K. Liu's Week in Review

We made a pit stop in Indy to attend the United States Postal Service’s (USPS) National Postal Forum to start the week.

Software IndustryKevin LiuMay 11, 2019AAXN, ABT-CA, ALTR, AMBR, ASUR, AVLR, AYX, BOX, CSOD, DBX, ECOM, EGAN, EVBG, FFIV, FSCT, HUBS, IZEA, KXS-CA, LPSN, MAMS, NEWR, NUAN, PEGA, PFPT, QUOT, RDCM, RP, SAIL, SHSP, SNCR, SSTI, STMP, TLND, TWOU, UPLD, VERI, VRNT, ZIXI

Stamps.com Q1 '19 Recap: The Good, the Bad and the Ugly

It was déjà vu all over again. Much like last quarter, Stamps.com (STMP) delivered results ahead of Street expectations. Unfortunately, Q1 ’19 results were similarly overshadowed by negative developments impacting revenue streams associated with the United States Postal Service (USPS), prompting management to cut its outlook for the year.

Stamps.com (STMP)Kevin LiuMay 9, 2019STMP, e-commerce, logistics, USPS, shipping

Q1 ’19 Earnings Preview for Stamps.com

Stamps.com (STMP) reports Q1 ’19 results after the market closes on Wednesday, May 8.

Stamps.com (STMP)Kevin LiuMay 5, 2019STMP, e-commerce, shipping, logistics

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

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