I bring this to the attention of the board because of the implied CapEx of Zoom continuing to build its own data centers. I didn’t know they were still doing this. We could see a one-time impact on GM, or ongoing if they keep doing this. Or this could just be baked in to ongoing expansion and we may not notice it at all. Note this “brings its total to 18 sites globally.” (https://www.reuters.com/article/us-zoom-singapore-data-centr…)
I’ve been wondering, generally, whether the costs associated with products/services announced by Zoom since its last earnings report might adversely impact its earnings report this next time around. Seems most are expecting another fantastic quarter, but the “market” is not always kind if the report isn’t “perfect.”