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Q3 '21 Earnings Preview

CTG, Inc. (CTG) reports Q3 ’21 results on Tuesday, November 9. Our estimates are generally consistent with consensus, and we expect CTG to once again meet or beat Street expectations for profitability.

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CTG Inc. (CTG)Kevin LiuNovember 4, 2021IT Solutions, IT Staffing, Digital Transformation
Stockholders Approve Acquisition by Thoma Bravo; Discontinuing Coverage

QAD (QADA) announced that its stockholders approved its agreement to be acquired by Thoma Bravo for $87.50 per share in cash. The acquisition is expected to close in short order and shares of QAD will be de-listed.

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QAD Inc. (QADA)Kevin LiuNovember 3, 2021SaaS, Manufacturing ERP, Acquisition
K. Liu's Week in Review

We attended the LD Micro Main Event, our first in-person investor conference since the start of the pandemic. Kudos to Chris Lahiji and team for hosting a great event.

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Software IndustryKevin LiuOctober 16, 2021AZPN, BCOV, CXDO, DHX, ETWO, QADA
Thoma Bravo Completes Acquisition of Stamps.com; Discontinuing Coverage

After shareholders approved the proposed sale of Stamps.com (STMP) for $6.6 billion in cash, Thoma Bravo completed its acquisition of the company. Shares of Stamps.com have ceased trading and will be de-listed.

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Stamps.com (STMP)Kevin LiuOctober 6, 2021PC Postage, multi-carrier shipping software, Acquisition
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
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