Zoom Communications Urged to Embrace Bitcoin Strategy for Growth Amid Stagnation

On February 14th, Eric Semler, the founder of Semler Scientific, expressed concerns over Zoom Communications’ (ZM) current growth trajectory, labeling it as a “zombie zone.” In a recent statement on X platform, Semler proposed that adopting a Bitcoin strategy could serve as a catalyst for renewed growth and increased shareholder value. With impressive liquidity characterized by $7.7 billion in cash reserves and an annualized free cash flow of $2 billion, Zoom possesses the financial flexibility necessary to explore cryptocurrency investments.

Semler drew parallels with companies like SMLR, which embraced Bitcoin as a corporate asset and successfully followed the MicroStrategy (MSTR) model. Since mid-2024, SMLR accumulated a significant 3,192 BTC, currently valued at approximately $305 million, resulting in a stock price surge that has doubled since the announcement. This trajectory suggests a promising road ahead for corporations considering similar routes in the cryptocurrency landscape.