Zoom – Five9 Acquisition & Implications for Communication Software Landscape – 10 August 2021

  • Public Equity
  • TMT
  • North America


Former Director at Five9 Inc


  • Operating environment for Zoom (NASDAQ: ZM) and Five9 (NASDAQ: FIVN) – drivers of merger and 12-18-month outlook for product demand trends
  • Expectations around sales motion as it relates to improved average blended adoption of UCaaS and CCaaS
  • Zoom's channel investment needs and implications of possible strategy and focus evolution
  • Outlook for H2 2021 and beyond – competitive dynamics across Microsoft Teams (NASDAQ: MSFT), Cisco (NASDAQ: CSCO), RingCentral (NYSE: RNG), Nice InContact (NASDAQ: NICE), Genesys and Salesforce (NYSE: CRM)


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