Covid Conundrum: Zoom's Earnings, Bellwether Warnings, and PagerDuty Preview

The Razor’s Edge

Just over a year ago, we released an episode of The Razor’s Edge called Correction City. As we lap the beginning of the pandemic, we also are starting to glimpse the end, and the market is starting to look like a long, strange trip. Bellwethers are moving lower, rotations are happening, and 40% revenue growth guidance isn't what it used to be.

We talk Zoom - one of the stocks that the market and we have been following most closely since last March - and then process the other major shifts in the market. We finish with a look at PagerDuty's upcoming earnings, which also leads us to Snowflake's imposing position.

Topics Covered

• 4:00 minute mark - Initial review of the week that was
• 9:00 - ZM’s report as a bellwether
• 13:30 - What’s ahead for ZM
• 20:30 – The importance of annual guidance on the Q4 call
• 25:30 - What changed for the market, and what distinguishes Zoom from other SaaS winners
• 33:30 - Wal-Mart’s (WMT) warning
• 40:00 - What’s going on this week
• 48:00 - Looking out a year ahead positioning wise
• 58:00 - PagerDuty’s outlook and earnings preview
• 1:04:30 - Snowflake’s positioning
• 1:07:30 - Humility in the face of the weighing machine