NetScout Systems (NTCT) enables enterprises, government agencies and service providers to monitor and secure their mission-critical networks and applications.

K. Liu's Week in Review

Amidst the deluge of earnings this week, a couple of tuck-in acquisitions were also announced.

Software IndustryKevin LiuApril 26, 2019ATEN, AZPN, BCOV, CTXS, DOMO, DSY-FR, FFIV, HSTM, LOGM, MANH, MDB, MSFT, NOW, NUAN, PEGA, PFPT, PRO, PTC, SAP, SSTK, SOFO, SPSC, TYPE, UPLD

K. Liu's Week in Review

In a holiday-shortened week, we ventured to Vegas for NICE’s (NICE) annual customer conference, digested a couple of deals from the likes of Coupa (COUP) and Salesforce (CRM), and saw the calendar Q1 ’19 reporting season get underway.

Software IndustryKevin LiuApril 19, 2019BLKB, CHKP, COUP, CRM, NICE, PANW, PLAN, SSTI, TEAM

A NICE Day in Vegas

We attended Day 1 of Interactions 2019, NICE’s annual customer conference, in Las Vegas. With over 3,000 attendees, the event was the company’s largest yet.

K. Liu's Week in Review

M&A activity this week included a large EdTech transaction and a tuck-in deal in the market for SMB e-commerce solutions.

Software IndustryKevin LiuApril 12, 2019AGYS, AMBR, BNFT, GDDY, IZEA, MJCO, NTCT, NUAN, STMP, TWOU, VRNT

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