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Q3 ’24 Results Fall Short of Expectations

Peraso (PRSO) reported Q3 ‘24 results slightly below Street expectations. Although within management’s guidance, revenues were at the lower end of the range and a hair shy of our estimates and consensus.

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Peraso Inc. (PRSO)Kevin LiuNovember 13, 2024Fixed Wireless Access, mmWave, memory, Semiconductors
Reports Q3 Results Largely As Expected

DHI Group (DHX) reported Q3 ’24 results generally in line with Street expectations. Revenue was consistent with our estimates and consensus, reflecting a double-digit decline at Dice, partially offset by mid-single digit growth at ClearanceJobs.

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DHI Group (DHX)Kevin LiuNovember 13, 2024Career Marketplace, Dice, ClearanceJobs, IT Staffing
Q3 '24 Earnings Preview

Peraso (PRSO) reports Q3 ’24 results after the close on Tuesday, November 12. We remain comfortable with our estimates for the quarter, and we surmise the likely scenario is for upside versus our estimates and consensus given the purchase orders announced of late.

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Peraso Inc. (PRSO)Kevin LiuNovember 7, 2024Fixed Wireless Access, WISP, mmWave, memory, Semiconductors
Q3 ’24 Earnings Preview

DHI Group, Inc. (DHX) reports Q3 ’24 results on Tuesday, November 12, after market close. Following a reset in expectations last quarter, we expect the upcoming print and guide to be consistent with our estimates and consensus, both of which mirror management’s revised outlook for FY ’24.

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DHI Group (DHX)Kevin LiuNovember 6, 2024Career Marketplace, Dice, ClearanceJobs, IT Staffing, Online Recruiting
Guidance Reaffirmed After Another Solid Print

NetScout Systems (NTCT) reported fiscal Q2 ’25 results ahead of our estimates and consensus. The upside versus our model was primarily due to higher than anticipated product sales, reflecting renewed growth in sales of cybersecurity solutions and strength in the enterprise vertical.

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NetScout Systems (NTCT)Kevin LiuOctober 25, 2024Network Performance Management, Service Assurance, Cybersecurity, Omnis, 5G, AIOps
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