Zuora reports the results of its Q4 results, tomorrow, March 20st. It will be the 1st day of Spring, I believe or almost the 1st day, and as they say hope springs eternal. And today is the day when the swallows return to Capistrano. More than hope should be served to holders of Zuora, , It is…
Summary DocuSign reported another strong quarter with substantial beats in terms of revenue, operating cash flow, and reported EPS. The company raised guidance notably as it has done every quarter since it has been public. The company has further enhanced its significant partnership with Salesforce. The company has achieved early success in integrating the acquisition…
PagerDuty filed its preliminary S1 on Friday. The filing obviously left off some important facts such as the size of the offering and the value of the company. In addition, the last operating data is as of 10/31/18-I presume that the company will reach its IPO with results for the January 31st quarter in hand. PagerDuty…
There is an old expression to the effect that “sometimes the bear eats you and sometimes you eat the bear.” The saying apparently was first used in 1870 in a slightly different form by the transcendentalist poet, Ralph Waldo Emerson. There are times when it becomes an appropriate metaphor for describing share price action after-hours.…
In my post this afternoon, I am obviously going to focus on Cloudera and its just reported quarter.. The results seem like a significant miss-even though that really was not the case. The contention clearly needs more than a bit of explanation. Can the headlines really be wrong? That is actually the case, and a…
Nutanix transitions sales leadership Last week, Nutanix announced the departure of its Chief Revenue Officer, Lou Attanasio. The departure, whether entirely voluntary or a suggested transition, was a step that had to happen. A company like Nutanix that offers a plethora of great products, but has fallen down on sales hires and sales productivity is…
Okta (Okta) and its valuation Okta reported the results of its fiscal Q4 late last week. It is monotonous to say this, but the results were yet another beat. Total revenues, up 50% year on year, beat the prior consensus by about 7%, Billings were up 52%. The results showed a marginal slowdown in growth…
PVI do not often write previews of quarterly results-mainly because without some kind of informational advantage, which is very difficult to come by these days, much of the preview is pure guess work or simply a reprise of guidance. I spent more than a couple of decades attempting to preview quarters for institutions with some…
Guidewire is a frustrating company about which to write. Many company’s provide prudent guidance-Guidewire takes that concept to an extreme. There is value in Guidewire as a company, but its guidance coupled with the complexity of its operating performance can make an investment in the shares more than a bit frustrating. There is no urgency…
Salesforce (CRM) earnings review The other day, Salesforce reported the results of its 4th fiscal quarter. The quarter was more or less consistent with prior expectations. Revenues grew by 26% year on year, consistent with the results of the full year. The EPS number as reported, benefited from a $.12 mark-to-market provision-absent that the EPS would…