Zendesk Case Study: Misses → $6.8 Billion Lost
Feb ‘22 Offer: $127 - $132 / share = $17.0 Billion
2023e Forecast: (9.5)% revision in 3 months
66% monthly bookings misses
Jun ‘22 Deal: $77.50 /share = $10.2 Billion
$6.8 Billion Lost
Social Attribution: @CloudRatings + @SaaSletter
Powered by FlippingBook