Zoom: From $160 Billion Pandemic Hero to 90% Stock Collapse

📩 Stay ahead of bankruptcies, distressed debt, and leveraged finance — subscribe to the newsletter: https://www.junkbondinvestor.com/ In 2020, Zoom became the most essential software on the planet. 300 million daily users. A stock up nearly 400% in a year. A valuation briefly touching $160 billion. Then the pandemic ended — and almost $140 billion in value disappeared. This is the full story of how Zoom built the perfect product for a global emergency, priced itself like the emergency would never end, and spent years paying for that assumption. What we cover: How Eric Yuan left Cisco with 40 engineers and built a product WebEx never could The pandemic surge that took Zoom from 10 million to 300 million users in four months The FTC settlement, the China espionage scandal, and what they revealed about trust The $14.7 billion Five9 acquisition that collapsed — and why it took Zoom's best exit with it Why the CEO of the world's most famous remote work company told his own employees to come back to the office How Zoom dropped "Video" from its name and bet everything on AI Where Zoom actually stands in 2026 — and whether the pivot is working The product was never the problem. The market just priced it like the world had changed forever — when really, it had only changed for two years. New videos every week on companies that went from billions to almost nothing. 🔔 Subscribe so you never miss a breakdown. Zoom Eric Yuan Zoom stock collapse Zoom pandemic growth Zoom vs Microsoft Teams Zoom vs Google Meet Zoom layoffs Zoom Five9 acquisition Zoom China scandal Zoom end-to-end encryption Zoom FTC settlement Remote work decline Return to office Video conferencing decline Zoom valuation drop ZM stock Pandemic tech stocks Post-pandemic crash SaaS collapse Zoom AI pivot Zoom AI Companion Hybrid work 2025 Tech stock bubble Zoom rebranding WebEx vs Zoom Zoom security issues Pandemic winners losers Work from home bubble Tech IPO collapse Zoom 2026