K. Liu's Week in Review

Carbonite (CARB), a provider of data protection services and endpoint security, has agreed to be bought by OpenText (OTEX) for $23.00 per share in cash, a 25% premium to the last closing price preceding the announcement and a 78% premium to the unaffected closing price on the day prior to reports that the company was considering a sale.

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K. Liu's Week in Review

As we begin to turn the page on another earnings season, a few trends were particularly notable during the third quarter of 2019. First, exposure to the public sector proved beneficial, especially for those doing business with the Federal government.

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Q3 '19 Results Beat; What Can Brown Do For You?

Stamps.com (STMP) posted another big beat in Q3 and raised guidance for FY ’19, in effect taking expectations back to where the company had guided earlier in the year. Both the beat and raise largely reflected the extension of existing United States Postal Service (USPS) reseller agreements through year-end versus prior assumptions that new terms could be instituted after the June quarter.

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K. Liu's Week in Review

Earnings, earnings and more earnings largely sums up the week. Within our coverage universe, NetScout Systems (NTCT) posted fiscal Q2 results ahead of expectations and guided Q3 above consensus, sending shares up 10% on the week.

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