ZOOM has way higher potential

2021-09-02

ZOOM has way higher potential than this, given its revenue and profits and a significant share in global markets. In the corporate world, most are using Zoom to work. SEA has strong competition from Lazada. Tencent is the main supporter of SEA to penetrate the Southeast Asia ecommerce market, but China may clampdown on Tencent in the near future, leading to some issues with generating revenue. For example, the recent announcement to limit gaming hours in China takes away significant profits from companies that create games. In terms of revenue, SEA is still far behind ZOOM. Have to consider the sustainability of businesses and potential market share.

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