5) Zuora enjoyed a reasonable quarter which was better than feared and its share price was able to rise-although not by terribly much. Compared to most other software vendors, the shares have been languishing, with appreciation of just 20% since May 1st. It was the fact that the shares had not seen any substantial anticipation…
Last week, 2 of the sick men in our coverage reported their results. One of them is sitting up and taking nourishment as southerners might say. Cloudera had what was considered a decent quarter, and the shares appreciated noticeably, continuing a recovery that started last summer in the wake of a significant investment from Carl…
Last week was one of frustration and concern for investors in highly valued IT names. This segment of the tech space saw another difficult week in terms of share price performance. Sector rotation has continued. Some subscribers are quite concerned at the share price evolution since July 26. While the QQQ index was only down…
Zuora reported the results of its latest fiscal quarter last week. The results showed some early signs of recovery and in particular, revenue gtowth and subscription revenue growth were considerably greater than the prior forecast. Overall, revenue growth was 21%, with subscription revenues growing 24%. The current forecast, the company provided is for revenue growth…
Most investors, including this writer tend not to be terribly patient. The other day, I talked to a client about a c0ompany and suggested that patience was going to be required. He told me that he had held his position in a particular name for 5 months and that I should therefore conclude that he…
A couple of weeks ago, Zuora reported the results of its fiscal Q4. Consistent with the results compiled by many other IT companies in this past earnings season, while the quarterly results were constructive and ahead of expectations, the growth forecast for this current fiscal year was seemingly what some analysts and investors had hoped…
Some thoughts about Zuora’s share price reaction Zuora reported its Q4 results Thursday evening, and the shares lost 14% of their value Friday. It was a brutal day in the stock market and the IGV was down 3% with some other popular software names down mid-high single digits, but Zuora’s fall, while no doubt exacerbated…
Zuora reports the results of its Q4 results, tomorrow, March 20st. It will be the 1st day of Spring, I believe or almost the 1st day, and as they say hope springs eternal. And today is the day when the swallows return to Capistrano. More than hope should be served to holders of Zuora, , It is…
Summary Zuora shares have fallen 50% in the market correction. The company has continued to post strong operating results. The combination of a lower share price and improving growth has pushed valuations to attractive levels. The company dominates a strategic niche and continue to open new verticals and new channels for its offerings that facilitate…
Zuora Zuora shares rose almost 20% of Friday in the wake of strong earnings. Lots of small cap tech was rising on Friday, so perhaps some kind of frothiness might have been anticipated. But 20% is a lot of froth. Zuora is a name I recently reviewed on SA in the aftermath of its IPO. I found the…