Can Zoom be More than Zoom?
Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.
(00:21) Jason Moser and Dylan Lewis discuss:
- Whether AI and expanded offerings can create a next act and growth pillar for Zoom.
- Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.
- The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.
Companies discussed: ZM, LOW, HD, TGT, WMT
Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd
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A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
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