View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 향후 성장Future 기준 점검 2/6핵심 정보37.9%이익 성장률46.02%EPS 성장률Software 이익 성장15.9%매출 성장률17.0%향후 자기자본이익률33.45%애널리스트 커버리지Good마지막 업데이트n/a최근 향후 성장 업데이트Breakeven 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.공지 • 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.모든 업데이트 보기Recent updates공지 • 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.공지 • 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.공지 • 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).공지 • 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.공지 • 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.공지 • 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.공지 • 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).공지 • 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.공지 • 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, 2021공지 • 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.공지 • 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.공지 • 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.공지 • 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.이익 및 매출 성장 예측DB:0ZD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20242,325-143334394712/31/20231,993-2202232791512/31/20221,653-27213016589/30/20221,588-28395126N/A6/30/20221,518-278135170N/A3/31/20221,429-242115147N/A12/31/20211,339-224141170N/A9/30/20211,247-232151181N/A6/30/20211,162-218110140N/A3/31/20211,090-2243063N/A12/31/20201,030-218-1226N/A9/30/2020976-184-3412N/A6/30/2020924-178-53-1N/A3/31/2020872-1681868N/A12/31/2019816-1704289N/A9/30/2019759-1674080N/A6/30/2019703-1674076N/A3/31/2019650-1463881N/A12/31/2018599-1313679N/A9/30/2018548-1233573N/A6/30/2018506-1142965N/A3/31/2018466-1062551N/A12/31/2017430-1021842N/A9/30/2017397-1021745N/A6/30/2017365-102938N/A3/31/2017337-102-227N/A12/31/2016313-98-225N/A9/30/2016286-104-1214N/A6/30/2016261-97N/A15N/A3/31/2016235-92N/A15N/A12/31/2015209-84N/A5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0ZD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: 0ZD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: 0ZD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: 0ZD 의 수익(연간 17%)이 German 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0ZD 의 수익(연간 17%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0ZD의 자본 수익률은 3년 후 33.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/11/22 11:01종가2022/11/21 00:00수익2022/09/30연간 수익2021/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Zendesk, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryan MacWilliamsBarclaysBradley SillsBofA Global ResearchRichard DavisCanaccord Genuity26명의 분석가 더 보기
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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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).
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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).
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.