Menu

Zoomtopia

The Six Five team discusses Zoomtopia.

If you are interested in watching the full episode you can check it out here.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

Transcript:

Daniel Newman: So Zoomtopia, your show.

Patrick Moorhead: Yeah, so I have written before about the Zoom platformizing their offerings, right? Platforms are the thing to do. We see it with Microsoft, we see it with Google, we see it with Salesforce and now we’re seeing it with Zoom expanding their capabilities and two new capabilities, a little bit of a surprise. They add an email client and a calendar client to the experience. So what that would mean is that you could essentially be inside of the Zoom experience and calendar experience and have, for lack of a better term, a unified inbox where you would have messaging, you would have email, you would have calendar and you would have video. I kind of joked that even back in 1992 when AT&T bought my company, NCR, we were working on a unified inbox and the industry is still trying to do it almost 30, yeah, 30 years later.

But it is a big move. Now you don’t have to move off of your email client. If you want to plug into Gmail and use this as a front end, you can as well. This gives Zoom access to really important data because if you’re going to do email and calendar, you’re going to do Zoom Chat okay? And all of this data that can come in and make the overall experience better using big data and machine learning. You can imagine if you’re integrating Zoom into your hospital workflow, you’re integrating it into your call center, which by the way, they’re making huge strives in that. It all makes sense.

I want to get my hands on it and use it before I pass thumbs up or thumbs down. I really, I had a chance to interview Oded Gal, the chief product officer and I play junior product managers you like, I like to do all the time with him and I think we’re in perfect alignment. Finally Zoom Spots. You want a tool to have your team do whiskey tasting or drinking games? Zoom has brought it to you, which is a different environment from the classic. My junior researcher, Jacob Fryman loved this idea and he’s hardcore Gen Z, so we’ll see.

Daniel Newman: Yeah, a lot of things got announced. I think it was a bit of a reiteration of the company’s platform strategy sensibility. Some great customer validations came, CEO of HP, Enrique Lores gave a glowing testimonial to how Zoom really helped transform their business. Maybe that even had some influence on the ultimate decision for them to buy Poly and really lean in even further to that kind of future work thing so keep that and my comment on this one pretty short, but I think Zoom is at an inflection point. I think the market largely got the idea that everything was going to be remote forever, wrong. I think it’s going to be much more hybrid and much more, there’s going to be much more in person than I think we actually envisioned.

So getting that right and getting that hardware, software and platform correct is going to be an important thing, especially for a company like Zoom that really one big when people weren’t mobile and that’s got to be the big transformation the company makes that’s throughout its stack and that’s getting more hardware centric through potential partnerships.

Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

Related Insights
Cohere’s Multilingual & Sovereign AI Moat Ahead of a 2026 IPO
February 20, 2026

Cohere’s Multilingual & Sovereign AI Moat Ahead of a 2026 IPO

Nick Patience, AI Platforms Practice Lead at Futurum, breaks down the impact of Cohere's Tiny Aya and Rerank 4 launches. Explore how these efficient models and the new Model Vault...
Will Salesforce’s Latest Acquisition Provide Momentum For its Agentic Workflows
February 20, 2026

Will Salesforce’s Latest Acquisition Provide Momentum For its Agentic Workflows?

Keith Kirkpatrick, VP and Research Director at Futurum, covers Salesforce’s acquisition of Momentum, and discusses the need to clearly lay out the vision and timing for integrating the technology into...
Twilio Q4 FY 2025 Revenue Beat, Margin Expansion, AI Voice Momentum
February 16, 2026

Twilio Q4 FY 2025: Revenue Beat, Margin Expansion, AI Voice Momentum

Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....
ServiceNow Buys Pyramid Does this Spell the End of the BI Dashboard
February 13, 2026

ServiceNow Buys Pyramid: Does this Spell the End of the BI Dashboard?

Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
SuiteConnect NYC - Will Embedded Intelligence Redefine ERP Value
February 13, 2026

SuiteConnect NYC – Will Embedded Intelligence Redefine ERP Value?

Keith Kirkpatrick, VP & Research Director at Futurum, covers Oracle NetSuite’s SuiteConnect NYC event, and discusses the key announcements and their respective market implications....
AI Agents Take Center Stage – Will Sales Teams That Automate Win in 2026
February 13, 2026

AI Agents Take Center Stage – Will Sales Teams That Automate Win in 2026?

Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s State of Sales Report for 2026, and discusses what SaaS vendors should do to help customers derive value from sales-focused...

Book a Demo

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.