Peraso (PRSO) reported Q1 ‘24 results ahead of our estimates and consensus. Revenue was near the top-end of management’s guidance and above our estimate due to higher end-of-life (EOL) memory IC shipments. S
Read MoreNetScout Systems (NTCT) reported fiscal Q4 ‘24 results below our estimates and consensus due to a pause in spending by Tier 1 service providers in the U.S.
Read MoreDHI Group (DHX) delivered solid Q1 ’24 results, exceeding both consensus and our adjusted EBITDA estimates on an in-line revenue print.
Read MorePeraso (PRSO) reports Q1 ’24 results after the close on Monday, May 13. Given that management provided Q1 revenue guidance late in the quarter and the company’s large backlog of end-of-life (EOL) memory IC orders, we expect the results to meet our expectations, which are generally in line with consensus.
Read MoreDHI Group, Inc. (DHX) reports Q1 ’24 results on Wednesday, May 8. As noted in our April 12 report, “Recent Data Portends Improving Demand Environment for Dice,” we remain comfortable with our current estimates for Q1 and FY ’24.
Read More