Motley Fool Money - Can Zoom be More than Zoom?

Can Zoom be More than Zoom?

08/22/24 • 20 min

2 Listeners

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

One Lifetime of Ads = $22,000

Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss:

The macro landscape for advertisers.

Podcasting’s shift to video.

The real value of your time to marketers.

Companies discussed: TTD, PUBM, SPOT

Note: No show tomorrow, we’re back on Thursday, August 22.

Host: Ricky Mulvey

Guests: Dylan Lewis, Mary Long

Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Next Episode

Rates Going Down, Cava Keeps Climbing

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger discuss:

The Fed’s path to lower rates and what kind of cuts investors can expect.

Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024

Retail earnings from: Target, Lowe’s, and TJX.

(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.

(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.

Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices