QUOT — K. Liu & Company Equity Research — K. Liu & Company LLC

Posts tagged QUOT

K. Liu's Week in Review

As 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.

Software IndustryKevin LiuNovember 9, 2019AAXN, ADBE, ANSS, AVLR, BAND, BL, CDAY, CSOD, CYBR, DBX, ECOM, EGAN, EVBG, FIVN, FSLY, GDDY, HUBS, LPSN, MIME, MODN, NEWR, PEGA, PFPT, QUMU, QUOT, RDCM, RDWR, RNG, RPD, RP, SAIL, SNCR, SSTK, STMP, TLND, UPLD, VERI, WDAY, WK

K. Liu's Week in Review

After an on-again, off-again courtship, Broadcom (AVGO) and Symantec (SYMC) finally sealed the deal, albeit on a more limited basis than first rumored. Rather than acquiring the company outright, Broadcom will acquire Symantec’s Enterprise Security assets, including the Symantec brand, for $10.7 billion in cash.

Software IndustryKevin LiuAugust 9, 2019AAXN, ABT-CA, ALTR, ANSS, APPN, ASUR, AVGO, AVLR, AYX, AZPN, BL, BNFT, CDAY, CRM, CSOD, CYBR, DBX, ECOM, EVBG, FSLY, GWRE, HUBS, NEWR, NICE, NUAN, PEGA, PLAN, QUOT, SAIL, SHSP, SNCR, SOFO, SSTI, SSTK, STMP, SYMC, TLND, UPLD, WK, YEXT, ZM

K. Liu's Week in Review

We made a pit stop in Indy to attend the United States Postal Service’s (USPS) National Postal Forum to start the week.

Software IndustryKevin LiuMay 11, 2019AAXN, ABT-CA, ALTR, AMBR, ASUR, AVLR, AYX, BOX, CSOD, DBX, ECOM, EGAN, EVBG, FFIV, FSCT, HUBS, IZEA, KXS-CA, LPSN, MAMS, NEWR, NUAN, PEGA, PFPT, QUOT, RDCM, RP, SAIL, SHSP, SNCR, SSTI, STMP, TLND, TWOU, UPLD, VERI, VRNT, ZIXI