Transcript
Transcript

Panel Discussion: Zoom Video Communications – Channel Assessment – 20 March 2020

  • Public Equity
  • TMT
  • North America

Specialist

Unified Communications Specialist at SHI International Corp

Agenda

  • Zoom Video Communications’ (NASDAQ: ZM) operating environment – growth drivers in collaboration category
  • Market share dynamics between Zoom, Cisco’s (NASDAQ: CSCO) Webex, legacy conferencing vendors, and increasingly Microsoft (NASDAQ: MSFT) Teams and Slack (NYSE: WORK)
  • Potential enterprise adoption headwinds
  • Outlook for 2020 and beyond – phone product potential, pricing outlook

Questions

Access the full Transcript

Submit your details to read this transcript in full.

The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited