I believe Zoom still has room to grow since it clearly disrupted a fragmented market filled with mature and complacent players. Investors who expect the remote work trend to continue after the pandemic ends should accumulate some shares of Zoom after its post-earnings drop.
Its planned $14.7 billion purchase of the cloud contact center provider Five9 could complement all those efforts and accelerate its long-term evolution into a diversified cloud communications giant.
Zoom’s growing list of competitors – which include Cisco Systems ’ Webex, Alphabet 's Google Meet, Microsoft Teams, and Facebook 's Messenger Rooms…
In the business market, Zoom rivals include RingCentral, Cisco Systems (CSCO), Microsoft, LogMeIn and Fuze. Alphabet 's (GOOGL) Google, Facebook (FB) and Verizon Communications (VZ) have pushed into the market.
The threat to Zoom’s dominance will not come from a drastic change in business behaviors even if we do beat this pandemic as a people. The threat will come from the competition. Zoom did it best, first. That does not mean that Microsoft (MSFT) Teams with their deep pockets, and the Slack unit now part of the very well led Salesforce (CRM) family are not a threat to take market share.
Zoom’s stock has always been priced for perfection. The pandemic helped it repeatedly beat Wall Street’s expectations, and its own rosy guidance suggests it’s still firing on all cylinders. But if Zoom fails to clear Wall Street’s high bar just once, its stock could plunge. The bears will start growling about a post-pandemic slowdown and competing platforms again, and the bulls will rush toward the exits.
so long $273 hold 
Got impatient and pumped $100k into U already. Now waiting for the “take forever to come” correction to buy NVDA and SE. Worse, the rub 
So I would BTFD if there is a significant correction i.e. price decline of more than 15%.
into it.