A new development is to ferment the Internet industry like Enlargement Video calls He faces pressure To shake the treasury strategy.
Eric Siman, President of Seemler Scientific, noticed the giant Zoom of Zoom, despite the 7.7 billion dollar cash reserves.
His advice? Explore Bitcoin A possible strategy to stimulate the wealth of zooming.
The exciting star journey of grace
A doubtful fact has been replaced by Zoom's rise in the face of Covid-19. Once my beloved Wall Street, Zoom shares have decreased by 40 % in the past three years, or 73 % lower than the S&P 500 performance.
More decorated is the company's five -year expectations, which fails for the market as a whole by more than 84 %; Not only numbers, but an organization tries to make a name for itself in a postpartum society.
“Zoom has struggled to find a second work to refer to the momentum, despite attempts to re -invest and aggressive acquisition,” said Simmer.
Bitcoin solution: a bold or reckless step?
Semler's note is not only attracting attention, but also prevents questions between the financing industry. In fact, he did not wrap the words, describing the current situation of Zoom as the case of A. “Zombies” and “painful thumb”.
Semler Scientific, his own company, has already proof of Bitcoin, who got 3,192 BTC including 871 units for 88.5 million dollars.
I love excitement there for the zombie region! There are a lot of zombie companies to choose from through various industries, but one stands out like a painful thumb – and of course, it begins with Z.
Zombie Zone Company #1: Zoom Communications
Why $ ZM It is the perfect …
Eric Simerric February 13, 2025
The share price of the Medical Technology Company has doubled over the past year, although the ratio of this matter to their Bitcoin approach will simplify the issues. With reasonable credit conditions and annual cash flow $ 2 billion, Zoom can become among the largest bitcoin holders overnight.
BTCUSD trading at $97,035 on the daily chart: TradingView.com
Corporate Treasury strategy meets the reality of encryption
The argument focuses on a basic issue facing modern companies: How should they deal with their treasury at a time of prosperous digital assets?
Zoom's current situation is contradictory – it maintains a 40 % healthy EBITDA margin and generates $ 458 million in cash in the last quarter, yet it trades modest complications from 15x and 9 x front profits forward. With about a third of the company The market value is of $ 25 billion Criticized, there are capabilities and disadvantages.
The power of one decision
Eric Yuan, Zoom creator and CEO, sits in the position of this potential transformation because his unique shares of his vote provides him with an unknown impact on the company's path.
Yuan has maintained a clear silence on Bitcoin currencies, while the mighty industry, such as Tesla and Strategy, adopted – Microstrategy – Hedge Against inflation.
His choice may support traditional wisdom for cash holdings or a fundamental change in companies management began to companies.
The shareholders want clarity and growth, but the magnification is stuck between innovation and inheritance. The problem is not only Bitcoin but also whether a company has strong roots but the stalled development should enter the volatile cryptocurrency industry to improve its position on the market.
With the development of narration, all eyes remain on Yuan and its next movement in this high -risk corporate strategy game.
Distinctive image from Gemini Imagen, the tradingvief chart
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