A modern development appears in the internet industry Buzz Video communication He will go to pressure Shake your treasure strategy.
Eric Semler, head of Semler Scientific, noticed pressure on a giant enlargement of video conferences, despite the high cash reserve worth $ 7.7 billion.
His advice? Examine Bitcoin as a potential strategy to revive the Fortune Zoom.
Dramatic journey of a pandemic star from Grace
In a doubtful reality, she replaced the history of a meteoric enhance in Zoom in the face of Covid-19. Once, honey, Wall Street, zoom supplies have dropped by 40% in the last three years, 73% of the lack of results S&P 500.
Even more gloomy is the five -year forecast of the company, which remains below the entire market by over 84%; Not only numbers, but an organization trying to give itself a name in postpandemical society.
“Zoom tried to find a second act to revive the momentum, despite the aggressive attempts to reinvestment and acquisitions,” said Semler.
Bitcoin solution: brave or reckless movement?
Observation of the Semler not only attracts interest, but also draws questions among the financial industry. In fact, he did not mention the words, describing the current status of the zoom as a status “Zombie” and “Sore thumb”.
Semler Scientific, his own company, has already focused on Bitcoin, purchasing 3192 BTC, including the last purchases of 871 units for USD 88.5 million.
I love emotions for the zombie zone! There are many zombies to choose from in various industries, but a painful thumb stand out – and of course it starts with Z.
Zombie Zone Company #1: Zoom Communications
Why $ ZM is the quintessence …
– Eric Semler (@semlereric) February 13, 2025
The price of a company dealing with medical technology has doubled over the past year, although it is only to assign this to Bitcoin approach excessive simplification of problems. Thanks to access to reasonable credit conditions and annual cash flows worth $ 2 billion, Zoom can become one of the largest corporate Bitcoin shares overnight.
BTCUSD trading at $97,035 on the daily chart: TradingView.com
Corporate tax strategy meets cryptographic reality
The argument focuses on the basic issue that contemporary companies are facing: how should they deal with their treasure in the times of developing digital assets?
The current situation of Zoom is paradoxical – it maintains a robust 40% EBITDA margin and generated USD 458 million in cash in the last quarter, but trades with modest multipliers of 15 times ahead and 9x EBITDA striker. With about one third of the company Market capitalization worth $ 25 billion Keep in cash there is both potential and a defect.
The strength of one decision
Eric Yuan, creator and general director of Zoom, sits at the center of this possible metamorphosis, because his unique voting actions provide him with an unprecedented influence on the company’s path.
Yuan kept a clear silence on Bitcoins, while industry titans, such as Tesla and strategy – Formyly Microstrategy – accepted her as hedge against inflation.
His choice can support conventional wisdom in the field of cash, or cause a radical change in corporate treasure management.
Shareholders want clarity and growth, but Zoom got stuck between innovations and heritage. The problem is not only Bitcoin, but also whether a company with solid roots, but detained development should enter the volatile cryptocurrency industry to improve its market position.
As the narrative develops, all eyes remain on Yuan and his next move in this high rate in the corporate strategy.
A distinguished picture from Gemini Imagen, chart from TradingView
