Zoom Video Communications Inc
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$41.00 | Spcpp | Dfvptmk |
Zoom’s Portfolio Is Expanding and Its Focus Is Increasingly on the Enterprise
Business Strategy and Outlook
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.