Fools:
When I posted my ZUO: Deep Dive (here: https://discussion.fool.com/another-look-at-zuo-34110062.aspx) I received some questions about competition. As a follow-up, this recent report suggests that Zuora continues to be the software platform of choice for companies transitioning to a subscription based model. The excerpt below also provides a succinct summary of what Zuora does, for those new to the company.
Zuora Outperforms ERP Vendors as the System of Record for the Subscription Economy
Companies with legacy ERP systems designed for a product economy are finding these new recurring revenue models are growing with lots of dynamic change that creates downstream pain for all roles in the finance organization. “The reason that traditional ERP systems are not able to fill the capability void in billing stems from their fixed, often brittle, and coarsely granular approach to anything outside general ledger,” wrote authors of the MGI Research report.
“This creates a need for a modern platform that can connect an organization’s front facing CRM system with their backend ERP finance system to automate all order-to-revenue processes in the Subscription Economy,” said Andrew Dailey, Managing Director at MGI Research.
According to the report, “Agile Billing becomes an agenda item when organizations realize that they can no longer match their competition in terms of time-to-revenue, when they are unable to offer flexible new pricing plans and when their ability to accurately invoice, collect, report, disclose and forecast revenue is in question.”
“In the Subscription Economy, finance organizations must adopt a new system that enables them to evolve their pricing, billing, collections, and revenue accounting – all while removing operational inefficiencies and driving more efficient growth. That’s why we’re seeing the rise of a third cloud between CRM and ERP to address the growing needs of companies seeking growth in the Subscription Economy,” said Tom Krackeler, SVP of Products at Zuora.
And compared to other SaaS-based solutions in the market, the authors of the report stated, “Zuora brand visibility, funding, pure-cloud architecture, deployment methodology, and size of channel separate Zuora from the rest of the next-generation, SaaS-only suppliers. When compared to the early entry by Salesforce, the Zuora solution is broader, deeper, more mature and backed by a more seasoned team.”
Finally, when you watch the deployment of Zuora’s software across a broad and diverse set of players in many different industries, you can begin to see how investing in SaaS companies can actually diversify your portfolio, not concentrate it. Take a look at the companies that use ZUO’s platform:
Zuora works with customers from every industry. Here are a few of them.
B2C
Air
Arrow
Autodesk
Brother
Busuu
CarGurus
Clear
DAZN
DocuSign, Inc.
Eclipse Internet
Ericsson
Ford
FT
GDF Suez SA
General Electric
givezooks!, Inc.
Guardian News and Media
HBO Nordics
Headspace
Hive
HomeAway
Houzz
Inspirato
Intuit Inc.
Kaplan
Local Corporation
MINDBODY
MLSListings
Moz, Inc.
News UK
Prezi
Rogers
SnagAJob.com, Inc.
Surf Air
SurveyMonkey
Symantec
Telecom Corp of New Zealand
Telegraph Media Group
Thync
Time Inc (UK)
Touring Club Schweiz AG
TripAdvisor
Trivago
Trulia
Ustream
Vivint, Inc.
WorthPoint
Xplornet
Zillow Group
Cloud Applications
Acquia
AppFolio
Appointment-Plus
Autodesk
Bamboo Rose
BetterCloud
BlackLine Systems, Inc.
BlueFolder
BoomTown
Box
Brandwatch
Buildium
Chartbeat
Deputy
DocuSign, Inc.
easyDITA
eFolder
Emma, Inc.
eMoney
Fivestars
freee K.K.
Guidebook Inc.
Halogen Software Inc.
HasOffers
Hodges-Mace, LLC
HomeAway
HookLogic, Inc.
Houzz
HTK
Imperva
InsideView
Intuit Inc.
Intuit QuickBase
Invoca
Juwai
Klipfolio
landslide CRM
Lever
Litmus
LivePerson
Marketo
Memeo Inc.
MINDBODY
Moz, Inc.
MSC Software
nomadesk
Okta
Pluralsight
powerReviews
Prezi
Primedia
Procore
Rearden Commerce
Riskalyze
S&P Global
Sage
Shopkeep
Site9 – Protoshare
Smarsh
SmartLinx Solutions
SMTP
Stackdriver
StackPath
SurveyMonkey
Swiftpage
Symantec
Terapeak
TerrAvion
TimeTrade Systems, Inc.
TrackVia
Trulia
uKnow
Untangle
Viewpath
Webinterpret S.A.S.
weVideo
Yext
Zello
Zendesk
Zoom
Zurple
Cloud Infrastructure
Acxiom Corporation
Autotask
Bandwidth.Com, Inc.
BigCommerce
Blue Coat Systems
Carbonite
CloudBees
CollabNet
Dyn
FireHost, Inc.
GoGrid
Hosting
Hostway Corporation
Informatica
Infrascale
Jimdo
Jitscale
Joyent Inc.
Keep It Safe
Malwarebytes
MJ Freeway
MuleSoft, Inc.
Neustar
Right Networks
RightScale Inc.
SendGrid
Servcorp
Solar Winds
SugarSync
Tintri
Workshare
Zetta
Communications
A10 Networks
Alcatel-Lucent Enterprise
Blue Jeans Network
Brocade
Ericsson
Gradwell
Pexip
Qualcomm Vuforia
Rogers
Sierra Wireless France
SkyRiver Communications
Telecom Corp of New Zealand
Unify
Versature
Vocalocity, Inc.
Xplornet
Education
BizLibrary
Busuu
EMyth
Focus-N-Fly Inc.
Hobsons
Kaplan
Mindflash Technologies
Mindvalley
Netchemia
Safari Books Online
Sally Ride Science
Healthcare
Availity
Carena
Connecture
Illumina
LifeTechnologies
Medrio
Modernizing Medicine
Perfect Patients
Sycle
Visiomed
Internet of Things
Alertme
Arrow
Autonet Mobile
BI Incorporated
Briggs & Stratton Corporation
Brother
Ford
General Electric
Hive
Lytx (DriveCam)
NCR
Neopost SA
PTC
PubNub
Qualcomm
Schneider Electric
Thermo Fisher
Topcon
Vivint, Inc.
Media
AT&T Adworks
Avid Technology, Inc.
CarGurus
DAZN
Deloitte
Devex
Fairfax Media Limited
FT
Guardian News and Media
HBO Nordics
IPC Media
News UK
Ooyala
Own Zones
Reed Business Information
Stansberry Investment Research
Sysomos
Telegraph Media Group
The Enthusiast Network
The Seattle Times
Thomas Publishing
Time Inc (UK)
Ustream
Yellow Media Inc
Zillow Group
Other
BAE Systems Applied Intelligence Ltd
Willis Towers Watson
YMCA of Central Florida Metro
https://www.zuora.com/our-customers/
Best, Swift…
Long ZUO; ZUO Ticker Guide