In what has become a month-long fade in software stocks, there was again more red than green on our screen. Those that benefited greatly during the pandemic continued to be judged more harshly than those facing easier comparisons going forward.
Read MoreStamps.com (STMP) reported Q1 ’21 results above our estimates and consensus, benefiting from continued strong growth in both paid subscribers and shipping volumes.
Read MoreNetScout Systems’ (NTCT) Q4 ’21 results exceeded our estimates, although the performance was mixed relative to Street expectations.
Read MoreStamps.com (STMP) reports Q1 ’21 results on Thursday, May 6. For those that missed our missive on the United States Postal Service’s (USPS) ten-year plan and monthly data for February (see “K. Liu’s Week in Review” published on March 27, 2021), our opinion at the time was that Stamps.com was well positioned to meet or exceed our expectations for Q1.
Read MoreCTG, Inc. (CTG) reported Q1 ‘21 results slightly ahead of expectations as robust growth in Solutions revenue and budding momentum in Europe accelerated top line growth to nearly 12%.
Read More