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Zoom ZM, +4.62% appears to be seeing a real boost in downloads and engagement as workers start to exercise more caution, Bernstein analyst Zane Chrane wrote in a note to clients.
“In the last 30 days alone, average daily downloads are up 90% versus the prior 30-day period, with greater user engagement as evidenced by a 17% increase in user session per day and a 3% increase in average session length,” he wrote, based on his analysis of third-party data on app usage. The company has already added more new active users so far this year than it did throughout all of 2019, per his analysis.
https://www.marketwatch.com/story/zoom-video-...2020-02-26