Semler Scientific founder: Zoom should adopt bitcoin strategy to boost stock price
2025-02-13 19:58:52
Zoom Communications (ZM) should adopt a Bitcoin strategy to break growth stagnation and increase shareholder value, Semler Scientific founder Eric Semler wrote on the X platform. He believes that Zoom is currently in a "zombie zone" and needs new growth drivers. With $7.70 billion in cash reserves, $2 billion in annualized free cash flow, and low-cost financing capabilities, Zoom can quickly become one of the world's largest corporate bitcoin holders if it enters the bitcoin space. Semler cites SMLR as an example, saying that it adopted Bitcoin as a company asset in mid-2024 and borrowed from the MicroStrategy (MSTR) model, accumulating 3,192 BTC (worth about $305 million), and the stock price has doubled since the disclosure of the BTC position.
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