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The market has priced $ZM for only one path: web conferencing.
Yet $ZM is more than 2 years into developing products and services that broaden its use beyond web conferencing with Zoom Phone, Zoom Apps, and On Zoom.
Yet $ZM is more than 2 years into developing products and services that broaden its use beyond web conferencing with Zoom Phone, Zoom Apps, and On Zoom.
Analyst estimates are 20% CAGR over the next 5 years. This makes little sense as the company has had a net retention rate of 130% over 11 consecutive quarters.
As such, analysts are guiding for no net-new additions over the next 5 years and a drop of 10% in net retention rate.
As such, analysts are guiding for no net-new additions over the next 5 years and a drop of 10% in net retention rate.
Zoom’s goal will be to disrupt all legacy systems with cloud communications.
The exact size for the video communications market varies considerably depending on the source. The video communications market is expected to grow to $20b by 2023, according to Markets and Markets.
The exact size for the video communications market varies considerably depending on the source. The video communications market is expected to grow to $20b by 2023, according to Markets and Markets.
IDC pegs Zoom& #39;s future addressable market much higher at $43 billion, as cited in a previous Zoom earnings call.
If we go with the more modest $20b, then Zoom Phone will double TAM as telephony is forecast to grow to $23 billion by 2024, per the Q4 fiscal 2021 report.
If we go with the more modest $20b, then Zoom Phone will double TAM as telephony is forecast to grow to $23 billion by 2024, per the Q4 fiscal 2021 report.
While doubling TAM, Zoom Phone was the company’s fastest-growing product line quarter-over-quarter. Executives expect to see strong growth in FY2022.
$ZM has shown rare financial strength from its IPO through today due to exceptional product-market fit.
$ZM has shown rare financial strength from its IPO through today due to exceptional product-market fit.
The agnosticism of $ZM compared to $GOOG and $MSFT means the company has the opposite goal of big tech.
Rather than lock users into a walled garden, $ZM created a flawless and viral mechanism where users can share web and audio-conferencing links without needing to login.
Rather than lock users into a walled garden, $ZM created a flawless and viral mechanism where users can share web and audio-conferencing links without needing to login.
$ZM exploited big tech’s weakness – the walled garden – which requires logins and a cumbersome user workflow.
The virality with web conferencing is important. I expect $ZM to create a similarly frictionless and viral method to replace all legacy communications.
For more analysis: http://www.io-fund.com"> http://www.io-fund.com .
For more analysis: http://www.io-fund.com"> http://www.io-fund.com .
