Zuora: I Don't Expect The Shift Towards Subscription Model To Be Structurally Impaired

Summary I acknowledge the fact that macro continues to be a headwind to ZUO growth, and this is well reflected in ZUO's inability to accelerate the number of customer net adds sequentially (still pressured at below 10). However, I think the market continues to fail in pricing despite a growth recovery in the coming years. My take is that more businesses are going to pivot their business model or incorporate subscriptions into their business strategy as consumers are demanding them. Take the retail subscript ...