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Tuttle's Take on ZM: Can't Compete Head-to-Head Against MSFT, GOOGL

Tuttle's Take on ZM: Can't Compete Head-to-Head Against MSFT, GOOGL

Schwab Network · Schwab Network

November 24, 20256m 35s

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Show Notes

Matthew Tuttle joins Market on Close ahead of Zoom Communications (ZM) earnings. He adds that he doesn't own the stock, but wants to see if the company can pivot from direct competition with Microsoft (MSFT) and Alphabet's Google (GOOGL). Matthew is looking for their work in A.I. and how the company will get out of the "commodity video trap." He believes workflow information, contact centers and a new type of integration of its A.I. offerings into company workspaces could be possible pivot points.


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