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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

SpaceX Soars On Third Trading Day, Seals Cursor Takeover | Bloomberg Tech 6/16/2026

Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants…

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Bloomberg’s Ed Ludlow tracks SpaceX’s value eclipsing Amazon’s, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:24 – Natasha Mascarenhas, Bloomberg News
00:12:52 – Mike Shepard, Bloomberg News – Anthropic security dispute
00:16:19 – Tyler Kendall, Bloomberg News – G7 leaders debate AI regulation
00:18:53 – Ali Ghodsi, Databricks – AI expansion and IPO outlook
00:21:24 – Talking Tech – Kalshi, Robinhood, and Xbox headlines
00:23:17 – Isabelle Lee, Bloomberg Markets – SpaceX rally and ETF frenzy
00:24:59 – Shaun Maguire, Sequoia Capital – AI compute and cloud infrastructure
00:39:47 – Shaun Maguire, Sequoia Capital – SpaceX’s orbital compute vision
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

SpaceX Pounces on $60 Billion Cursor Takeover Days After IPO

Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest…

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Sara Araghi, portfolio manager at Franklin Templeton – which backed SpaceX long before its IPO – says SpaceX cementing its $60 billion takeover of Cursor so quickly “makes sense” considering the company’s AI ambitions. She joins Ed Ludlow on “Bloomberg Tech.”
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I Will Hold My SpaceX Shares Forever, Says Sequoia’s Maguire

Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Shaun Maguire, Sequoia Capital Partner and SpaceX investor, joins to discuss SpaceX’s IPO and what it means for venture capital investing, SpaceX’s plans for orbital data centers and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of Elon Musk’s company. He sits down with Ed Ludlow on “Bloomberg Tech.”
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Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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