So many of those companies will have to suspend their dividend. It makes sense to only buy the ones that can sustain the dividend.
This makes me wonder how or if they are monetizing all the traffic or if itâll just increase expenses. Iâm amazed how little we pay for zoom. I think the fees are based on how many conference rooms are setup for it, and all of ours are.
They are profitable which is amazing. There must be some serious engineering behind having such a high quality service and the cost so low.
I paid some attention to it during its IPO. It looks like their engineering team is largely based in the relatively rural area of China. The cost of developers is probably 1/10 to 1/5 of silicon valley engineers. From my experience with Zoom on multiple platforms so far, I can tell these engineers produce high quality work. Iâve joined quite some meetings from Starbucks. The quality from Zoom beats Skype, Lync, Webex with StarBucks WiFi.
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Good time to revisit this article
How crowded is this market? I do not hope it to go away like several web-based emails in 2001. I had emails from so many providers like whose names you might not have heard like inbox and hotbot, among others.
Oh itâs crowded. Zoom is easily best in class.
It has a lot of products from old to new, small to big. However, from my sampling with my external calls, the 2 winners today are Microsoft and Zoom. Webex, Go to meetings are declining. Microsoft has a solid base in big enterprises. But for new customers, Zoom is 10x easier to setup for the first time.
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WebEx is so clunky and feels bloated
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Zoom is WebEx 2.0. Who can come up with the 3rd version?
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That is the fate of software products. When they come out, they can fit in those 1.4 MB diskettes, but as they become older, you need one hour on a 1GB internet connection to download the entire suite. It will still do no more than what the initial release did. OK, I agree this is an overstatement, but you get the sense of what I am trying to say.
What I hate about these software products and their marketing staff is that once the newer versions of bloatware start coming out, they end of life the older (sometime leaner and better for doing the basic functions ) versions.
This is why Iâm bullish on Okta. They are the solution for login no matter which technology companies pick or if they switch. I worked with IT to have Udemy added to Okta for about 800 employees. It was super easy and done within a day. I did it by which departments have access so thereâs no need to manually add/remove people. Itâs all automated. Okta should benefit from the working remote trend too.
Their business model is amazing. They charge companies to use it for authentication. They also charge companies that want to enable Okta authentication in their software. That means Zoom paid Okta for being able to offer Okta authentication for Zoom. Then my company pays Okta for employees to authenticate zoom with it. Thatâs amazing.
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You are part of the community that create this mess 
. Usually I try to use the older version till they force me to let go because canât run on the latest OS anymore.
SQ shot up 20% 
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Saw that. It means market is expecting SQ to handle a lot more transaction. PAYC is muted and so is TWLO. What is cooking?
Wasnât monitoring, think I will just deploy the cash to RE at opportune time. Time for me to relax and enjoy life. My eyes hurt after looking at screen for half a hour, and I have missed doing a lot of fun things in life like flirting with many women and travel around the world - got to do this fast when life back to normal.
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Digital-payment services are facing a surge in demand as efforts to stem the novel coronavirus pandemic result in housebound shoppers stocking up on groceries, prescription drugs, audiobooks and movies online.
Many e-payment providers are falling back on contingency plans put in place to handle seasonal bursts in online shopping, such as Black Friday, in part by tapping additional on-demand capacity in the cloud, industry analysts said.
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Digital-payment services are facing a surge in demand as efforts to stem the novel coronavirus pandemic result in housebound shoppers stocking up on groceries, prescription drugs, audiobooks and movies online.
Many e-payment providers are falling back on contingency plans put in place to handle seasonal bursts in online shopping, such as Black Friday, in part by tapping additional on-demand capacity in the cloud, industry analysts said.
GoodâŚstay awayâŚas market is making a foul play for bulls. Still wait for April 10th & Apr 13th. Note this date, let us sync !
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