A new development is brewing in the Internet industry as Video Zoom communications faces pressure to shake its treasure strategy.
Eric Semler, head of Semler Scientific, has noticed the pressure on the giant zoom videoconference, despite its considerable cash reserve of $ 7.7 billion.
Your advice? Explore Bitcoin as a potential strategy to revitalize Zoom’s fortune.
Grace’s dramatic Pandemic Star trip
A questionable reality has replaced the history of Zoom’s meteoric ascent in front of the COVID-19. Once Wall Street Darling, Zoom shares have fallen 40% in the last three years, 73% less the performance of the S&P 500.
Even more sad is the company’s five -year forecast, which is left behind the market as a whole in more than 84%; Not only numbers, but an organization that tries to make a name in a post-pandemic society.
“Zoom has struggled to find a second act to rekindle the impulse, despite aggressive reinvestment and acquisition attempts,” said Semler.
Bitcoin’s solution: a bold or reckless movement?
Semler’s observation not only attracts interest, but is also asking questions among the financial industry. Actually, the words were not put, describing the current state of Zoom like that of a “zombie” and a “sore thumb.”
Semler Scientific, its own company, has already greatly bet on Bitcoin, acquiring 3,192 BTC, including recent purchases of 871 units for $ 88.5 million.
I love the emotion for the zombie zone! There are many zombies companies to choose from in several industries, but one stands out as a painful thumb and, of course, begins with Z.
Zone Zone Company #1: Zoom Communications
Because $ Zm It is par excellence …
– Eric Semler (@semlereric) February 13, 2025
The price of the actions of the Medical Technology Company has doubled during the past year, although attributing this only to its Bitcoin approach would simplify the problems too much. With access to reasonable credit terms and an annual cash flow of $ 2 billion, Zoom could become among Bitcoin’s largest corporate holdings during the night.
BTCUSD trading at $97,035 on the daily chart: TradingView.com
The corporate treasure strategy meets Crypto reality
The argument focuses on a basic issue that faces modern companies: how should they handle their treasure at a time of booming digital assets?
The current situation of Zoom is paradoxical: it maintains a healthy Ebitda margin of 40% and generated $ 458 million in cash the last quarter, but quotes in modest multiples of 15 times earnings forward and 9 times Ebitda forward. With approximately one third of the market capitalization of $ 25 billion of the company in cash, there is a potential and inconvenience.
The power of a decision
Eric Yuan, Creator and CEO of Zoom, sits in the center of this possible metamorphosis, since its unique voting actions provide unheard of the company.
Yuan has maintained a clear silence about Bitcoin, while the titans of the industry such as Tesla and the strategy, formulate Microstrategy, have accepted it as a coverage against inflation.
Your choice could support conventional wisdom on cash holdings or trigger a radical change in corporate treasure management.
Shareholders want clarity and growth, but Zoom is stuck between innovation and legacy. The problem is not only Bitcoin, but also if a company with solid roots, but stagnant development, must enter the volatile cryptocurrency industry to improve its market position.
As the narrative develops, all eyes remain in Yuan and their next movement in this high -risk corporate strategy game.
Night image of Gemini Image, TrainingView graphic
