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Yext: Market Never Satisfied

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  • Yext fell following a solid FQ2'22 revenue beat.
  • The company continues to face headwinds in international markets due to covid, but Yext also guided up revenue for the year.
  • The stock trades at a massive valuation multiple gap to other search providers that should close as growth rates reverse.
  • This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More »
Read the full article on Seeking Alpha. 

Disclosure: Long YEXT. Please review the disclaimer page for more details. 


Update - Oct. 15

Huge numbers from Samsung on switching to the Answers product from Yext. The stock trading at the lows makes absolutely no sense as the globe continues to reopen. 

-Within eleven weeks of launching with Support Answers, Samsung experienced significant growth in every major customer satisfaction metric, increasing its Net Promoter Score (NPS) by 45%, Customer Satisfaction Score (CSAT) by 33%, number of resolved issues by 15%, and number of completed surveys by 8x. Tapping into Yext's performance analytics, Samsung was also able to boost click-through rates (CTR) by 40%. All told, Samsung increased customer engagement with its help site by 19%, streamlining the path to resolution and delighting customers along the way.

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