Summary Autodesk continues to show accelerating growth, from an ever higher base. The company’s pivot to a subscription model is on the cusp of showing impressive headline numbers. The company continues to achieve accelerating growth as a combination of a higher level of subscriber growth compounds the impact of higher revenue per subscription. The company…
Sometimes writing about individual stocks seems inconsequential. Had we known that there would be some existential crisis of confidence amongst tech stock investors two months ago, many electrons would have been saved, eyes would have been left in a better state and portfolios would not have been so eviscerated. I try to provide value-add in…
I will try to make this as short as possible and long as necessary. Some subscribers like my efforts in terms of diction; all subscribers are going to like it better if I can produce profitable picks. I think the recent crash is epochal in nature. I have seen my share of crashes such as…
We have followed NetApp as a company for almost two decades now since it grew to a level of maturity back in the early days of the millennium at the start of the real tech bubble. We have been through out share of ups and downs with the shares, but in recent years, in the…
Summary Square announced the results of its fiscal Q3 late last week. The results were once gain a substantial beat in terms of both revenue growth which reached 68% and adjusted EBITDA which more than doubled. While revenue guidance, which calls for 59% growth this quarter and growth above 40% next year should please almost…
About 6 months ago, IT vendors could do no wrong amongst investors. And even when they did wrong, it turned out OK for the stock. Oh for the return of those days. These days the reports of operational performance for tech companies, have to be unusually special or there have to be other factors for…
In the wake of a very strong recommendation on the part of an analyst at Needham regarding Cloudera I made a trading call to subscribers the other day. Cloudera shares were around $14.50 at the time I made my call; today, in the wake of the earnings release from Hortonworks (HDP), and the market tumble,…
Sometimes it seems like consolidators are picking up companies at such a rapid pace that they must be playing that kind of a game. Since yesterday, SAP announced it would be buying Qualtrics at a rather fantastic valuation, Apptio is getting bought by a private equity firm called Vista Partners, again at what appears to…
Investing in tech has never been for the faint of heart. One needs more than a good dollop of patience and forbearance to go along with more than a bit of audacity and the willingness to take risks. Talend reported its results on November 7thand on November 8th the shares were down by 31%. I have…
Summary Twilio reported results of its September quarter earlier this week. The results were a complete blow-out with strong beats in terms of revenues, customer adds and even operating margin performance. The company raised guidance noticeably although to a point that is probably still excessively prudent. The shares rose 35% on the day of the…