The United States Postal Service’s (USPS) monthly data for April reflected a 6.4% Y/Y decrease in PC Postage revenue. Although we never like to see declines, context matters.
Read MoreQAD (QADA) reported fiscal Q1 ’22 results ahead of our estimates and consensus. The strong performance was highlighted by a substantial increase in new customer wins and the highest Q1 bookings ever.
Read MoreWe hosted a virtual non-deal roadshow with CTG Inc.’s (CTG) CEO Filip Gydé and CFO John Laubacker. At a high level, the meetings were largely focused on CTG’s ongoing evolution from a staffing company to a digital solutions provider, and how this transformation ultimately manifests in the financials and stock price.
Read MoreQAD (QADA) reports fiscal Q1 ’22 results after the market closes on Wednesday, May 26. Similar to the past few quarters, an improving macro backdrop coupled with relatively conservative expectations leave us constructive on shares heading into the print.
Read MoreAlthough the software space proved relatively resilient throughout the COVID-19 pandemic, those serving highly affected industries like travel and hospitality were certainly not immune to the challenging environment. Just over a year later, the silver lining for companies like Agilysys (AGYS) is in the easier comparisons ahead.
Read More