LOGM

Oct. 11, 2017 Summary LogMeIn is a company that is starting to show the impact of its spin-merger transaction with Citrix. Investors and analysts continue to believe, to some extent, that the company can achieve double digit top line growth. I think the company derives most of its revenue from markets with declining growth, characterized…

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Apr. 18, 2017 Summary LogMeIn will be reporting its first results as a new entity in a few weeks. The company is most likely to achieve guided results given that substantially all of its revenues come from subscriptions. The company is expected to reach $1.06 billion in revenues this year within an addressable market of…

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Jan. 27, 2017 Summary LogMeIn’s spin merger transaction in which it is acquiring the GoTo assets of Citrix will be finalized on January 31st. The shares have had a strong run as investors have come to appreciate the strong accretion the transaction means for current LOGM shareholders. At current prices, further significant appreciation seems far…

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July 29, 2016 Summary LogMein announced a strong operational quarter earlier this week which included beating on the top line, EPS and a raise for the balance of the fiscal year. The announcement was greatly overshadowed by the deal, also revealed, in which essentially LOGM will acquire the “GoTo” assets of Citrix for stock in…

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Jan. 15, 2016 Summary LogMeIn’s shares have fallen by almost 20% in little over one month. LOGM has exceptional levels of non-GAAP operating margins for a SaaS software vendor. Essentially all of the company’s growth comes from areas that are not tied to the remote access space. The company has a nascent offering, Xively, in…

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Feb. 12, 2016 Summary LOGM announced a strong Q4 with beats on both the top line and bottom line. LOGM’s guidance disappointed with Q1 EPS forecast to be $.30 vs. a prior consensus estimate of $.38. An objective analysis of guidance suggests that it is exceptionally conservative and is likely to be readily exceeded. The…

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