FIVE9 ACQUISITION: Last month, Zoom Video announced it had entered into a definitive agreement to acquire Five9 (FIVN) in an all-stock transaction valued at $14.7B. Commenting on the deal in a research note last week, Piper Sandler analyst James Fish said he believes Zoom Video is getting Five9 at a discount and that the deal could add $5B by 2031 "to a likely stable Meetings segment and successful Phone segment." 这是这公司最近最大的动作了,多数分析师认为是合适的买卖,对未来“转型”拓展业务大有好处
大跌。
靠疫情发家也不能吃一辈子,此股也是在积极转型中,希望拓展其它相关业务。
跌了
这是这公司最近最大的动作了,多数分析师认为是合适的买卖,对未来“转型”拓展业务大有好处
基本面不支持1000多亿美元的市值,体量太小,况且这行的竞争对手也很多
视频会议,包括直播,对手很容易复制,并没那么强的技术壁垒