The company boasts an 85% growth rate, 80%+ gross margins, considerable operational leverage and cash generation.
However, analysts expect growth to cut in half in 2020 with earnings nearly stagnant.
In order to justify its astronomical valuation, the company will have to do much better than that, and we think it will.
Zoom Video Communications (ZM) is a very fast-growing company in the UCaaS (unified communications as a service) market. There is no doubt that the company is executing phenomenally well, but we wonder about