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

  • Public Equity
  • TMT
  • North America


Unified Communications Specialist at SHI International Corp


  • 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


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