Amid 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 MoreWith the unofficial end of summer upon us, the recent run of multiple expansion across the software sector has also seemingly ground to a halt. The week began with Zoom Video Communications (ZM) shattering Street expectations once again as the company continued to benefit from heightened demand amidst the COVID-19 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 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.
Read MoreAs we begin to turn the page on another earnings season, a few trends were particularly notable during the third quarter of 2019. First, exposure to the public sector proved beneficial, especially for those doing business with the Federal government.
Read More