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Zuora, Inc. (ZUO)
NYSE - Nasdaq Real Time Price. Currency in USD
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As of 02:25PM EDT. Market open.
3,596 reactions on $ZUO conversation
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Fantastic!!! Zuo is carbon neutral!!!
Ok…so this means the sp will skyrocket, right? To the moon; liftoff; all that…and a bag of chips inflight?
Ok ESG acolytes, aren’t you required now to buy shares? To ‘invest’? C’mon…don’t let us down. Get us back to 27. It’s your duty…
Can we get a subscription for profits? Please? I’ve been subscribing for years waiting for a profit, for great revenue, for high end contracts…supposedly this is best in class and first in class and highest end pedigree….what happened??
2 months since a presser.
A digital company in a digital world selling digital payments that does not release any digital information in the digital age…hmmmm…
Are we returning to flashing neon and paper signals? Maybe smoke signals….
Something anything to let us know there’s a pulse.
New lows??? Coming soon?
Can’t wait…love pain….and no, not from this poor investment…from my wife, who’s been patient and longsuffering but who is not really happy with me and this holding….
News? Byline? Headline? Sticky note? Any thing? Anyone out there in zuo land? No?
Wait. They hired a lawyer to guide growth and must have fired IR and PR.
Yessss….I am a bit miffed….
Yahoo Finance Insights
Zuora reached a 52 Week low at 12.19
this is starting to make good progress going up. steady and no. stop. oh yeah. thanks 😊
I strongly recommended Natalie Louis for those who have losses while trading on their own
Going out of business
why down...no considered good results?
great numbers in the earnings call! c'mon guys we have been waiting for the free cash flow!
Got out of Zuora. May buy when it is about $8
If you listen to the call, Zuora is focusing on larger enterprises and winning...this translates into less deals, but the ones they onboard are much larger. Additionally, ZUO's plan to forego the revenue that now flows to systems integrators will pay off in the future; just not at the rapid pace that Wall St. prefers.
The compelling part of ZUO's model is the recurring revenue they continue to slowly add to the books. When you couple their efforts to target larger enterprise customers (these are customers who historically are adhesive), down the road (probably two more quarters) you will begin to see the dollar-based retention rate increase (remember too, the pandemic disaster skewed DBR negatively in Q2 of this year so after Q2 of next year, it will roll off the booking of this metric).
Add to that the fact that they are now cash flow break even with $178MM in cash, I believe
on a risk-reward basis, ZUO has just become a much lower risk stock to own for 2021.
It's just not going to be a crazy 400% pandemic gainer like a Peloton (which is currently my biggest short position for 2021).
But if you like a low risk stock to go long (and I firmly believe that ZUO is now one) that has the potential to trade up into the low 20's in 2021, you could close to double your money on this one by next fall.
Stay safe, be well and good luck to all of you in 2021.
Highlights of Q3 for Zuora:
•Customers with ACV equal to or greater than $100,000 was 653, which represents 11% year-over-year growth.
•Dollar-based retention rate was 99%.
•Customer usage of Zuora solutions grew, with $14.6 billion in transaction volume through Zuora’s billing platform during our third quarter, an increase of 31% year-over-year.
•Announced global partnerships with GoCardless, PwC Consulting LLC and SB Payment Service Corp in Japan.
•Notable recent go-lives included: Bosch, Media24, Panasonic, Siemens Smart Infrastructure, Sonos, and Thomson Reuters.
•Highlighted customers from multiple industries and geographies in marketing and announcements including The Guardian, Carbar, Konecranes, and Octo Telematics.
Apple going to the subscription￼On iPhones￼.Digital world come in fast subscription-based economy￼???
Respectfully, Dom, you are not focusing on relevant facts and numbers. The lock-up which expired over one year ago in mid-October of 2018 and the dilution you refer to (which was disclosed in their prospectus on April 16, 2018) is old news. This company suffers from a repricing of the enterprise software segment as a whole and more specifically, slightly slower percentage sales growth. These are already priced into the company's stock. By the way, the total Class A share count is 88MM but you should also add the 24MM Class B shares for a fully diluted count of approximately 112MM. My opinion, for what its worth, is that a 21% grower with a wonderful recurring revenue model, excellent retention, approaching $300MM in annual revenue, improving margin leverage, strong institutional ownership, $174MM in cash and expecting a decrease in cash burn next year (approx. $20MM from operations this year) is a STRONG buy at $1.6B valuation...If Zuora is able to overcome the "hiccup" from this past spring and doesn't see a corresponding surge in share price, they very well may become a good takeover target. Full disclosure: I AM LONG ZUO.
Yahoo deleted my post with a link, so I will repost the contents and not the link.
Zuora business metrics strong, growth sustainable, says JefferiesZuora exceeded fiscal Q4 sales and met profit expectations, with similar characteristics for its Q1 guidance, "though prudent annual subscription guidance was a touch shy," Jefferies analyst John DiFucci tells investors in a research note. Zuora's business metrics were strong, and while subscription growth of 35% decelerated modestly it was against the most difficult comp this year, the analyst adds. He continues to believe the "subscription economy" will drive a growth rate of at least 25%-30% over the next five-to-ten years for Zuora. DiFucci keeps a Buy rating on the shares with a $35 price target
For the quarter ending in July, Zuora reported total revenue of $75 million, up 8% year over year, including subscription revenue of $58.3 million, up 15%. It reported non-GAAP net loss of 0 cents per share for the quarter. Analysts were expecting revenue of $73.5 million and a non-GAAP loss of 7 cents per share.
Shares of Zuora (ZUO) - Get Report fell 15% in the minutes following the report.
“We reported solid results in the second quarter as we continue to help our customers thrive by providing them with the agility, insight and automation needed to navigate an uncertain economic environment,” said Zuora CEO Tien Tzuo. “The demand for subscription business models remains strong and we continue to build the foundation for Zuora to lead the market for years to come.”
Warning, bull thesis follows. @Ironman, ear-muffs please! I am looking forward to hearing that RevPro integration is either nearing completion or has already been completed. Not getting much play in the various discussion boards but I think the biggest key in the near term for Zuora is to execute their promised integration of RevPro. I think the lack of RevPro integration was a big factor if not the biggest factor that drove the guidance reduction early this year. It was also an impetus for the shareholder lawsuits. Fast forward to last week, Zuora released a presser indicating that Poly has now rolled out RevPro saving countless hours of spreadsheet management as well as giving their auditors a warm and fuzzy feeling around data accuracy. RevPro has the potential to increase a Zuora core customer's contract value between 30% and 50% (not certain of those percentages but that is my recollection from prior comments from Tien). Also, don't forget, RevPro has an existing base of customers as well and they will be available for cross-selling the core platform once fully integrated. Once traction on this front is announced valuation will re-set itself once again to accommodate a much higher forward growth rate. Finally, don't sleep on that retention rate...it is fully 300 basis points higher than CRM!
The subscription economy is poised for huge growth, and Zuora (NYSE:ZUO) looks particularly well-positioned to capitalize. The software-as-a-service (SaaS) company provides a highly customizable platform for implementing and growing subscription-based businesses. Trading at roughly 5.8 times this year's expected sales and sporting a market capitalization of roughly $1.75 billion, the company also looks cheaply valued.
While many software companies enjoyed accelerated growth amid conditions created by the coronavirus pandemic, the associated economic uncertainty meant that many large enterprises delayed potential shifts to subscription-based operations. That resulted in Zuora having a harder time bringing new customers on board its platform.
However, investors should view the challenges facing the business over the last year as a setback rather than a derailing of the company's long-term growth outlook. The stock trades at a discount because of recent setbacks, but there's a good chance that its current share price will come to look very cheap with the passage of time.
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