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Zuora: Slowing Growth Is A Problem

January 17th, 2020 · Comments Off on Zuora: Slowing Growth Is A Problem

The main question for investors is whether Zuora will be able to revive its slowing growth. There are promising signs of the subscription economy spreading to new industries and the new customizable Central Platform is well suited to this. However, it remains to be seen how much of a growth impetus that delivers and we […]

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Tags: ZUO

Zuora Has A Long Runway

December 12th, 2018 · Comments Off on Zuora Has A Long Runway

The company has unique products with little competition and a long runway for growth. After the sell-off since the summer, valuations are also much more reasonable now. However, profitability is still quite some time off which prevents us from going all-in here. Picking up a few on dips looks a good idea though. Source: Zuora […]

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Tags: ZUO

Should You Subscribe To Zuora?

June 16th, 2018 · Comments Off on Should You Subscribe To Zuora?

Another business platform model that’s a leader in its field, growing fast and commanding a sky-high valuation. The company is doing lots of stuff right and it’s likely to keep growing for quite some time, but they are still far from profitability or cash generation. So the company has to grow into its rich valuation […]

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Tags: ZUO