BUY Conviction3/5 Analysis quality70/100 now
The YouTuber highlights Zendesk's consistent growth (around 30% annually) in the B2B SaaS customer service market. He notes its improving profitability on an adjusted basis and positive free cash flow margin target for the year. While acknowledging competition and a relatively high sales multiple, he believes its comprehensive product suite and high gross margins (70-80%) indicate strong potential for future profitability.
“Zendesk ist tatsächlich schon leicht profitabel, möchte auch im einstelligen Prozentbereich eine positive Free Cashflow Marge dieses Jahr erzielen.”