Zoom Video Communications – Q3 Channel Check – 28 August 2020

  • Multi Asset
  • TMT
  • North America


Senior executive at Totalcom Solutions Inc


  • Zoom Video Communications' (NASDAQ: ZM) operating environment – sustainability of coronavirus- driven revenue momentum and churn risk
  • TAM expansion from product extensions such as Zoom Phone, Zoom Rooms and Zoom for Home
  • Competitive differentiation relative to Microsoft (NASDAQ: MSFT), Google, Cisco (NASDAQ: CSCO) and others
  • Outlook for H2 2020 and beyond – longevity of remote work and strategic optionality


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