Q3 '20 Earnings Preview

QAD (QADA) reports fiscal Q3 ’20 results on Tuesday, November 26. With the Institute for Supply Management’s Purchasing Managers Index (PMI) contracting in each month of QAD’s fiscal quarter and commentary from other reporting companies this past earnings season pointing to a soft spending environment in the automotive and manufacturing sectors, our expectations for any significant upside are tempered to say the least.

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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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