Zoom vs HP
Zoom and HP are compared here, focusing on business models, financial performance, and market context to illuminate how the two companies operate and compete. The page presents neutral, accessible information on strategy, revenue streams, and industry position, without judgments or investment guidance. Educational content, not financial advice.
Zoom and HP are compared here, focusing on business models, financial performance, and market context to illuminate how the two companies operate and compete. The page presents neutral, accessible inf...
Why It's Moving
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
HP shares react to fiscal‑2025 results and a $1B AI-driven cost plan as memory costs cloud 2026 outlook
- Earnings and dividend: HP posted fiscal‑2025 revenue of $55.3 billion and delivered GAAP EPS of $2.65, while the board declared a $0.30 quarterly cash dividend payable in January, signaling free‑cash‑flow strength and capital allocation discipline.[1][4]
- AI cost‑savings plan and charges: Management unveiled a fiscal‑2026 plan to accelerate AI in products and operations that it says will drive about $1 billion of gross run‑rate savings by FY2028, but expects roughly $650 million of restructuring and related charges (≈$250 million in FY2026), which front‑loads costs to enable longer‑term margin improvement.[1]
- Memory supply and 2026 margin risk: Management and analysts flagged rising memory prices tied to AI infrastructure demand as a material headwind for fiscal‑2026 margins; HP is pursuing supplier diversification, price and configuration changes, and warned the second half of 2026 could be the most affected period, creating near‑term earnings uncertainty despite the company’s operational moves.[1][2]
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
HP shares react to fiscal‑2025 results and a $1B AI-driven cost plan as memory costs cloud 2026 outlook
- Earnings and dividend: HP posted fiscal‑2025 revenue of $55.3 billion and delivered GAAP EPS of $2.65, while the board declared a $0.30 quarterly cash dividend payable in January, signaling free‑cash‑flow strength and capital allocation discipline.[1][4]
- AI cost‑savings plan and charges: Management unveiled a fiscal‑2026 plan to accelerate AI in products and operations that it says will drive about $1 billion of gross run‑rate savings by FY2028, but expects roughly $650 million of restructuring and related charges (≈$250 million in FY2026), which front‑loads costs to enable longer‑term margin improvement.[1]
- Memory supply and 2026 margin risk: Management and analysts flagged rising memory prices tied to AI infrastructure demand as a material headwind for fiscal‑2026 margins; HP is pursuing supplier diversification, price and configuration changes, and warned the second half of 2026 could be the most affected period, creating near‑term earnings uncertainty despite the company’s operational moves.[1][2]
Which Baskets Do They Appear In?
Digital Resilience Stocks: Outage Risks & Alternatives
A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: September 9, 2025
Explore BasketAI-Powered Productivity Platforms
Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
Explore BasketWhich Baskets Do They Appear In?
Digital Resilience Stocks: Outage Risks & Alternatives
A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: September 9, 2025
Explore BasketAI-Powered Productivity Platforms
Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.
Published: August 23, 2025
Explore BasketEnterprise AI Software: Which Stocks May Benefit?
Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.
Published: August 22, 2025
Explore BasketRiding The New Tech IPO Wave
Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.
Published: August 1, 2025
Explore BasketVisionary & Inspiring
Invest in companies led by charismatic leaders who tell compelling stories about our future. These handpicked stocks represent businesses where a leader's ability to inspire translates into innovation, loyal customers, and potentially significant returns.
Published: June 18, 2025
Explore BasketHybrid-Workplace Experience Tech
Discover the companies powering our new distributed work reality. These carefully selected stocks represent the software platforms that keep teams connected, productive, and engaged—no matter where they work from.
Published: June 17, 2025
Explore BasketDavid Vs. Goliath
This carefully curated selection features ambitious companies challenging industry giants with innovative strategies. Our experts have identified these potential disruptors that leverage cutting-edge technology and smarter business models to take on established market leaders.
Published: June 17, 2025
Explore BasketWork From Anywhere Kit
This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.
Published: June 17, 2025
Explore BasketNetwork Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketAccess, Not Ownership Portfolio
Discover companies redefining how we consume products through subscription models and on-demand services. These carefully selected stocks represent businesses building loyal customer relationships through recurring revenue streams—a powerful trend reshaping the modern economy.
Published: June 17, 2025
Explore BasketSaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
Explore BasketInvestment Analysis
Zoom
ZM
Pros
- Zoom has successfully transitioned to an AI-first platform, introducing agentic AI capabilities improving productivity for knowledge workers.
- Operating cash flow surged 21.7% to $1.95 billion in fiscal 2025 with a strong 41.7% cash flow margin, highlighting operational efficiency.
- The company maintains a robust balance sheet with approximately $7.8 billion in cash and marketable securities, enabling innovation and share repurchases.
Considerations
- Zoom's stock price exhibits volatility reflecting uncertainties in post-pandemic demand and evolving remote work trends.
- Despite growth, revenue increased modestly by only 3.1% year over year in fiscal 2025, indicating challenges in accelerating expansion.
- Intense competition in cloud communications and collaboration markets could pressure Zoom's long-term market share and profitability.
HP
HPQ
Pros
- HP Inc. benefits from a diverse product portfolio spanning printers, personal systems, and 3D printing technologies, reducing reliance on any single segment.
- Recent strategic focus on sustainable printing solutions and digital manufacturing positions HP well for future market needs.
- HP generates steady cash flow and has maintained investment-grade credit ratings, supporting operational stability and shareholder returns.
Considerations
- HP faces significant exposure to cyclical PC and printer markets, making revenues sensitive to macroeconomic downturns.
- The company encounters escalating raw material and component costs, which can compress profit margins amid competitive pricing pressures.
- Execution risks remain from ongoing shifts in customer preferences and rapid technology changes, requiring continual product innovation.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Zoom vs Leidos
Zoom vs Leidos: A neutral comparison
Zoom vs The Trade Desk
Zoom vs The Trade Desk
Zoom vs PTC
Zoom vs PTC: Stock comparison