After reading your last 5 or 6 message board posts, I think I’m putting you down as a “No” vote on all things Zoom.
You’d be wrong to confuse critical thinking and insistence on getting the facts and history right with a bearish stance on the company. As I’ve previously disclosed, I own a small position in ZM.
Yuan fought security-related changes to the product for years. Even now, Zoom got the NYAG to bless bypassing your computer’s built-in security, when the Agreement should have been that Zoom would obey, even support, increased security measures provided by Microsoft, Apple, and Google (the main OS’s people use).
I think it still remains to be seen how many new paying users Zoom can attract. And as I’ve said previously, it may just be that Yuan is now being forced into radically changing his company’s culture and focus in ways that may just expand its business more than if they had stayed on the same “ease of use” tract. As shown by competing products like Webex, many businesses care more about security and ease of administration than they do ease of use for their employees.