Summary Zscaler reported another quarter of outstanding operational performance last week. Growth actually accelerated in terms of revenues and bookings, with bookings growth exceeding 70%. The company reported strong operating leverage-non-GAAP margins were about 15% and the operating cash flow margin was above 20%,. The company continues to achieve extraordinary success capturing large new customers…
In a word-it certainly was. Nutanix reported its results on Thursday afternoon. The results themselves, for Nutanix fiscal Q@ were not bad. The guidance for this present quarter is another matter. I doubt that most readers are interested at this point in a discussion of the company, its market and its products. Nutanix sells lots…
Several companies of some interest to many subscribers reported this afternoon. I can’t quite reach all of them with a complete article in a timely fashion. So, I will provide a few stray thoughts on Alteryx (AYX), Square (SQ), and Elastic (ESTC). If you are a long-term investor-do not concern yourself with the static coming…
Summary Pluralsight continues to beat estimates for revenues, profitability and cashflow. The company has raised guidance modestly for 2019 results. Sub-headline revenue metrics including dollar based net retention are steadily rising. The company has built a very visible set of differentiated courses and that is resonating with enterprise users. The differentiated offering has allowed PS…
It isn’t that often that an equity, even a hyper-growth equity, appreciates 31% in a day, unless it is getting bought. And even though Trade Desk shares had sold off by about 7% the day before its earnings release based on a negative call from Stifel analyst, John Egbert, Friday’s price action still ought to…
Tuesday evening Wix reported the results of its fiscal Q4. The results were pretty good-overall reported growth was 39%-a somewhat inflated number due to the change in accounting for Google related income. The company achieved a 12% growth in ARPU-a key performance metric for a company such as this. The company recorded free cash flow…
Before embarking on that discussion, it might be well to comment briefly on Google’s acquisition of Alooma. If you haven’t heard of Alooma that is OK-neither had I. Alooma is an Israeli based data integration company. It is tiny-it has raised $15 million so far-it revenue run rate is under $5 million and it has…
ANET Late last week ANET reported the results of its fiscal Q4 and its full year 2018. The results were above expectations, and far above fears. I will briefly reprise a few numbers for readers-but the fact is that the basic take-away from the results is that all of the concerns that have plagued the…
Tuesday was bookended for IT investors with earnings from two of the highest valued vendors in the IT firmament. In the morning came earnings from Shopify followed by Twilio earnings in the afternoon. I suppose if I had to rank the two companies in terms of their performance, I would have to give the nod…
Summary Talend has become a value stock despite an undimmed growth outlook. Talend’s transition to the cloud is ahead of schedule. The transition to the cloud is really a good thing, and the growth rate percentage for the business will climb back to prior levels I believe. Talend remains a leader in the data integration…