A promising development in the fight against COVID-19 seemingly prompted a rotation out of software stocks, many of which have performed exceedingly well since the broad market sell-off at the onset of the pandemic.
Read MoreStamps.com (STMP) reported Q3 ’20 results well above Street expectations and comfortably ahead of our recently raised estimates.
Read MoreStamps.com (STMP) reports Q3 ’20 results after market close on Thursday, November 5. As communicated in our last report, “USPS PC Postage Revenue +52% Y/Y in August”, data for the first two months of the quarter suggests Stamps.com is poised to meaningfully outperform both consensus and our expectations for Q3.
Read MoreNetScout 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.
Read MoreOur 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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