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February 28, 2023
財經

視訊需求仍在 Zoom本季與全年獲利展望佳

視訊軟體供應商 Zoom Video Communications 周一 (27 日) 公布上季財報優於預期,且本季和全年獲利展望樂觀,帶動股價大漲 ,表明即使客戶陸續重回辦公室,對視訊會議的需求並沒有因此消失殆盡。

Zoom公布上一季營收營收達11.2 億美元 ,略高於預期的 11 億美元。調整後每股獲利為1.22 美元 ,也遠高於預期的0.81 美元。

Zoom 上季營收雖持續成長,但增幅已較 2021 年和 2020 年顯著放緩,因疫情期間視訊服務需求大增,Zoom 前兩年同期營收增幅一度暴增三、四倍。

截至上季,Zoom 共擁有約 23.1 萬家企業客戶,年增 12%,其中,過去 12 個月營收貢獻超過 10 萬美元的客戶數量為 3471 家,年增 27%。

隨著該公司逐漸流失消費者和小企業客戶,大企業客戶的營收占比已越來越高。

執行長袁征 (Eric Yuan) 在電話會議中向分析師表示,公司上季持續面臨年初時遭遇到的問題,包含企業客戶對支出方面的態度更加謹慎等。

公司預計這一季度營收可達10.8 億至 10.85 億美元區間,調整後每股淨利 在0.96 美元至 0.98 美元區間,高於預期的 0.84 美元。

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