Zoom Video Communications Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 08, 2022

Mar 07, 2022 / 09:15PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

All right. Welcome, everybody. We have Zoom here. We have Kelly. I am delighted. We'll make an obligatory, this is not over Zoom joke. But, welcome, everybody. I'm Meta Marshall. I cover the communications software space here at Morgan Stanley. And we have Kelly Steckelberg, CFO of Zoom, who you all have seen many times over the years. For any research disclosures, please check www.morganstanley.com/researchdisclosures or check with your sales representatives.

Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

So Kelly, it's clearly been a roller coaster year for Zoom over the past couple of years. You went from being kind of the darling of the pandemic to now having to face kind of are you just a work-from-home winner? And how do you explain to investors what the drivers are for the company from here on out for the next few years?

Kelly Steckelberg -

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