{"id":1593,"date":"2022-05-24T21:52:34","date_gmt":"2022-05-24T12:52:34","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1593"},"modified":"2022-05-24T21:52:34","modified_gmt":"2022-05-24T12:52:34","slug":"%e3%82%ba%e3%83%bc%e3%83%a0%e3%83%93%e3%83%87%e3%82%aa%e3%82%b3%e3%83%9f%e3%83%a5%e3%83%8b%e3%82%b1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3%e3%82%ba-zm2023%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1593","title":{"rendered":"\u30ba\u30fc\u30e0\u30d3\u30c7\u30aa\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba (ZM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

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Covid\u9298\u67c4\u306e\u4ee3\u8868\u683c\u3068\u3057\u3066\u304b\u306a\u308a\u58f2\u3089\u308c\u305f\u306e\u3067\u4e0b\u3052\u3059\u304e\u3066\u3044\u308b\u9762\u3082\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u5927\u53e3\u9867\u5ba2\u304c\u5897\u3048\u3066\u3044\u308b\u306e\u3067\u6210\u9577\u306e\u518d\u52a0\u901f\u3092\u671f\u5f85\u3057\u305f\u3044\u3067\u3059\u306d\u3002<\/p>\n

\"\u30ba\u30fc\u30e0\u30d3\u30c7\u30aa\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba

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\u30ba\u30fc\u30e0\u30d3\u30c7\u30aa\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba (ZM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nTom McCallum — Head of Investor Relations
\nEric Yuan — Founder and Chief Executive Officer
\nKelly Steckelberg — Chief Financial Officer
\nMeta Marshall — Morgan Stanley — Analyst
\nMatt Stotler — William Blair and Company — Analyst
\nMichael Funk — Bank of America Merrill Lynch — Analyst
\nKash Rangan — Goldman Sachs — Analyst
\nSiti Panigrahi — Mizuho Securities — Analyst
\nRyan MacWilliams — Barclays — Analyst
\nRishi Jaluria — RBC Capital Markets — Analyst
\nTyler Radke — Citi — Analyst
\nWill Power — Robert W. Baird and Company — Analyst
\nMax Osnowitz — Stifel Financial Corp — Analyst
\nMatt VanVliet — BTIG — Analyst
\nAlex Zukin — Wolfe Research — Analyst
\nMatt Niknam — Deutsche Bank — Analyst
\nJames Fish — Piper Sandler — Analyst
\nIttai Kidron — Oppenheimer and Company — Analyst
\nShebly Seyrafi — FBN Securities — Analyst
\nUnknown speaker
\nRyan Koontz — Needham and Company — Analyst
\nMichael Turrin — Wells Fargo Securities — Analyst
\nPeter Levine — Evercore ISI — Analyst
\nMatthew Harrigan — The Benchmark Company — Analyst
\nMore ZM analysis<\/p>\n

2022\u5e745\u670823\u65e517\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n

\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n

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\u79c1\u305f\u3061\u306f\u3001\u3053\u308c\u304c\u771f\u5b9f\u3067\u3042\u308b\u3053\u3068\u3092\u767a\u898b\u3057\u3001\u5bfe\u9762\u3001\u30ea\u30e2\u30fc\u30c8\u3001\u307e\u305f\u306f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306e\u751f\u7523\u6027\u3068\u5e30\u5c5e\u610f\u8b58\u3092\u9ad8\u3081\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u3001\u304a\u5ba2\u69d8\u304c\u540c\u69d8\u306e\u76ee\u6a19\u3092\u5b9f\u73fe\u3067\u304d\u308b\u3088\u3046\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3044\u3064\u3082\u901a\u308a\u3001\u4e16\u754c\u4e2d\u306eZoom\u30c1\u30fc\u30e0\u3001\u304a\u5ba2\u69d8\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u6295\u8cc7\u5bb6\u306e\u7686\u69d8\u306e\u5927\u304d\u306a\u4fe1\u983c\u3068\u652f\u63f4\u306b\u611f\u8b1d\u3044\u305f\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001Kelly\u306b\u30d0\u30c8\u30f3\u30bf\u30c3\u30c1\u3057\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

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\u307e\u305f\u3001APAC\u306e\u58f2\u4e0a\u306f\u524d\u5e74\u540c\u671f\u6bd420\uff05\u5897\u3068\u3055\u3089\u306b\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u7c73\u5dde\u304a\u3088\u3073 APAC \u306e\u696d\u7e3e\u306f\u3001EMEA \u306e\u524d\u5e74\u540c\u671f\u6bd4\u6a2a\u3070\u3044\u306e\u6210\u9577\u306b\u3088\u308a\u4e00\u90e8\u76f8\u6bba\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e3b\u306b\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u7d99\u7d9a\u7684\u306a\u9006\u98a8\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u524d\u56db\u534a\u671f\u6bd4\u3067\u306f\u3001\u30ed\u30b7\u30a2\u30fb\u30a6\u30af\u30e9\u30a4\u30ca\u6226\u4e89\u304c\u6b27\u5dde\u306e\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306b\u5e83\u304f\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3001’23 \u5e74\u5ea6\u306e\u53ce\u652f\u306b\u3082\u5f71\u97ff\u3092\u53ca\u307c\u3059\u3068\u307f\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001GAAP\u30d9\u30fc\u30b9\u3001\u975eGAAP\u30d9\u30fc\u30b9\u3068\u3082\u306b\u5805\u8abf\u306b\u63a8\u79fb\u3057\u307e\u3057\u305f\u3002\u3053\u3053\u3067\u306f\u3001\u682a\u5f0f\u5831\u916c\u8cbb\u7528\u304a\u3088\u3073\u95a2\u9023\u3059\u308b\u7d66\u4e0e\u7a0e\u3001\u8cb7\u53ce\u95a2\u9023\u8cbb\u7528\u3001\u8a34\u8a1f\u306e\u548c\u89e3\u91d1\u3001\u6226\u7565\u7684\u6295\u8cc7\u306b\u95a2\u3059\u308b\u7d14\u5229\u76ca\u307e\u305f\u306f\u640d\u5931\u3001\u500b\u5225\u6d3b\u52d5\u304b\u3089\u306e\u7a0e\u52b9\u679c\u3001\u306a\u3089\u3073\u306b\u53c2\u52a0\u8a3c\u5238\u306b\u5e30\u5c5e\u3059\u308b\u672a\u5206\u914d\u5229\u76ca\u3092\u9664\u3044\u305f\u975eGAAP\u30d9\u30fc\u30b9\u306e\u696d\u7e3e\u306b\u7126\u70b9\u3092\u3042\u3066\u307e\u3059\u3002\u5f53\u56db\u534a\u671f\u306eNon-GAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f78.6\uff05\u3068\u306a\u308a\u3001\u524d\u5e74\u540c\u671f\u306e73.9\uff05\u304a\u3088\u3073\u524d\u671f\u306e78.3\uff05\u304b\u3089\u6539 \u5584\u3057\u307e\u3057\u305f\u3002\u524d\u56db\u534a\u671f\u6bd4\u3067\u6539\u5584\u3057\u305f\u4e3b\u306a\u7406\u7531\u306f\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u5168\u4f53\u306e\u5229\u7528\u3092\u6700\u9069\u5316\u3057\u305f\u3053\u3068\u3068\u3001\u4f75\u8a2d\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6570\u304c\u5897\u52a0\u3057\u305f\u3053\u3068\u3067\u3059\u3002<\/p>\n

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\u9577\u671f\u76ee\u6a19\u3067\u3042\u308b10\uff05\u304b\u308912\uff05\u306e\u7814\u7a76\u958b\u767a\u8cbb\u306e\u9054\u6210\u306b\u5411\u3051\u3001\u3055\u3089\u306a\u308b\u6295\u8cc7\u3092\u884c\u3046\u4e88\u5b9a\u3067\u3059\u3002\u8ca9\u58f2\u8cbb\u30fb\u4e00\u822c\u7ba1\u7406\u8cbb\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd440\uff05\u5897\u306e2\u51046,700\u4e07\u7c73\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u7dcf\u58f2\u4e0a\u9ad8\u306e\u7d0424.9\uff05\u3092\u5360\u3081\u3001\u524d\u5e74\u540c\u671f\u306e20\uff05\u304b\u3089\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u5f53\u793e\u306f\u5f15\u304d\u7d9a\u304d\u3001\u5168\u4e16\u754c\u306e\u8ca9\u58f2\u80fd\u529b\u3001\u30c1\u30e3\u30cd\u30eb\u30d1\u30fc\u30c8\u30ca\u30fc\u3001Zoom \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u88fd\u54c1\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3078\u306e\u6295\u8cc7\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n

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\u30b1\u30ea\u30fc \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u6700\u521d\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30e1\u30bf\u30fb\u30de\u30fc\u30b7\u30e3\u30eb\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Meta Marshall — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u5b8c\u74a7\u3067\u3059\u3002\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u56db\u534a\u671f\u6c7a\u7b97\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u660e\u3089\u304b\u306b\u3001\u3042\u306a\u305f\u65b9\u306f\u96fb\u8a71\u56de\u7dda\u3067\u591a\u304f\u306e\u727d\u5f15\u529b\u3092\u898b\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30b3\u30a2\u30fb\u30d3\u30c7\u30aa\u4ee5\u5916\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u304c\u53ce\u76ca\u306e10%\u4ee5\u4e0a\u306b\u306a\u308b\u306e\u306f\u3044\u3064\u9803\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30fc\u30c9\u3084\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306a\u3069\u3001\u6700\u8fd1\u767a\u58f2\u3055\u308c\u305f\u88fd\u54c1\u306b\u3064\u3044\u3066\u306f\u3001\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002Contact Center\u306b\u3064\u3044\u3066\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u6848\u4ef6\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u96fb\u8a71\u306e\u5192\u982d\u3067Eric\u304c\u8a71\u3057\u3066\u3044\u305f\u3088\u3046\u306a\u540d\u524d\u3082\u3042\u308a\u307e\u3057\u305f\u306d\u3002\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u3001Zoom Rooms\u306f\u3001\u79c1\u305f\u3061\u306e\u4eca\u5f8c\u306e\u6226\u7565\u306b\u3068\u3063\u3066\u672c\u5f53\u306b\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u7d9a\u3051\u307e\u3059\u3002\u7279\u306b\u3001\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u3067\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306a\u50cd\u304d\u65b9\u304c\u5c06\u6765\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u306a\u308b\u306e\u304b\u3001\u305d\u306e\u72b6\u6cc1\u306f\u5e38\u306b\u5909\u5316\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u7279\u306b\u3001\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u30ef\u30fc\u30af\u3084\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30ef\u30fc\u30af\u304c\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3042\u308b\u304b\u306f\u3001\u5e38\u306b\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u500b\u3005\u306e\u88fd\u54c1\u304c10%\u3092\u8d85\u3048\u305f\u3089\u3001\u3082\u3061\u308d\u3093\u305d\u308c\u3092\u958b\u793a\u3059\u308b\u3053\u3068\u306b\u3057\u3066\u3044\u307e\u3059\u300223\u5e74\u5ea6\u306f\u7121\u7406\u3067\u3057\u3087\u3046\u304c\u300124\u5e74\u5ea6\u300125\u5e74\u5ea6\u306b\u306f\u3001\u3053\u308c\u3089\u306e\u88fd\u54c1\u7fa4\u306e\u3044\u304f\u3064\u304b\u304c\u672c\u9818\u3092\u767a\u63ee\u3057\u3001\u5c11\u306a\u304f\u3068\u308210%\u306e\u58f2\u4e0a\u3092\u9054\u6210\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002<\/p>\n

Meta Marshall — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001Meta\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30d6\u30ec\u30a2\u306e\u30de\u30c3\u30c8\u30fb\u30b9\u30c8\u30c3\u30c8\u30e9\u30fc\u304b\u3089\u3067\u3059\u3002<\/p>\n

Matt Stotler — William Blair and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306b\u3064\u3044\u3066\u30011\u3064\u3060\u3051\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3082\u3061\u308d\u3093\u3001\u65e9\u3044\u6bb5\u968e\u3067\u306e\u6210\u529f\u3092\u805e\u3044\u3066\u3046\u308c\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u88fd\u54c1\u306e\u63a1\u7528\u72b6\u6cc1\u3084\u5168\u4f53\u7684\u306a\u9700\u8981\u3001\u9867\u5ba2\u304c\u5c55\u958b\u3057\u3066\u3044\u308b\u7279\u5b9a\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u5e83\u7bc4\u306b\u6700\u65b0\u60c5\u5831\u3092\u5f97\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4eca\u5f8c\u306e\u6a5f\u80fd\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u8003\u3048\u308b\u4e0a\u3067\u3001\u6700\u3082\u91cd\u8981\u306a\u8981\u7d20\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\u3002\u3082\u3061\u308d\u3093\u3001Solvvy\u306e\u5c0e\u5165\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u3082\u3001\u305c\u3072\u3054\u610f\u898b\u3092\u4f3a\u3044\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u30de\u30c3\u30c8\u3001\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u304a\u5ba2\u69d8\u3092\u4f55\u4eba\u304b\u65e2\u306b\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u306b\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u304a\u5ba2\u69d8\u306f\u3001\u3059\u3067\u306bZoom Meetings\u3092\u5c0e\u5165\u3055\u308c\u3066\u3044\u307e\u3059\u3057\u3001Zoom Phone\u3092\u5c0e\u5165\u3055\u308c\u3066\u3044\u308b\u304b\u3001\u3053\u308c\u304b\u3089\u5c0e\u5165\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

Zoom\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u5c0e\u5165\u3082\u597d\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u975e\u5e38\u306b\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u30b3\u30fc\u30eb\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30a8\u30f3\u30b8\u30f3\u3092\u3059\u3067\u306b\u69cb\u7bc9\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u307e\u305f\u3001\u591a\u304f\u306e\u6a5f\u80fd — \u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u30b3\u30a2\u3068\u306a\u308b\u6a5f\u80fd\u304c\u3059\u3067\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u79c1\u305f\u3061\u306f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baIT\u30b5\u30fc\u30d3\u30b9\u306e\u3088\u3046\u306a1\u3064\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3060\u3051\u306b\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u306a\u3044\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u5e83\u304f\u8a00\u3048\u3070\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u3082\u3063\u3068\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u306a\u306e\u3067\u3059\u3002\u6700\u8fd1\u8cb7\u53ce\u3057\u305fSolvvy\u306eAI\u6a5f\u80fd\u3084\u3001\u30ef\u30fc\u30af\u30d5\u30a9\u30fc\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001Q&A\u30e2\u30c7\u30eb\u3001CSAT\u306a\u3069\u306e\u975e\u30b3\u30a2\u6a5f\u80fd\u306a\u3069\u3001Zoom\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306b\u8ffd\u52a0\u3059\u308b\u6a5f\u80fd\u3092\u3069\u3093\u3069\u3093\u5897\u3084\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u975e\u5e38\u306b\u3001\u975e\u5e38\u306b\u3001\u975e\u5e38\u306b\u610f\u5473\u306e\u3042\u308b\u3001\u611b\u3059\u3079\u304d\u8ce2\u660e\u306a\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u30b5\u30fc\u30d3\u30b9\u4fa1\u683c\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u30c1\u30fc\u30e0\u306f\u975e\u5e38\u306b\u4e00\u751f\u61f8\u547d\u306b\u50cd\u3044\u3066\u304a\u308a\u3001\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Matt Stotler — William Blair and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30de\u30a4\u30b1\u30eb\u30fb\u30d5\u30a1\u30f3\u30af\u6c0f\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30de\u30a4\u30b1\u30eb\u30fb\u30d5\u30a1\u30f3\u30af — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4eca\u591c\u306f\u3054\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002Zoom Phone\u306b\u305b\u3088\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306b\u305b\u3088\u3001\u8ffd\u52a0\u3055\u308c\u305f\u6a5f\u80fd\u306b\u3088\u3063\u3066\u3001\u5fa1\u793e\u306e\u55b6\u696d\u6226\u7565\u3001\u3064\u307e\u308a\u9867\u5ba2\u3068\u306e\u63a5\u3057\u65b9\u306f\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u307e\u305f\u3001\u3088\u308a\u8907\u96d1\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8ffd\u52a0\u3057\u305f\u5834\u5408\u3001\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3082\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u30b1\u30ea\u30fc\u3001\u9060\u616e\u306a\u304f\u767a\u8a00\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u4fe1\u983c\u95a2\u4fc2\u304c\u78ba\u7acb\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3001\u305d\u308c\u304c\u8907\u96d1\u3067\u3042\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u304a\u5ba2\u69d8\u306f\u3044\u3064\u3082\u3001\u79c1\u305f\u3061\u306e\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3064\u3044\u3066\u5c0b\u306d\u3066\u304d\u307e\u3059\u3002<\/p>\n

\u5f7c\u3089\u306f\u3001\u79c1\u305f\u3061\u304c\u3088\u308a\u591a\u304f\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u307e\u3059\u306d\u3002\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u306e\u4e00\u8cab\u3057\u305f\u4f53\u9a13\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3001\u305d\u3057\u3066\u30b3\u30b9\u30c8\u30e2\u30c7\u30eb\u306b\u57fa\u3065\u3044\u3066\u3001Zoom Meetings\u3001Zoom Chat\u3001\u3055\u3089\u306bZoom Phone\u3084Zoom Rooms\u3092\u5c0e\u5165\u3057\u307e\u3059\u3002\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306e\u5c0e\u5165\u306f\u3001\u9867\u5ba2\u306b\u3068\u3063\u3066\u5f53\u7136\u306e\u3053\u3068\u3067\u3059\u3002\u5fa1\u793e\u306e\u30d6\u30e9\u30f3\u30c9\u3092\u4fe1\u983c\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5fa1\u793e\u306e\u80fd\u529b\u3092\u4fe1\u983c\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5fa1\u793e\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3082\u8a66\u3057\u3066\u307f\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002Zoom Whiteboard\u3092\u767a\u8868\u3057\u305f\u3068\u304d\u306b\u3082\u3001\u65e9\u671f\u63a1\u7528\u304c\u898b\u3089\u308c\u305f\u306e\u306f\u305d\u306e\u305f\u3081\u3067\u3059\u3002<\/p>\n

\u304b\u306a\u308a\u3044\u3044\u611f\u3058\u3067\u3059\u3002Zoom IQ for Sales\u306f\u8a00\u3046\u307e\u3067\u3082\u306a\u304f\u3001\u304a\u5ba2\u69d8\u304b\u3089\u591a\u304f\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3092\u3044\u305f\u3060\u3044\u305f\u304b\u3089\u3067\u3059\u3002\u5f7c\u3089\u306fZoom\u3092\u4fe1\u983c\u3057\u3066\u3044\u307e\u3059\u3002\u3088\u308a\u591a\u304f\u306e\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u55b6\u696d\u90e8\u9580\u304b\u3089\u59cb\u307e\u308a\u3001\u30b5\u30dd\u30fc\u30c8\u9700\u8981\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3001\u305d\u306e\u4ed6\u306e\u90e8\u9580\u3068\u9023\u643a\u3057\u3001\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3084\u65b0\u88fd\u54c1\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3001\u6a5f\u80fd\u3067\u3069\u3093\u3069\u3093\u4fa1\u5024\u3092\u9ad8\u3081\u3066\u3044\u304f\u3001\u305d\u3093\u306a\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u3059\u3079\u3066\u898b\u3066\u304f\u3060\u3055\u3044\u3002\u3080\u3057\u308d\u3001\u305d\u306e\u9006\u3067\u3059\u3002\u65b0\u898f\u306e\u304a\u5ba2\u3055\u307e\u3067\u3042\u3063\u3066\u3082\u3001\u4ed6\u306e\u975e\u5e38\u306b\u6e80\u8db3\u5ea6\u306e\u9ad8\u3044\u304a\u5ba2\u3055\u307e\u3068\u4e00\u7dd2\u306b\u53ce\u76ca\u3092\u78ba\u8a8d\u3059\u308c\u3070\u3001\u3053\u308c\u306f — \u7e70\u308a\u8fd4\u3057\u307e\u3059\u304c\u3001\u304b\u306a\u308a\u5358\u7d14\u306a\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3059\u307f\u307e\u305b\u3093\u3002\u30e9\u30f3\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30a8\u30af\u30b9\u30d1\u30f3\u30c0\u30fc\u306f\u3001Zoom\u304c\u5f53\u521d\u304b\u3089\u8a66\u884c\u932f\u8aa4\u3057\u3066\u304d\u305f\u8ca9\u58f2\u6226\u7565\u3067\u3059\u3002\u30a2\u30ab\u30a6\u30f3\u30c8\u30c1\u30fc\u30e0\u3068\u5354\u529b\u3057\u3066\u3001\u30aa\u30fc\u30d0\u30fc\u30ec\u30a4\u30c1\u30fc\u30e0\u306e\u5c02\u9580\u5bb6\u305f\u3061\u304c\u3084\u3063\u3066\u304d\u3066\u3001\u30e9\u30f3\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30a8\u30af\u30b9\u30d1\u30f3\u30c0\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u306f\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u79c1\u306fEric\u306e\u610f\u898b\u306b\u5b8c\u5168\u306b\u8cdb\u6210\u3067\u3059\u3002\u3053\u308c\u306f\u8907\u96d1\u3055\u3092\u5897\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u7d9a\u3051\u308b\u3053\u3068\u3067\u3042\u308a\u3001\u305d\u308c\u306f\u79c1\u305f\u3061\u304c\u521d\u65e5\u304b\u3089\u884c\u3063\u3066\u304d\u305f\u3053\u3068\u306a\u306e\u3067\u3059\u3002<\/p>\n

Michael Funk — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u304a\u4e8c\u4eba\u3068\u3082\u3001\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30a4\u30b1\u30eb\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306eKash Rangan\u304b\u3089\u3067\u3059\u3002<\/p>\n

Kash Rangan — Goldman Sachs — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001Eric\u3068Kelly\u3067\u3059\u3002Eric\u3001\u79c1\u306f\u3042\u306a\u305f\u304c\u8cb7\u53ce\u3092\u901a\u3058\u3066\u4f1a\u8a71\u578bAI\u88fd\u54c1\u3092\u7acb\u3061\u4e0a\u3052\u305f\u3053\u3068\u306b\u6df1\u304f\u8208\u5473\u3092\u305d\u305d\u3089\u308c\u307e\u3057\u305f\u3001\u3068\u306f\u3044\u3048\u3002\u88fd\u54c1\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002Zoom\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3069\u306e\u3088\u3046\u306b\u7d71\u5408\u3055\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4f1a\u8a71\u578b\u77e5\u80fd\u306e\u5206\u91ce\u306b\u304a\u3051\u308b\u7d44\u307f\u8fbc\u307f\u578b\u306e\u7af6\u5408\u4ed6\u793e\u3068\u6bd4\u8f03\u3057\u305f\u5834\u5408\u3001Zoom\u306f\u3053\u306e\u696d\u754c\u3067\u3069\u306e\u3088\u3046\u306a\u5dee\u5225\u5316\u3092\u56f3\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u304b\uff1f\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30fb\u30c9\u30c3\u30c8\u30b3\u30e0\u306a\u3069\u3068\u306f\u7570\u306a\u308a\u3001\u3042\u308b\u30ec\u30d9\u30eb\u3067\u306fCRM\u5e02\u5834\u306b\u53c2\u5165\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30d3\u30c7\u30aa\u4f1a\u8b70\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306f\u5168\u304f\u7570\u306a\u308b\u3001\u9867\u5ba2\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u30ec\u30d9\u30eb\u306b\u307e\u3067\u8e0f\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u306d\u3002<\/p>\n

\u305d\u306e\u3042\u305f\u308a\u3092\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002\u7d20\u6674\u3089\u3057\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u307e\u305a\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306f\u5de8\u5927\u306a\u5e02\u5834\u3067\u3059\u3088\u306d\uff1f\u591a\u304f\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304c\u3042\u308a\u307e\u3059\u3088\u306d\uff1f\u307e\u305f\u3001\u73fe\u5728\u3001\u591a\u304f\u306e\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u6570\u5e74\u9593\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3057\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u305d\u308c\u306f\u3055\u3066\u304a\u304d\u3001\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3057\u305f\u304a\u5ba2\u69d8\u306b\u540c\u69d8\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u6a5f\u80fd\u306e\u5f8c\u9000\u304c\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u79c1\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u306f\u3055\u3066\u304a\u304d\u3001\u591a\u304f\u306e\u6a5f\u80fd\u3001\u3064\u307e\u308a\u88fd\u54c1\u30b1\u30fc\u30b9\u3092\u8ffd\u52a0\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u305d\u306e1\u3064\u3067\u3059\u3002\u3053\u308c\u306f\u9593\u9055\u3044\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u7d20\u3067\u3059\u304c\u3001\u8ffd\u52a0\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u304c1\u3064\u76ee\u3067\u3059\u30022\u3064\u76ee\u306f\u3001AI\u306b\u3064\u3044\u3066\u3067\u3059\u3002AI\u306f\u65b0\u3057\u3044\u3082\u306e\u3067\u3059\u3002\u4ed6\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u305f\u304f\u3055\u3093\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001AI\u306f\u65b0\u3057\u3044\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u65b0\u3057\u3044\u3082\u306e\u3067\u3042\u308a\u3001\u79c1\u305f\u3061\u306f\u3053\u308c\u306b\u529b\u3092\u6ce8\u3044\u3067\u3044\u307e\u3059\u3002\u3053\u308c\u304c1\u3064\u3001\u3064\u307e\u308a\u3001\u3088\u308a\u512a\u308c\u305fAI\u6a5f\u80fd\u3092\u3044\u304b\u306b\u65e9\u304f\u5b9f\u73fe\u3059\u308b\u304b\u304c\u3001\u91cd\u8981\u306a\u6e1b\u4fa1\u511f\u5374\u8cbb\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u9867\u5ba2\u3084IT\u90e8\u9580\u3001\u30b5\u30dd\u30fc\u30c8\u90e8\u9580\u3068\u5f93\u696d\u54e1\u3068\u306e\u9593\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3092\u3044\u304b\u306b\u6539\u5584\u3059\u308b\u304b\u3001\u30d3\u30c7\u30aa\u3092\u3044\u304b\u306b\u30aa\u30f3\u306b\u3059\u308b\u304b\u3001\u30d3\u30c7\u30aa\u4f1a\u8a71\u3092\u3044\u304b\u306b\u97f3\u58f0\u304b\u3089\u30c6\u30ad\u30b9\u30c8\u306b\u5909\u63db\u3057\u3066\u5206\u6790\u3059\u308b\u304b\u3001\u305d\u3057\u3066\u6700\u8fd1\u3067\u306fZoom IQ for Sales\u306e\u3088\u3046\u306b\u3001\u30d3\u30c7\u30aa\u3082\u4e3b\u8981\u306a\u4f7f\u7528\u4f8b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u3002<\/p>\n

ServiceNow\u3084Zendesk\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u4ed6\u306e\u30b5\u30fc\u30d3\u30b9\u3068\u306e\u7d71\u5408\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u3053\u308c\u306f\u5358\u306a\u308b\u6a5f\u80fd\u3067\u3057\u304b\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3082\u5099\u308f\u3063\u3066\u3044\u308b\u6a5f\u80fd\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u5dee\u5225\u5316\u306e\u30dd\u30a4\u30f3\u30c8\u306b\u306f\u306a\u308a\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u304a\u5ba2\u3055\u307e\u306f\u65b0\u3057\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u30e2\u30c0\u30f3\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u597d\u304d\u3067\u3001\u53e4\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u5acc\u3044\u3067\u3001\u9769\u65b0\u3059\u308b\u306e\u304c\u3068\u3066\u3082\u96e3\u3057\u3044\u304b\u3089\u3067\u3059\u3002Zoom Phone\u306e\u904e\u53bb7\u5e74\u9593\u306e\u9032\u6b69\u3092\u8003\u3048\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u540c\u3058\u3088\u3046\u306a\u3053\u3068\u3092\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u3060\u304b\u3089\u3001\u3068\u3066\u3082\u697d\u3057\u307f\u306a\u3093\u3067\u3059\u3002<\/p>\n

Kash Rangan — Goldman Sachs — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

Eric\u3001Kelly\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

Kash\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Kash\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u307f\u305a\u307b\u306eSiti Panigrahi\u3055\u3093\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Siti Panigrahi — \u307f\u305a\u307b\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u300223\u5e74\u5ea6\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u70ba\u66ff\u304c\u9006\u98a8\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u70ba\u66ff\u306b\u3088\u308b\u9006\u98a8\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001EMEA\u5730\u57df\u3067\u306e\u30a6\u30af\u30e9\u30a4\u30ca\u6226\u4e89\u306e\u5f71\u97ff\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u4e3b\u306b\u30aa\u30f3\u30e9\u30a4\u30f3\u4e8b\u696d\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u30aa\u30f3\u30e9\u30a4\u30f3\u90e8\u9580\u306e\u6210\u9577\u7387\u3084\u89e3\u7d04\u7387\u306f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u90e8\u9580\u306b\u6bd4\u3079\u3066\u3069\u306e\u3088\u3046\u306b\u63a8\u79fb\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b\uff1f<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u70ba\u66ff\u306b\u95a2\u3057\u3066\u306f\u3001\u3082\u3061\u308d\u3093\u30e6\u30fc\u30ed\u3001\u30dd\u30f3\u30c9\u3001\u5186\u3067\u306e\u5f71\u97ff\u304c\u3042\u308a\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306e\u50be\u5411\u3092\u898b\u308b\u3068\u3001\u30c9\u30eb\u9ad8\u3068\u6226\u4e89\u306b\u3088\u308b\u5f71\u97ff\u306e\u4e21\u65b9\u304c\u3042\u308a\u3001\u3053\u306e2\u3064\u306e\u8981\u56e0\u306e\u7d44\u307f\u5408\u308f\u305b\u304c\u53ce\u76ca\u306b\u7d041\uff05\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3068\u4e88\u60f3\u3057\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u7d44\u307f\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u4e3b\u306b\u3001\u6226\u4e89\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u90e8\u9580\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3067\u3059\u3002<\/p>\n

\u4f01\u696d\u5411\u3051\u306b\u306f\u3042\u307e\u308a\u5f71\u97ff\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3082\u3061\u308d\u3093\u3001FX\u306f\u4e21\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u53ca\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n

Siti Panigrahi — \u307f\u305a\u307b\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30b1\u30ea\u30fc\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30e9\u30a4\u30a2\u30f3\u30fb\u30de\u30af\u30a6\u30a3\u30ea\u30a2\u30e0\u30ba\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Ryan MacWilliams — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u307e\u305f\u304a\u4f1a\u3044\u3067\u304d\u3066\u3046\u308c\u3057\u3044\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3082\u30461\u3064\u3002\u30b1\u30ea\u30fc\u3001\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u306e\u89b3\u70b9\u304b\u3089\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308c\u3070\u3088\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u591a\u5c11\u306e\u5909\u52d5\u3092\u8003\u616e\u3057\u305f\u4e0a\u3067\u3001\u6765\u671f\u306f\u3069\u306e\u3088\u3046\u306a\u5f37\u307f\u3092\u898b\u305b\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u524d\u56db\u534a\u671f\u3067\u306f\u3001\u4f01\u696d\u5411\u3051\u306f\u5e74\u959320%\u5f37\u306e\u6210\u9577\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u306f\u6a2a\u3070\u3044\u3068\u3044\u3046\u8a71\u3092\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6a2a\u3070\u3044\u3068\u3044\u3046\u306e\u306f\u3001\u56db\u534a\u671f\u306b\u3088\u3063\u3066\u30bc\u30ed\u3092\u5c11\u3057\u4e0a\u56de\u308b\u3053\u3068\u3082\u3042\u308c\u3070\u3001\u30bc\u30ed\u3092\u5c11\u3057\u4e0b\u56de\u308b\u3053\u3068\u3082\u3042\u308b\u3068\u3044\u3046\u610f\u5473\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u5909\u66f2\u70b9\u304c\u6765\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u7b2c2\u56db\u534a\u671f\u3082\u3001\u5148\u307b\u3069\u304a\u8a71\u3057\u305f\u3088\u3046\u306a\u8981\u56e0\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u3068\u3063\u3066\u306f\u4e0d\u5b89\u5b9a\u306a\u56db\u534a\u671f\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4f01\u696d\u5411\u3051\u306f\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u3067\u3001\u7b2c2\u56db\u534a\u671f\u306e\u6210\u9577\u306f\u305d\u3053\u306b\u727d\u5f15\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001\u4e0b\u534a\u671f\u306b\u5165\u308b\u3053\u308d\u306b\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306e\u5b89\u5b9a\u5316\u304c\u5b9f\u73fe\u3059\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

Ryan MacWilliams — Barclays — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3054\u6307\u6458\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30e9\u30a4\u30a2\u30f3\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30e9\u30a4\u30a2\u30f3\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

RBC\u306eRishi Jaluria\u306b\u79fb\u308a\u307e\u3059\u3002<\/p>\n

Rishi Jaluria — RBC Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044 \u30a8\u30ea\u30c3\u30af\u3001\u30b1\u30ea\u30fc\u3001\u30c8\u30e0\u3001\u3069\u3046\u3082\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002NRR\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u5168\u4f53\u7684\u306b\u3069\u3046\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u3044\u308d\u3044\u308d\u3068\u6559\u3048\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u300110\u4e07\u4eba\u898f\u6a21\u306e\u9867\u5ba2\u306b\u5bfe\u3059\u308bNRR\u304c\u4e00\u822c\u7684\u306b\u3069\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u304b\u3001\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u305b\u3093\u3067\u3057\u3087\u3046\u304b\u3002\u7dad\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u304b\uff1f\u4e0b\u304c\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u6700\u5927\u624b\u9867\u5ba2\u306e\u4f7f\u7528\u30d1\u30bf\u30fc\u30f3\u306b\u3064\u3044\u3066\u3082\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30ea\u30b7\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3068\u3053\u308d\u3067\u3001\u524d\u56db\u534a\u671f\u304b\u3089\u3001\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306e\u58f2\u4e0a\u9ad8\u3092\u300c\u7d14\u5897\u300d\u3068\u3044\u3046\u65b0\u3057\u3044\u6307\u6a19\u306b\u5909\u66f4\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u5206\u5272\u3057\u59cb\u3081\u305f\u305f\u3081\u3067\u3059\u3002\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3068\u30aa\u30f3\u30e9\u30a4\u30f3\u306b\u5206\u3051\u59cb\u3081\u305f\u306e\u306f\u3001\u4eca\u5f8c\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u898b\u308b\u4e0a\u3067\u305d\u308c\u304c\u6700\u3082\u9069\u5207\u306a\u65b9\u6cd5\u3067\u3042\u308a\u3001\u793e\u5185\u3067\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u3057\u3066\u3044\u308b\u304b\u3092\u793a\u3059\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u6307\u6a19\u306f\u3001\u3053\u308c\u307e\u3067130%\u4ee5\u4e0a\u3092\u958b\u793a\u3057\u3066\u3044\u307e\u3057\u305f\u304c\u3001123%\u306b\u4e0b\u304c\u308a\u3001\u4e88\u60f3\u901a\u308a\u306e\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u4f1a\u793e\u5168\u4f53\u306e\u6210\u9577\u7387\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u308b\u3068\u3001\u79c1\u305f\u3061\u304c\u793a\u3057\u305f\u3088\u3046\u306b\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u306f20%\u4ee5\u4e0a\u306e\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u6b63\u5473\u306e\u30c9\u30eb\u62e1\u5927\u306f\u3001\u8a00\u3063\u3066\u307f\u308c\u3070\u6e1b\u901f\u306b\u8ffd\u5f93\u3057\u3066\u3044\u308b\u306f\u305a\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001123%\u3068\u3044\u3046\u4e88\u60f3\u3069\u304a\u308a\u306e\u6570\u5b57\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Rishi Jaluria — RBC Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3067\u3082\u3001\u3059\u307f\u307e\u305b\u3093\u3001\u3061\u3087\u3063\u3068\u3060\u3051\u88dc\u8db3\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3068\u3044\u3046\u306e\u3082\u30016\u6841\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u4e2d\u5805\u30ec\u30d9\u30eb\u306e\u9867\u5ba2\u3067\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u89e3\u7d04\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u3068\u601d\u3046\u304b\u3089\u3067\u3059\u3002\u6570\u5b57\u306b\u3053\u3060\u308f\u3089\u305a\u306b\u3001\u6700\u5927\u9867\u5ba2\u5c64\u306eNRR\u306e\u7d4c\u6642\u7684\u306a\u63a8\u79fb\u3068\u73fe\u5728\u306e\u50be\u5411\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3001123%\u3088\u308a\u9ad8\u3044\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u305d\u3046\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u65b0\u898f\u30d6\u30c3\u30ad\u30f3\u30b0\u3068\u66f4\u65b0\u306e\u4e21\u65b9\u306b\u304a\u3044\u3066\u3001\u5f53\u793e\u306e\u9867\u5ba2\u57fa\u76e4\u306f\u5f15\u304d\u7d9a\u304d\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Rishi Jaluria — RBC Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u304b\u3002\u3059\u3070\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306f\u30b7\u30c6\u30a3\u306e\u30bf\u30a4\u30e9\u30fc\u30fb\u30e9\u30c9\u30af\u304b\u3089\u8cea\u554f\u3067\u3059\u3002<\/p>\n

Tyler Radke — Citi — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3084\u3042\u3001\u30a8\u30ea\u30c3\u30af\u3002\u3084\u3042\u3001\u30b1\u30ea\u30fc\u3002\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u30b3\u30b9\u30c8\u9762\u306b\u3064\u3044\u3066\u8cea\u554f\u3057\u307e\u3059\u3002<\/p>\n

\u4eca\u671f\u306f\u55b6\u696d\u5229\u76ca\u7387\u3067400\u304b\u3089500\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u306e\u6539\u5584\u304c\u898b\u3089\u308c\u305f\u3088\u3046\u3067\u3059\u306d\u3002\u3057\u304b\u3057\u3001\u96c7\u7528\u306f\u4f9d\u7136\u3068\u3057\u3066\u597d\u8abf\u306a\u3088\u3046\u3067\u3059\u3002\u4e8b\u696d\u306e\u52b9\u7387\u5316\u304c\u9032\u3093\u3067\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u4eca\u671f\u306f\u4f55\u304b\u7279\u5225\u306a\u3053\u3068\u304c\u3042\u3063\u305f\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u3064\u3044\u3066\u306f\u300176\uff5e78\uff05\u306e\u9593\u3067\u4f4e\u4e0b\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u4eca\u671f\u306f\u305d\u308c\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u671f\u306f\u305d\u308c\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u65b0\u3057\u3044\u8a2d\u5099\u3084\u30b3\u30fc\u30eb\u30bb\u30f3\u30bf\u30fc\u306e\u5c0e\u5165\u306a\u3069\u3001\u3053\u306e\u3088\u3046\u306a\u8ecc\u9053\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3088\u3046\u306a\u3053\u3068\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n

\u5b9f\u969b\u3001\u5f53\u56db\u534a\u671f\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u306f\u4e88\u60f3\u4ee5\u4e0a\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u601d\u3044\u8d77\u3053\u305b\u3070\u3001\u7b2c4\u56db\u534a\u671f\u306b\u79c1\u305f\u3061\u304c\u8a71\u3057\u305f\u306e\u306f\u3001\u660e\u793a\u7684\u306b\u7c97\u5229\u76ca\u7387\u306e\u898b\u901a\u3057\u3092\u793a\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u901a\u671f\u3067\u306f70\uff05\u53f0\u534a\u3070\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5e74\u5ea6\u901a\u671f\u306e76\uff5e78\u30c9\u30eb\u306f\u3001\u5f53\u56db\u534a\u671f\u306e\u6642\u70b9\u3067\u4e88\u60f3\u3057\u3066\u3044\u305f\u3088\u308a\u3082\u9ad8\u3044\u6c34\u6e96\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u6539\u5584\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u5229\u7528\u3092\u6700\u9069\u5316\u3057\u3001DevOps\u30c1\u30fc\u30e0\u306e\u304a\u304b\u3052\u3067\u305d\u308c\u3092\u30b3\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u53d6\u308a\u8fbc\u3080\u3068\u3044\u3046\u70b9\u3067\u5927\u304d\u306a\u524d\u9032\u3092\u9042\u3052\u305f\u305f\u3081\u3067\u3001\u3053\u308c\u304c\u4eca\u5f8c\u306e\u55b6\u696d\u5229\u76ca\u7387\u306e\u6539\u5584\u306b\u5927\u304d\u304f\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Tyler Radke — Citi — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u53f8\u4f1a<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d9\u30a2\u30fc\u30c9\u306e\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30d1\u30ef\u30fc\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30a6\u30a3\u30eb\u30fb\u30d1\u30ef\u30fc — \u30ed\u30d0\u30fc\u30c8\u30fbW\u30fb\u30d9\u30a2\u30fc\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30b1\u30ea\u30fc\u3055\u3093\u3001\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u6211\u3005\u3084\u30b9\u30c8\u30ea\u30fc\u30c8\u304c\u60f3\u5b9a\u3057\u3066\u3044\u305f\u3088\u308a\u3082\u5c11\u3057\u5f37\u3081\u306b\u51fa\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u3067\u3082\u901a\u5e74\u3067\u306f\u304b\u306a\u308a\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u4e0b\u671f\u306e\u30d7\u30c3\u30c8\u30fb\u30a2\u30f3\u30c9\u30fb\u30c6\u30a4\u30af\u306b\u3064\u3044\u3066\u3001\u4ed6\u306b\u4f55\u304b\u3054\u610f\u898b\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u7b2c4\u56db\u534a\u671f\u306b\u58f2\u4e0a\u6210\u9577\u3092\u518d\u52a0\u901f\u3055\u305b\u308b\u3068\u3044\u3046\u78ba\u4fe1\u306b\u3064\u3044\u3066\u3001\u305d\u306e\u4e3b\u8981\u306a\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u7406\u89e3\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u4e3b\u306a\u8981\u56e0\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u7b2c4\u56db\u534a\u671f\u306b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u51fa\u3057\u305f\u3068\u304d\u3001\u305d\u3057\u3066\u73fe\u5728\u3082\u305d\u3046\u3067\u3059\u304c\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30d3\u30b8\u30cd\u30b9\u304c\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u3067\u3001\u65b0\u898f\u306e\u4e88\u7d04\u3068\u66f4\u65b0\u306e\u4e21\u65b9\u304c\u597d\u8abf\u3067\u3059\u3002\u6628\u5e74\u5c0e\u5165\u3057\u305fZoom\u30a4\u30d9\u30f3\u30c8\u3001Zoom Rooms\u3001\u305d\u3057\u3066\u305d\u306e\u5f37\u307f\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30fc\u30c9\u3084\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u304b\u3089\u306e\u65b0\u305f\u306a\u8ca2\u732e\u306a\u3069\u3001\u3053\u308c\u3089\u3059\u3079\u3066\u306e\u65b0\u88fd\u54c1\u306e\u5c0e\u5165\u3067\u751f\u307e\u308c\u308b\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u65b0\u88fd\u54c1\u304c\u3001\u4eca\u5e74\u306e\u6b8b\u308a\u306e\u671f\u9593\u3082\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306b\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306b\u306f\u3001\u3059\u3067\u306b\u8a73\u3057\u304f\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u591a\u5c11\u306e\u5909\u52d5\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u4e00\u90e8\u306f\u7b2c2\u56db\u534a\u671f\u306b\u3082\u7d9a\u304f\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u5165\u308b\u3053\u308d\u306b\u306f\u30012\u3064\u306e\u3053\u3068\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305a\u3001\u4fa1\u683c\u8a2d\u5b9a\u3084\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u5730\u57df\u3054\u3068\u306e\u652f\u6255\u3044\u65b9\u6cd5\u306a\u3069\u306b\u95a2\u3059\u308b\u65b0\u305f\u306a\u53d6\u308a\u7d44\u307f\u3067\u30c1\u30fc\u30e0\u304c\u7d20\u6674\u3089\u3057\u3044\u6210\u679c\u3092\u4e0a\u3052\u3066\u304a\u308a\u3001\u3053\u308c\u304c\u7279\u306b\u6d77\u5916\u3092\u4e2d\u5fc3\u306b\u5168\u4f53\u7684\u306a\u5f37\u307f\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6628\u5e74\u306eAnalyst Day\u3067\u304a\u898b\u305b\u3057\u305f\u30b0\u30e9\u30d5\u306b\u3088\u308b\u3068\u3001\u30b3\u30db\u30fc\u30c8\u306e\u5728\u7c4d\u671f\u9593\u304c16\u30ab\u6708\u306b\u306a\u308b\u3068\u3001\u5b9a\u7740\u7387\u306e\u9762\u3067\u5b89\u5b9a\u3057\u59cb\u3081\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002\u3053\u306e\u30b0\u30e9\u30d5\u306f\u3001\u5728\u7c4d\u671f\u9593\u304c16\u30ab\u6708\u306b\u306a\u308b\u3068\u3001\u5b9a\u7740\u7387\u304c\u5b89\u5b9a\u3057\u59cb\u3081\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u306a\u308b\u9803\u306b\u306f\u300175%\u4ee5\u4e0a\u306e\u793e\u54e1\u304c\u5728\u7c4d\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u305d\u308c\u81ea\u4f53\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306e\u5b89\u5b9a\u306b\u3064\u306a\u304c\u308a\u3001\u5b89\u5b9a\u3060\u3051\u3067\u306a\u304f\u3001\u4e0b\u534a\u671f\u306e\u6210\u9577\u306b\u3082\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30a6\u30a3\u30eb\u30fb\u30d1\u30ef\u30fc — \u30ed\u30d0\u30fc\u30c8\u30fbW\u30fb\u30d9\u30a2\u30fc\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u304b\u3002\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u305d\u308c\u3067\u306f\u6b21\u306bStifel\u306e\u30d1\u30fc\u30ab\u30fc\u30fb\u30ec\u30fc\u30f3\u306b\u79fb\u308a\u307e\u3059\u304c\u3001\u5f7c\u306f\u30d3\u30c7\u30aa\u306e\u8abf\u5b50\u304c\u60aa\u3044\u3088\u3046\u3067\u3001\u4eca\u65e5\u306f\u30d3\u30c7\u30aa\u306b\u6620\u3089\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n

Max Osnowitz — Stifel Financial Corp — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u5931\u793c\u3057\u307e\u3057\u305f\u3002\u30d1\u30fc\u30ab\u30fc\u30fb\u30ec\u30fc\u30f3\u306b\u4ee3\u308f\u3063\u3066 \u30de\u30c3\u30af\u30b9\u30fb\u30aa\u30b9\u30ce\u30a6\u30a3\u30c3\u30c4\u304c\u51fa\u3066\u308b \u4eca\u65e5\u306f\u4e8c\u4eba\u3068\u3082\u79fb\u52d5\u4e2d\u3067\u3059\u3002\u30d3\u30c7\u30aa\u306a\u3057\u306f\u6b8b\u5ff5\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3042\u306a\u305f\u304c\u884c\u3063\u305f\u9867\u5ba2\u767a\u8868\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u308b\u3068\u3001\u69d8\u3005\u306a\u696d\u7a2e\u304c\u3042\u308b\u3088\u3046\u306b\u611f\u3058\u3089\u308c\u307e\u3059\u3002COVID\u306e\u3068\u304d\u306b\u4ed6\u793e\u306b\u9045\u308c\u3092\u3068\u3063\u3066\u3044\u3066\u3001\u307e\u3060\u79fb\u884c\u4e2d\u3001\u3042\u308b\u3044\u306f\u79fb\u884c\u3092\u59cb\u3081\u3066\u3044\u3066\u3001\u4ed6\u793e\u304c\u79fb\u884c\u3057\u3066\u3044\u306a\u3044\u3088\u3046\u306a\u696d\u754c\u304b\u3089\u306e\u9700\u8981\u304c\u591a\u3044\u3068\u3044\u3046\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u304b\u306a\u308a\u4e00\u8cab\u3057\u3066\u3044\u308b\u3068\u8a00\u3048\u307e\u3059\u3002\u30a2\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u304b\u3089\u30d8\u30eb\u30b9\u30b1\u30a2\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u307e\u3067\u3001\u5f53\u793e\u306e\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u3092\u898b\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u306f\u304b\u306a\u308a\u4e00\u8cab\u3057\u3066\u3044\u307e\u3059\u306d\u3002\u304a\u5ba2\u69d8\u306f\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3084Zoom Phone\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3060\u3051\u3067\u306a\u304f\u3001Zoom Chat\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3082\u5c0e\u5165\u3057\u3066\u3001\u30c7\u30fc\u30bf\u51e6\u7406\u3084\u30c1\u30fc\u30e0\u30c1\u30e3\u30c3\u30c8\u3082\u975e\u5e38\u306b\u3046\u307e\u304f\u6a5f\u80fd\u3055\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3082\u597d\u8a55\u3067\u3059\u3002\u3053\u308c\u3082\u7121\u6599\u3067\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u7279\u5b9a\u306e\u696d\u7a2e\u304c\u4ed6\u306e\u696d\u7a2e\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u306a\u3044\u3088\u3046\u3067\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u975e\u5e38\u306b\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306e\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u3092\u898b\u308b\u3068\u3001\u3088\u308a\u591a\u304f\u306e\u4fa1\u5024\u3068\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30fc\u30c9\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f\u696d\u754c\u3092\u554f\u308f\u305a\u3001\u30a2\u30fc\u30ea\u30fc\u30a2\u30c0\u30d7\u30bf\u30fc\u3092\u898b\u3066\u304f\u3060\u3055\u3044\u3002\u304b\u306a\u308a\u6709\u671b\u3067\u3059\u3002<\/p>\n

Max Osnowitz — Stifel Financial Corp — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002BTIG\u306e\u30de\u30c3\u30c8\u30fb\u30f4\u30a1\u30f3\u30d6\u30ea\u30a8\u30c3\u30c8\u306b\u8a71\u3092\u79fb\u3057\u307e\u3059\u3002<\/p>\n

\u30de\u30c3\u30c8\u30fb\u30f4\u30a1\u30f3\u30d6\u30ea\u30a8\u30c3\u30c8 — BTIG — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u76f4\u63a5\u8ca9\u58f2\u5168\u4f53\u3001\u5f93\u696d\u54e1\u6570\u3001\u6765\u5e74\u306b\u884c\u3046\u4e88\u5b9a\u306e\u6295\u8cc7\u3001\u3055\u3089\u306b\u3001\u5404\u5730\u57df\u3067\u3088\u308a\u91cd\u70b9\u7684\u306b\u6295\u8cc7\u3057\u305f\u3044\u3068\u601d\u308f\u308c\u308b\u7279\u5b9a\u306eSKU\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u30c1\u30e3\u30cd\u30eb\u9762\u3067\u306f\u3001\u76f4\u8ca9\u306b\u5bfe\u3057\u3066Zoom Phone\u304c\u5927\u5e45\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u8981\u56e0\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u30c1\u30e3\u30cd\u30eb\u30a4\u30cd\u30fc\u30d6\u30eb\u30e1\u30f3\u30c8\u306b\u95a2\u3057\u3066\u3082\u3001\u3069\u306e\u3088\u3046\u306a\u6295\u8cc7\u3092\u884c\u3046\u4e88\u5b9a\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3057\u304b\u3057\u3001\u524d\u5e74\u6bd4\u3067\u898b\u308b\u3068\u3001\u30c1\u30e3\u30cd\u30eb\u3092\u542b\u3080\u56fd\u969b\u7684\u306a\u6295\u8cc7\u984d\u304c\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u304a\u308f\u304b\u308a\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u7c73\u56fd\u3067\u306f\u30c1\u30e3\u30cd\u30eb\u3078\u306e\u6295\u8cc7\u3068\u8ca2\u732e\u304c\u5927\u304d\u304f\u9032\u307f\u307e\u3057\u305f\u304c\u3001\u6d77\u5916\u3067\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u3067\u3059\u3002\u307e\u305f\u3001\u30de\u30b9\u30bf\u30fc\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u901a\u4fe1\u4e8b\u696d\u8005\u306e\u958b\u62d3\u306b\u3082\u529b\u3092\u5165\u308c\u3066\u304a\u308a\u3001\u5730\u57df\u306b\u3088\u3063\u3066\u6700\u9069\u306a\u65b9\u6cd5\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u3053\u306e\u5206\u91ce\u306f\u4eca\u5e74\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u7126\u70b9\u3067\u3059\u3002<\/p>\n

Matt VanVliet — BTIG — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u304b\u3002\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u30a6\u30a9\u30eb\u30d5\u30fb\u30ea\u30b5\u30fc\u30c1\u306e Alex Zukin \u306b\u79fb\u308a\u307e\u3059\u3002<\/p>\n

Alex Zukin — Wolfe Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u30b1\u30ea\u30fc\u3055\u3093\u3001\u3042\u306a\u305f\u3060\u3051\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u4e8b\u696d\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u4e8b\u696d\u306e\u55b6\u696d\u5229\u76ca\u7387\u3084\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30de\u30fc\u30b8\u30f3\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u9055\u3044\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u5927\u304d\u304f\u30a2\u30a6\u30c8\u30d1\u30d5\u30a9\u30fc\u30e0\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u304c\u3002\u540c\u6642\u306b\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u4e8b\u696d\u306f2%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u3069\u306e\u7a0b\u5ea6\u306e\u4f9d\u5b58\u5ea6\u304c\u3042\u308b\u306e\u304b\u3092\u7406\u89e3\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u901a\u671f\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30fb\u30de\u30fc\u30b8\u30f3\u306e\u76ee\u6a19\u5024\u3092\u63d0\u793a\u3055\u308c\u307e\u3057\u305f\u304c\u3001\u5c11\u306a\u304f\u3068\u3082\u305d\u306e\u5e45\u306f\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3046\u3061\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u4e8b\u696d\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u4e8b\u696d\u3068\u306e\u6bd4\u8f03\u3067\u306f\u3001\u3069\u306e\u7a0b\u5ea6\u306e\u5dee\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u305d\u308c\u304b\u3089\u3001\u30a8\u30ea\u30c3\u30af\u3001\u682a\u5f0f\u30d9\u30fc\u30b9\u306e\u5831\u916c\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u4f1a\u793e\u3068\u3057\u3066\u306e\u8a08\u753b\u306f\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1fRSU\u306e\u518d\u5272\u5f53\u3084\u682a\u5f0f\u306e\u5897\u8cc7\u306a\u3069\u3001\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u3051\u3070\u3044\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

Eric\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u6700\u521d\u306e1\u3064\u306f\u3042\u306a\u305f\u304c\u62c5\u5f53\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30a2\u30ec\u30c3\u30af\u30b9\uff1a\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3078\u306e\u5f71\u97ff\u3068\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u30d0\u30e9\u30f3\u30b9\u306e\u5909\u5316\u3088\u308a\u3082\u3001\u682a\u5f0f\u30d9\u30fc\u30b9\u306e\u5831\u916c\u306b\u3088\u308b\u5f71\u97ff\u306e\u65b9\u304c\u306f\u308b\u304b\u306b\u5927\u304d\u3044\u3088\u3046\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u682a\u4fa1\u306e\u5909\u52d5\u306b\u3088\u308a\u3001\u5f93\u696d\u54e1\u304c\u30aa\u30d7\u30b7\u30e7\u30f3\u3084RSU\u3092\u4fdd\u6709\u3059\u308b\u3053\u3068\u3092\u9078\u629e\u3057\u3001\u884c\u4f7f\u3057\u306a\u3044\u304b\u3001\u63a7\u9664\u984d\u304c\u305d\u308c\u307b\u3069\u5927\u304d\u304f\u306a\u3044\u305f\u3081\u3001\u682a\u5f0f\u30d9\u30fc\u30b9\u306e\u5831\u916c\u63a7\u9664\u304c\u5927\u5e45\u306b\u6e1b\u5c11\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u308c\u304c\u3001\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u3068\u4eca\u5e74\u306e\u898b\u901a\u3057\u306e\u9055\u3044\u306b\u5927\u304d\u304f\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30e6\u30a2\u30f3 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u3067\u306f\u3001\u30a2\u30ec\u30c3\u30af\u30b9\u30012\u756a\u76ee\u306e\u8cea\u554f\u306b\u623b\u308a\u307e\u3057\u3087\u3046\u3002\u5f53\u793e\u306e\u4f01\u696d\u6587\u5316\u306f\u3001\u5e78\u305b\u3092\u5c4a\u3051\u308b\u3053\u3068\u3060\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\uff1f\u79c1\u306e\u7b2c\u4e00\u306e\u512a\u5148\u4e8b\u9805\u306f\u3001\u3059\u3079\u3066\u306e\u30ba\u30fc\u30e0\u304c\u30cf\u30c3\u30d4\u30fc\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u4e00\u7dd2\u306b\u306a\u3063\u3066\u3001\u304a\u5ba2\u69d8\u3092\u30cf\u30c3\u30d4\u30fc\u306b\u3059\u308b\u3002\u7279\u306b\u3001\u79c1\u305f\u3061\u306f2,000\u4eba\u5f37\u306e\u5f93\u696d\u54e1\u3092\u62b1\u3048\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u308c\u304c\u4eca\u3067\u306f\u30017,000\u4eba\u8fd1\u3044\u793e\u54e1\u304c\u50cd\u3044\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u306e2\u5e74\u9593\u3067\u975e\u5e38\u306b\u591a\u304f\u306e\u5f93\u696d\u54e1\u3092\u96c7\u3044\u307e\u3057\u305f\u3002\u3069\u3046\u3067\u3057\u3087\u3046\uff1f\u5f7c\u3089\u304c\u30ba\u30fc\u30e0\u306b\u5165\u793e\u3057\u305f\u3068\u304d\u3001\u682a\u4fa1\u304c\u9ad8\u3059\u304e\u305f\u3093\u3067\u3059\u3002\u682a\u4fa1\u306f\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u5f93\u696d\u54e1\u306b\u5e78\u305b\u3092\u5c4a\u3051\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u78ba\u304b\u306b\u30012\u5e74\u524d\u306b\u5165\u793e\u3057\u305f\u793e\u54e1\u306e\u7686\u3055\u3093\u306f\u3001\u4eca\u306e\u682a\u4fa1\u3088\u308a\u305a\u3063\u3068\u9ad8\u304b\u3063\u305f\u3067\u3057\u3087\u3046\u304b\u3089\u3001\u305d\u306e\u4eba\u305f\u3061\u306e\u305f\u3081\u306b\u65b0\u682a\u3092\u767a\u884c\u3057\u307e\u3057\u305f\u3088\u306d\uff1f\u6700\u7d42\u7684\u306b\u306f\u3001\u6bce\u56de\u3001\u6bce\u56db\u534a\u671f\u3001\u6bce\u9031\u306e\u3088\u3046\u306b\u3001\u5f93\u696d\u54e1\u3092\u5e78\u305b\u306b\u3059\u308b\u305f\u3081\u306b\u4f55\u304b\u9055\u3046\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u304b\u3001\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u5e38\u306b\u7d99\u7d9a\u7684\u306a\u53d6\u308a\u7d44\u307f\u3067\u3059\u3002\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u6700\u512a\u5148\u4e8b\u9805\u3067\u3059\u3002<\/p>\n

Alex Zukin — Wolfe Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306a\u308b\u307b\u3069\u3002\u305d\u308c\u304b\u3089\u30b1\u30ea\u30fc\u3001\u3061\u3087\u3063\u3068\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u30022\u3064\u306e\u4e8b\u696d\u306e\u30de\u30fc\u30b8\u30f3\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u9055\u3044\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3069\u3061\u3089\u304b\u304c\u3082\u3046\u4e00\u65b9\u3088\u308a\u3082\u672c\u8cea\u7684\u306b\u53ce\u76ca\u6027\u304c\u9ad8\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n

\u30aa\u30f3\u30e9\u30a4\u30f3\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u524d\u306b\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u55b6\u696d\u5229\u76ca\u7387\u3084\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u89b3\u70b9\u304b\u3089\u3001\u3088\u308a\u5927\u304d\u306a\u8ca2\u732e\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u624b\u6570\u6599\u306e\u3088\u3046\u306a\u95a2\u9023\u8cbb\u7528\u306f\u767a\u751f\u3057\u307e\u305b\u3093\u3002\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u624b\u6570\u6599\u306f\u304b\u304b\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u624b\u6570\u6599\u306b\u6bd4\u3079\u308c\u3070\u6570\u5206\u306e\u4e00\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u304c\u3001\u3053\u306e2\u3064\u306e\u6700\u5927\u306e\u9055\u3044\u3067\u3059\u3002<\/p>\n

Alex Zukin — Wolfe Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u306f\u3044\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30de\u30b7\u30e5\u30fc\u30fb\u30cb\u30af\u30ca\u30e0\u6c0f\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Matt Niknam — Deutsche Bank — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3001\u307f\u306a\u3055\u3093\u3002\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30af\u30ed\u7684\u306a\u61f8\u5ff5\u306e\u9ad8\u307e\u308a\u3092\u53d7\u3051\u3066\u3001\u4e00\u90e8\u306e\u9867\u5ba2\u304b\u3089\u6295\u8cc7\u306e\u7e2e\u5c0f\u3084\u7bc0\u5236\u304c\u898b\u3089\u308c\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3082\u3057\u305d\u3046\u306a\u3089\u3001\u305d\u308c\u306f\u5730\u57df\u3084\u9867\u5ba2\u306e\u898f\u6a21\u306b\u3088\u3063\u3066\u9055\u3044\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u7279\u306b\u4f01\u696d\u5411\u3051\u3067\u306f\u3001\u66f4\u65b0\u304c\u597d\u8abf\u3067\u3001\u65b0\u898f\u9867\u5ba2\u3084\u8ffd\u52a0\u88fd\u54c1\u306e\u62e1\u5927\u3082\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5fc3\u914d\u3059\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3082\u3057\u652f\u51fa\u3092\u5236\u9650\u3057\u3066\u3044\u308b\u3068\u3059\u308c\u3070\u3001\u305d\u308c\u306f\u96c7\u7528\u3084\u51fa\u5f35\u306e\u53ef\u80fd\u6027\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u3044\u3046\u8a71\u3092\u3001\u4ed6\u306e\u4eba\u305f\u3061\u304b\u3089\u805e\u3044\u305f\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u793e\u5185\u65c5\u884c\u3092\u5236\u9650\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u308b\u306e\u3067\u3042\u308c\u3070\u3001Zoom\u306f\u7d20\u6674\u3089\u3057\u3044\u4ee3\u66ff\u624b\u6bb5\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u73fe\u5728\u3067\u306f\u305d\u306e\u3088\u3046\u306a\u5f71\u97ff\u306f\u898b\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n

Matt Niknam — \u30c9\u30a4\u30c4\u9280\u884c — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4e86\u89e3\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306fPiper Sandler\u306eJames Fish\u304b\u3089\u8cea\u554f\u3067\u3059\u3002<\/p>\n

James Fish — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u671f\u3001\u7e70\u5ef6\u53ce\u76ca\u306f\u4e88\u60f3\u3088\u308a\u30828\uff5e9\u30dd\u30a4\u30f3\u30c8\u307b\u3069\u65e9\u304f\u4f38\u3073\u307e\u3057\u305f\u304c\u3001\u671f\u9593\u304c\u5c11\u3057\u4f38\u3073\u305f\u3088\u3046\u306b\u898b\u3048\u307e\u3057\u305f\u3002\u305d\u308c\u3068\u3082\u3001\u96fb\u8a71\u3084\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306a\u3069\u306e\u30d7\u30ed\u30c0\u30af\u30c8\u30df\u30c3\u30af\u30b9\u304c\u826f\u304f\u306a\u3063\u305f\u3053\u3068\u304c\u8981\u56e0\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3082\u3057\u5f8c\u8005\u3067\u3042\u308c\u3070\u3001\u9577\u671fRPO\u304c\u73fe\u5728\u306eRPO\u3088\u308a\u3082\u901f\u304f\u6210\u9577\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u304b\u3089\u3001\u3088\u308a\u591a\u304f\u306e\u8907\u6570\u5e74\u306e\u7e70\u5ef6\u53ce\u76ca\u304c\u5148\u884c\u3057\u3001\u305d\u308c\u304c\u55b6\u696d\u5229\u76ca\u7387\u306b\u5bfe\u3059\u308b\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u5229\u76ca\u7387\u306b\u8ca2\u732e\u3057\u305f\u3068\u3057\u3066\u3001\u7e70\u5ef6\u53ce\u76ca\u304c\u4f38\u3073\u306a\u3044\u7406\u7531\u306f\u306a\u3044\u3067\u3057\u3087\u3046?<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001MR\u3084\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u5831\u916c\u4f53\u7cfb\u306b\u5909\u66f4\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u306f\u3001\u8907\u6570\u5e74\u5951\u7d04\u306b\u3088\u308b\u5272\u5f15\u3092\u5b9f\u65bd\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u4ee5\u524d\u304b\u3089\u4e00\u8cab\u3057\u3066\u3044\u307e\u3059\u3002COVID\u306e\u8cfc\u5165\u30b5\u30a4\u30af\u30eb\u304c\u904e\u304e\u308b\u3068\u3001\u3088\u308a\u9577\u671f\u7684\u306a\u5951\u7d04\u3092\u8cfc\u5165\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u3082\u3001\u304a\u5ba2\u69d8\u304c\u6708\u5358\u4f4d\u3067\u306f\u306a\u304f\u5e74\u5358\u4f4d\u3067\u8cfc\u5165\u3067\u304d\u308b\u3088\u3046\u306a\u53d6\u308a\u7d44\u307f\u304c\u591a\u304f\u898b\u3089\u308c\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3067\u3082\u3001\u304a\u5ba2\u69d8\u304c\u6708\u5358\u4f4d\u3067\u306f\u306a\u304f\u5e74\u5358\u4f4d\u3067\u8cfc\u5165\u3059\u308b\u6a5f\u4f1a\u3092\u8a2d\u3051\u308b\u306a\u3069\u3001\u3055\u307e\u3056\u307e\u306a\u53d6\u308a\u7d44\u307f\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u4e21\u65b9\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u9577\u671f\u5951\u7d04\u3078\u306e\u79fb\u884c\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002RPO\u306e\u56fa\u5b9a\u8cbb\u304c\u5897\u52a0\u3057\u3066\u3082\u3001\u7e70\u5ef6\u984d\u304c\u5897\u52a0\u3057\u306a\u3044\u306e\u306f\u3001\u8907\u6570\u5e74\u5951\u7d04\u3092\u3059\u3079\u3066\u524d\u6255\u3044\u3059\u308b\u3068\u306f\u9650\u3089\u306a\u3044\u304b\u3089\u3067\u3059\u30023\u5e74\u5951\u7d04\u3067\u3042\u3063\u3066\u3082\u30011\u5e74\u5206\u3057\u304b\u652f\u6255\u308f\u306a\u3044\u3053\u3068\u3082\u3042\u308a\u5f97\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u30013\u5e74\u5951\u7d04\u3067\u3042\u308a\u306a\u304c\u3089\u6708\u6255\u3044\u306b\u3059\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u30013\u5e74\u5951\u7d04\u3067\u3042\u308a\u306a\u304c\u30891\u5e74\u5206\u3057\u304b\u524d\u6255\u3044\u3057\u3066\u3044\u306a\u3044\u3088\u3046\u306a\u30b1\u30fc\u30b9\u3082\u73cd\u3057\u304f\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

James Fish — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306a\u308b\u307b\u3069\u30023\u5e74\u5951\u7d04\u3067\u5e74\u6255\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u7406\u306b\u304b\u306a\u3063\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d<\/p>\n

James Fish — Piper Sandler — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30b1\u30ea\u30fc\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u6765\u9031\u306e\u8a95\u751f\u65e5\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

James Fish — Piper Sandler — Analyst<\/p>\n

\u3053\u3061\u3089\u3053\u305d\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30aa\u30c3\u30da\u30f3\u30cf\u30a4\u30de\u30fc\u306e\u30a4\u30c3\u30bf\u30a4\u30fb\u30ad\u30c9\u30ed\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n

Ittai Kidron — Oppenheimer and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u3044\u3044\u56db\u534a\u671f\u3067\u3057\u305f\u306d\u3002\u30b1\u30ea\u30fc\u30012\u3064\u307b\u3069\u7c21\u5358\u306a\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u96fb\u8a71\u52a0\u5165\u8005\u6570\u306e\u5897\u52a0\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001300\u4e07\u4eba\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u9054\u6210\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u79c1\u306e\u8a08\u7b97\u304c\u6b63\u3057\u3051\u308c\u3070\u3001200\u4e07\u304b\u3089300\u4e07\u307e\u30679\u30f6\u6708\u304b\u304b\u3063\u305f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u306d\u3002100\u4e07\u4ef6\u304b\u3089200\u4e07\u4ef6\u306b\u81f3\u308b\u307e\u3067\u306b\u306f7\u30f5\u6708\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u96fb\u8a71\u756a\u53f7\u306e\u8ffd\u52a0\u30da\u30fc\u30b9\u304c\u6e1b\u901f\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u79c1\u306e\u8a08\u7b97\u304c\u9593\u9055\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b? \u307e\u305f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5951\u7d04\u306e\u671f\u9593\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u304a\u5ba2\u69d8\u304c\u9577\u671f\u5951\u7d04\u3092\u7d50\u3093\u3067\u3044\u308b\u306e\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u5951\u7d04\u671f\u9593\u306b\u3064\u3044\u3066\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u5951\u7d04\u671f\u9593\u306e\u9577\u671f\u5316\u306b\u4f34\u3046\u5024\u5f15\u304d\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308c\u3070\u3088\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u307e\u305a\u6700\u521d\u306b\u3001Zoom Phone\u306e\u4ef6\u3067\u3059\u304c\u3001\u5b9f\u306f300\u4e07\u53f0\u3092\u9054\u6210\u3057\u305f\u306e\u306f\u56db\u534a\u671f\u672b\u3067\u306f\u306a\u304f\u3001\u56db\u534a\u671f\u4e2d\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001300\u4e07\u3092\u8d85\u3048\u305f\u3068\u3053\u308d\u3067\u3001\u56db\u534a\u671f\u672b\u3092\u8fce\u3048\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u63d0\u4f9b\u3057\u305f\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u6b63\u78ba\u306a\u8a08\u7b97\u3092\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u901f\u5ea6\u304c\u6e1b\u901f\u3059\u308b\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u3002<\/p>\n

\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3092\u4e57\u308a\u8d8a\u3048\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u5f8c\u306e\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u3067\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306a\u50cd\u304d\u65b9\u3092\u3069\u3046\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3092\u771f\u5263\u306b\u8003\u3048\u3001\u5f53\u793e\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30b3\u30df\u30c3\u30c8\u3057\u3001\u7279\u306b\u591a\u54c1\u7a2e\u751f\u7523\u306b\u5bfe\u5fdc\u3057\u3001\u52b9\u7387\u5316\u3092\u56f3\u308b\u3053\u3068\u3067\u3001\u9577\u671f\u7684\u306a\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u3057\u3066\u304f\u308c\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u4ed5\u7d44\u307f\u306f\u3001\u3053\u308c\u307e\u3067\u3068\u5909\u308f\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u307e\u3067\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u5951\u7d04\u306e\u898f\u6a21\u3001\u591a\u54c1\u7a2e\u3001\u8907\u6570\u5e74\u3001\u524d\u6255\u3044\u306e\u610f\u601d\u306a\u3069\u306b\u5fdc\u3058\u3066\u5272\u5f15\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u304a\u5ba2\u69d8\u304cZoom\u306e\u4fa1\u5024\u3092\u7406\u89e3\u3057\u3001\u3088\u308a\u9577\u3044\u671f\u9593\u3001Zoom\u306b\u30b3\u30df\u30c3\u30c8\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3060\u3051\u3067\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30a4\u30c3\u30bf\u30a4\u3001\u624b\u77ed\u306b\u8a00\u3046\u3068\u3001\u4ee5\u524d\u8ca9\u58f2\u3057\u305f\u5ea7\u5e2d\u306e\u6570\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3001\u30b5\u30fc\u30d3\u30b9\u306e\u8cea\u3082\u5fd8\u308c\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u52b4\u50cd\u8005\u3092\u5e78\u305b\u306b\u3059\u308b\u305f\u3081\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3059\u308b\u3068\u3057\u307e\u3059\u3002<\/p>\n

\u305d\u306e\u4f1a\u793e\u306e\u9867\u5ba2\u3068\u8a71\u3057\u305f\u308a\u3001\u79c1\u305f\u3061\u306e\u9867\u5ba2\u3068\u8a71\u3057\u305f\u308a\u3059\u308b\u308f\u3051\u3067\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u3092\u5e78\u305b\u306b\u3057\u307e\u3059\u3002Enterprise\u306f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u96fb\u8a71\u30b5\u30fc\u30d3\u30b9\u306e\u304a\u5ba2\u69d8\u3060\u3051\u3067\u306a\u304f\u3001\u30de\u30a4\u30af\u306e\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3068\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u3001\u307e\u305f\u3001\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30b5\u30fc\u30d3\u30b9\u304b\u3089Zoom\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u79fb\u884c\u3055\u308c\u305f\u304a\u5ba2\u69d8\u306b\u3082\u3054\u5229\u7528\u3044\u305f\u3060\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u3088\u308a\u826f\u3044\u4f53\u9a13\u3092\u63d0\u4f9b\u3057\u3001\u304a\u5ba2\u3055\u307e\u306b\u559c\u3093\u3067\u3044\u305f\u3060\u3044\u3066\u3044\u308b\u3053\u3068\u306e\u8a3c\u3057\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u304c\u79c1\u305f\u3061\u306e\u52e2\u3044\u3067\u3059\u3002\u305d\u308c\u3067\u306f……\u3002<\/p>\n

Ittai Kidron — Oppenheimer and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u975e\u5e38\u306b\u826f\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

FBN\u8a3c\u5238\u306eShebly Seyrafi\u304c\u6b21\u306e\u8cea\u554f\u306b\u9032\u307f\u307e\u3059\u3002<\/p>\n

Shebly Seyrafi — FBN Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u7b2c2\u56db\u534a\u671f\u306e\u7e70\u5ef6\u53ce\u76ca\u306e\u4f38\u3073\u30929%\u304b\u308910%\u306b\u3059\u308b\u3068\u3044\u3046\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001\u7b2c2\u56db\u534a\u671f\u306b\u8acb\u6c42\u30d9\u30fc\u30b9\u3067\u82e5\u5e72\u306e\u30de\u30a4\u30ca\u30b9\u306b\u306a\u308b\u3088\u3046\u3067\u3059\u3002\u305d\u3053\u3067\u6700\u521d\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u4eca\u5e74\u306e\u8acb\u6c42\u984d\u306e\u4f38\u3073\u306f\u3053\u306e\u7a0b\u5ea6\u304c\u9650\u754c\u3060\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f\u6b21\u306b\u3001\u3053\u308c\u306b\u95a2\u9023\u3057\u3066\u3001\u7279\u306b\u4e0b\u534a\u671f\u306e\u7e70\u5ef6\u53ce\u76ca\u306e\u6bd4\u8f03\u304c\u5bb9\u6613\u306a\u3053\u3068\u304b\u3089\u3001\u4e0b\u534a\u671f\u306e\u7e70\u5ef6\u53ce\u76ca\u306e\u4f38\u3073\u304c\u5927\u5e45\u306b\u52a0\u901f\u3055\u308c\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f<\/p>\n

\u30b1\u30ea\u30fc\u30fb\u30b9\u30c6\u30c3\u30b1\u30eb\u30d9\u30eb\u30b0 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u5f53\u793e\u306e\u66f4\u65b0\u306f\u524d\u5012\u3057\u3067\u884c\u308f\u308c\u308b\u3053\u3068\u3092\u899a\u3048\u3066\u304a\u3044\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u308c\u306f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u521d\u671f\u306b\u7b2c1\u56db\u534a\u671f\u306b\u5927\u91cf\u306e\u30d6\u30c3\u30ad\u30f3\u30b0\u304c\u3042\u3063\u305f\u3068\u304d\u307e\u3067\u3055\u304b\u306e\u307c\u308a\u307e\u3059\u304c\u3001\u4eca\u3067\u3082\u7b2c1\u56db\u534a\u671f\u304c\u66f4\u65b0\u306e\u30cf\u30a4\u30dd\u30a4\u30f3\u30c8\u3067\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306b\u591a\u984d\u306e\u7e70\u5ef6\u53ce\u76ca\u304c\u767a\u751f\u3057\u3001\u305d\u308c\u304c\u5e74\u9593\u3092\u901a\u3058\u3066\u511f\u5374\u3055\u308c\u308b\u305f\u3081\u3001\u56de\u53ce\u984d\u3068\u7e70\u5ef6\u53ce\u76ca\u306f1-1\u3067\u306f\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u307b\u307c\u540c\u69d8\u306e\u50be\u5411\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u66f4\u65b0\u306f\u6bce\u671f\u5c11\u306a\u3044\u306e\u3067\u3001\u5fc5\u305a\u3057\u3082\u540c\u3058\u5272\u5408\u3067\u5e74\u9593\u3092\u901a\u3057\u3066\u511f\u5374\u3055\u308c\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u6570\u5e74\u524d\u306e\u3088\u3046\u306b\u7b2c1\u56db\u534a\u671f\u306b\u5927\u91cf\u306e\u4e88\u7d04\u304c\u5165\u3063\u3066\u3044\u305f\u306e\u3067\u306f\u3001\u6642\u9593\u304c\u304b\u304b\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u7b2c2\u56db\u534a\u671f\u3092\u5e95\u306b\u3001\u7b2c3\u56db\u534a\u671f\u306f\u3055\u3089\u306b\u4e0b\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

Shebly Seyrafi — FBN Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u308c\u306f\u8acb\u6c42\u660e\u7d30\u66f8\u3067\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u53ce\u76ca\u660e\u7d30\u66f8\u3067\u3059\u304b\uff1f<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30d3\u30ea\u30f3\u30b0\u30b9\u3067\u3059\u3002\u7533\u3057\u8a33\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u306f\u3044\u3001\u8acb\u6c42\u66f8\u3067\u3059\u3002<\/p>\n

Shebly Seyrafi — FBN Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7b2c3\u56db\u534a\u671f\u3067\u306f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n

\u306f\u3044\u3002<\/p>\n

Shebly Seyrafi — FBN Securities — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

JMP\u8a3c\u5238\u306e\u30d1\u30c8\u30ea\u30c3\u30af\u30fb\u30a6\u30a9\u30e9\u30f4\u30a7\u30f3\u30b9\u3067\u3059\u3001\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n

\u30b9\u30d4\u30fc\u30ab\u30fc\u4e0d\u660e<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3001[\u805e\u304d\u53d6\u308c\u305a]\u30d1\u30c3\u30c8\u306b\u4ee3\u308f\u3063\u3066\u3002<\/p>\n

\u30b1\u30ea\u30fc\u30fb\u30b9\u30c6\u30c3\u30b1\u30eb\u30d0\u30fc\u30b0 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30d1\u30c8\u30ea\u30c3\u30af\u3001\u3042\u306a\u305f\u306f\u3069\u3046\u5909\u308f\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u767a\u8a00\u8005\u4e0d\u660e<\/p>\n

\u30ec\u30a4\u30aa\u30d5\u3084\u96c7\u7528\u51cd\u7d50\u3001\u96c7\u7528\u306e\u6e1b\u901f\u304c\u30cf\u30a4\u30c6\u30af\u696d\u754c\u5168\u4f53\u306b\u898b\u3089\u308c\u308b\u4e2d\u3001\u96c7\u7528\u9762\u3067\u306e\u6700\u65b0\u72b6\u6cc1\u3084\u63a1\u7528\u30a2\u30d7\u30ed\u30fc\u30c1\u3001\u5909\u66f4\u70b9\u306a\u3069\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u7b2c1\u56db\u534a\u671f\u306f\u975e\u5e38\u306b\u597d\u8abf\u306a\u96c7\u7528\u72b6\u6cc1\u3067\u3057\u305f\u3002\u5f15\u304d\u7d9a\u304d\u512a\u79c0\u306a\u4eba\u6750\u3092\u60f9\u304d\u3064\u3051\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u6e96\u5099\u66f8\u9762\u3067\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u6295\u8cc7\u3082\u7d99\u7d9a\u3057\u3066\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u8ca9\u58f2\u80fd\u529b\u3092\u62e1\u5927\u3057\u3001\u88fd\u54c1\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u3082\u529b\u3092\u5165\u308c\u308b\u305f\u3081\u3001\u30bb\u30fc\u30eb\u30b9\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u3067\u306e\u63a1\u7528\u3082\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306fG&A\u3084COGS\u306e\u9762\u3067\u3067\u304d\u308b\u9650\u308a\u52b9\u7387\u7684\u306b\u306a\u308b\u3053\u3068\u306b\u5e38\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4e8b\u696d\u306e\u62e1\u5927\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30ec\u30d9\u30eb\u306e\u6295\u8cc7\u3082\u7d99\u7d9a\u3057\u3066\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30e6\u30a2\u30f3 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30d1\u30c8\u30ea\u30c3\u30af\u3001\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u9ad8\u3092\u898b\u308b\u3068\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u9762\u3067\u975e\u5e38\u306b\u30d7\u30e9\u30b9\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3088\u306d\uff1f\u3060\u304b\u3089\u3001\u7814\u7a76\u958b\u767a\u3001\u65b0\u88fd\u54c1\u3001\u4f1a\u8a08\u306e\u5f79\u54e1\u3092\u500d\u5897\u3055\u305b\u305f\u3089\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f\u3053\u306e\u3088\u3046\u306a\u7d4c\u6e08\u4e0d\u6cc1\u306e\u4e2d\u3067\u3001\u79c1\u305f\u3061\u306f\u3088\u308a\u67d4\u8edf\u306b\u3001\u3088\u308a\u826f\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3044\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3046\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u5c06\u6765\u304c\u3068\u3066\u3082\u697d\u3057\u307f\u3067\u3059\u3057\u3001\u3088\u308a\u9769\u65b0\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3001\u3088\u308a\u52b9\u7387\u7684\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u767a\u8a00\u8005\u4e0d\u660e<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30b1\u30ea\u30fc\u30fb\u30b9\u30c6\u30c3\u30b1\u30eb\u30d0\u30fc\u30b0 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30e6\u30a2\u30f3 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30cb\u30fc\u30c0\u30e0\u306e\u30e9\u30a4\u30a2\u30f3\u30fb\u30af\u30fc\u30f3\u30c4\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u30e9\u30a4\u30a2\u30f3\u30fb\u30af\u30fc\u30f3\u30c4 — \u30cb\u30fc\u30c0\u30e0\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a8\u30ea\u30c3\u30af\u3001\u3082\u3046\u5c11\u3057\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u6226\u7565\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002Solvvy \u306f\u3001\u8cb7\u53ce\u524d\u304b\u3089\u4e00\u7dd2\u306b\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u305f\u65e2\u5b58\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u3067\u3059\u304b\u3002\u305d\u308c\u3068\u3082\u3001Solvvy\u304cZoom\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u4e00\u4f53\u5316\u3057\u3066\u3001\u7dcf\u5408\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3053\u3068\u3092\u60f3\u5b9a\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u307e\u305a\u3001\u79c1\u305f\u3061\u306fSolvvy\u306e\u8cb7\u53ce\u306b\u975e\u5e38\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u30c1\u30fc\u30e0\u3067\u3001\u624d\u80fd\u3068\u6280\u8853\u3067\u4f1a\u8a71\u578bAI\u306b\u30ec\u30fc\u30b6\u30fc\u30d5\u30a9\u30fc\u30ab\u30b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u307e\u305a\u7b2c\u4e00\u306b\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u5168\u4f53\u306e\u30b5\u30fc\u30d3\u30b9\u306b\u7d44\u307f\u8fbc\u3093\u3067\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

\u305d\u308c\u306f\u9593\u9055\u3044\u306a\u304f\u30ca\u30f3\u30d0\u30fc\u30ef\u30f3\u3067\u3059\u3002\u307e\u305f\u3001\u305d\u306e\u88fd\u54c1\u3092\u5358\u72ec\u3067\u4f5c\u308a\u7d9a\u3051\u3001\u305d\u306e\u4e0a\u3067\u63a1\u7528\u3057\u7d9a\u3051\u3001\u305d\u306e\u30b5\u30fc\u30d3\u30b9\u3068\u5358\u72ec\u30b5\u30fc\u30d3\u30b9\u3092\u8ca9\u58f2\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u4eca\u5f8c\u6570\u9031\u9593\u3001\u6570\u30f6\u6708\u306e\u3046\u3061\u306b\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u306b\u3064\u3044\u3066\u8b70\u8ad6\u3059\u308b\u3064\u3082\u308a\u3067\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u3082\u3063\u3068\u5927\u304d\u306a\u8996\u91ce\u3067\u898b\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u306d\u3002\u9867\u5ba2\u306f\u3001Zoom\u306b\u3088\u308b\u672c\u683c\u7684\u306a\u7d20\u6674\u3089\u3057\u3044\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u4f53\u9a13\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3088\u306d\u3002Solvvy\u3082\u305d\u306e\u4e00\u90e8\u3068\u306a\u308a\u307e\u3059\u3002\u3059\u3067\u306b\u591a\u304f\u306e\u304a\u5ba2\u69d8\u304c\u3001\u3053\u306e\u8cb7\u53ce\u306b\u3068\u3066\u3082\u671f\u5f85\u3057\u3066\u3044\u308b\u3068\u8a00\u3063\u3066\u304f\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

Ryan Koontz — Needham and Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u4e86\u89e3\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001Eric\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u3067\u306f\u6b21\u306b\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30de\u30a4\u30b1\u30eb\u30fb\u30bf\u30fc\u30ea\u30f3\u304b\u3089\u304a\u8a71\u3092\u4f3a\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30a4\u30b1\u30eb\u30fb\u30bf\u30fc\u30ea\u30f3 — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3002\u7686\u3055\u3093\u306b\u304a\u4f1a\u3044\u3067\u304d\u3066\u3046\u308c\u3057\u3044\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b1\u30ea\u30fc\u3001\u7b2c4\u56db\u534a\u671f\u306b\u6210\u9577\u304c\u7de9\u3084\u304b\u306b\u518d\u52a0\u901f\u3059\u308b\u3068\u306e\u898b\u901a\u3057\u3092\u793a\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u8981\u56e0\u3068\u4eee\u5b9a\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u305d\u306e\u8981\u56e0\u3084\u4eee\u5b9a\u3092\u6bd4\u8f03\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u306e\u9006\u98a8\u304c\u30e2\u30c7\u30eb\u304b\u3089\u3069\u306e\u7a0b\u5ea6\u629c\u3051\u305f\u306e\u304b\u3001\u5e74\u5ea6\u672b\u306b\u8fd1\u3065\u304f\u306b\u3064\u308c\u3066\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u5b63\u7bc0\u7684\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u3069\u3046\u306a\u308b\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u4ed6\u306e\u7559\u610f\u3059\u3079\u304d\u70b9\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u88dc\u8db3\u3067\u304d\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u307e\u305f\u3001EMEA\u306e\u5f71\u97ff\u3068\u7b2c1\u56db\u534a\u671f\u306e\u6a2a\u3070\u3044\u306e\u6210\u9577\u306b\u3064\u3044\u3066\u3001\u305d\u308c\u304c\u5e74\u5ea6\u898b\u901a\u3057\u306e\u5909\u66f4\u306b\u306a\u308b\u304b\u3069\u3046\u304b\u3001\u307e\u305f\u3001\u76ee\u6a19\u5024\u3084\u7b2c4\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u3092\u4f5c\u6210\u3059\u308b\u969b\u306b\u898b\u3066\u3044\u308b\u3082\u306e\u306b\u5bfe\u3057\u3066\u3069\u306e\u7a0b\u5ea6\u5897\u52a0\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u88dc\u8db3\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30b1\u30ea\u30fc\u30fb\u30b9\u30c6\u30c3\u30b1\u30eb\u30d0\u30fc\u30b0 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u7b2c4\u56db\u534a\u671f\u306b\u52a0\u901f\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u4e21\u65b9\u3067\u3059\u3002\u30aa\u30f3\u30e9\u30a4\u30f3\u306f\u3001\u4fa1\u683c\u8a2d\u5b9a\u3084\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u652f\u6255\u3044\u30bf\u30a4\u30d7\u3084\u5730\u57df\u5225\u652f\u6255\u3044\u901a\u8ca8\u306a\u3069\u306e\u9762\u3067\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u7d20\u6674\u3089\u3057\u3044\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306b\u3088\u308b\u3082\u306e\u3067\u3001\u307e\u305f\u3001\u5358\u306b\u30b3\u30fc\u30db\u30fc\u30c8\u306e\u9ad8\u9f62\u5316\u306b\u3082\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u300216\u30f6\u6708\u3068\u3044\u3046\u671f\u9593\u3092\u7d4c\u3066\u3001\u3088\u308a\u5b89\u5b9a\u7684\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u7b2c4\u56db\u534a\u671f\u306b\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30b3\u30db\u30fc\u30c8\u306e75\u30d1\u30fc\u30bb\u30f3\u30c8\u304c\u3053\u306e\u30ec\u30d9\u30eb\u306b\u9054\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5b89\u5b9a\u6027\u3092\u3082\u305f\u3089\u3057\u3001\u5b89\u5b9a\u7684\u306a\u3060\u3051\u3067\u306a\u304f\u3001\u6210\u9577\u3082\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u672c\u5f53\u306b\u5b09\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30fc\u30c9\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3001\u30a4\u30d9\u30f3\u30c8\u306a\u3069\u3001\u4eca\u5e74\u5f8c\u534a\u306b\u306a\u308c\u3070\u8ca2\u732e\u304c\u671f\u5f85\u3067\u304d\u308b\u65b0\u88fd\u54c1\u304c\u7d9a\u3005\u3068\u767b\u5834\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u304b\u3089\u3001EMEA\u3067\u3059\u3002EMEA\u306e\u5897\u53ce\u306b\u3064\u3044\u3066\u306f\u3001EMEA\u3067\u8d77\u304d\u3066\u3044\u308b\u72b6\u6cc1\u3092\u8003\u3048\u308b\u3068\u3001\u4eca\u306f\u4e88\u6e2c\u304c\u96e3\u3057\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u304a\u8a71\u3057\u305f\u3088\u3046\u306b\u3001\u70ba\u66ff\u3084\u6226\u4e89\u306e\u5f71\u97ff\u306f\u58f2\u4e0a\u9ad8\u306e\u7d041\uff05\u3067\u3001\u73fe\u5728\u306e\u898b\u901a\u3057\u3084\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u3067\u306f\u30ab\u30a6\u30f3\u30c8\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4f55\u3089\u304b\u306e\u5f62\u3067\u4e8b\u614b\u304c\u305d\u308c\u3088\u308a\u65e9\u304f\u5287\u7684\u306b\u6539\u5584\u3055\u308c\u308c\u3070\u3001\u30a2\u30c3\u30d7\u30b5\u30a4\u30c9\u304c\u671f\u5f85\u3067\u304d\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u4eca\u306f\u307e\u3060\u69d8\u5b50\u898b\u3068\u3044\u3046\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n

\u30de\u30a4\u30b1\u30eb\u30fb\u30bf\u30fc\u30ea\u30f3 — \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u30a8\u30d0\u30b3\u30a2\u306e\u30d4\u30fc\u30bf\u30fc\u30fb\u30ec\u30f4\u30a3\u30fc\u30f3\u306b\u8a71\u3092\u79fb\u3057\u307e\u3059\u3002<\/p>\n

\u30d4\u30fc\u30bf\u30fc\u30fb\u30ec\u30f4\u30a3\u30fc\u30f3 — \u30a8\u30d0\u30fc\u30b3\u30a2ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u304a\u6642\u9593\u3092\u5272\u3044\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u96fb\u8a71\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3001\u30b3\u30a2\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30d0\u30a4\u30e4\u30fc\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3088\u3046\u306b\u601d\u308f\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u55b6\u696d\u3068\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u3068\u30ea\u30bf\u30fc\u30f3\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068[\u805e\u304d\u53d6\u308c\u306a\u3044]\u30ea\u30bf\u30fc\u30f3\u306b\u3088\u3063\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u5e02\u5834\u6295\u5165\u3092\u540c\u671f\u3055\u305b\u308b\u306e\u304b\uff1f<\/p>\n

\u30b1\u30ea\u30fc\u30fb\u30b9\u30c6\u30c3\u30b1\u30eb\u30d9\u30eb\u30b0 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30a8\u30ea\u30c3\u30af\u3001\u305d\u308c\u306b\u3064\u3044\u3066\u8a71\u3057\u305f\u3044\uff1f\u79c1\u304c\u3057\u307e\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30e6\u30a2\u30f3 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u5e02\u5834\u53c2\u5165\u6226\u7565\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u4ee5\u524d\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u9867\u5ba2\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306f\u975e\u5e38\u306b\u3046\u307e\u304f\u3044\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u904e\u53bb2\u5e74\u9593\u3001\u975e\u5e38\u306b\u591a\u304f\u306e\u304a\u5ba2\u69d8\u306b\u559c\u3093\u3067\u3044\u305f\u3060\u3044\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u300c\u5e78\u305b\u306a\u4eba\u306f\u3064\u306a\u304c\u308a\u7d9a\u3051\u308b\u300d\u3068\u3044\u3046\u8a00\u8449\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u304c\u3042\u308c\u3070\u3001\u305d\u308c\u3092\u8a66\u3057\u305f\u3044\u3068\u601d\u3046\u3082\u306e\u306a\u306e\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306e\u8ca9\u58f2\u6a5f\u4f1a\u306f\u975e\u5e38\u306b\u5927\u304d\u3044\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u3059\u3067\u306b\u4fe1\u983c\u3092\u5f97\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u304a\u5ba2\u69d8\u306f\u3001\u4ed6\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u4ed5\u4e8b\u3060\u3051\u3092\u63a2\u3057\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u672c\u5f53\u306b\u5f93\u696d\u54e1\u3092\u5e78\u305b\u306b\u3067\u304d\u308b\u3088\u3046\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u306a\u3093\u3067\u3059\u306d\u3002Zoom IQ for Sales\u306f\u3001\u767a\u58f2\u5f8c\u3001\u3059\u3067\u306b\u6570\u540d\u306e\u6709\u6599\u4f1a\u54e1\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u7406\u7531\u306f\u3001\u304a\u5ba2\u69d8\u304c\u79c1\u305f\u3061\u306e\u30d6\u30e9\u30f3\u30c9\u3092\u4fe1\u983c\u3057\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u3092\u884c\u3063\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u5e38\u306b\u304a\u5ba2\u69d8\u306b\u3001\u3053\u3093\u306a\u30b5\u30fc\u30d3\u30b9\u304c\u3042\u308a\u307e\u3059\u3088\u3001\u3042\u3093\u306a\u30b5\u30fc\u30d3\u30b9\u3082\u3042\u308a\u307e\u3059\u3088\u3068\u304a\u8a71\u3057\u3057\u3066\u3044\u307e\u3059\u306d\u3002CIO\u306f\u3001Zoom\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u96fb\u8a71\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u3001\u30db\u30ef\u30a4\u30c8\u30dc\u30fc\u30c9\u3092\u6a19\u6e96\u5316\u3059\u308b\u3068\u3044\u3046\u6c7a\u5b9a\u3092\u4e0b\u3057\u305f\u3060\u3051\u3067\u3059\u304b\u3089\u3001\u8cb7\u3044\u624b\u304c\u9055\u3063\u3066\u3082\u3001\u5168\u4f53\u3068\u3057\u3066\u4fe1\u983c\u304c\u3042\u308c\u3070\u3001\u65b0\u898f\u3084\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u306f\u6bd4\u8f03\u7684\u5bb9\u6613\u306b\u5f97\u3089\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30c1\u30e3\u30c3\u30c8\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4f4d\u7f6e\u3065\u3051\u306e\u7d20\u6674\u3089\u3057\u3055\u3082\u5fd8\u308c\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002\u3053\u308c\u304c\u3001\u304a\u5ba2\u69d8\u304c\u30d5\u30eb\u6d3b\u7528\u306e\u30b9\u30bf\u30c3\u30af\u306b\u76ee\u3092\u5411\u3051\u308b\u7406\u7531\u3067\u3059\u3002Zoom\u306f\u3059\u3079\u3066\u3092\u5099\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u306d\u3002\u305d\u308c\u304c\u30ad\u30fc\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002<\/p>\n

\u305d\u308c\u304c\u304a\u5ba2\u69d8\u304b\u3089\u4fe1\u983c\u3055\u308c\u308b\u7406\u7531\u3067\u3059\u3002\u3061\u306a\u307f\u306b\u3001\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u3092\u81ea\u5206\u305f\u3061\u3067\u4f5c\u3063\u3066\u3044\u307e\u3059\u3002\u975e\u5e38\u306b\u4e00\u8cab\u6027\u306e\u3042\u308b\u30d5\u30a1\u30f3\u30c9\u3068\u7d4c\u9a13\u3001\u975e\u5e38\u306b\u9069\u3057\u305f\u30d0\u30c3\u30af\u30a8\u30f3\u30c9\u3001\u305d\u3057\u3066\u975e\u5e38\u306b\u52b9\u7387\u7684\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u5e02\u5834\u53c2\u5165\u6226\u7565\u306b\u5bfe\u3057\u3066\u975e\u5e38\u306b\u697d\u89b3\u7684\u3067\u3059\u3002<\/p>\n

\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u95a2\u3057\u3066\u306f\u3001Zoom\u30d6\u30e9\u30f3\u30c9\u3092\u5e83\u3081\u308b\u305f\u3081\u306b\u305d\u308c\u307b\u3069\u304a\u91d1\u3092\u304b\u3051\u308b\u5fc5\u8981\u306f\u306a\u3044\u3067\u3057\u3087\u3046\uff1fZoom\u306f\u3059\u3067\u306b\u8a00\u8449\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3088\u306d\u3002Zoom\u306f\u3059\u3067\u306b\u8a00\u8449\u3068\u3057\u3066\u5b9a\u7740\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5782\u76f4\u5e02\u5834\u3067\u3042\u308c\u3070\u3001\u5bfe\u9762\u5f0f\u306e\u30a4\u30d9\u30f3\u30c8\u3084\u3001\u898b\u8fbc\u307f\u5ba2\u3084\u9867\u5ba2\u3068\u306e\u8ddd\u96e2\u3092\u3067\u304d\u308b\u3060\u3051\u7e2e\u3081\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u4ee5\u524d\u306f\u30d6\u30e9\u30f3\u30c9\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u4eca\u306f\u9055\u3044\u307e\u3059\u3002\u73fe\u5728\u306f\u3001\u3088\u308a\u4f01\u696d\u5411\u3051\u5e02\u5834\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

Peter Levine — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

Peter\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u305d\u308c\u3067\u306f\u3082\u30461\u554f\u3001Benchmark\u306eMatthew Harrigan\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Matthew Harrigan — The Benchmark Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30025G\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u51fa\u73fe\u306f\u3001\u7279\u306b\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u9762\u306b\u304a\u3051\u308bWi-Fi\u306e\u5236\u9650\u3068\u95a2\u9023\u3057\u3066\u3001TAM\u3068\u305d\u306e\u305f\u3081\u306b\u63d0\u4f9b\u3059\u308b\u7279\u5b9a\u306e\u9078\u629e\u80a2\u306e\u4e21\u65b9\u306b\u95a2\u3057\u3066\u3001\u4e00\u5b9a\u671f\u9593\u306b\u308f\u305f\u3063\u3066\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u6a5f\u4f1a\u3092\u672c\u5f53\u306b\u52a9\u3051\u305f\u306e\u304b\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3082\u3089\u3048\u307e\u3059\u304b\uff1f<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

Matthew \u307e\u305a\u6700\u521d\u306b\u3001\u9577\u3044\u9593\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002Wi-Fi\u3067\u3082\u4f01\u696d\u5185LAN\u3067\u30825G\u3067\u3082\u3001\u79c1\u305f\u3061\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u304a\u5ba2\u69d8\u306e\u63a5\u7d9a\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u63a5\u7d9a\u3092\u5b89\u5b9a\u3055\u305b\u308b\u6280\u8853\u3067\u3042\u308c\u3070\u3001\u7279\u306b4G\u30685G\u306e\u9593\u3067\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u30025G\u306f\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u304c\u3001\u3059\u3079\u3066\u306e\u56fd\u30675G\u304c\u5c0e\u5165\u3055\u308c\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u79c1\u305f\u3061\u306e\u6700\u9069\u5316\u6280\u8853\u306b\u3082\u6ce8\u76ee\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u3057\u3066\u30015G\u3067\u3082\u5b89\u5b9a\u3057\u305f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u3001\u3055\u3089\u306b\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u3067\u304a\u5ba2\u69d8\u306e\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3082\u306e\u3067\u3042\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u5927\u8cdb\u6210\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u30015G\u30846G\u3068\u3044\u3046\u306e\u306f\u3042\u308a\u5f97\u307e\u305b\u3093\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3057\u3001\u5148\u9032\u7684\u306a\u30a4\u30f3\u30d5\u30e9\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u304a\u5ba2\u69d8\u306b\u771f\u306e\u5e78\u305b\u3092\u304a\u5c4a\u3051\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Matthew Harrigan — The Benchmark Company — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001Eric\u3002\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Eric Yuan — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30b7\u30e5\u30fc\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u4eca\u65e5\u306e\u8cea\u7591\u5fdc\u7b54\u306f\u3053\u308c\u3067\u7d42\u308f\u308a\u3067\u3059\u3002\u3067\u306f\u3001Eric\u3001\u6700\u5f8c\u306b\u4f55\u304b\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30e6\u30a2\u30f3 — \u5275\u696d\u8005\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6539\u3081\u3066\u3001\u3059\u3079\u3066\u306eZoom\u306e\u30cf\u30fc\u30c9\u30ef\u30fc\u30af\u306b\u611f\u8b1d\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u6295\u8cc7\u5bb6\u306b\u611f\u8b1d\u3057\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u3068\u3066\u3082\u3001\u3068\u3066\u3082\u3001\u672c\u5f53\u306b\u611f\u8b1d\u3057\u3066\u3044\u307e\u3059\u3002\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Kelly Steckelberg — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u307f\u306a\u3055\u3093\u3001\u3055\u3088\u3046\u306a\u3089\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n

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