ZUO — Stock Film
STOCK FILMSCENE 1/11ZUO · $10.02
Stock Expert AI presents
ZUO
Zuora, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Zuora, Inc. A quick introduction.

On the stock market since 2018, it operates in the world of technology. It has 1,618 employees. Now — the numbers.

on the stock market since 2018
1,618 employees
$1.5B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.2.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

WHERE DOES THE MONEY COME FROM?
89%Subscription and Circulation
Subscription and Circulation 89%Technology Service 11%
89% of all revenue comes from a single line: Subscription and Circulation.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 12% a year over the last 4 years. Red columns mark years that ended in a loss.

$276.1M
2020
$305.4M
2021
$346.7M
2022
$396.1M
2023
$431.7M
2024
In the vault right now:
$0
DEBT: $403.4M
At this pace, that money lasts about 7.6 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
7 / 8
EXPECTATIONS MET OR BEATEN
7
May 2023
Aug 2023
Nov 2023
Feb 2024
May 2024
Aug 2024
Dec 2024
Feb 2025
7 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 57% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 12% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $431.7M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $514.9M in the vault; even if every debt were paid off, $111.5M would remain.

1
THE RISKS · 1/2
Running at a loss

A loss of $68.2M against $431.7M in annual sales.

2
THE RISKS · 2/2
The stock has lost its spark

Since the drop from its peak, buyer appetite hasn’t come back.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, ZUO sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: ZUO is a high-risk stock — not yet profitable, and its future rides on its product catching on.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film