I’ll leave the numbers to the others who frequently post here when it comes to revenue growth and such. I’m more of a product fit kind of guy. When we look at Shopify in it’s earlier stages the most compelling reason to buy it then was that everyone knew that e-commerce was the future and Shopify had a cheap compelling turn-key solution that anyone could start an internet business online with a purchase of a modest priced subscription.
I see the same reason why entrepreneurs who want to sell information or entertainment based services could do the same on Zoom. Right now if you are subscribed to Rule breaker or Stock Advisor I believe you can tap into a product called Fool live where interactive videos of Fool analyst like Tim Beyers do deep dives into the companies that are talked about here. Recently, they even interviewed Beth Kindig which makes for very good investment content. But all of this content is made available by Zoom and if you missed it live you can search it and view the recording.
Beth’s service started doing Zoom live webinars also. If your familiar with IBD they also have an IBD LIVE platform via Zoom which they talk to you about what there trading in real time sort of like Twitch does for gamers. There are so many traders who have gotten traction on YouTube that are using Zoom as the platform to broadcast live publicly but are now offering paid services using Zoom where there is a paywall and you get in by registering your email address, which is gold in business. But that’s just investing information services.
Recently, I and hundreds of other people from all over the world paid to have a guide take us through a
Virtual Bible Tour at the British Museum in London. Me and the wife enjoyed it so much that we booked another tour that will be given at the Louvre Museum in Paris. How many people in the world hate planes but love experiences will just stop these behaviors once things open up?
Pinterest is partnering with Zoom to bring many of these information based services to the world. Imagine companies like TicketMaster doing the same and live broadcasting all types of experiences all over the world for a small fee?
Another point, many of the school and other services are provided free by Zoom and though they benefit from the marketing they are not getting revenue from them anyway. As the world opens back up, would they not have lesser infrastructure costs? Would that even more improve reliability? I don’t see why this company can’t be seen as a combined YouTube and Shopify flywheel of information and entertainment services of the future as well as what it is already doing for business communications. That optionality!
This one is difficult to hold short term because of headline risk but it’s equal risk selling your stake and watching it take off like the Trade Desk, Twilio or Shopify has done. As astute institutions have bought these companies up when sentiment is low and taken the access supply off the market.
Will Zoom experience the same effects? We will find out shortly. Thanks for reading!
