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K. Liu's Week in Review

American Software (AMSWA) had a meme stock moment of its own as shares rocketed higher following the company’s fiscal Q4 ’21 earnings release. Full disclosure, K. Liu & Company LLC provides American Software with investor relations services.

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Software IndustryKevin LiuJune 12, 2021AMSWA, COUP, EXFO, MSTR, PEGA, TYL, VRNT, ZI
K. Liu's Week in Review

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.

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Software IndustryKevin LiuMay 29, 2021BOX, CRM, CTG, DOMO, INTU, PLAN, QADA, STMP, WDAY, ZS, ZUO
Reports Strong Fiscal Q1 '22 Results

QAD (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.

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QAD Inc. (QADA)Kevin LiuMay 27, 2021Manufacturing ERP, Supply Chain Management
Takeaways from Virtual Non-Deal Roadshow

We 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.

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CTG Inc. (CTG)Kevin LiuMay 26, 2021IT Solutions, IT Staffing, Digital Transformation
Q1 '22 Earnings Preview

QAD (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.

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QAD Inc. (QADA)Kevin LiuMay 24, 2021Manufacturing ERP, Supply Chain Management, Adaptive Applications, Cloud, SaaS
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