K. Liu & Company LLC
Research About Contact
Payments
ResearchAboutContact
K. Liu & Company LLC
Actionable Insights
Payments
K. Liu's Week in Review

Consolidation continued in the cybersecurity space this week with FireEye (FEYE), Palo Alto Networks (PANW), and Zscaler (ZS) all announcing acquisitions to expand the breadth of their respective offerings.

Read More
Software IndustryKevin LiuMay 31, 2019DSGX, FEYE, GDDY, INTU, NTNX, PANW, PLAN, QADA, TWLO, UPLD, VEEV, VMW, VRNT, WDAY, YEXT, ZS, ZUO
K. Liu's Week in Review

Messaging was again en vogue as evidenced by Zendesk’s (ZEN) acquisition of Smooch, a customer engagement platform connecting businesses with consumers across multiple messaging channels, including WhatsApp, Facebook Messenger, LINE, WeChat, SMS text, RCS, and a host of other applications.

Read More
Software IndustryKevin LiuMay 24, 2019ADSK, CDAY, INST, INTU, SPLK, SWI, VERI, VRNT, ZEN
K. Liu's Week in Review

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

Read More
Software IndustryKevin LiuMay 17, 2019AEYE, AGYS, AMBR, AVLR, CSOD, CYBR, DSGX, IZEA, NEWR, NICE, PEGA, WIX, AudioEye, Agilysys, Amber Road, Avalara, Cornerstone OnDemand, CyberArk, Descartes, New Relic, Pegasystems
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.

Read More
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.

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

© 2025 K. Liu & Company LLC

Company

Research
About
Privacy Policy
Terms of Use

Support

Contact Us
Payments

info@kliuco.com
Hours