Zoom Video Communications Inc (NAS:ZM)

$ 75.47 1.65 (2.23%) Market Cap: 23.23 Bil Enterprise Value: 15.27 Bil PE Ratio: 27.06 PB Ratio: 2.73 GF Score: 88/100

Zoom Video Communications Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 06, 2023 / 05:50PM GMT

Release Date Price: $71.33 (+0.73%)

Transcript 10-K

Meta A. Marshall

Morgan Stanley, Research Division - VP

I'm going to read some disclosures first to get started. For important disclosures, see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative. We are pleased today to have Kelly Steckelberg, CFO of Zoom. For those of you who don't know me, I'm Meta Marshall. I cover the communications software space here at Morgan Stanley.

Questions & Answers

Meta A. Marshall;Kelly Steckelberg

Morgan Stanley, Research Division - VP;Zoom Video Communications, Inc. - CFO

So before we dive into fiscal '24, I just kind of want to keep the conversation a little bit high level to start. Given customer satisfaction and the presence with Zoom in the market, Zoom to me, seems like a product that we should be using more during the day versus just when you have a Zoom meeting. So what are the opportunities do you see to kind of build out that throughout-the-day Zoom platform?

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