Top member reports
Company Report
Last edited 6 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#21
Performance (79m)
18.3% pa
Followed by
850
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bear Case
stale
Added 6 years ago

Competition in this space is intense.  The top dog is Zendesk, with Annual revenue of $810 M USD, $142 M in cash, an growing at 40% pa   

I have the following observations comparing Knosys to Zendesk :

1) Zendesk has mobile applications, Knosys doesn't.  this seems a pretty obvious requirement for this type of service.  

2) Zendesk rates appear less expensive than Knoysis.

3) Zendesk appears to have a service with more depth, ease of use, and compatibility.  

It is quesitonable whether Knosys can outcompete Zendesk, among others.  Execution in the long term will be difficult. 

 

#Bull Case
stale
Added 6 years ago

Revenue growth accelerating, and some large customer wins demonstrating marketing success.  Important thing to watch will be customer retention and revenue growth per customer.  

Market cap is around $13M I think it can grow rapidly form her eto a $30 M cap business.