One company's optionality is another company's threat. For Teladoc (NYSE:TDOC) and Amwell (NYSE:AMWL), that threat could come from Zoom (NASDAQ:ZM)

In this Backstage Pass video, which aired Sept. 28, 2021, Motley Fool analyst Yasser El-Shimy and Fool contributor Jon Quast share their thoughts.

Yasser El-Shimy: Can I just jump in here for a second while we still have this slide?

Jon Quast: Sure. Absolutely.

El-Shimy: I just wanted to comment that not a lot of people actually are aware of that Zoom is a serious player in telehealth. That's one of the industry verticals where they are doing a lot of really successful work.

Usually when we think telehealth, of course, that's just Teladoc or Amwell. But Zoom Health is HIPAA compliant.

It's a very easy solution to use for a lot of doctors, a lot of hospitals, clinics, practices and so on. Just put it on and start engaging with their patients without having to go through a third-party like a Teladoc or Amwell.

I just wanted to highlight that. Thanks, Jon.

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