SaaS Operating Plans, What Changed?
OPEXEngine
JUNE 9, 2021
Covid drove some big winners and losers: any company selling to restaurants, travel, entertainment, etc. Zoom is the extreme outlier for the winners, growing 326% from $623M (2019) to $2.65B (2020) and hitting the Rule of 40 metric out of the park at 356. either pivoted quickly or lost out. Cost of Revenue and Gross Margins.
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