K. Liu's Week in Review

May the 4th be with you on this Star Wars Day. We were treated to another heavy dose of earnings this week, but we begin as always with a few strategic moves.

Software IndustryKevin LiuMay 4, 2019AKAM, ANSS, APPF, AYX, BL, BLKB, BNFT, CBLK, CDAY, DATA, EIGI, FEYE, FIVN, GDDY, INST, LPSN, MSTR, NTCT, OTEX, PAYC, PS, QLYS, QUMU, RDWR, RPD, SHOP, TWLO, TYL, UPLD, VIAV, WK, ZEN, ZIXI

Bouncing Along the Bottom

NetScout Systems (NTCT) reported fiscal Q4 ’19 results consistent with its preliminary figures provided last month.

NetScout Systems (NTCT)Kevin LiuMay 3, 2019NTCT, Arbor, Service Assurance, DDoS, 5G

Initiating Coverage of NetScout Systems

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

Company

Support