Despite positive results nearly across the board, market reception to those reporting earnings remains a bit mixed. We surmise the combination of relatively high valuations and the looming specter of decelerating growth against more challenging comparisons in the quarters to come have prompted some angst among investors.
Read MoreAmid declines in the number of COVID-19 cases across the U.S. and with another round of stimulus on the horizon, investors and management teams alike appear sanguine about the outlook for 2021.
Read MoreOur calendar Q3 ’20 earnings season began with CTG, Inc. (CTG) surpassing Street expectations as the company made further strides in shifting towards a more solutions-centric business.
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 MoreWith results from the last of the March quarter reporters out, it remains clear that most vendors experienced elongating sales cycles in the final weeks of Q1 but have seen activity levels rebound thus far in Q2. That said, few have expressed any great confidence that recent trends will remain intact through the more critical selling period near quarter-end and only a small minority are willing to put forth expectations beyond the current quarter.
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