ADBE

Summary SaaS companies turned it a stunning share price performance in 2020. The CLOU index which I consider the best way of measuring share price performance rose by 80% during the course of 2020. More than a few SaaS names rose by 2X-4X. Concerns exist that SaaS names will not reprise their performance in 2021.…

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A Mournful Wednesday It was just one of those days The skies were dark and the heavens were weeping. If you are a tech investor and are looking for growth names Wednesday was either the worst of times or an opportunity. While there is no particular index that tracks high momentum/highly valued growth names, a…

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Zscaler/Crowdstrike-some thoughts about their announcement Yesterday, as part of an investor event, ZS and Crowdstrike announced what could be an interesting integration of the two solutions. While some of what I write here might be considered an over-simplification, the two companies offer complementary solutions to different parts of the cyber-security problem. The core of the…

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This has been a week without a whole lot of drama in the software space so far as share price action. But there have been some interesting developments worth noting. My take on the week to date is that the software space continues to lead a relatively charmed life. On balance, while this year is…

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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…

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Summary Adobe reported a quarter with very typical results-better EPS, better revenue growth and a strong outlook. The shares have been pummeled, down a bit more than 7% since the earnings release. Guidance was perhaps misunderstood and mis-appreciated. The company is projecting reported non-GAAP EPS of less than the prior consensus. The company has a…

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Summary Pluralsight is a fairly recent IPO that is a significant factor in the Edtech space. The company has pivoted its business and sells mainly to larger enterprises on multi-year subscriptions. The pivot has caused revenue growth to accelerate sharply, although the impact is best seen in bookings and the growth of ARR. The pivot…

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Pure-Another strong quarter, once again misunderstood Every three months Pure reports numbers and every 3 months investors seem to forget what the company said the last time out. It has been a rather tiresome pattern, but one that is probably worth noting as it presents opportunities for investors. We have recommended Pure shares for some…

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Adobe

I last had the occasion to write about Adobe on Seeking Alpha back at the end of September of 2017. It has been one of my favorite names for a while now. Simply put, dominating a space that the company basically helped to create, is one of the best ways for a business to thrive-Adobe…

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Adobe reported the results for its fiscal Q3/2016 earlier this evening. The results topped expectations on earnings and on EPS. The company issued upside guidance and the shares responded with an afterhours gain of 5%. The upside afterhours carried the shares to a 13% gain for the year which is just a bit better than…

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