This Zoom's reaction to Microsoft is almost impenetrability for...

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    This Zoom's reaction to Microsoft is almost impenetrability for the workforce productivity play.

    They are looking for a unified comms play that will directly compete with Facebook Workplace, which means Reach is in even more trouble.

    You could look at the silver lining that it may make LVT more desirable for a takeover target, but the platform's dependence on the MS stack means it's never likely to be an option as it's too close to the direct competitor.

    Why invest in a new unknown tech business with questionable founders, no growth, and bad financials when you have a trusted incumbent platform that is robust and validated and already integrated into an existing tech stack

 
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