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In 2020, Zoom became the most essential software on the planet. 300 million daily users. A stock up nearly 400% in a year. A valuation briefly touching $160 billion. Then the pandemic ended — and almost $140 billion in value disappeared.
This is the full story of how Zoom built the perfect product for a global emergency, priced itself like the emergency would never end, and spent years paying for that assumption.
What we cover:
How Eric Yuan left Cisco with 40 engineers and built a product WebEx never could
The pandemic surge that took Zoom from 10 million to 300 million users in four months
The FTC settlement, the China espionage scandal, and what they revealed about trust
The $14.7 billion Five9 acquisition that collapsed — and why it took Zoom's best exit with it
Why the CEO of the world's most famous remote work company told his own employees to come back to the office
How Zoom dropped "Video" from its name and bet everything on AI
Where Zoom actually stands in 2026 — and whether the pivot is working
The product was never the problem. The market just priced it like the world had changed forever — when really, it had only changed for two years.
New videos every week on companies that went from billions to almost nothing.
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Zoom
Eric Yuan
Zoom stock collapse
Zoom pandemic growth
Zoom vs Microsoft Teams
Zoom vs Google Meet
Zoom layoffs
Zoom Five9 acquisition
Zoom China scandal
Zoom end-to-end encryption
Zoom FTC settlement
Remote work decline
Return to office
Video conferencing decline
Zoom valuation drop
ZM stock
Pandemic tech stocks
Post-pandemic crash
SaaS collapse
Zoom AI pivot
Zoom AI Companion
Hybrid work 2025
Tech stock bubble
Zoom rebranding
WebEx vs Zoom
Zoom security issues
Pandemic winners losers
Work from home bubble
Tech IPO collapse
Zoom 2026
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