Zoom’s Portfolio Is Expanding and Its Focus Is Increasingly on the Enterprise

Zoom Video Communications says its mission is "to make video communications frictionless," which it seeks to accomplish with a unified, video-first communications platform that incorporates video, voice, chat, and content sharing. The company offers a differentiated peer-to-peer technology, complete with proprietary routing technology. Zoom is a recognized market leader in meeting software and is disrupting and expanding the $100 billion market for collaboration software with its ease of use and superior user experience. We think the COVID-19 pandemic demonstrated the strength of the solutions, which combined with an expanding portfolio helps establish a narrow moat.