Zoom and Webex merge into a Teams tab.
Five fine quarters. Then the renewals come due, and CIOs drop ZoomMate for the Copilot they already pay for. Cisco calls.
The Buyer: 2x revenue. Webex and Zoom, together at last. Your customers will open you from inside Teams.
The Buyer: You'll have a lovely icon. Right next to Planner.
Outcome: Lost as a feature
You charged for meeting notes that Microsoft gave away in its bundle. Free won, and Zoom ended as a button inside someone else's app.
One path that gets here
A · We'll sell ZoomMate on every licenseA · Bundle ZoomMate into every Workplace plan