Rosenblatt analyst Ryan Koontz said his check indicate that RingCentral's (RNG) strategic relationship with Zoom Video (ZM) "may be beginning to fracture earlier than anticipated" as the former begins investing heavily in its new strategic alliance with Avaya (AVYA). He also believes that his suspicions that RingCentral is developing its own video meeting product could be announced shortly and he thinks RingCentral may bring to market an initially inferior video product in an effort to halt the proliferation of Zoom video in its customer base if the current situation continues to escalate. Koontz keeps a Neutral rating on Zoom Video shares.