Zuora, Inc.

Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations. Its products include Zuora Billing that helps customers to set payment terms, manage hierarchical billing relationships, consolidate invoicing across multiple subscriptions, and tax transactions; Zuora Revenue, a revenue recognition automation solution; Zuora CPQ for configuring deals, pricing, and quoting in a subscription business; Zuora Collect designed to/ handle the complicated function of payments associated with subscription-based businesses; and Zuora Marketplace. It sells its products through its direct sales force, systems integrators, management consulting firms, resellers, technology, and ecosystem partners. Zuora, Inc. was incorporated in 2006 and is headquartered in Redwood City, California.

Zuora, Inc. trades as ZUO on NYSE. The company is classified in Technology / Software - Infrastructure and reports in USD.

The current profile places the business in Software - Infrastructure. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $431.66M of revenue and -$68.19M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

Zuora, Inc. can be compared against peers such as Couchbase, Inc., Everbridge, Inc., ForgeRock, Inc., Global Blue Group Holding AG, Getnet Adquirência e Serviços para Meios de Pagamento S.A., Infinera Corporation.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $1.54B, beta of 1.67, and return on equity of -51.0%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

ZUO currently shows total debt of $403.38M and beta of 1.67. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: SC 13G/A (2025-05-15 00:00:00), SC 13G/A (2025-03-21 00:00:00), 15-12G (2025-02-25 00:00:00), SC 13D/A (2025-02-19 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.zuora.com

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.