Rick Munarriz

I don't think this is the last word,

i hope this doesn't become a bidding war because then whoever wins will be a loser whether it's paramount or netflix but i'm really curious how this yeah definitely a story that was already interesting became much must watch tv right now okay yes or no sandmeat will there be an ongoing bidding war for warner brothers discovery

I'm going to go with a beat and raise on this one.

I guess I'll explain it later, but I think you just want me to say beat and raise right now.

Dave, how about yourself?

Yeah.

So, again, Zoom, it's like this toy you stashed away in the 2020 time capsule, but you forget to take out the battery.

So, it's still going.

And I think people don't realize, this is the fourth consecutive year of single-digit revenue growth for Zoom.

So, yeah, single-digit growth, sure, but growth.

And I think a lot of investors figured, oh, well, there's no place for Zoom in the post-pandemic future, but it matters.

And to me, a funny thing happens when you

after years of slow growth, you make sure that you have to impress on the bottom line.

And as Dave points out, they have beaten in the past.

And yeah, while it's usually like a slim margin, I think there's enough there where they've had enough time and they're starting to build momentum in their latest quarter.

Revenue growth actually started to tick up a little bit that I think business is actually doing a little better.

So I figured they still have enough room to beat.

Yeah, I think it'd be shocking if it doesn't happen.

And I'm not sure the comment section at the podcast will tell how bad Dave and I may have gotten that.

But I do think there's going to be enough room for a raise.