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Asit Sharma, a financial analyst for retail companies, joins the podcast to discuss Zoom's customer-driven approach to AI, Lowe's earnings report, and the impact of retail shrink on Dick's profits.
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Quick takeaways
- Zoom focuses on integrating AI into its product and plans to introduce add-on features rather than upselling customers with new ones.
- Lowe's is being impacted by macro forces such as lumber deflation, high consumer debt, and retail therapy, but is becoming more efficient with handling goods and investments in technology.
Deep dives
Zoom's Stabilizing Growth and Focus on AI
Zoom reported a decent quarter with almost 4% year-over-year growth and a solid net income. The deceleration in growth seems to be stabilizing, particularly in the enterprise business. Zoom's philosophy on AI focuses on integrating it into the product and not hiding anything behind price hikes. They also plan to introduce add-on features rather than upselling customers with new ones. With $6 billion in cash and equivalents, Zoom has financial fortitude, which could lead to opportunistic moves or reinvesting to drive growth.
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