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Revenue Recognition Delay Overshadows Solid Q3 Performance

Peraso (PRSO) reported Q3 ’22 results below our estimates as the company was unable to recognize revenue for certain orders shipped to a large customer late in the quarter.

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Peraso Inc. (PRSO)Kevin LiuNovember 15, 20225g, mmWave
Steady Progress on Margins Despite Ongoing Revenue Headwinds

CTG’s Q3 ’22 results reflected management’s ongoing efforts to strategically shift the company towards higher margin digital IT solutions engagements. Despite revenue coming in below our estimate and consensus, gross margin improved meaningfully Y/Y and was consistent with our assumption.

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CTG Inc. (CTG)Kevin LiuNovember 9, 2022Digital Transformation, IT Solutions, IT Staffing
Another Hurdle Cleared in Q3 ‘22

DHI Group, Inc. (DHX) reported Q3 ’22 results above expectations. Both Dice and ClearanceJobs again exhibited strong revenue growth driven by the addition of net new recruitment package customers, a steady uptick in average revenue per customer and high revenue retention rates.

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DHI Group (DHX)Kevin LiuNovember 3, 2022Online Recruiting, Career Marketplace, Dice, ClearanceJobs, IT Staffing, Tech
Q3 '22 Earnings Preview

CTG, Inc. (CTG) reports Q3 ’22 results next Tuesday, November 8. We anticipate results generally in line with consensus, which are nominally below our projections.

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CTG Inc. (CTG)Kevin LiuNovember 1, 2022IT Solutions, IT Staffing, Digital Transformation
Q3 '22 Earnings Preview

DHI Group, Inc. (DHX) reports Q3 ’22 results on Wednesday, November 2. Recall that the company hosted an investor day in early September, during which management reaffirmed its Q3 revenue guidance and raised its outlook for FY ’22.

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DHI Group (DHX)Kevin LiuOctober 31, 2022Online Recruiting, Career Marketplace, Dice, ClearanceJobs, Tech
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