Cloud Ratings at 2025 Value Creation Summit

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

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