View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsZendesk 配当と自社株買い配当金 基準チェック /06主要情報n/a配当利回り-0.6%バイバック利回り総株主利回り-0.6%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Dec 03+ 1 more updateZendesk, Inc. Announces Executive ChangesOn November 28, 2022, the Board of Directors of Zendesk, Inc. appointed Tom Eggemeier as Chief Executive Officer of the Company, effective as of November 28, 2022. Mr. Eggemeier, age 50, previously served as partner at the private equity firm Permira, where he was head of the firm’s Menlo Park, CA office and focused on investing and value creation in the technology sector. Prior to joining Permira, Mr. Eggemeier was the President of Genesys, a Permira fund portfolio company and leader in omnichannel customer experience and contact center software. Mr. Eggemeier holds a B.A. from the University of Dayton and a J.D. from the University of Chicago Law School. Mikkel Svane has resigned from his position as Chief Executive Officer of the Company. The Company confirms that the final day of employment for Mr. Svane was November 28, 2022.お知らせ • Nov 24+ 1 more updateZendesk to Be Delisted from the New York Stock ExchangeZendesk, Inc. announced the completion of its acquisition by an investor group led by Hellman & Friedman and Permira in an all-cash transaction that values the company at approximately $10.2 billion. The acquisition was previously announced on June 24, 2022 and approved by Zendesk stockholders at the Special Meeting of Stockholders held on September 19, 2022. Under the terms of the merger agreement, Zendesk shareholders will receive $77.50 per share in cash. In connection with the completion of the transaction, Zendesk common stock ceased trading and will be delisted from the New York Stock Exchange. Zendesk will operate as a privately held company and will remain headquartered in San Francisco.お知らせ • Nov 23+ 1 more updateAn investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. completed the acquisition of Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and othersAn investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. entered into a definitive agreement to acquire Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and others for approximately $10 billion on June 24, 2022. The transaction is an all-cash transaction that values Zendesk at approximately $10.2 billion. Under the terms of the agreement, Zendesk shareholders will receive $77.5 per share. Hellman & Friedman and Permira have arranged for debt and equity financing commitments for the purpose of financing the transaction. Funds advised by the Investors have committed to an aggregate equity contribution equal to $6.32 billion on the terms and subject to the conditions set forth in an equity commitment letter. The investor group's debt commitments to finance in part the transaction include a $3.75 billion senior secured term loan facility and a $350 million senior secured revolving credit facility on the terms set forth in a debt commitment letter. The investor group's preferred equity commitments to finance in part the transactions contemplated by the Merger Agreement consist of $500 million of Series A preferred equity on the terms set forth in a preferred equity commitment letter. Zendesk is required to pay the investor group a termination fee of $254 million in cash upon termination of the Merger Agreement under specified circumstances. The Merger Agreement also provides that a reverse termination fee of $610 million will be payable by the investor group to Zendesk under specified circumstances. Upon closing of the transaction, Zendesk will operate as a privately held company. The completion of the transaction is subject to the affirmative vote of holders of a majority of the outstanding shares of Zendesk Common Stock, the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the receipt of certain other regulatory approvals, including from the Committee on Foreign Investment in the United States. The consummation of the transaction is not subject to any financing condition. The Board of Directors of Zendesk has unanimously approved the transaction and have resolved to recommend that Zendesk's stockholders approve the adoption of the Merger Agreement. The Board of Directors of the investor group have also approved the transaction. On August 1, 2022, the waiting period under the antitrust review process in the U.S. expired. The parties filed paperwork with the European Commission with respect to the transaction on August 17, 2022. The EU merger regulator has set September 21, 2022 as a provisional deadline for a ruling on the deal. As of August 29, 2022, Light Street Capital Management announced that it will vote against the proposed deal. A special meeting of Zendesk stockholders to vote on the transaction will be held on September 19, 2022. On September 19, 2022, Zendesk shareholder approved the transaction. On November 17, 2022, Zendesk received written notice from Committee on Foreign Investment in the United States (“CFIUS”) approving the transaction. All required regulatory approvals to complete the merger have now been received. The transaction is expected to close in the fourth quarter of 2022. As of November 18, 2022, the transaction is expected to close on November 22, 2022. Qatalyst Partners and Goldman Sachs & Co. LLC acted as financial advisors and fairness opinion providers to Zendesk. Steven A. Rosenblum, Ronald C. Chen and Sabastian V. Niles of Wachtell, Lipton, Rosen & Katz acted as the legal advisors to Zendesk. Morgan Stanley & Co. LLC acted as the financial advisor to the investor group. Brian Mangino and Amber Banks of Fried, Frank, Harris, Shriver & Jacobson LLP acted as the legal advisors to the investor group and to Permira. Atif Azher, Brian Steinhardt, Matthew Farrell, William B. Brentani, Jonathan Lindabury, Robert Guo and Russell Light of Simpson Thacher & Bartlett LLP acted as the financing counsel to the investor group in obtaining the debt commitments for financing of the transaction. Kirkland & Ellis LLP acted as the legal advisor to Hellman & Friedman. Michael Benjamin, Nicole Fanjul, Paul Bonewitz, Peter Sluka, Josh Holt, Jason Ewart, Conray Tseng, Noah Weiss, Bryce Kaufman Pamela Kellet, Stelios Saffos, Peter Sluka, Michael Saliba, Jocelyn Noll, Bora Bozkurt, Bradd Williamson, Michael Benjamin, Matthew Salerno, Joshua Marnitz, Larry Safran, Linda Inscoe, Joe Farrell and Robert Brown of Latham Advises on Financings in Zendesk. Computershare acted as transfer agent to Zendesk. MacKenzie Partners, Inc. acted as the information agent to Zendesk. Zendesk estimates that it will pay MacKenzie a fee of approximately $50,000, plus reimbursement for certain out-of-pocket fees and expenses. Sullivan & Cromwell LLP represents Goldman Sachs & Co. LLC as financial adviser to Zendesk, Inc. (U.S.).Dechert LLP acted as legal advisor to GIC Private Limited. An investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. completed the acquisition of Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and others on November 22, 2022. . In connection with the completion of the transaction, Zendesk common stock ceased trading and will be delisted from the New York Stock ExchangeReported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.Recent Insider Transactions • Aug 06Founder recently sold €7.5m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly €73.83 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.Reported Earnings • Jul 30Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 7.7% growth forecast for the industry in Germany.Buying Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be €81.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 14% growth forecast for the industry in Germany.Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020).Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020).Recent Insider Transactions • Jun 18Chief Operating Officer recently sold €348k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly €116 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by €586k.Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (€1.3m worth at the time). A total of 3 executives have left over the last 12 months.Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020).お知らせ • Apr 30Zendesk, Inc. Provided Earnings Guidance for the Quarter Ending June 30, 2021 and Full Year Ending December 31, 2021Zendesk, Inc. provided earnings guidance for the quarter ending June 30, 2021 and full year ending December 31, 2021. For the quarter, the company expected revenue to be in the range of $317 million to $322 million. GAAP operating loss is expected to be in the range of $42 million to $38 million. For full year, the company expected revenue to be in the range of $1.298 billion to $1.318 billion. GAAP operating loss is expected to be in the range of $160 to $155 million.Is New 90 Day High Low • Mar 10New 90-day low: €105The company is down 3.0% from its price of €109 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.13 per share.お知らせ • Mar 05Voluntis Strengthens its Global Customer Support Services in Collaboration with ZendeskVoluntis announced the upgrade of its global customer support infrastructure in collaboration with Zendesk. In the new collaboration, Voluntis will leverage Zendesk’s capabilities to integrate and streamline the support services it provides for its pharma partners as part of the commercialization of co-developed digital therapeutics and in full compliance with applicable regulations. The new support infrastructure will notably ensure a better coordination of all activities related to support and maintenance of its digital therapeutics due to user assistance services including technical support, complaint handling and device vigilance services regrouped under a unified platform. It will also offer new abilities to enhance self-service and omni-channel support options for patients and healthcare professionals. Furthermore, new data-driven capabilities for fostering continuous product and process improvement have been integrated into the platform. The new service infrastructure is designed to be compliant with HIPAA, GDPR, SOC 2 Type II, ISO 27001 standards, in line with Voluntis’s global compliance and quality policies.お知らせ • Mar 03Zendesk, Inc. Announces Executive Changes, Effective March 17, 2021On February 23, 2021, Ying (“Christina”) Liu notified Zendesk, Inc. of her intent to resign from her position as Chief Accounting Officer and Principal Accounting Officer of the Company, effective March 17, 2021. Elena Gomez will serve as the Principal Accounting Officer of the Company, effective March 17, 2021. Ms. Liu’s decision to resign is not related to any disagreement with the Company on any matter relating to the Company’s accounting, strategy, management, operations, policies, regulatory matters, or practices (financial or otherwise).Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019).Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 20% growth forecast for the Software industry in Germany.お知らせ • Feb 05Zendesk, Inc. Announces Resignation of Elena Gomez as Chief Financial Officer and Principal Financial Office, Effective in the Quarter Ending June 30, 2021On January 31, 2021, Elena Gomez notified Zendesk, Inc. of her intent to resign from her position as Chief Financial Officer and Principal Financial Officer of the Company, which the Company expects to become effective in the quarter ending June 30, 2021 and no earlier than the filing of the Company's Form 10-Q for the quarter ending March 31, 2021. Ms. Gomez will continue to serve as Chief Financial Officer of the Company until her resignation becomes effective. Ms. Gomez’s decision to resign is not related to any disagreement with the Company on any matter relating to the Company’s accounting, strategy, management, operations, policies, regulatory matters, or practices (financial or otherwise).お知らせ • Feb 02Zendesk Unveils New Suite With Powerful Messaging SolutionZendesk, Inc. announced the general availability of its comprehensive messaging solution as part of the new Zendesk Suite. The new package brings together all Zendesk's service capabilities, including messaging, into one complete offering that brings radical simplicity to the enterprise software space. Zendesk's powerful messaging tools are designed to give businesses the ability to have continuous, convenient and personalized conversations whether customers want to text, chat on their computer, reach out over WhatsApp, and more. Companies can now provide connected conversational experiences across web, mobile, and social channels that work easily out-of-the-box with built in automation and the power to scale to support modern enterprise needs. Zendesk’s messaging solution also offers advanced capabilities including proactive notifications, enabling specialized third-party bots, and allowing customers to transact directly within the conversation when browsing products, reserving seats, or making payments. Zendesk was one of the first SaaS companies to democratize the way businesses offered email support, and with its new Suite, is now leading the shift to messaging-driven relationships. In recent years, the company wholly focused on being champions of customer service, and built solutions on the belief that every relationship between a customer and brand should be reflected through one, ongoing conversation, no matter the channel or device. By evolving the new Suite to include its comprehensive messaging solutions, Zendesk continues to arm businesses with the best technology to meet their customers’ needs - it makes it easy for companies to give customers the support they want, sets teams up for success with a unified agent workspace, and helps keep businesses in sync with an open and flexible platform. In addition, Zendesk’s enterprise-class security, scalable infrastructure, and industry leading workforce and change management tools provide all businesses with the ability to manage their teams, data and operations.Is New 90 Day High Low • Jan 26New 90-day high: €125The company is up 40% from its price of €89.43 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.Is New 90 Day High Low • Jan 09New 90-day high: €122The company is up 33% from its price of €91.38 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.お知らせ • Jan 08Zendesk, Inc. to Report Q4, 2020 Results on Feb 04, 2021Zendesk, Inc. announced that they will report Q4, 2020 results After-Market on Feb 04, 2021お知らせ • Dec 19Solvvy's Next-Gen Chatbot Platform Enhances Omnichannel Capabilities with Zendesk SunshineSolvvy announced a partnership with Zendesk, Inc. and integration with the Sunshine platform. Solvvy now seamlessly integrates with Zendesk's open and flexible CRM platform, Sunshine, allowing Solvvy users to offer multi-channel support that spans communication tools like Facebook Messenger, WhatsApp, SMS, and other messaging channels that customers are increasingly using to reach out to businesses. Solvvy integrates with leading CRM platforms such as Zendesk to help clients design, deploy and monitor CX automation effortlessly. Built with advanced AI, Machine Learning, and Natural Language Processing technologies, Solvvy's platform supports fast, personalized customer self-service at scale and no-code Workflows that help support leaders create custom, accurate solutions for almost any issue. Solvvy can be rapidly deployed without engineering work or constant maintenance required from the client, so clients quickly see higher self-service rates (25-70%), fewer support tickets, and improved customer satisfaction.お知らせ • Dec 17Zendesk, Inc. Becomes First Customer Experience Platform to Join Unity Verified Solutions Partner ProgramZendesk, Inc. is building on its customer experience leadership by becoming a Unity Verified Solutions Partner. Being a Verified Solutions Partner means Zendesk has been verified by Unity to ensure its SDK is optimized for the latest version of the Unity editor, providing a seamless experience for Unity developers. This partnership enables players to get immediate help without having to leave the game or interrupt their experience. The partnership with Unity, the world’s leading platform for creating and operating real-time 3D content, will provide integrated customer support functionality that can be set up in minutes, directly within some of present most popular games. Zendesk joins Unity's Verified Solutions Partner program as the first native customer support SDK that has been verified to ensure compatibility and stability with the Unity platform.お知らせ • Nov 19Climb Channel Solutions to Distribute Zendesk Inc. Service-First CRM SolutionsClimb Channel Solutions will begin to distribute Zendesk Inc.'s Customer Relationship Management (CRM) software. The service-first CRM offering is a powerful and flexible software to help companies foster better customer relationships at scale. Zendesk allows businesses to naturally converse with customers on the channel(s) of their choice while maintaining a comprehensive, unified view of the customer. The customer engagement software works seamlessly as a single toolset across channels including email, chat, voice, Facebook Messenger, WhatsApp, Twitter Direct Message, WeChat, and more. The Zendesk technology is sophisticated enough to meet complex needs, and simple enough to let companies get up and running immediately. Service teams can customize their support environment based on use case or channel with little to no code required. The addition of Zendesk to the Climb Channel Solutions product portfolio is an example of Climb's dedication to provide value to customers. Access to Zendesk's CRM solution provides companies the ability to build an open and flexible experience in which to serve their customers of many sizes across many industries.お知らせ • Nov 11Zendesk, Inc. Announces Expanded Capabilities to Its Service-First CRM SolutionsZendesk, Inc. announced expanded capabilities to its service-first CRM solutions that help companies provide real-time support across messaging channels on web, social, and mobile. A key enabler of these capabilities is a strategic partnership -- among the first of its kind -- that expands the current integration with Messenger and empowers companies to immediately engage with customers, share information, and respond to questions across all Facebook messaging services including WhatsApp, Messenger, and Instagram. As customers rapidly shift to messaging as a primary way to communicate with friends, family, and businesses, over 34,000 forward-thinking Zendesk customers have already shown strong demand for Facebook’s messaging channels by adding WhatsApp and/or Messenger to their support offerings. According to insights from research by Zendesk and ESG [2], companies with the best customer experiences (CX) invest in offering more channels to their customers, with CX-focused organizations showing they are much more likely to have embraced messaging apps (89%) and social media (87%) than their competitors.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$184.3m, with losses widening by 11% from the prior year. Total revenue was US$975.9m over the last 12 months, up 28% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$261.9m. Revenue is forecast to grow 24% over the next year, compared to a 14% growth forecast for the Software industry in Germany.決済の安定と成長配当データの取得安定した配当: 0ZDの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 0ZDの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Zendesk 配当利回り対市場0ZD 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (0ZD)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Software)1.8%アナリスト予想 (0ZD) (最長3年)0%注目すべき配当: 0ZDは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 0ZDは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 0ZDの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 0ZDが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/11/22 09:49終値2022/11/21 00:00収益2022/09/30年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Zendesk, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Ryan MacWilliamsBarclaysBradley SillsBofA Global ResearchRichard DavisCanaccord Genuity26 その他のアナリストを表示
お知らせ • Dec 03+ 1 more updateZendesk, Inc. Announces Executive ChangesOn November 28, 2022, the Board of Directors of Zendesk, Inc. appointed Tom Eggemeier as Chief Executive Officer of the Company, effective as of November 28, 2022. Mr. Eggemeier, age 50, previously served as partner at the private equity firm Permira, where he was head of the firm’s Menlo Park, CA office and focused on investing and value creation in the technology sector. Prior to joining Permira, Mr. Eggemeier was the President of Genesys, a Permira fund portfolio company and leader in omnichannel customer experience and contact center software. Mr. Eggemeier holds a B.A. from the University of Dayton and a J.D. from the University of Chicago Law School. Mikkel Svane has resigned from his position as Chief Executive Officer of the Company. The Company confirms that the final day of employment for Mr. Svane was November 28, 2022.
お知らせ • Nov 24+ 1 more updateZendesk to Be Delisted from the New York Stock ExchangeZendesk, Inc. announced the completion of its acquisition by an investor group led by Hellman & Friedman and Permira in an all-cash transaction that values the company at approximately $10.2 billion. The acquisition was previously announced on June 24, 2022 and approved by Zendesk stockholders at the Special Meeting of Stockholders held on September 19, 2022. Under the terms of the merger agreement, Zendesk shareholders will receive $77.50 per share in cash. In connection with the completion of the transaction, Zendesk common stock ceased trading and will be delisted from the New York Stock Exchange. Zendesk will operate as a privately held company and will remain headquartered in San Francisco.
お知らせ • Nov 23+ 1 more updateAn investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. completed the acquisition of Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and othersAn investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. entered into a definitive agreement to acquire Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and others for approximately $10 billion on June 24, 2022. The transaction is an all-cash transaction that values Zendesk at approximately $10.2 billion. Under the terms of the agreement, Zendesk shareholders will receive $77.5 per share. Hellman & Friedman and Permira have arranged for debt and equity financing commitments for the purpose of financing the transaction. Funds advised by the Investors have committed to an aggregate equity contribution equal to $6.32 billion on the terms and subject to the conditions set forth in an equity commitment letter. The investor group's debt commitments to finance in part the transaction include a $3.75 billion senior secured term loan facility and a $350 million senior secured revolving credit facility on the terms set forth in a debt commitment letter. The investor group's preferred equity commitments to finance in part the transactions contemplated by the Merger Agreement consist of $500 million of Series A preferred equity on the terms set forth in a preferred equity commitment letter. Zendesk is required to pay the investor group a termination fee of $254 million in cash upon termination of the Merger Agreement under specified circumstances. The Merger Agreement also provides that a reverse termination fee of $610 million will be payable by the investor group to Zendesk under specified circumstances. Upon closing of the transaction, Zendesk will operate as a privately held company. The completion of the transaction is subject to the affirmative vote of holders of a majority of the outstanding shares of Zendesk Common Stock, the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the receipt of certain other regulatory approvals, including from the Committee on Foreign Investment in the United States. The consummation of the transaction is not subject to any financing condition. The Board of Directors of Zendesk has unanimously approved the transaction and have resolved to recommend that Zendesk's stockholders approve the adoption of the Merger Agreement. The Board of Directors of the investor group have also approved the transaction. On August 1, 2022, the waiting period under the antitrust review process in the U.S. expired. The parties filed paperwork with the European Commission with respect to the transaction on August 17, 2022. The EU merger regulator has set September 21, 2022 as a provisional deadline for a ruling on the deal. As of August 29, 2022, Light Street Capital Management announced that it will vote against the proposed deal. A special meeting of Zendesk stockholders to vote on the transaction will be held on September 19, 2022. On September 19, 2022, Zendesk shareholder approved the transaction. On November 17, 2022, Zendesk received written notice from Committee on Foreign Investment in the United States (“CFIUS”) approving the transaction. All required regulatory approvals to complete the merger have now been received. The transaction is expected to close in the fourth quarter of 2022. As of November 18, 2022, the transaction is expected to close on November 22, 2022. Qatalyst Partners and Goldman Sachs & Co. LLC acted as financial advisors and fairness opinion providers to Zendesk. Steven A. Rosenblum, Ronald C. Chen and Sabastian V. Niles of Wachtell, Lipton, Rosen & Katz acted as the legal advisors to Zendesk. Morgan Stanley & Co. LLC acted as the financial advisor to the investor group. Brian Mangino and Amber Banks of Fried, Frank, Harris, Shriver & Jacobson LLP acted as the legal advisors to the investor group and to Permira. Atif Azher, Brian Steinhardt, Matthew Farrell, William B. Brentani, Jonathan Lindabury, Robert Guo and Russell Light of Simpson Thacher & Bartlett LLP acted as the financing counsel to the investor group in obtaining the debt commitments for financing of the transaction. Kirkland & Ellis LLP acted as the legal advisor to Hellman & Friedman. Michael Benjamin, Nicole Fanjul, Paul Bonewitz, Peter Sluka, Josh Holt, Jason Ewart, Conray Tseng, Noah Weiss, Bryce Kaufman Pamela Kellet, Stelios Saffos, Peter Sluka, Michael Saliba, Jocelyn Noll, Bora Bozkurt, Bradd Williamson, Michael Benjamin, Matthew Salerno, Joshua Marnitz, Larry Safran, Linda Inscoe, Joe Farrell and Robert Brown of Latham Advises on Financings in Zendesk. Computershare acted as transfer agent to Zendesk. MacKenzie Partners, Inc. acted as the information agent to Zendesk. Zendesk estimates that it will pay MacKenzie a fee of approximately $50,000, plus reimbursement for certain out-of-pocket fees and expenses. Sullivan & Cromwell LLP represents Goldman Sachs & Co. LLC as financial adviser to Zendesk, Inc. (U.S.).Dechert LLP acted as legal advisor to GIC Private Limited. An investor group led by Permira Advisers LLC, Hellman & Friedman LLC, Abu Dhabi Investment Authority and GIC Pte. Ltd. completed the acquisition of Zendesk, Inc. (NYSE:ZEN) from Capital World Investors, The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Light Street Capital Management, LLC and others on November 22, 2022. . In connection with the completion of the transaction, Zendesk common stock ceased trading and will be delisted from the New York Stock Exchange
Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.
Recent Insider Transactions • Aug 06Founder recently sold €7.5m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly €73.83 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.
Reported Earnings • Jul 30Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 7.7% growth forecast for the industry in Germany.
Buying Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be €81.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 57% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 14% growth forecast for the industry in Germany.
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020).
Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020).
Recent Insider Transactions • Jun 18Chief Operating Officer recently sold €348k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly €116 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by €586k.
Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (€1.3m worth at the time). A total of 3 executives have left over the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020).
お知らせ • Apr 30Zendesk, Inc. Provided Earnings Guidance for the Quarter Ending June 30, 2021 and Full Year Ending December 31, 2021Zendesk, Inc. provided earnings guidance for the quarter ending June 30, 2021 and full year ending December 31, 2021. For the quarter, the company expected revenue to be in the range of $317 million to $322 million. GAAP operating loss is expected to be in the range of $42 million to $38 million. For full year, the company expected revenue to be in the range of $1.298 billion to $1.318 billion. GAAP operating loss is expected to be in the range of $160 to $155 million.
Is New 90 Day High Low • Mar 10New 90-day low: €105The company is down 3.0% from its price of €109 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €57.13 per share.
お知らせ • Mar 05Voluntis Strengthens its Global Customer Support Services in Collaboration with ZendeskVoluntis announced the upgrade of its global customer support infrastructure in collaboration with Zendesk. In the new collaboration, Voluntis will leverage Zendesk’s capabilities to integrate and streamline the support services it provides for its pharma partners as part of the commercialization of co-developed digital therapeutics and in full compliance with applicable regulations. The new support infrastructure will notably ensure a better coordination of all activities related to support and maintenance of its digital therapeutics due to user assistance services including technical support, complaint handling and device vigilance services regrouped under a unified platform. It will also offer new abilities to enhance self-service and omni-channel support options for patients and healthcare professionals. Furthermore, new data-driven capabilities for fostering continuous product and process improvement have been integrated into the platform. The new service infrastructure is designed to be compliant with HIPAA, GDPR, SOC 2 Type II, ISO 27001 standards, in line with Voluntis’s global compliance and quality policies.
お知らせ • Mar 03Zendesk, Inc. Announces Executive Changes, Effective March 17, 2021On February 23, 2021, Ying (“Christina”) Liu notified Zendesk, Inc. of her intent to resign from her position as Chief Accounting Officer and Principal Accounting Officer of the Company, effective March 17, 2021. Elena Gomez will serve as the Principal Accounting Officer of the Company, effective March 17, 2021. Ms. Liu’s decision to resign is not related to any disagreement with the Company on any matter relating to the Company’s accounting, strategy, management, operations, policies, regulatory matters, or practices (financial or otherwise).
Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 20% growth forecast for the Software industry in Germany.
お知らせ • Feb 05Zendesk, Inc. Announces Resignation of Elena Gomez as Chief Financial Officer and Principal Financial Office, Effective in the Quarter Ending June 30, 2021On January 31, 2021, Elena Gomez notified Zendesk, Inc. of her intent to resign from her position as Chief Financial Officer and Principal Financial Officer of the Company, which the Company expects to become effective in the quarter ending June 30, 2021 and no earlier than the filing of the Company's Form 10-Q for the quarter ending March 31, 2021. Ms. Gomez will continue to serve as Chief Financial Officer of the Company until her resignation becomes effective. Ms. Gomez’s decision to resign is not related to any disagreement with the Company on any matter relating to the Company’s accounting, strategy, management, operations, policies, regulatory matters, or practices (financial or otherwise).
お知らせ • Feb 02Zendesk Unveils New Suite With Powerful Messaging SolutionZendesk, Inc. announced the general availability of its comprehensive messaging solution as part of the new Zendesk Suite. The new package brings together all Zendesk's service capabilities, including messaging, into one complete offering that brings radical simplicity to the enterprise software space. Zendesk's powerful messaging tools are designed to give businesses the ability to have continuous, convenient and personalized conversations whether customers want to text, chat on their computer, reach out over WhatsApp, and more. Companies can now provide connected conversational experiences across web, mobile, and social channels that work easily out-of-the-box with built in automation and the power to scale to support modern enterprise needs. Zendesk’s messaging solution also offers advanced capabilities including proactive notifications, enabling specialized third-party bots, and allowing customers to transact directly within the conversation when browsing products, reserving seats, or making payments. Zendesk was one of the first SaaS companies to democratize the way businesses offered email support, and with its new Suite, is now leading the shift to messaging-driven relationships. In recent years, the company wholly focused on being champions of customer service, and built solutions on the belief that every relationship between a customer and brand should be reflected through one, ongoing conversation, no matter the channel or device. By evolving the new Suite to include its comprehensive messaging solutions, Zendesk continues to arm businesses with the best technology to meet their customers’ needs - it makes it easy for companies to give customers the support they want, sets teams up for success with a unified agent workspace, and helps keep businesses in sync with an open and flexible platform. In addition, Zendesk’s enterprise-class security, scalable infrastructure, and industry leading workforce and change management tools provide all businesses with the ability to manage their teams, data and operations.
Is New 90 Day High Low • Jan 26New 90-day high: €125The company is up 40% from its price of €89.43 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.
Is New 90 Day High Low • Jan 09New 90-day high: €122The company is up 33% from its price of €91.38 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.
お知らせ • Jan 08Zendesk, Inc. to Report Q4, 2020 Results on Feb 04, 2021Zendesk, Inc. announced that they will report Q4, 2020 results After-Market on Feb 04, 2021
お知らせ • Dec 19Solvvy's Next-Gen Chatbot Platform Enhances Omnichannel Capabilities with Zendesk SunshineSolvvy announced a partnership with Zendesk, Inc. and integration with the Sunshine platform. Solvvy now seamlessly integrates with Zendesk's open and flexible CRM platform, Sunshine, allowing Solvvy users to offer multi-channel support that spans communication tools like Facebook Messenger, WhatsApp, SMS, and other messaging channels that customers are increasingly using to reach out to businesses. Solvvy integrates with leading CRM platforms such as Zendesk to help clients design, deploy and monitor CX automation effortlessly. Built with advanced AI, Machine Learning, and Natural Language Processing technologies, Solvvy's platform supports fast, personalized customer self-service at scale and no-code Workflows that help support leaders create custom, accurate solutions for almost any issue. Solvvy can be rapidly deployed without engineering work or constant maintenance required from the client, so clients quickly see higher self-service rates (25-70%), fewer support tickets, and improved customer satisfaction.
お知らせ • Dec 17Zendesk, Inc. Becomes First Customer Experience Platform to Join Unity Verified Solutions Partner ProgramZendesk, Inc. is building on its customer experience leadership by becoming a Unity Verified Solutions Partner. Being a Verified Solutions Partner means Zendesk has been verified by Unity to ensure its SDK is optimized for the latest version of the Unity editor, providing a seamless experience for Unity developers. This partnership enables players to get immediate help without having to leave the game or interrupt their experience. The partnership with Unity, the world’s leading platform for creating and operating real-time 3D content, will provide integrated customer support functionality that can be set up in minutes, directly within some of present most popular games. Zendesk joins Unity's Verified Solutions Partner program as the first native customer support SDK that has been verified to ensure compatibility and stability with the Unity platform.
お知らせ • Nov 19Climb Channel Solutions to Distribute Zendesk Inc. Service-First CRM SolutionsClimb Channel Solutions will begin to distribute Zendesk Inc.'s Customer Relationship Management (CRM) software. The service-first CRM offering is a powerful and flexible software to help companies foster better customer relationships at scale. Zendesk allows businesses to naturally converse with customers on the channel(s) of their choice while maintaining a comprehensive, unified view of the customer. The customer engagement software works seamlessly as a single toolset across channels including email, chat, voice, Facebook Messenger, WhatsApp, Twitter Direct Message, WeChat, and more. The Zendesk technology is sophisticated enough to meet complex needs, and simple enough to let companies get up and running immediately. Service teams can customize their support environment based on use case or channel with little to no code required. The addition of Zendesk to the Climb Channel Solutions product portfolio is an example of Climb's dedication to provide value to customers. Access to Zendesk's CRM solution provides companies the ability to build an open and flexible experience in which to serve their customers of many sizes across many industries.
お知らせ • Nov 11Zendesk, Inc. Announces Expanded Capabilities to Its Service-First CRM SolutionsZendesk, Inc. announced expanded capabilities to its service-first CRM solutions that help companies provide real-time support across messaging channels on web, social, and mobile. A key enabler of these capabilities is a strategic partnership -- among the first of its kind -- that expands the current integration with Messenger and empowers companies to immediately engage with customers, share information, and respond to questions across all Facebook messaging services including WhatsApp, Messenger, and Instagram. As customers rapidly shift to messaging as a primary way to communicate with friends, family, and businesses, over 34,000 forward-thinking Zendesk customers have already shown strong demand for Facebook’s messaging channels by adding WhatsApp and/or Messenger to their support offerings. According to insights from research by Zendesk and ESG [2], companies with the best customer experiences (CX) invest in offering more channels to their customers, with CX-focused organizations showing they are much more likely to have embraced messaging apps (89%) and social media (87%) than their competitors.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$184.3m, with losses widening by 11% from the prior year. Total revenue was US$975.9m over the last 12 months, up 28% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$261.9m. Revenue is forecast to grow 24% over the next year, compared to a 14% growth forecast for the Software industry in Germany.