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…

To access this post, you must subscribe.

Read More

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…

To access this post, you must subscribe.

Read More

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…

To access this post, you must subscribe.

Read More

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).…

To access this post, you must subscribe.

Read More

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…

To access this post, you must subscribe.

Read More
{"cart_token":"","hash":"","cart_data":""}