomberg Technology

Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security

Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry.
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Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig

Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.”
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Palantir’s Infamy in Europe Opens Doors for a Challenger

Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm. ——– Like this video?…

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Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm.
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