CTXS

These are hard times for most of us, and hard times for security analysts as well. Not the kind of analyst who looks at your home or the data network you or your company use, but the kind that is supposed to recommend stocks. Most of the time analysts try to find new stocks to…

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Citrix The other day a subscriber asked me if the results of Citrix for this past quarter constituted either an earthquake or a shock? For subscribers unfamiliar with the source of the words in the question, they come from a well-known Cole Porter song of the 1930’s. Part of the song goes, “is it Granada…

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Yesterday and today are flooded with earnings reports- information overload watch. I will not seek to discuss all of the earnings reports that have been released in the sector-and Microsoft’s stellar release deserves its own article. Needless to say, as a very long-term holder of Microsoft shares, the results for the quarter were gratifying. It…

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The December quarter is shaping up as another period of growth above expectations for most enterprise IT vendors. Brief Reviews of quarters that were announce by the following companies: Citrix (CTXS), Alteryx (AYX) Aspen (AZPN), PTC (PTC), and F5 (FFIV). For convenience in reading, I have divided the post in two, with the first post…

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Wednesday afternoon was marked by a host of enterprise software companies announcing their results. Included in this afternoon’s group were Aspen Tech (AZPN), Citrix (CTXS), PTC (PTC), ServiceNow (NOW), Pluralsight (PS) and of course Microsoft (MSFT).  Of these 6 companies, 5 reported very strong quarters and most of them raised guidance, in some instances by…

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