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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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Google Rolls Out New AI Chips to Challenge Nvidia

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Menlo: Agents Now Drive 80% of Enterprise AI Usage

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
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