On the First Working Day After the Holiday, Companies Held a Collective Morning Meeting and Found That DingTalk Was Down

On February 3, 2020, data from DingTalk, an Alibaba subsidiary, showed that tens of millions of companies and nearly 200 million people in China have started working from home to reduce the risk of epidemic transmission caused by centralized office work.

At 9 a.m. on February 3, the company's morning meeting was held and the demand for live conference broadcasting surged. The high concurrency caused the product to be temporarily unstable, so the official had to make the decision to temporarily limit the flow.

At the same time, DingTalk also urgently launched the "beautification function" for users who work from home and do not have time to tidy up their appearance.

Work from home, study from home

As early as November 2019, DingTalk had launched a series of functions for school teachers, including class group form filling, questionnaire surveys, and other functions.

The epidemic has seriously affected the normal teaching progress of schools. DingTalk has even launched a "Study at Home" plan. As of February 2, it has attracted more than 220 education bureaus from more than 20 provinces including Guangdong, Henan, Shanxi, Shandong, and Hubei to join, covering more than 20,000 primary and secondary schools and 12 million students.

"No classes, no learning" has received unanimous praise from parents and teachers.

However, some students who are still immersed in the holiday atmosphere complained about being forced to study and having to start classes early. Recently, many students have flocked to major app stores, giving DingTalk one star and leaving "sincere comments."

The epidemic has boosted the popularity of office SaaS

The author found through research that Qimai data shows that the number of DingTalk downloads in the past year isIt reached its peak on February 2, far exceeding the same period.

Although DingTalk may be the biggest winner of this epidemic outbreak, Bytedance's office suite Feishu (formerly known as Lark) is also showing encouraging growth.

It was reported that on February 2, Feishu launched the "Online Office" function, which can help companies work remotely through real-time voice and video.

Baidu Index shows that when comparing the search popularity of DingTalk and Feishu in the past month, although DingTalk overwhelms Feishu with an absolute order of magnitude advantage, in terms of year-on-year and month-on-month growth data, the smaller Feishu has surpassed DingTalk, becoming a competitor that DingTalk cannot avoid.

On the first day of remote work resumption, the ranking of mobile office software in the AppStore increased significantly.

DingTalk, Tencent Meeting, and WeChat for Enterprise remain firmly in the top three, with Tencent Meeting rising from eighth place at the beginning of the month to second place. WeChat for Enterprise also rose from tenth to third place in just a few days.

As one of the world's largest video conferencing service providers, Zoom also received a wave of good news. As of yesterday's close, Zoom's stock price rose by nearly 15%, setting the largest single-day increase in nearly eight months.

Stephens analyst Ryan MacWilliams has an “overweight” rating on the stock with a $95 price target. He believes the coronavirus outbreak could boost Zoom’s stock, as many companies in China have told employees to work remotely from home.

Internet companies shoulder the heavy responsibility in the crisis

During this epidemic crisis, many Internet companies have emerged and assumed their social responsibilities.

E-commerce companies have been busy mobilizing supplies and arranging logistics since the beginning of the year; food delivery and other life service companies have been working overtime to maintain the normal life of citizens; technical service companies have been supporting various needs of remote work;

During this period, many enthusiastic non-governmental organizations and individuals have emerged to offer suggestions and advice on how to deal with this aggressive epidemic. I believe that with the efforts of the people across the country, we will be able to get through this severe historical moment more smoothly.

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