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Q2 '21 Earnings Preview

CTG, Inc. (CTG) reports Q2 ’21 results on Thursday, July 29. We expect the company’s results to meet our estimates, which largely mirror the consensus.

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CTG Inc. (CTG)Kevin LiuJuly 27, 2021IT Solutions, IT Staffing, Digital Transformation
K. Liu's Week in Review

Strategic acquisitions dominated the headlines this week led by Zoom Video Communications’ (ZM) move to acquire contact center software provider Five9 (FIVN) in an all-stock transaction valued at $14.7 billion.

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Software IndustryKevin LiuJuly 24, 2021EXFO, FIVN, LPSN, RPD, SAP, VERI, VIAV, ZM
K. Liu's Week in Review

Ahead of an upcoming vote on Founder Germain Lamonde’s proposal to go-private, EXFO (EXFO) reported fiscal Q3 ’21 results reflecting double-digit top line growth and robust bookings growth.

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Software IndustryKevin LiuJuly 17, 2021EGAN, ETWO, EXFO, NABL, NTCT, SWI, ZI
Stamps.com to be Acquired by Thoma Bravo for $330.00 Per Share in Cash

Stamps.com (STMP) has agreed to be acquired by private equity firm Thoma Bravo for $330.00 per share in cash, a 67% premium to the last closing price prior to the announcement of the transaction.

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

Our week began with news of QAD’s (QADA) pending sale to private equity firm Thoma Bravo for $2 billion. Full details are in our report, “Thoma Bravo to Acquire QAD for $87.50 Per Share in Cash,” but the highlights include a purchase price representing a 20% premium to the last closing price of the Class A shares and a valuation of 5.9x revenue on a TTM basis.

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Software IndustryKevin LiuJuly 3, 2021BOX, CTG, ESTC, FSLY, MDB, QADA, QUMU, TWOU, ZM
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