Investor Presentaiton
SEI Level
2020: The Year that Caused the Herd to Break
This is the "now or never" moment for incumbents to avoid irrelevance.
Growth
The Subscription Economy Index
vs. S&P 500 and Retail Sales Growth
450
SEI
400
S&P 500 Sales Index
US Retail
350
300
250
200
150
100
Q4 2012
1/1/2012
Q2 2012
Q2 2013
Q4 2013
Q2 2014
Q2 2019
Q4 2014
Q2 2019
Q2 2015
Q2 2016
Q2 2017
Q4 2017
Q2 2018
Q4 2018
Q2 2019
Q4 2019
Q2 2020
Q4 2020
Resilience
During the COVID-19 induced crisis, 4 out of 5
subscription companies kept growing or had limited impact
437%
Subscription growth
rate is decelerating
and negative
Contracting
15.4%
Accelerating
20.3%
Subscription growth
rate is accelerating
Subscription growth
rate is decelerating
but still positive
Slowing
16.9%
132%
130%
Limited Impact
47.4%
12
"While S&P 500 sales in Q1 2020 contracted at a -1.9% annual rate, subscription-based revenue continued to thrive, growing at 9.5% in the same quarter"*
*Source: Subscription Economy Index report, Sept. 2020
https://www.zuora.com/resource/subscription-economy-index/
Subscription
growth rate did not
significantly change
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