ADSK

The last IT earnings for November were reported on Tuesday. I am going to review the announcements of ADSK, VMW, and VEEV. Dell, which is a company I do not normally review also reported Tuesday evening. It is large and has many moving parts. It is a company that still is dealing with the turmoil…

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Autodesk-A Holiday Bargain

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…

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This afternoon, 4 names that I follow carefully reported their results. And a company that is a recent IPO< OPRA, also reported its results and as they had revenues rising by 50%, far above expectations, it is another name on which I want to focus some attention. It is not feasible for me to provide…

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Autodesk-Come on in-this water is really fine! May 24th, 2018 is not quite a day that will live in infamy, but it is certainly a day that many investors in the IT space would like to forget. Among the casualties of market perceptions of their earnings reports were Splunk (SPLK), Nutanix (NTNX) and 8X8 (EGHT).…

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ADSK

Autodesk reported its earnings last evening. The headlines regarding the company’s performance are a bit confusing. The share price is spiking about 10% as this is written. What should subscribers do? Autodesk is not a component of our high-growth portfolio. We did, however, recommend the shares in the wake of the company’s last quarterly earnings…

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