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K. Liu's Week in Review

After rumors first surfaced a couple weeks ago, Intuit (INTU) confirmed that the company has agreed to acquire Mailchimp for $12 billion in cash and stock.

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Software IndustryKevin LiuSeptember 18, 2021ABST, APPF, ECOM, INTU, ORCL, RDWR, SQSP
K. Liu's Week in Review

Despite positive results nearly across the board, market reception to those reporting earnings remains a bit mixed. We surmise the combination of relatively high valuations and the looming specter of decelerating growth against more challenging comparisons in the quarters to come have prompted some angst among investors.

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Software IndustryKevin LiuSeptember 11, 2021BIGC, COUP, DSGX, MANH, MIME, SCWX, SMAR, SSTK, TCS-CA, TYL, VRNT, WDAY, ZS
Reports Fiscal Q2 '22 Results

QAD (QADA) reported fiscal Q2 ’22 results above our estimates. Total revenue of $84.8 million (+14.5% Y/Y) was ahead of our $83.1 million projection as license, maintenance and professional services revenue all surpassed our forecasts.

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QAD Inc. (QADA)Kevin LiuAugust 26, 2021Manufacturing ERP, SaaS, Industry 4.0
K. Liu's Week in Review

As we near the end of another earnings season, our focus has been on those companies that benefited from the peak of COVID disruption a year ago, and the impact to their businesses as the world returns to some semblance of pre-pandemic normalcy.

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Software IndustryKevin LiuAugust 14, 2021ABST, APPF, AVLR, BOX, CRNC, EXFO, GDDY, MODN, ONTF, QLYS, RDCM, SQSP, SNCR, VERX, VIAV, WIX
Reports Mixed Q2 '21 Results

Stamps.com (STMP) reported mixed Q2 ’21 results. Both adjusted EBITDA of $54.8 million (28.7% margin) and non-GAAP EPS of $1.95 were slightly ahead of Street expectations for $54.5 million and $1.84, respectively, despite revenue of $191.1 million (-7.6% Y/Y) coming in modestly below consensus of $192.0 million.

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Stamps.com (STMP)Kevin LiuAugust 6, 2021PC Postage, Thoma Bravo, Acquisition, Earnings
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