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No. of Recommendations: 7
Here are my thoughts (thanks to GauchoChris and Ethan for the initial research):

Regarding R&D, I once read an article that low R&D can indicate a moat. Not sure if this is true and if this could be an issue if too high or too low.

ZM (pre-Covid Numbers):
S&M: 54% of revenue
R&D: 11% of revenue

S&M: 81% of revenue
R&D: 12% of revenue

I read some glassdoor reviews that marketing of Blue Prism "sucks". Overall their glassdoor ratings are not the best.

e.g. Cons
Marketing is horrible. Better product than the competitors but you would never know it. British company with US presence, which feels like a startup. Management doesn’t know how to move the needle.
Advice to Management
Spend some budget on marketing. This is your time to shine. You should own the RPA market. What’s stopping you? Be bold.

This is weird because obviously they are spending 81% on S&M.

I almost wanted to take a position last week, but then I looked at some google trend numbers:

This doesn't look like a winner to me. Yes it is cheap. Perhaps for a reason?
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