Zoom Q1 2022 earnings preview
$Zoom Video Communications Inc(ZM.US)$ develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers a unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings.
Though Zoom's top-line gains may have moderated in fiscal 1Q to about 175% vs. a 369% surge in 4Q, due to higher churn for customers with 10 or fewer employees, we believe accelerating growth in clients generating over $100,000 in sales should remain a key focus.
That's because a customer cohort with 10 or fewer employees still encompasses about 37% of total sales vs. 20%, and higher enterprise client adoption may help in offsetting a potential spike in churn for that cohort.
- Amine Bensaid, Bloomberg Analyst
Canopy Growth Q4 2021 earnings preview
$Canopy Growth Corp(CGC.US)$ through its subsidiaries, is a producer of medical marijuana. The company's group of brands represents distinct voices and market positions designed to appeal to an array of customers, doctors, and strategic industry partners.
Canopy Growth's fiscal 4Q net revenue may increase about 45% from the prior year, based on consensus, led by robust growth in Canadian recreational cannabis sales and Storz & Bickel vaporizer products.
Medical and other revenue could rise at a high-single-digit rate pace. We expect recreational sales to benefit from Canopy's expanding rollout of new cannabis-infused items (mainly beverages, chocolates and vaporizers) and value-priced dry-flower products.
Reduced fixed and variable costs may help to narrow the adjusted (non-GAAP) Ebitda deficit to about C$61 million in 4Q vs. C$102 million a year earlier.
- Kenneth Shea, Bloomberg Analyst
Click here to check out: Earnings Calendar for June
Source: Bloomberg
Editor: Zoe
Comment(0)
Reason For Report