Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
is $1.21 billion for revenue.
Earnings per share, the consensus is $1.43 a share on a non-GAAP basis.
Rick and Dave, Rick, starting with you, miss, beat, or beat and raise?
We're going to get into it.
Going with beat.
I think I'm going to want you to explain first here, Dave.
Just a beat, no raise.
I was just going to say, all right.
Rick, let's talk about it.
Beating raise.
Why you, why you think the raise is coming in here?
Let's talk a little bit, and then we'll move on to Best Buy here, some of the key drivers here.
Zoom AI Companion is something that Zoom has been looking for to maybe drive some additional upsell in the seats on its enterprise plan.
But this is a platform play here.
They have two parts of the business.
They have the enterprise business, and then they have the regular
The consumer business is the one that's dragging.
They make very little, really nothing on it.