Key events, in time order
Multiple sources confirm earnings date; focus on Enterprise strength and AI monetization
BofA sees durable growth recovery and AI optionality, reinstates with Buy
Company to report after market close on Aug 25, 2026, offering updated financial guidance.
Technical breakout above both short- and long-term moving averages draws attention to support levels.
Double beat drives shares; CEO reiterates Anthropic backing, sees app-layer AI winners emerging
None yet
None yet
Zoom is set to report earnings this week, with analysts noting potential price movements based on the results and upcoming economic data. The stock is being watched alongside other tech giants.
Main discussion
We all know what people care about this week $NVDA 👀 Some other good names reporting as well: $XPEV, $ZM, $CRM, $CRWD, $OKTA, $MRVL, $BILI, $IREN, $AFRM, $WDAY, $RBRK Drop names you want to see historical earnings reports for below 👇 https://t.co/Vxb8vS8FgU
$IGV 2 weeks of nice digestion with big earnings on deck this week: $CRM $CRWD $WDAY $ZM 2 Gaps below if they don't like the reports, breakout over 108 https://schrts.co/uVHyXuQi
RT @rhemrajani9: Week ahead 🎞️: ▪️ Consumer confidence, New 🏠 sales, $ZM earnings Tue ▪️ 🚨 $NVDA $CRM $CRWD $OKTA earnings Wed ▪️ 🚨 PCE We…
Week ahead 🎞️: ▪️ Consumer confidence, New 🏠 sales, $ZM earnings Tue ▪️ 🚨 $NVDA $CRM $CRWD $OKTA earnings Wed ▪️ 🚨 PCE Wed ▪️ $MRVL $ULTA $S $IREN $AFRM earnings Thurs ▪️ 🚨 US Fed chair Warsh speech @ Jackson ⛳️ Fri $SPY $QQQ $VIX https://t.co/uLgjs67KfM
RT @rhemrajani9: Week ahead 🎞️: ▪️ Consumer confidence, New 🏠 sales, $ZM earnings Tue ▪️ 🚨 $NVDA $CRM $CRWD $OKTA earnings Wed ▪️ 🚨 PCE We…
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
Cloud-based video conferencing and collaboration platform—think Skype but built for remote work at scale, serving enterprises and consumers globally.
Subscription and usage fees from USD 4.87B annual revenue (FY2026). Gross margin 77%, net margin 39%—highly profitable software with recurring revenue model.
Network effects (more users = more valuable) and switching costs lock in enterprise customers, but Microsoft Teams and Google Meet are aggressively bundling free alternatives into productivity suites, eroding Zoom's pricing power and growth.
Hold (sector percentile 50) — value A-, growth C, profitability A-, momentum C+, revisions C-. Updated daily, sector-relative, identical for every user.
