We have reached the tail end of earnings season although there are a couple of interesting releases scheduled before the holiday. Splunk, and Pure is to report on 11/21 and Nutanix is to report on 11/25 along with Palo Alto. Splunk shares were downgraded by a small research boutique, Cleveland Research. The cause of the…
I do not always get to write everything I wish in a timely fashion. Lots of companies, a fair amount of volatility and loads of data through which to sift as well as conference call transcripts to which I listen and read. Many subscribers are interested in getting updates on some of the names I…
Summary Trade Desk reported its results last week. The results were a small beat on revenues and a much larger beat on earnings. The company also raised its expectations for the current quarter. Management talked specifically about strong trends in demand that drove growth as the quarter progressed. Current forecast, though higher than before, seems…
The older I get, the more I think evaluating stories is equivalent, at least in some regards, to evaluating 50 shades of gray. People often ask me about my conviction level with regards to some calls I make. Some calls are closer than others. I had little or no trouble in writing a positive take…
DBE-Dollar Based Expansion I have had a few questions regarding the meaning of DBE. DBE is the now standard abbreviation for Dollar Based Expansion. This rate is used as a metric to consider the purchase activity of existing customers. In other words, at what rate are customers expanding their usage of software from a particular…
The earnings season has continued at full spate. Literally dozens of companies, both within the IT space and without are reporting earnings. I have chosen to focus this article on two outliers-one positive and the other negative. Suffice to say that Alteryx had one of the more noticeable upsides seen thus far during this earnings…
Summary Twilio shares have compressed to a point at which they present an attractive value for investors. The results announced on Oct. 30 were an accustomed beat of a few percent on revenue and a few pennies in terms of EPS. Guidance, however, was less than the prior consensus, by about 2%-3% in revenues and…
Earnings, Earnings and more Earnings. Earnings season is in full swing at this point. My view, at least at this point in time, is that there is no evidence of any kind of deceleration in IT demand. That is true pretty much across the board, looking at larger companies and smaller ones all of those…
Summary Health Catalyst is a recent IPO that specializes in providing a specialized data base and analytics for hospitals. It has issued one quarterly report which was essentially in line-and not well received. The company has a strong competitive position with deep user relationships. The company is likely to enjoy a 30% CAGR for some…
The deluge of earnings reports has just started now, but I thought I would focus my effort this morning on Amazon. I do get quite a number of questions about Amazon shares from subscribers, and many subscribers have positions in the shares that I see when I provide portfolio consultations. I suppose I might have…