Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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Is it going to be a beat?

Or is it going to be a beat and raise?

And starting with Zoom, which again, reported this afternoon, consensus is

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.

Yeah.

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.

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