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MarketFoolery

Zoom Video, Microsoft, GameStop

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 23 March 2021

⏱️ 13 minutes

🧾️ Download transcript

Summary

Will Zoom Video’s move into licensing pay off? How much is Microsoft willing to pay to acquired Discord? Ron Gross analyzes those questions and previews GameStop’s upcoming earnings report.

Transcript

Click on a timestamp to play from that location

0:00.0

This Tuesday, March 23rd, welcome to Market Fuller, I'm Chris Hill with me today, the

0:06.8

one and only Ron Gross.

0:08.3

Thanks for being here.

0:09.3

Thank you for having me, Chris, it's always a pleasure.

0:12.2

We're going to play another round of Bicellar Hold, what's happening this game?

0:17.0

The business news through the lens of Bicellar Hold, and we'll start with Zoom Video, which

0:23.0

needs no introduction, but Zoom Video has had amazing success over the past year.

0:28.4

And now the company, reportedly, is going to start selling their video conferencing technology

0:33.7

so that other companies can embed it in their own products.

0:38.9

So Ron, Bicellar Hold, Zoom's new licensing idea, being a success.

0:45.0

Boy, oh boy, I'm going to buy this, but it won't be easy, it won't be without competition.

0:52.1

As you say, they're going to embed their own products into other companies, so to allow

0:56.8

for video technology functionality, Zoom will be paid on a permanent basis with the

1:04.9

first 10,000 minutes each month free.

1:08.6

And so in general, I think this is a good idea, right?

1:11.5

Video is currently and will be embedded in everything, from telemedicine to social

1:17.6

media to so many other things.

1:19.7

So that makes sense, but it does put them even more so directly in competition with

1:26.8

the big boys.

1:28.6

And that is of consequence.

1:30.8

So Amazon has a partnership with Slack to bring its video conferencing tools called CHIME

1:37.3

directly into the chat app.

...

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