2024-04-05 05:34:31 ET
Summary
- Microsoft's decision to unbundle its Teams apps from its Office Suite bundles may benefit Zoom by reducing competition.
- Zoom has undergone multiple business model transitions, expanding into workforce collaboration tools and becoming a full-stack collaboration and communications platform.
- ZM faces challenges in monetizing its enterprise user base and needs to focus on upselling and retaining customers to drive revenue growth.
Investment Thesis
The increased scrutiny of Big Tech's platform practices by global antitrust regulators is proving to help smaller app companies better position their app businesses against Big Tech's platforms. Apple's recent dealings with the U.S. DOJ and European Commission are one example of the level of scrutiny heating up in the past many months....
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Zoom Video: Microsoft Team's Unbundling Adds Fire To The Transition Spark