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Solid Q2 Results Overshadowed by Soft 2H Outlook

NetScout Systems (NTCT) reported Q2 ’21 results ahead of Street expectations as growth in security and service provider revenues more than offset depressed spending in the government vertical.

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NetScout Systems (NTCT)Kevin LiuOctober 30, 2020Service Assurance, Arbor, Cybersecurity, DDoS
K. Liu's Week in Review

Our calendar Q3 ’20 earnings season began with CTG, Inc. (CTG) surpassing Street expectations as the company made further strides in shifting towards a more solutions-centric business.

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Software IndustryKevin LiuOctober 24, 2020ABT-CA, BCOV, CHKP, CTG, CTXS, DCT, MANH, MIME, SPLK, SWI, VIAV
Success of Solutions Initiatives Boosts Q3 Results; Raising Price Target from $6.25 to $7.25

CTG, Inc. (CTG) reported strong Q3 ’20 results, surpassing Street expectations as renewed growth in the IT Solutions segment provided a meaningful boost to margins.

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CTG Inc. (CTG)Kevin LiuOctober 21, 2020IT Solutions, IT Staffing, Healthcare IT
CTG Q3 '20 Earnings Preview

CTG, Inc. (CTG) reports Q3 ’20 results on Tuesday, October 20. Our estimates sit nominally below consensus, which includes just one other set of forecasts.

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

In its quest to become the cloud compliance platform behind every transaction around the globe, Avalara (AVLR) acquired Transaction Tax Resources (TTR), which offers a database of sales and use tax content as well as other enterprise tax automation solutions to over 1,400 enterprise customers.

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Software IndustryKevin LiuOctober 10, 2020ALTR, AVLR, AYX, EXFO, MODN, NCNO, PING, TLND, VERI
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