Zoom earnings spotlight: $Stunning dominance. 💳📊 https://t.co/VDFqWriJ7r $ZM 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Zoom Video Communications

A quick look at Zoom earnings: A case study in managing expectations. 🎬💰 https://t.co/usVfAB7jkC $ZM 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Zoom Video Communications

Jared Sleeper@JaredSleeper

2 years ago

Zoom reported results earlier this week and grew 3% Y/y with a 39% operating margin. It was a generally uneventful report, except... Zoom spent $117m on R&D in the quarter, more than it spent in the 10 quarters leading up to the pandemic, combined. There's a lesson here about…