Zoom

includes Zoom Rooms, Zoom AI Companion, Zoom Revenue Accelerator, Zoom Team Chat, Zoom Virtual Agent, Zoom Workplace

32 statements across 22 episodes · 9 bullish · 5 bearish · 10 people on the record · first statement Mar 18, 2020 by Jason Lemkin · said 428 times in 123 episodes since 2018 · across every show →

Mentions by year, the whole family

brought up most by Jason Lemkin (205), Mahesh Ram (15), Nick Mehta (11), Howard Lerman (11), Mårten Mickos (9), Byron Deeter (9), Michael Pryor (8), Kyle Porter (8)

tap a year for its mentions
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01325201820192020202120222023202420252026episodes it came up in
007.5131525201820192020202120222023202420252026episodesmentions per episode
2026 26 mentions in 12 episodes 2 per episode
2025 67 mentions in 18 episodes 4 per episode
2024 61 mentions in 21 episodes 3 per episode
2023 69 mentions in 19 episodes 4 per episode
2022 38 mentions in 20 episodes 2 per episode
2021 82 mentions in 21 episodes 4 per episode
2020 76 mentions in 7 episodes 11 per episode
2019 8 mentions in 4 episodes 2 per episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Zoom, oldest first

Mar 18, 2020 neutral
Insight
Lemkin: Do not confuse easy VC Zoom discovery calls with closable deals
“I'm personally not that interested in discovery, but folks that want to learn a lot, they'll take Zooms and meetings they might not always have time for, and that does not mean that that that deal has a high chance of closing. So there's almost strain, can be …”
Jason Lemkin Mar 18, 2020 ▶ 27:13 Webinar: What It Was Like in '08-'09. And We Can Learn for '20.
Apr 28, 2020 negative
Opinion
Butterfield: Microsoft Teams competes primarily with Zoom rather than Slack
“Teams, which is the real alternative in some sense, although I think it's much more of a competitor to Zoom or other voice and video calling services than it is a Slack.”
Stewart Butterfield Apr 28, 2020 ▶ 25:47 Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community
Apr 28, 2020 neutral
Disclosure
Butterfield: Slack spends twice as much on Workday as its own software
“You know, we spend, as a multiple of what we would sell Slack to ourselves, obviously we get Slack for free, but we spend about two X that on a work day. And I'm thinking of things that are like basically company-wide. We also spend about two X that on Zoom be…”
Stewart Butterfield Apr 28, 2020 ▶ 19:32 Taking Care Of Your Team and Your Customers with Slack | SaaStr Software Community
Jun 10, 2020 neutral
Insight
Headley: Recruiting must shift outbound when sales shifts outbound
“Remember that just as your sales might need to move from inbound to outbound, so might your recruiting efforts.”
Hilary Headley Jun 10, 2020 ▶ 5:29 7 Key Tips & Tricks to Getting More Revenue per AE with Salesloft, Zoom and Fireeye
Jun 10, 2020 negative
Insight
Headley: Sales managers with open quotas often rush to hire suboptimal candidates
“Anytime a manager has open headcount, they typically have open quota and they will be excited to close maybe that first person and they might not be the best person that aligns.”
Hilary Headley Jun 10, 2020 ▶ 5:11 7 Key Tips & Tricks to Getting More Revenue per AE with Salesloft, Zoom and Fireeye
Jun 10, 2020 positive
Insight
Headley: Sales onboarding should target 20 outcomes across four daily sessions
“What are the top 20 things that you want your reps to walk away with, and why is it 20? Because you can structure your five day a week new hire training, two sessions in the morning, two afternoon, And that's where adults can really learn, and that's about wha…”
Hilary Headley Jun 10, 2020 ▶ 10:18 7 Key Tips & Tricks to Getting More Revenue per AE with Salesloft, Zoom and Fireeye
Feb 8, 2021 neutral
Disclosure
Bonnici: Whereby will not target enterprise to compete with Zoom
“We don't want to go after the enterprise for zoom, right? Like we're not going to do that. That's not our game. I think we want to do what HubSpot did for the SMBs for companies using video conferencing and make like an amazing, easy to use experience that the…”
Ryan Bonnici Feb 8, 2021 ▶ 35:10 How to Market at Mass Scale | Harry Stebbings, The Twenty Minute VC & Whereby CMO Ryan Bonnici
Feb 8, 2021 negative
Opinion
Bonnici: Zoom is clunky and lacks personality and humanity
“I don't think many people feel a lot of love for zoom. There's no humanity. There's no personality. It's clunky AF.”
Ryan Bonnici Feb 8, 2021 ▶ 32:28 How to Market at Mass Scale | Harry Stebbings, The Twenty Minute VC & Whereby CMO Ryan Bonnici
Oct 14, 2021 positive
Assertion Partly supported
Robinson: Zoom has captured more than 64% market share in video conferencing
“And they've now achieved more than 64% of market share, and it continues to grow.”
Elliott Robinson Oct 14, 2021 ▶ 15:00 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
Dec 9, 2021
Insight
Lemkin: SaaS CEOs Should Do 10 Customer Zooms Weekly
“As a CEO, you've got to be doing 10 Zooms a week. And as a CS professional, you should be doing three to four day, right? If you can.”
Jason Lemkin Dec 9, 2021 ▶ 12:25 Ask Me Anything About Customer Success with SaaStr CEO Jason Lemkin and ChurnZero CEO You Mon Tsang
Jun 16, 2023 neutral
Insight
Lemkin: SaaS Revenue in Tight Markets Requires Stealing Vendor Budgets
“CIOs, small businesses do not have unlimited money. There's a fixed amount, and if you disrupt something, if you do something better than Salesforce or Zoom or HubSpot or Slack or even UiPath, if you do something that is 10 times better, you will get money, bu…”
Jason Lemkin Jun 16, 2023 ▶ 9:50 Why The Era of Efficient Growth is Now: The State of the Market with SaaStr CEO Jason Lemkin
Oct 3, 2023 neutral
Assertion Contradicted
Lemkin: Zoom revenue grew from $1B to $4B in a single year
“You know, we saw the biggest with Zoom, which went from one to four billion in one year.”
Jason Lemkin Oct 3, 2023 ▶ 0:59 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
Oct 3, 2023 bullish
Assertion Supported
Lemkin: Zoom recorded its first growth re-acceleration in 24 months
“What happened this last quarter? It's the first quarter, Zoom has re-accelerated since in the last 18 to 24 months.”
Jason Lemkin Oct 3, 2023 ▶ 7:07 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
Oct 5, 2023
Insight
Seibel: Founders must earn investor attention every two minutes of a pitch
“A lot of people think that an investor is going to sit down for a 30 minute meeting and give them 30 minutes of their time. It's not true. Especially on Zoom, it's very not true. You earn every two minutes of that meeting. If the last two minutes sucked, that …”
Michael Seibel Oct 5, 2023 ▶ 21:03 How To Perfectly Pitch Your Seed Stage Startup With Y Combinator's Michael Seibel
Jan 10, 2024
Assertion Partly supported
Pelosi: Zoom grew from 2,400 to over 8,000 employees in 18 months
“We went from, I think it was right around 2400 employees to over 8000 in about 18 months.”
Janine Pelosi Jan 10, 2024 ▶ 14:36 The 7 Biggest Mistakes CMOs Make (And How to Avoid Them) with the CMOs of Databricks, Zoom, and Okta
Jan 10, 2024
Disclosure
Pelosi: Zoom ran out-of-home ads and proprietary measurement strictly in-house
“Yeah, we did it all in house, and that's where, you know, it doesn't have to be super sexy, but it also doesn't have to be incredibly boring, and I think it goes back to the metrics. We couldn't find any metrics, any vendor, anything traditionally out there fo…”
Janine Pelosi Jan 10, 2024 ▶ 12:22 The 7 Biggest Mistakes CMOs Make (And How to Avoid Them) with the CMOs of Databricks, Zoom, and Okta
Jan 10, 2024 positive
Assertion Not checkable as stated
Pelosi: Zoom pursued profitability and triple-digit growth before it was mainstream
“It was profitable or bust before anybody was talking about that. Triple digit, same thing, right? Growth mattered, and it was all of us getting into a room, coming up with that plan”
Janine Pelosi Jan 10, 2024 ▶ 2:26 The 7 Biggest Mistakes CMOs Make (And How to Avoid Them) with the CMOs of Databricks, Zoom, and Okta
Mar 15, 2024 neutral
Disclosure
Gross: Vimeo switched from Zoom to Google Meet to cut costs
“You switched from zoom to Google me, which we did.”
Adam Gross Mar 15, 2024 ▶ 21:12 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 bullish
Prediction Not checkable as stated
Gross: Zoom During COVID Was the BlackBerry Era of Video Collaboration
“We're going to think about Zoom and hanging out in COVID times. As the BlackBerry era, not the iPhone era, this stuff.”
Adam Gross Mar 15, 2024 ▶ 25:22 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Jul 5, 2024 neutral
Assertion Partly supported
Lemkin: Zoom Stalled For Three Years After Hitting $4B In 2021
“Zoom in one year went from one to four billion in revenue from whatever mid-twenty-twenty-twenty-twenty-one went from one to four billion from twenty-twenty to twenty-twenty-one. Anyone know what Zoom's revenue is today? Four billion. So one year quadrupled an…”
Jason Lemkin Jul 5, 2024 ▶ 41:19 Top 10 Go To Market Mistakes Founders Make Again … and Again with SaaStr’s Jason Lemkin
Oct 15, 2024 neutral
Assertion Supported
Lemkin: Zoom is nearly halting follow-on equity grants under Wall Street pressure
“Zoom says they're almost stopping issuing follow on grants because Wall Street won't let them do it.”
Jason Lemkin Oct 15, 2024 ▶ 25:53 The Era of HyperFunctional SaaS is Here l SaaStr CEO and Founder Jason Lemkin
Dec 18, 2024 neutral
Insight
Lemkin: Self-serve SaaS products require far higher quality than enterprise software
“This is the other mistake a lot of folks make that come from a sales background. They don't realize how great a self-serve product has to be like so much better than enterprise, any enterprise or even mid-market product in the world. Like the onboarding doesn'…”
Jason Lemkin Dec 18, 2024 ▶ 12:09 How to Think About Product-Led Growth, Bootstrapping vs VC, and Early Exits with Jason Lemkin
Jan 17, 2025 positive
Assertion Contradicted
Ram: Processing Zoom backgrounds locally on AI PCs doubles laptop battery life
“As an example, we're running virtual backgrounds on local AI PC. If you're sitting in a coffee shop and running a Zoom meeting, it doubles The battery life of your machine by having that run locally.”
Mahesh Ram Jan 17, 2025 ▶ 19:48 Going Multi-Product in the Age of AI with CPOs of Webflow, Rubrik, Zoom, and ProductBoard
Feb 19, 2025 neutral
Assertion Supported
Lemkin: Zoom Trades at 3.8x Despite Generating $2B Free Cash Flow
“Zooms at four over four billion in revenue. Half of it is free cash flow. Zoom is generating two billion of cash out of its four billion. No one cares. It's worth three and 3.8 X revenue.”
Jason Lemkin Feb 19, 2025 ▶ 14:25 The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr Founder Jason Lemkin
Mar 7, 2025 positive
Assertion Supported
Lemkin: Slack and Zoom Avoided Price Hikes for Years Early On
“Slack and zoom never raised prices for years. Slack was disruptive in the early days because it implemented what it called the fair billing policy. And if you didn't use seats, they didn't charge you for them.”
Jason Lemkin Mar 7, 2025 ▶ 2:43 Why I’m Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin
Mar 7, 2025 neutral
Assertion Supported
Lemkin: Zoom is growing at 4% annually on $4 billion revenue
“Zoom's under pressure. They're growing four percent a year at four billion.”
Jason Lemkin Mar 7, 2025 ▶ 7:24 Why I’m Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin
Mar 7, 2025 negative
Assertion Not checkable as stated
Zoom Demanded SaaStr Upgrade to 40 Seats and Prepay Four Years
“Twice they sent us bills out of the blue telling us we had to upgrade to 40 seats and prepay four years annually.”
Jason Lemkin Mar 7, 2025 ▶ 7:06 Why I’m Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin
May 2, 2025 bullish
Prediction Not checkable as stated
Lemkin: Humans Will Bring AI Agents to Every Meeting Within 12 Months
“I actually think within 12 months, this agent human combination, I think every single zoom, every single meeting. Every sales rep, every cast member, every person human should come with their AI.”
Jason Lemkin May 2, 2025 ▶ 26:25 AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
May 28, 2025 bullish
Prediction Held up
Lemkin: Digital AI sales engineers will soon join live sales calls
“I think A digital SE like this is Brian Halligan's digital one on Delphi is going to come to the zooms. The human it's a person is going to be there. And I brought this up and Dara said, give me another release and this will be full duplex. Like my AI and Bria…”
Jason Lemkin May 28, 2025 ▶ 55:42 AI, Sales + GTM in 2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton
Jul 23, 2025 neutral
Insight
LaRue: Prospects assume sales reps know everything their booking AI knows
“You will need to do this working theory more and more, the more the AI sets up these calls and meetings for you, because you yourself may not know as much about this company as your AI does, but if it got the meeting for you, the person who comes to the Zoom W…”
Amelia LeRutte Jul 23, 2025 ▶ 32:55 What’s Working Now: AI’s Real Impact on Sales with SaaStr's CEO and Co-Founder, and SVP & GM
Jan 2, 2026 neutral
Insight
Lemkin: SaaS Profitability is Meaningless Without Zoom-Level 50% Margins
“Profitable is not enough unless you're utterly insanely profitable like Zoom. For every dollar Zoom brings in, 50 cents goes to the bottom line.”
Jason Lemkin Jan 2, 2026 ▶ 30:58 AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin
Jul 8, 2026 negative
Opinion
Lemkin claims it is entirely impossible to build sales relationships over Zoom
“I think it is impossible to build a relationship on zoom.”
Jason Lemkin Jul 8, 2026 ▶ 13:28 Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
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