The Signal: A few weeks ago, Zoom rolled out Zoom for Home, “a 27-inch screen with three wide-angle cameras, eight microphones and touchscreen display” priced at $599. According to the product’s video ad, the hardware’s key use case is collaboration (particularly around whiteboarding and annotation). 

And earlier in July, the company unveiled its hardware-as-a-service program, which “provides access to Zoom Phone and Zoom Rooms hardware solutions with a budget-friendly subscription service.”

Zoom — a company now valued at $70B — once projected its entire market opportunity in the company’s S1 to be $43B… by 2022.