The summer doldrums are around the corner, but there was still plenty of news across the software industry to digest this week. Although MicroStrategy (MSTR) had previously outlined a new strategic approach to its capital allocation policies, shares rose as the company began to execute against those plans.
Read MoreStamps.com’s (STMP) Q2 ’20 results crushed Street expectations as the COVID-19 crisis provided a significant tailwind on several fronts.
Read MoreStamps.com (STMP) reports Q2 ’20 results on Thursday, August 6, after the close. Ahead of the print, we are increasing our estimates to reflect the tailwind from a multi-year acceleration in e-commerce growth catalyzed by the COVID-19 crisis.
Read MoreResilience is the word du jour in earnings calls thus far in the Q2 ’20 software earnings season and may prove to be an apt description considering many produced solid growth despite GDP contracting by a third in the U.S.
Read MoreConsidering the challenging backdrop presented by the COVID-19 pandemic, NetScout Systems (NTCT) turned in a strong start to its FY ’21 with results topping Street expectations on both the top and bottom lines.
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