Microsoft has a much more solid remote work product suite, IMHO; though most companies adopting more WFH policies are probably already Microsoft customers.

They're such a massive company with already gigantic solid revenue streams; this wouldn't move the needle much in the short term.

You're talking about Teams? Or Office365 / OneDrive? As a software developer how have you found it? We've had great luck with not Teams so far and are likely going to have to transition because [enterprise change] and I haven't found very many positive things being said about Teams at all. Interested in your thoughts.

Zoom has been up big, but could continue as Twitter (announced today) and other big companies start rolling out WFH policies for the majority of their employees.

A lot of these companies have already run in anticipation (eg TDOC and ZM), and or were already obscenely expensive courtesy of the bubbly valuations in the market.

I'll add DocuSign (DOCU) to the list of companies that will benefit, however. A lot of people are about to be introduced to relying on their services in the coming months. Disclosure: I no longer own the stock, it's stupid expensive here, trading for ~19 times sales with no profit; future optimistic results are being pulled massively forward.

Suppliers of baby products...

With ANA Avatar XPRIZE remote suit-controlled robots we'll soon have work-from-home for physical tasks too!