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K. Liu's Week in Review

Coronavirus continued to dominate the headlines, making for another volatile week in the markets. By week’s end, California had enacted a stay-at-home order with several other states expected to follow suit in short order.

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Software IndustryKevin LiuMarch 21, 2020AMSWA, CLDR, COUP, CRWD, ECOM, MDB, PD, QADA, RDWR, SMAR, SSTI
QAD's Fiscal Q4 '20 Results Highlighted by Robust Cloud Bookings Growth and Margin Expansion

On the surface, QAD’s (QADA) fiscal Q4 ’20 results appeared mixed with revenue a hair shy of our estimate and consensus but profitability coming in comfortably ahead of Street expectations.

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QAD Inc. (QADA)Kevin LiuMarch 19, 2020Manufacturing ERP, Industry 4.0, QADA, QADB, Cloud
QAD Inc. Q4 '20 Earnings Preview

QAD (QADA) reports its fiscal Q4 ’20 results after the close on Wednesday, March 18. Between a more favorable manufacturing backdrop and management’s lowered FY ’20 guidance following last quarter’s print, we believe expectations for Q4 have been appropriately set.

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QAD Inc. (QADA)Kevin LiuMarch 16, 2020Manufacturing ERP, QADB, QADA
K. Liu's Week in Review

Markets capitulated amidst ongoing coronavirus concerns this week, although we were actually encouraged by the willingness of several major sports organizations to suspend play in response to the growing public health crisis.

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Software IndustryKevin LiuMarch 14, 2020ADBE, ASUR, CLDR, DOCU, DOMO, EIGI, HSTM, MDLA, NTCT, ORCL, OTEX, PAYC, SHSP, SNCR, STMP, WORK, ZUO
K. Liu's Week in Review

It was another volatile week across markets with coronavirus concerns remaining elevated and prompting a number of high-profile conference cancellations, including SXSW and the 2020 HIMSS Global Health Conference & Exhibition.

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Software IndustryKevin LiuMarch 7, 2020APPF, BNFT, CTG, DSGX, GWRE, PING, SPLK, STMP, VEEV, VERI, YEXT, ZM
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