u/k_ristovski · 18d ago2 prior · awaiting results
45% of Zoom has nothing to do with Zoom's business
Zoom's core business is valued at $17.4B with strong free cash flow above $1.1B, while 45% of its $31.5B market cap derives from non-business assets including a $6B+ stake in Anthropic. Upcoming Q2-Q3 unrealized gains from the Anthropic IPO and potential post-IPO capital allocation (acquisitions, buybacks, dividends) could drive significant upside.
At post $107.43Now $96.72-10.0% since posted19m ago
1d—
3d-2.4%
1w-8.4%
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3m—
6m—
1y—