Covid-19 has accelerated growth in industries — such as videoconferencing — that keep people together virtually while they stay further apart physically. Such industries are helping to keep services like health care, business offices, and classrooms operating while people stay at home.
Underlying videoconferencing is the $6.1 billion software as a service market that supports video publishing and distribution.
If you want to invest in this industry, you could consider shares of Boston-based Brightcove or you could wait to see whether Manhattan-based Kaltura files for an IPO. At this point, Brightcove’s extremely slow growth does not make me interested in its shares.
(I have no financial