We met with Stamps.com’s (STMP) finance team, led by CFO Jeff Carberry, at the company’s headquarters in El Segundo, CA. Our focus was largely on the strategic shifts occurring across the domestic shipping industry and the path forward for Stamps.com following the United States Postal Service’s (USPS) curtailing of incentives to the company and resellers within the USPS’ ecosystem.
Read MoreLast week, we attended PegaWorld 2019, Pegasystems’ (PEGA) annual customer conference, and the company’s Investor Day held in conjunction with the event. With over 5,000 attendees, the turnout was a record for Pega and emblematic of its growth to date and a still significant opportunity that lies ahead.
Read MoreWe spent a couple of days in Vegas to start the week, attending Pegasystems’ (PEGA) annual customer conference and Investor Day. Pega has a credible claim to being the platform for digital transformation, in our opinion, and has its sights set on substantial addressable market opportunities in the areas of customer engagement (CX) and robotics process automation (RPA).
Read MoreConsolidation 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 MoreMessaging 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.
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