Zoom渠道业务增长而企业销售放缓

投资观察
Nov 26, 2025

1241 ET - 根据Cantor分析师Thomas Blakey和Michael Vidovic的观点,Zoom Communications正从渠道合作伙伴那里获得越来越多的业务,但企业销售却在放缓。这家视频会议公司表示,其渠道管道增长了30%。分析师指出,渠道在Zoom第三季度的市场接触中心业务中推动了90%的最大交易。同时,企业销售在第三季度的增速从前一个季度的7%减缓至6%。分析师预计,Zoom在线业务的季度收入将保持相对平稳,这将导致第四季度企业业务增长5%。

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