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Q3 '23 Earnings Preview

Peraso (PRSO) reports Q3 ’23 results after the close on Monday, November 13. We expect the company’s results to meet our estimates at the very least and believe the fulfillment of initial end-of-life orders for Peraso’s memory IC products could produce some upside relative to our model.

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Peraso Inc. (PRSO)Kevin LiuNovember 8, 2023Fixed Wireless Access, 5G, memory, ICs, mmWave
Reports Q2 Results In Line with Preannouncement

NetScout Systems (NTCT) reported fiscal Q2 ‘24 results consistent with its mid-October preannouncement. Recall that revenue fell short of our original expectations and consensus due to a slowdown in order conversions during the last month of the quarter.

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NetScout Systems (NTCT)Kevin LiuNovember 6, 20235G, Service Assurance, Network Performance Management, DDoS, Cybersecurity
Elevated Churn at Dice Hinders Outlook

DHI Group (DHX) reported mixed Q3 ’23 results. The performance was reminiscent of the prior quarter with both revenue and bookings trailing expectations but adjusted EBITDA coming in slightly better.

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DHI Group (DHX)Kevin LiuNovember 2, 2023Online Recruiting, Dice, ClearanceJobs, Career Marketplace, IT Staffing
Q3 '23 Earnings Preview

DHI Group, Inc. (DHX) reports Q3 ’23 results on Wednesday, November 1. We believe end market conditions remained challenging over the past quarter as employers maintained a cautious posture with respect to hiring and investments.

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DHI Group (DHX)Kevin LiuOctober 26, 2023Online Recruiting, Career Marketplace, Dice, ClearanceJobs, IT Staffing
Preannounces Q2 '24 Revenue Below Expectations; Lowers Guidance for FY '24

NetScout Systems (NTCT) preannounced Q2 ’24 revenue below our estimates and consensus. Reflecting a slowdown in order conversions during the last month of the quarter, Q2 revenue is expected to be $195.0-$197.0 million.

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NetScout Systems (NTCT)Kevin LiuOctober 17, 20235G, Network Performance Management, DDoS, Cybersecurity, Service Assurance
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