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Q4 '20 Earnings Preview

CTG, Inc. (CTG) reports Q4 ’20 results on Tuesday, February 23. Our estimates are generally in line with consensus, and we expect the company to meet or exceed our projections.

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CTG Inc. (CTG)Kevin LiuFebruary 17, 2021IT Solutions, IT Staffing
Another Beat In Store for Q4

Stamps.com (STMP) reports Q4 ’20 results on Wednesday, February 17. As we have consistently opined since the release of the United States Postal Service’s (USPS) monthly data for November, Stamps.com is poised to meaningfully outperform its guidance once again.

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Stamps.com (STMP)Kevin LiuFebruary 11, 2021PC Postage, e-commerce, multi-carrier shipping software, USPS
The Delivery Conference and Other Takeaways

Metapack, a subsidiary of Stamps.com (STMP), hosted its annual ecommerce event, The Delivery Conference, last week. The two-day affair was held virtually for the first time, providing us with an opportunity to hear from a cadre of Metapack executives, retailers and carriers.

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Stamps.com (STMP)Kevin LiuFebruary 9, 2021e-commerce, Metapack, multi-carrier shipping software
K. Liu's Week in Review

Amid declines in the number of COVID-19 cases across the U.S. and with another round of stimulus on the horizon, investors and management teams alike appear sanguine about the outlook for 2021.

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Software IndustryKevin LiuFebruary 6, 2021AKAM, BOX, CDAY, CHKP, DT, FEYE, FTNT, HUBS, MANH, MIME, MITK, NEWR, OTEX, PCTY, PFPT, PRO, RPD, TENB, VIAV, WDAY, ZEN
Q3 '21 Results Beat on Strong Security Tailwinds; Raising Price Target from $31.50 to $33.00

NetScout Systems’ (NTCT) fiscal Q3 ’21 results surpassed Street expectations driven by robust demand for the company’s security products.

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NetScout Systems (NTCT)Kevin LiuJanuary 29, 2021Arbor, Network Performance Management, Cybersecurity, Service Assurance
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