Exploring Zoom's current financial position with $6 billion in cash reserves and potential opportunities for growth, including acquisitions and share repurchases. Discussion on transitioning from a growth-focused period to a focus on the bottom line, investments in AI, and gaining market share from competitors.
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results.
Companies discussed: ZM, LOW, DKS
Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd
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