Subscription as a Service

Anyone here follow Zuora?

They report on the 29th.

Last quarter they had revenue of $58 million, up 47% yoy

Apparently they make software that helps companies incorporate subscriptions into their offerings (such as blue apron).

I just found out about this company and I realize some of the success software companies are seeing by offering subscriptions can be translated into other industries (which is what netflix did with video rental).…

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Past Zuora threads:




I was also thinking about posting on this company. I added last week and am added more tomorrow before it reports with some of my NTNX. Low market cap and I believe it will continue to increase revenue.

Would like more recent thoughts as it hasn’t been covered on here since April.