Zuora Stock Price, News & Analysis

Zuora (NYSE: ZUO) has been recognized as a Leader in The Forrester Wave™: Recurring Billing Solutions, Q1 2025 report, achieving the highest score in the Revenue Recognition criterion. The report highlights Zuora's aggressive product vision and strategy, noting its integrated solutions for subscriber experience management and financial processes.

The company's leadership position is further strengthened by multiple industry recognitions, including:

• Leader status in the 2024 Gartner® Magic Quadrant™ for Recurring Billing Applications
• Leadership position with the highest rating in ISG Software Research Subscription Management Buyers Guides
• No. 1 ranking in Product and Strategy by MGI Research in its 2024 ARM Report
• Top-ranked billing solution in MGI Research's Agile Billing Top 50 Buyer's Guide

According to Pete Hirsch, Chief Product and Technology Officer, this recognition validates their monetization platform's strength and future direction in supporting recurring, usage-based, and hybrid business models.

Zuora (NYSE: ZUO) has announced a partnership agreement with Workday (NASDAQ: WDAY) to integrate its monetization suite with Workday Financial Management solutions. The certified Zuora Connector for Workday Financial Management aims to enhance financial process accuracy and eliminate manual integration of general ledger journal entries.

The integration addresses key market challenges, noting that less than one-third of enterprises have fully automated order-to-cash processes, and 54% of CFOs find legacy ERP systems insufficiently flexible. The partnership will enable organizations to streamline recurring billing processes, simplify ASC 606 compliance, automate revenue recognition, and maximize business agility through real-time customer and revenue data insights.

Zuora (NYSE: ZUO) reported its fiscal Q3 2025 results with mixed performance. Subscription revenue grew 7% year-over-year to $105.3 million, while total revenue increased 6% to $116.9 million. The company's GAAP net loss widened to $32.2 million (28% of revenue) from $5.5 million in the previous year, largely due to costs associated with the proposed Silver Lake acquisition.

The company showed improvement in non-GAAP metrics, with operating income reaching $25.1 million and net income of $24.8 million. Cash flow performance was strong, with operating activities generating $22.4 million and adjusted free cash flow of $25.5 million. The company maintained a strong cash position with $558.5 million in cash and short-term investments.

BlueSnap has been announced as a preferred payment partner for Zuora (NYSE: ZUO), extending their partnership that began in 2015. The integration enables businesses to automate global payments acceptance for subscription and recurring billing processes, with local card acquiring available in over 40 countries.

The partnership offers several key features including Automatic Account Updater to maintain current payment information, improved authorization rates, simplified reconciliation, and unified reporting. Businesses can access preferred global payment methods and currencies, along with local acquiring in new markets, all within a native Zuora experience.

Zuora (NYSE: ZUO) has launched a new data center in Japan to enhance its services in the Asia-Pacific (APAC) region. The facility offers in-region data storage to comply with local privacy regulations, up to 30x faster performance, and convenient maintenance windows aligned with APAC time zones. Japan represents Zuora's third-largest market by ARR and second largest by TAM, while Australia ranks sixth by ARR. The company serves over 100 customers in APAC, including BIGLOBE, a leading Japanese internet service provider.

Zuora, a leading monetization suite for modern business, has announced a definitive agreement to be acquired by Silver Lake and GIC in a transaction valued at $1.7 billion. The deal will take Zuora private, with shareholders receiving $10.00 per share in cash, representing an 18% premium to the unaffected closing stock price and a 20% enterprise value premium.

The agreement, unanimously approved by Zuora's Board of Directors, is expected to close in the first quarter of 2025, subject to regulatory approvals and stockholder votes. Tien Tzuo, Zuora's Founder, CEO, and Chairman, will roll over a majority of his existing ownership and continue to lead the company. The transaction aims to support Zuora's growth and market leadership in the Subscription Economy, leveraging Silver Lake and GIC's expertise and resources.

Zuora, Inc. (NYSE: ZUO) has announced new capabilities to expedite usage-based pricing adoption for SaaS companies. The enhancements aim to help transform raw usage data into innovative pricing models and provide customers with increased visibility. This comes as nearly half of all companies studied implemented some form of usage-based pricing in the last three years, with many experiencing higher growth and retention.

The new features include:

• Advanced usage metering and rating capabilities for quick experimentation with pricing models
• An out-of-the-box customer portal for near real-time usage visibility
• Drag-and-drop widgets to monitor usage trends
• APIs to embed usage visibility in existing applications

These enhancements are particularly relevant as 53% of consumers surveyed consider usage-based pricing important for AI and GenAI services. Zuora's solution allows companies to rapidly integrate usage-pricing without replacing their billing system, significantly accelerating adoption.

Zuora, Inc. (NYSE: ZUO) has announced new AI enhancements for its media solution at Subscribed Live London. The company's AI paywall can now be activated instantly by customers, offering a deeper understanding of subscriber behavior to drive conversion and revenue growth. This advancement comes as media companies face increasing pressure in a competitive environment, where success depends on tailored offers delivered at the right time.

Zuora's AI paywall leverages reinforcement learning to continuously adapt subscriber acquisition strategies, dynamically adjusting access and offers based on specific interactions. The solution integrates easily with existing tech stacks and connects with over 30 extensions for the media industry. Customers using Zuora's AI-powered solution have seen up to a 54% increase in conversion and up to a 61% increase in revenue.

Zuora (NYSE: ZUO), a leading monetization suite for modern business, has announced that its Founder and CEO Tien Tzuo and CFO Todd McElhatton will participate in a fireside chat at the 2024 Goldman Sachs Communacopia + Technology Conference. The event is scheduled for Wednesday, September 11, 2024, at 3:05 p.m. Pacific Time in San Francisco.

This participation highlights Zuora's engagement with investors and industry leaders. The fireside chat will be webcast live and available for replay on Zuora's investor relations website at https://investor.zuora.com, providing an opportunity for stakeholders to gain insights into the company's strategies and outlook.