Semler Scientific Chair Eric Semler has urged Zoom Communications to channel its $7.7 billion money stockpile into Bitcoin, claiming this transfer might enhance innovation and improve shareholder returns.

In a social media publish on X, Semler highlighted his company’s profitable pivot to holding 3,192 BTC (price $305 million), a technique that contributed to its inventory value doubling since 2024.

The manager branded Zoom as trapped within the “Zombie Zone,” citing mediocre monetary outcomes. Zoom shares have fallen practically 40% over three years, underperforming the S&P 500 by 73% throughout this era. Over 5 years, this efficiency hole widens to 84% towards the benchmark index. Regardless of sustaining a ahead P/E ratio of 15x and EBITDA a number of of 9x, Semler contends Zoom’s stagnant growth continues suppressing its valuation.

Zoom presently holds money reserves equaling 30% of its $25 billion market capitalization with out disclosed deployment plans. The videoconferencing large continues producing strong income, recording 40% EBITDA margins and producing $458 million in quarterly money circulation. Nevertheless, analysts challenge minimal income development in coming years.

Semler suggests Zoom’s $2 billion annual free money circulation and favorable debt phrases place it to turn out to be a number one company Bitcoin (BTC) holder via aggressive treasury allocation. He emphasizes founder Eric Yuan’s management through super-voting shares might allow swift adoption of this technique, although Yuan hasn’t publicly endorsed cryptocurrency.