There are plenty competitors in video chat / talk / conference area like Facebook (FB), Ringcentral Inc (RNG). But Zoom (ZM) has advantages:
- High growth EPS (most-recent-quarter) 275% vs FB 101%, and RNG +12%
- High sales growth 78% vs FB 18% and RNG +33%
- Ease of use, quality and stability. ZM is quickly fixing and enhancing its security problem
With users comes from everywhere, enterprise, individual, school, all kinds of organization who need video app and software to help their communication during pandemic period and months to go. Zoom could be a big winner.