Crypto Market Sees Resurgence as US Inflation Cools and Rate Cut Looms, 5 Assets Set to Soar

US inflation has cooled to 2.7%, boosting hopes of a Fed rate cut to 90%. This has set the stage for a potential crypto market resurgence. Five cryptos, including LILPEPE, ADA, AVAX, OKB, and Ethena, are poised to thrive if the Fed delivers on a September rate cut. LILPEPE has raised $20m in presale and is audited by Certik, while ADA and AVAX have robust foundations and ongoing ecosystem expansion.

Zoom Communications Inc. (NASDAQ: ZM) is set to release its second-quarter earnings results on Thursday, August 21, 2025, after the market close. Analysts are expecting the company to deliver robust financial performance, with revenue growth and earnings per share (EPS) projections indicating a strong quarter.

Key Metrics to Watch

- Revenue Growth: Analysts anticipate that Zoom's revenue will grow by 2.9% year-on-year to $1.20 billion [1].
- Earnings Per Share (EPS): The majority of analysts covering the company expect adjusted EPS to come in at $1.38 per share [1].
- Enterprise Customer Growth: Zoom added 104 enterprise customers paying more than $100,000 annually in the last quarter, reaching a total of 4,192 [1].

Industry Context

Zoom's peers in the video conferencing segment have reported their Q2 results, providing insights into the industry's performance. Five9 delivered year-on-year revenue growth of 12.4%, beating analysts’ expectations by 2.9%, while RingCentral reported revenues up 4.6%, in line with consensus estimates [1].

Analyst Sentiment

The majority of analysts covering Zoom have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zoom has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1% on average [1].

Factors Affecting Zoom's Performance

- Inflation: US inflation has cooled to 2.7%, boosting hopes of a Fed rate cut to 90%. This could set the stage for a potential crypto market resurgence, with five cryptos, including LILPEPE, ADA, AVAX, OKB, and Ethena, poised to thrive if the Fed delivers on a September rate cut [2].
- Economic Stability: Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. However, Zoom's strong fundamentals and large net cash position continue to attract investors [3].

Conclusion

Zoom Communications is expected to deliver strong Q2 results, with analysts anticipating revenue growth and EPS that exceed expectations. The company's enterprise customer growth and robust financial performance position it well for continued success. As the Fed's rate cut and economic stability remain key factors to watch, investors should closely monitor Zoom's earnings report for insights into its future performance.

References

[1] https://markets.financialcontent.com/stocks/article/stockstory-2025-8-20-zoom-zm-reports-q2-everything-you-need-to-know-ahead-of-earnings
[2] https://stockanalysis.com/stocks/zm/
[3] https://seekingalpha.com/article/4379612-zoom-30-net-cash-position-more-important-amidst-market-volatility