As we near the end of another earnings season, our focus has been on those companies that benefited from the peak of COVID disruption a year ago, and the impact to their businesses as the world returns to some semblance of pre-pandemic normalcy.
Read MoreThe hacking of SolarWinds’ (SWI) Orion Platform and the potential impact on a multitude of enterprises and government agencies was the talk of the week.
Read MoreWe attended Box, Inc.’s (BOX) virtual customer conference, BoxWorks Digital 2020, and tuned in to the accompanying investor breakout session. Both the product and financial updates were largely incremental to last year’s highlights, which we previously detailed in our note, “Unpacking BoxWorks 2019.”
Read MoreThe United States Postal Service (USPS) reported its National Trial Balance for the month of May, providing further insight into PC Postage revenue trends thus far in calendar Q2 ‘20. After rising to approximately 55% in April, PC Postage revenue growth accelerated further to nearly 65% in May.
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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