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K. Liu's Week in Review

Stamps.com’s (STMP) shareholders approved the company’s proposed sale to Thoma Bravo for $330.00 per share in cash, paving the way for the transaction to close this coming week. Of course, our coverage of Stamps.com will come to an end with the closing of the deal.

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Software IndustryKevin LiuOctober 2, 2021ADBE, AKAM, ALTR, FIVN, INTU, NTCT, STMP, ZM
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
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