K. Liu's Week in Review

Interesting developments in both the supply chain management and customer engagement software segments this week.

Just Crushing It

We attended Avalara’s (AVLR) annual customer conference, CRUSH19, and its first ever Investor and Analyst Day in Huntington Beach, CA last week. The event attracted over 900 attendees, marking the company’s largest customer conference yet.

Avalara (AVLR)Kevin LiuMay 14, 2019AVLR, SaaS, Tax, Compliance, e-commerce, marketplace

Adaptive Applications in an Era of Disruption

We attended QAD’s (QADA) Explore 2019 customer conference in New Orleans last week. The now 40-year old company has been a mainstay in the manufacturing sector, providing customers with enterprise resource planning (ERP) and adjacent applications embedded with deep domain expertise.

QAD Inc. (QADA)Kevin LiuMay 13, 2019QADA, QADB, Manufacturing ERP, Cloud, SaaS

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

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