Happy New Year! We issued our first report in 2021 on CTG, Inc. (CTG) as the company’s multi-year renewal of a contract with its largest customer and a slew of insider buying over the past two months provided us with greater confidence in the potential for further gains going forward.
Read MoreA promising development in the fight against COVID-19 seemingly prompted a rotation out of software stocks, many of which have performed exceedingly well since the broad market sell-off at the onset of the pandemic.
Read MoreResilience is the word du jour in earnings calls thus far in the Q2 ’20 software earnings season and may prove to be an apt description considering many produced solid growth despite GDP contracting by a third in the U.S.
Read MoreWe spent the week digesting the first major wave of Q1 ’20 software earnings, although much of what we observed was consistent with commentary from those that have already pre-announced. Business momentum was strong for most through January and February, but March brought a spate of challenges as organizations prioritized the transition of their employees to work-from-home amid the COVID-19 pandemic.
Read MoreEarnings releases began to flow freely across the software industry this week. Our first covered company for this reporting season, NetScout Systems (NTCT), delivered its second consecutive quarterly beat, while also returning to positive organic growth.
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