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    Eylon Liani

    Research Analyst at Jefferies

    Eylon Liani is an Equity Research Analyst at Charles Schwab & Co., having previously served as an Equity Research Senior Associate at Jefferies LLC, where he specialized in equity research covering consumer services and finance sectors. During his tenure at Jefferies from August 2021 to August 2024, Liani contributed to research on a range of public companies, leveraging strong analytical skills developed over positions including a summer analyst stint at ClearBridge. He joined Charles Schwab in July 2024 and holds an undergraduate degree from Lehigh University. Liani works at a FINRA-registered broker/dealer and is active in research and client advisory, with credentials aligned with major regulatory requirements for analyst roles.

    Eylon Liani's questions to ZUO leadership

    Eylon Liani's questions to ZUO leadership • Q3 2024

    Question

    Questioned the year-over-year decline in net new ARR and sought confidence in the Q4 sequential improvement, while also asking for an update on the progress of landing smaller initial deals.

    Answer

    Management expressed confidence in hitting their ~12% full-year ARR growth target, citing consistent quarterly increases and a supportive pipeline. They confirmed the strategy of pursuing smaller initial lands is working well, as the modularity of their products (Billing, Revenue, Zephr) offers customers flexibility, which has been a key part of their growth story this year.

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