以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Zoom
17 atoms · 跨 6 天 · 首见 2026-04-15 · 最近 2026-05-22
三色: 🟦 fact 14 · 🟥 take 3 · stance ▲7/▼1/◆2
来源: X 17
时态: fresh:15 · aging:2
标签: 好数字:14 · 好信源:3 · 好观点:2 · 好思考:1
叙事 (narrative) (3)
- 2026-05-21 · 对Anthropic投资隐含估值推测价值
At implied private valuations today, that stake could be worth upwards of $10 billion.
tags: 好思考 · → daily
value: qty=$10B · date=2026-05-21
- 2026-05-07
[老化中] · 用户讨厌
I hate Zoom
tags: 好观点 · → daily
- 2026-04-15
[老化中] · 市值的 Anthropic 占比
half of zooms market cap is realistically Anthropic
tags: 好观点 · → daily
value: qty=一半
事实 (fact) (14)
- 2026-05-22 · Anthropic stake value
Zoom's stake in Anthropic is worth ~$1.27B based on a February round which valued Anthropic at $380B
tags: 好数字·好信源 · → daily
value: qty=~$1.27B
- 2026-05-22 · additional investment in Anthropic
Zoom invested an additional $46M in recent months
tags: 好数字·好信源 · → daily
value: qty=$46M · date=recent months
- 2026-05-21 · 2023年对Anthropic投资金额
Zoom invested $51M in Anthropic in May of 2023.
tags: 好数字·好信源 · → daily
value: qty=$51M · date=2023-05
- 2026-05-21 · Q1营收
Revenue: $1.24B (↑ 5.5% YoY)
tags: 好数字 · → daily
value: qty=$1.24B · date=Q1 FY2027
- 2026-05-21 · GAAP EPS
GAAP EPS: $1.42
tags: 好数字 · → daily
value: qty=$1.42 · date=Q1 FY2027
- 2026-05-21 · 调整后EPS
Adjusted EPS: $1.55
tags: 好数字 · → daily
value: qty=$1.55 · date=Q1 FY2027
- 2026-05-21 · 股票回购授权增加
Zoom increased stock repurchase authorization by an additional $1.0 billion.
tags: 好数字 · → daily
value: qty=$1B · date=Q1 FY2027
- 2026-05-21 · 现金及有价证券
Total cash, cash equivalents, and marketable securities reached $7.7 billion.
tags: 好数字 · → daily
value: qty=$7.7B · date=Q1 FY2027
- 2026-05-21 · AI Companion付费用户同比增长
AI Companion paid users grew 184% year over year.
tags: 好数字 · → daily
value: qty=184% · date=YoY Q1 FY2027
- 2026-05-21 · My Notes授权用户数
My Notes reached 1.5 million licensed users within four months.
tags: 好数字 · → daily
value: qty=1.5M · date=within four months of launch (Q1 FY2027)
- 2026-05-21 · 企业净美元扩张率
Enterprise net dollar expansion rate improved to 99% from 98%.
tags: 好数字 · → daily
value: qty=99% · date=Q1 FY2027
- 2026-05-21 · GAAP营业利润率同比变动
GAAP operating margin expanded by 450 bps year over year.
tags: 好数字 · → daily
value: qty=+450 bps · date=YoY Q1 FY2027
- 2026-05-12 · 持股价格变化
Zoom: loaded up around ~$300/sh.; today: ~$110/sh.
tags: 好数字 · → daily
value: qty=~$300/sh. → ~$110/sh. · direction=down
- 2026-04-27 · 持有Anthropic股份比例
Zoom has like 3-4% of anthropic
tags: 好数字 · → daily
value: qty=3-4%
时间轴 (近 20)
- 2026-05-22 ·
fact · Anthropic stake value · → daily
- 2026-05-22 ·
fact · additional investment in Anthropic · → daily
- 2026-05-21 ·
fact · 2023年对Anthropic投资金额 · → daily
- 2026-05-21 ·
narrative · 对Anthropic投资隐含估值推测价值 · → daily
- 2026-05-21 ·
fact · Q1营收 · → daily
- 2026-05-21 ·
fact · GAAP EPS · → daily
- 2026-05-21 ·
fact · 调整后EPS · → daily
- 2026-05-21 ·
fact · 股票回购授权增加 · → daily
- 2026-05-21 ·
fact · 现金及有价证券 · → daily
- 2026-05-21 ·
fact · AI Companion付费用户同比增长 · → daily
- 2026-05-21 ·
fact · My Notes授权用户数 · → daily
- 2026-05-21 ·
fact · 企业净美元扩张率 · → daily
- 2026-05-21 ·
fact · GAAP营业利润率同比变动 · → daily
- 2026-05-12 ·
fact · 持股价格变化 · → daily
- 2026-05-07 ·
narrative · 用户讨厌 · → daily
- 2026-04-27 ·
fact · 持有Anthropic股份比例 · → daily
- 2026-04-15 ·
narrative · 市值的 Anthropic 占比 · → daily
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