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Margins Expanding Amid Intensifying Headwinds

DHI Group (DHX) reported mixed Q2 ’23 results. Revenue was just shy of our estimate and consensus, but both adjusted EBITDA and EPS beat expectations due to lower operating expenses.

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DHI Group (DHX)Kevin LiuAugust 3, 2023Career Marketplace, IT Staffing, Dice, ClearanceJobs
Q2 '23 Earnings Preview

DHI Group, Inc. (DHX) reports Q2 ’23 results on Wednesday, August 2. We believe the labor market trends that began in 2H ’22, namely declines in the number of job openings and quits, persisted over the past quarter.

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DHI Group (DHX)Kevin LiuJuly 31, 2023Career Marketplace, Dice, ClearanceJobs, IT Staffing
Reports Solid Q1 Results and Reaffirms Full Year Guidance

NetScout Systems (NTCT) reported Q1 results slightly ahead of our estimates and consensus. Relative to our model, the revenue upside was wholly attributable to higher service revenue, which benefited in part from some catch-up in maintenance.

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NetScout Systems (NTCT)Kevin LiuJuly 28, 2023Network Performance Management, Arbor, Cybersecurity, Omnis, DDoS, 5G
Discloses Insider Buy

In a form 4 filing, Peraso (PRSO) disclosed that Director Ian McWalter purchased 50,000 shares at an average price of $0.6383 per share on June 8, 2023 and bought another 50,000 shares at an average price of $0.63 per share the next day.

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Peraso Inc. (PRSO)Kevin LiuJune 12, 2023mmWave, memory, 5G, Fixed Wireless Access
Announces $4.0 Million Registered Direct Offering

After the close yesterday, Peraso (PRSO) announced that the company has priced a registered direct offering of approximately 5.7 million shares of its common stock at an offering price of $0.70 per share.

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Peraso Inc. (PRSO)Kevin LiuJune 1, 2023Fixed Wireless Access, mmWave, 5G, memory, ICs, modules
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