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URL:  https://boards.fool.com/i-wanted-to-revisit-zuo-also-something-that-34113335.aspx

Subject:  Re: Mid-month update. What I've done and why Date:  1/18/2019  5:18 PM
Author:  DreamerDad Number:  50622 of 59941

I wanted to revisit ZUO also. Something that happened at work actually around sending a client a quote and because it was a SaaS product our core system wasn't able to handle it.

Their CEO has a strong background but also had a really strange/odd CC the Q before last. I am willing to write it off that nerds don't have to have a strong grasp of what is socially smooth in a CC if they are smart and strong leaders in their core business.

The part I hesitate a bit on is their competition.
Chargify and Cloudbee...both are private so harder to gauge what is going on there.
https://www.vccircle.com/insight-venture-partners-leads-seri...
https://news.crunchbase.com/news/zuora-skyrockets-prices-ran...

Gartner Nov report mention that Zuora website had:
https://www.zuora.com/2018/12/09/gartner-recognizes-the-end-...

They were up a bit since Bert talked about them again. But still well off highs, so may be time to catch them on the upswing. I don't think they are going to be 50-60% y/y type growth numbers, but hard to find a company more about SaaS than Zuora, so they should be steady for years to come.

IMO, need to spin out the SaaS revenue completely, and ignore contribution from Services, to properly gauge growth here.

Dreamer
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