Zoom Video Communications, Inc. (ZM) Presents at Deutsche Bank 2021 Technology Conference (Transcript)
Zoom Video Communications, Inc. (NASDAQ:ZM) Deutsche Bank 2021 Technology Conference September 9, 2021 5:10 PM ET
줌 CFO(Kelly Steckelberg) 인터뷰 내용 발췌.
- that’s where Zoom Phone comes in. We’ve seen significant momentum around Zoom Phone. It’s currently available in 47 markets on a native basis Zoom Rooms, as I said, is going to be a significant portion of that as well.
- When you look at our attach rates, even — if you look at our existing installed base and you look at our attach rates for Phone and for Rooms, and we are going to give these in detail next week, but their — both of those products are in very early stages of their cycle. So, there’s tremendous growth opportunity, even with our existing installed base, even if we didn’t add new logos.
Zoom Phone과 Room 제품에 대한 잠재적 성장 가능성이 높다고 강조함.
개인적으로 Zoom은 화상통화할 때만 쓰다보니 다른 제품에 대해서는 사실 잘 알지 못해서 최근 급락했음에도 불구하고 줍줍이 망설여짐.
좀 자세히 알아보려고 줌 CFO 인터뷰 내용을 읽어봤지만 아직 확신이 생기지는 않음. 일단 모니터링 해보는 걸로.
관련 용어
- churn: (신조어) 서비스 제공자를 바꾸는 고객
- churn rate: 가입고객 해지율 * 특정 기간동안 (VOD 등)의 서비스 가입/이용고객의 구독/이용 중단/해지율 * = rate of attrition