Not really, Zoom has gotten to where they are by focusing on what they're world class at, which is reliable connectivity. I don't see them changing focus on anything but keeping the lead they have that made them so successful. This DNA has always been the core of Zoom since Eric branched out of Cisco.
Maybe I'm being pedantic but isn't it your job to be concerned about risks like this? It sounds like your answer is "we don't need a plan because the volcano won't erupt." I'm seeing people responding with a list of volcanos that erupted without warning.
Approached more technically, I'd ask, do you have future plans to stratify what back ends your product will work on, particularly if zoom stops being an option?
