Jan 31, 2024

Zuora Q4 2024 Earnings Report

Reported balanced growth and profitability with accelerated new customer acquisition and improved adjusted free cash flow.

Key Takeaways

Zuora reported Q4 fiscal year 2024 results, featuring a 7% increase in total revenue year-over-year to $110.7 million and a GAAP net loss of $20.8 million, or 19% of revenue. The company improved adjusted free cash flow by $72 million and expanded non-GAAP operating margin by 10 percentage points for the full year.

Subscription revenue was $100.2 million, up 12% year-over-year.

GAAP loss from operations was $17.2 million, an improvement from a $99.7 million loss in Q4 2023.

Non-GAAP income from operations was $15.9 million, compared to $2.2 million in Q4 2023.

Adjusted free cash flow was $14.6 million, compared to negative $16.9 million in Q4 2023.

Total Revenue
$111M
Previous year: $103M
+7.4%
EPS
$0.12
Previous year: -$0.04
-400.0%
Gross Profit
$76.1M
Previous year: $65M
+17.2%
Cash and Equivalents
$256M
Previous year: $203M
+26.0%
Free Cash Flow
$14.6M
Previous year: -$20.1M
-172.6%
Total Assets
$824M
Previous year: $669M
+23.2%

Zuora

Zuora

Zuora Revenue by Segment

Forward Guidance

Zuora provides guidance for the first quarter and full fiscal year 2025.

Positive Outlook

  • First Quarter Fiscal 2025 Subscription revenue between $98.0M - $99.0M
  • First Quarter Fiscal 2025 Professional services revenue between $9.8M - $10.8M
  • First Quarter Fiscal 2025 Total revenue between $107.8M - $109.8M
  • First Quarter Fiscal 2025 Non-GAAP income from operations between $14.0M - $16.0M
  • First Quarter Fiscal 2025 Non-GAAP net income per share between $0.06 - $0.07