Great article Tomas! Interesting take on Zoom’s growth. But after such ‘unprecedented’ growth in 2020, is Zoom here to stay? Well, I went online and did some research, and I’d like to quote Zoom’s CEO Eric Yuan below.

"The future is here with the rise of remote and work from anywhere trends. […] We recognize this new reality and are helping to empower our own employees and those of our customers to work and thrive in a distributed manner."

While some firms have started to ease staff back into the office, many others have said they expect that some increased flexibility will linger. I guess we will have to wait and see. It’s the latter half of 2021 that becomes challenging for Zoom. The firm will then have to contend with comparisons to its growth periods of the pandemic and surge in remote work.

Looking at the bright side – as you mentioned – as a contractor of data centers, Zoom will at least have the flexibility to both increase or decrease the amount of data or capacity needed!

Source: https://www.cnbc.com/2020/11/29/zoom-investors-look-to-post-pandemic-2021-even-with-big-q3-expected.html