Zoom Video Communications – Post-pandemic Growth Outlook & New Product Opportunities – 3 February 2021

  • Public Equity
  • TMT
  • North America


Former Head at Zoom Video Communications Inc


  • Zoom's (NASDAQ: ZM) operating environment – demand environment for 2021 vs 2020
  • Sizing any potential churn risk from coronavirus-driven new logo wins, expectations for new logo wins over the next 12-24 months
  • Zoom Phone product overview and growth prospects
  • Competition vs RingCentral (NYSE: RNG), 8x8 (NYSE: EGHT), Microsoft (NASDSAQ: MSFT) and others
  • Outlook for 2021 and beyond – product innovation pipeline, M&A opportunities and potential wildcards


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