we are in the midst of a once-in-a-century shift in business models. consumers are choosing outcomes over ownership. the world is shifting to subscriptions. zuora is the subscription economy® leader, at the heart of this shift, enabling business and subscriber freedom across the globe. zuora’s leading subscription management platform helps businesses in any industry to launch or shift products to subscription, implement new pay-as-you-go pricing and packaging models, gain new insights into subscriber behavior, open new revenue streams, and disrupt market segments to gain competitive advantage. in short, zuora is powering the subscription economy® with our unified order-to-cash system. zuora supports over 1000 customers worldwide including dell, vivint, schneider electric, box, the financial times, and general motors. headquartered in silicon valley, zuora also operates offices in atlanta, boston, denver, san francisco, london, paris, beijing, sydney, and tokyo.
Company profile
Ticker
ZUO
Exchange
Website
CEO
Tien Tzuo
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
Zuora, Inc. • Beijing ZuRui Technology Company Limited • Leeyo Software, Inc. • Zephr Inc Limited • Zephr US Inc • Zuora Australia Pty Ltd • Zuora Costa Rica Sociedad De Responsabilidad Limitada • Zuora Germany GmbH • Zuora India Private Limited • Zuora Services, LLC ...
ZUO stock data
Latest filings (excl ownership)
S-3ASR
Automatic shelf registration
26 Mar 24
S-8
Registration of securities for employees
26 Mar 24
10-K
2024 FY
Annual report
26 Mar 24
8-K
Zuora Reports Fourth Quarter and Full Year Fiscal 2024 Results
28 Feb 24
8-K
Results of Operations and Financial Condition
1 Feb 24
10-Q
2024 Q3
Quarterly report
7 Dec 23
8-K
Zuora Reports Third Quarter Fiscal 2024 Results
29 Nov 23
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
25 Sep 23
10-Q
2024 Q2
Quarterly report
6 Sep 23
8-K
Zuora Reports Second Quarter Fiscal 2024 Results
23 Aug 23
Transcripts
ZUO
Earnings call transcript
2024 Q4
28 Feb 24
ZUO
Earnings call transcript
2024 Q3
29 Nov 23
ZUO
Earnings call transcript
2024 Q2
23 Aug 23
ZUO
Earnings call transcript
2024 Q1
24 May 23
ZUO
Earnings call transcript
2023 Q4
1 Mar 23
ZUO
Earnings call transcript
2023 Q3
7 Dec 22
ZUO
Earnings call transcript
2023 Q2
25 Aug 22
ZUO
Earnings call transcript
2023 Q1
26 May 22
ZUO
Earnings call transcript
2022 Q4
3 Mar 22
ZUO
Earnings call transcript
2022 Q3
2 Dec 21
Latest ownership filings
4
Tien Tzuo
19 Apr 24
4
Robert J. Traube
19 Apr 24
4
Andrew M. Cohen
19 Apr 24
144
Notice of proposed sale of securities
17 Apr 24
144
Notice of proposed sale of securities
17 Apr 24
4
Todd McElhatton
11 Apr 24
4
Andrew M. Cohen
11 Apr 24
4
Robert J. Traube
11 Apr 24
144
Notice of proposed sale of securities
10 Apr 24
144
Notice of proposed sale of securities
10 Apr 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Jan 23 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Jan 23 | Jan 22 | Jan 21 | Jan 20 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 414.83 mm | 414.83 mm | 414.83 mm | 414.83 mm | 414.83 mm | 414.83 mm |
Cash burn (monthly) | (no burn) | (no burn) | 2.94 mm | 12.56 mm | 18.55 mm | 6.76 mm |
Cash used (since last report) | n/a | n/a | 16.91 mm | 72.20 mm | 106.68 mm | 38.89 mm |
Cash remaining | n/a | n/a | 397.92 mm | 342.63 mm | 308.15 mm | 375.95 mm |
Runway (months of cash) | n/a | n/a | 135.3 | 27.3 | 16.6 | 55.6 |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 199 |
Opened positions | 19 |
Closed positions | 24 |
Increased positions | 82 |
Reduced positions | 56 |
13F shares | Current |
---|---|
Total value | 816.59 bn |
Total shares | 139.96 mm |
Total puts | 101.80 k |
Total calls | 193.20 k |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Slaa Ii (GP), L.L.C. | 27.50 mm | $232.10 mm |
Vanguard | 15.74 mm | $129.71 bn |
BLK Blackrock | 12.55 mm | $103.39 bn |
Praesidium Investment Management | 6.77 mm | $55.83 bn |
BK Bank Of New York Mellon | 6.59 mm | $54.26 bn |
Shasta Ventures II | 5.76 mm | $104.54 mm |
Baillie Gifford & Co | 5.03 mm | $41.47 bn |
Manufacturers Life Insurance Company, The | 3.31 mm | $27.28 bn |
Benchmark Capital Partners V L P | 3.08 mm | $44.10 mm |
STT State Street | 2.88 mm | $23.75 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Apr 24 | Traube Robert J. | Class A Common Stock | Sell | Dispose S | No | Yes | 10 | 11,294 | 112.94 k | 17,547 |
17 Apr 24 | Andrew M. Cohen | Class A Common Stock | Sell | Dispose S | No | Yes | 10 | 13,319 | 133.19 k | 120,785 |
17 Apr 24 | Tien Tzuo | Class A Common Stock | Sell | Dispose S | No | No | 9.441 | 239,198 | 2.26 mm | 6,352 |
17 Apr 24 | Tien Tzuo | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 239,198 | 0.00 | 245,550 |
17 Apr 24 | Tien Tzuo | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | No | 0 | 239,198 | 0.00 | 0 |
17 Apr 24 | Tien Tzuo | Class B Common Stock Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 239,198 | 0.00 | 239,198 |
17 Apr 24 | Tien Tzuo | Stock Option (Right to buy Class B Common Stock) Class B Common Stock | Option exercise | Dispose M | No | No | 3.04 | 239,198 | 727.16 k | 1,084,485 |
10 Apr 24 | Todd McElhatton | Class A Common Stock | Sell | Dispose S | No | Yes | 8.3451 | 10,000 | 83.45 k | 267,803 |
10 Apr 24 | Andrew M. Cohen | Class A Common Stock | Sell | Dispose S | No | Yes | 8.2921 | 3,794 | 31.46 k | 134,104 |
News
'Billing Software Firm Zuora Explores Sale After Takeover Interest, Sources Say' - Reuters News
17 Apr 24
United Airlines Reports Upbeat Results, Joins Children's Place, Interactive Brokers And Other Big Stocks Moving Higher On Wednesday
17 Apr 24
Hewlett Packard Enterprise Posts Mixed Q1 Results, Joins Fisker, Plug Power And Other Big Stocks Moving Lower In Friday's Pre-Market Session
1 Mar 24
Canaccord Genuity Maintains Buy on Zuora, Lowers Price Target to $13
29 Feb 24
Needham Reiterates Buy on Zuora, Maintains $15 Price Target
29 Feb 24