Zoom, one of the most anticipated tech IPOs of the year, has one key profit driver: engineers in China


post Series B round, we like our companies to start looking at metrics for percent of spend on R&D, sales and marketing, G&A as benchmarked across similar growing companies - Zoom has a huge competitive advantage and they have a large R&D presence in China - however, given the tenuous relationship between the US and China this will be interesting to see if this backfires in the coming years


Want to receive more content like this in your inbox?