Exploring Zoom's expansion beyond video conferencing through AI-driven features, workplace solutions, and competitive messaging apps, while delving into the challenges of sustaining growth against rivals like Microsoft Teams. Analyzing Zoom's $1.5 billion buyback authorization against a history of stock-based compensation and its potential impact on earnings per share. Discussing the appointment of a new CEO at AutoZone, their long tenure with the company, and the financial aspects of their recent quarter, contrasting the share buyback strategies of Zoom and AutoZone.
Zoom has a new growth story. Are investors buying it?
(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.
Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.
Got a question for the show? Email us at podcasts@fool.com.
Companies discussed: ZM, AZO, WEN, KLG, SCHW
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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