Zoom, la emblemática empresa de videollamadas, está apostando a nuevas propuestas para competir con otras herramientas como Google Meet y Microsoft Teams. Entre las innovaciones más destacadas encontramos aquellas que implementan Inteligencia Artificial.
Esas herramientas no sólo van a facilitar la gestión de las reuniones, sino que también le ofrecerá una ventaja competitiva a la compañía.
¿Cómo Zoom prevé mejorar la experiencia de la aplicación? A continuación analizaremos todo lo que tienes que saber.
Nuevas funciones de IA en Zoom
Recientemente, Zoom anunció la creación de un asistente automático para empresas, al que bautizó “AI Companion”. Según explicaron sus ejecutivos, es una herramienta generativa que está basada en lenguaje masivo de OpenAI, Meta y Anthropic, sumando desarrollos propios.
¿Qué cambio en la práctica ofrece Zoom AI? El nuevo sistema ofrece transcripciones de las reuniones, las cuales pueden registrarse en forma de tablas, plantillas y otros documentos. Para las empresas, podría suponer una herramienta sumamente valiosa para organizar las tareas posteriores a la conversación.
La jefa de producto de Zoom, Smite Hashim, aclaró que “la inteligencia artificial es lo que hace que esta experiencia sea tan diferenciada”. Asimismo, indicó que las IA’s “realizan tareas simples y de alta fricción”, las cuales ocupan mucho tiempo para el personal o los usuarios en general.
Como si esto fuera poco, AI Companion también ofrece funciones para generar fondos creativos. Los mismos podrán ser personalizados según indicaciones simples de textos.
Con la última actualización, Zoom también habilitó una herramienta colaborativa: “Zoom Docs”. La misma tendrá un funcionamiento similar a Google Docs, en el cual los usuarios pueden gestionar y editar documentos de uso compartido.
Ascenso y caída de Zoom
El analista de Research de Invertir Online, Damián Vlassich, afirmó que Zoom actualmente “cotiza una quinta parte de lo que llegó a valor en máximos”, lo cual representa “una caída mayor al 80%” respecto a sus máximos. Considerando su crecimiento exponencial durante el 2020, muchos podrían preguntarse a qué se debe ese fenómeno.
La explicación que brinda el experto es sencilla: durante la crisis sanitaria de COVID-19, la plataforma tuvo un rol muy importante en distintos ámbitos, incluyendo el educativo y empresarial. No obstante, con el retorno a la presencialidad y la aparición de competidores como Google Meet, “erosionaron parte de su mercado”.
Analizando las cotizaciones bursátiles, podemos observar que las acciones alcanzaron un pico durante 2020, año en el cual multiplicó sus ingresos hasta los $663 millones. No obstante, con la flexibilización de las restricciones, los resultados financieros disminuyeron hasta alcanzar valores similares a la pre-pandemia.

¿Nuevo repunte de Zoom en 2024?
Si bien el primer trimestre registró una disminución sostenida, los resultados financieros fueron mucho mejor de lo que muchos estimaron. De hecho, los ingresos posteriores aumentaron un 3.1%, lo cual supone $4.5 mil millones.
La apuesta de Zoom es simplificar las comunicaciones y posicionarse como líder del mercado de videoconferencias, incluyendo opciones cada vez más novedosas y accesibles.
La consultora StockAnalysis pronostica que Zoom tendrá un crecimiento “moderado” de sus acciones, con un precio promedio de $80.11, registrando oscilaciones entre $66 y $100. Por el contrario, Zoom se mantiene optimista en este aspecto, autorizando un programa de recompra de acciones de hasta $1,500 millones.
En definitiva, sus recientes lanzamientos podrían ser ingredientes para recuperar sus máximos, aunque sólo el tiempo podrá confirmarlo.
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