As people turned in droves to the video chatting app Zoom in recent weeks, the buzz caught Facebook’s attention. Inside the social network, that immediately set off a scramble.
Mark Zuckerberg, Facebook’s chief executive, ordered employees to ramp up and focus on the company’s own video chat projects, especially as use of its products also increased, said three people with knowledge of the plans, who declined to be identified because the details are confidential. On Facebook’s internal message boards, employees openly gawked at public data showing Zoom’s growing popularity, they said.
Zuckerberg is not the only tech titan with Zoom on his mind. Google this month made its video chat app, Meet, more accessible through Gmail. Cisco recently promoted its Webex teleconferencing service as highly secure compared with Zoom. And Verizon announced last week that it was acquiring BlueJeans Network, a videoconferencing service.
Facebook, Google and others want a piece of that success. Behind the scenes, people with knowledge of the companies said, employees are sore that they have not grabbed more of the same buzz as Zoom, especially since many of the giants have offered their own video chat software — like Google Meet — for years.
In targeting Zoom, the tech behemoths are following a playbook of deploying their vast resources to outmuscle a smaller, fast-rising competitor. Last year, Facebook and Google trained their sights on TikTok, the Chinese-made video app, which had become a hit with young audiences. Often, the largest companies have opened up their wallets and snapped up tiny rivals to eliminate them as competition.
In an interview, Zuckerberg chafed at comparisons to Zoom and said video chat was just beginning to be a larger phenomenon as people aimed to digitally connect in more intimate ways. “The world was already trending in this direction before Covid-19,” Zuckerberg said while using the new Facebook Messenger video product.
“This is the trend in general — the ability to feel more present, even when you’re not physically together.” Zoom’s chief executive, Eric Yuan, said in an interview that his firm was not thinking about competition and was focused on users’ experience during a “once in a 100 years crisis.”
When the spread of Covid-19 turbocharged the video chat phenomenon, Zoom emerged as a clear front-runner, owing to word of mouth about its ease and simplicity. It has been the most downloaded app in Apple’s App Store for over a month. The company is valued at around $47 billion. But its success has been bumpy, with scrutiny falling on its lack of security and privacy practices.
Bigger tech and telecom companies are racing to catch up, even though they were earlier to roll out videoconferencing services. Cisco acquired Webex in 2007 for $3.2 billion. Facebook has long hyped its own video chat offerings. Microsoft bought the internet calling service Skype in 2011 for $8.5 billion. This month, Google said it would plug Meet directly into Gmail so users could take video calls inside their email browser window. Google is also mimicking Zoom, releasing a grid-style view for Meet and adding features to improve video quality in low-light conditions.
©2020 The New York Times News Service