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K. Liu's Week in Review

Despite fears that those serving small and medium-sized businesses (SMB) may face greater risk amidst the COVID-19 pandemic, vendors enabling SMBs to pivot online continue to thrive.

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Software IndustryKevin LiuJuly 18, 2020CSOD, DELL, EIGI, QUMU, RP, VMW
CTG Q2 '20 Earnings Preview

CTG, Inc. (CTG) reports Q2 ’20 results on Tuesday, July 21. While we expect growth to be challenged amidst the ongoing COVID-19 crisis, we believe our estimates for the quarter, which also represent the consensus, adequately reflect the headwinds experienced.

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CTG Inc. (CTG)Kevin LiuJuly 16, 2020CTG, IT Solutions, IT Staffing
K. Liu's Week in Review

With the COVID-19 pandemic prompting organizations to rethink processes for operating virtually, DocuSign (DOCU) sought to accelerate the launch of its next Agreement Cloud product, DocuSign Notary, by acquiring Liveoak Technologies for $38 million in stock.

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Software IndustryKevin LiuJuly 11, 2020ATEN, DOCU, EXFO, IBM, NTCT, PBI, PING, PTC, SAP, STMP, VERI, WORK
K. Liu's Week in Review

The United States Postal Service (USPS) reported its National Trial Balance for the month of May, providing further insight into PC Postage revenue trends thus far in calendar Q2 ‘20. After rising to approximately 55% in April, PC Postage revenue growth accelerated further to nearly 65% in May.

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Software IndustryKevin LiuJune 27, 2020BB, GDDY, NOW, PANW, PD, PRGS, STMP, ZS
K. Liu's Week in Review

The Postal Regulatory Commission (PRC) filed an Order Approving Removal of Customized Postage from Mail Classification Schedule, marking the end of the United States Postal Service’s (USPS) customized postage program and Stamps.com’s (STMP) PhotoStamps offering.

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Software IndustryKevin LiuJune 20, 2020AAXN, AMSWA, FEYE, KXS-CA, ORCL, STMP
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