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…
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…
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…
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…