Unfortunately, ZI is guiding for $645-$655m revenue in 2021 which represents a large deceleration from 62% to 38%. Shouldn’t that be a cause for concern with its relatively high valuation? It does look like QoQ revenue growth is re-accelerating slightly:
$ Q Rev QoQ YoY
4Q18 40.8
1Q19 54.6 34%
2Q19 68.5 25%
3Q19 79.1 15%
4Q19 91.1 15%
1Q20 102.2 12%
2Q20 110.9 9%
3Q20 123.4 11%
4Q20 139.7 13% 62%
4Q21 655 38%
The business makes sense to me and I can understand this being really helpful to those in sales but why is it decelerating so much so soon?