CEO sells a little too much on this call; I don’t like when a CEO tries to sell me on the investment; just let the numbers lead
Landing larger deals now which is a fav inflection point of institutional investors
“Staggering” sequential add of $100,000+ deals
Last Q was a serious beat of exp & stk price below the day that news was announced
Data mining is a open ended opp as all the key CRM type businesses get tangible enhancement from adding the ZI product on top
This is a SaaS high margin business model with customers starting with 1 product and building as ROI proves the need
Ramping up sales force should lead to acceleration of growth in 2022
transitioning to end to end go to mkt program from one off products; this is the time to own this investment as this transition creates hockey stick type revenue EPS ramp
