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 MoreIn what has become a month-long fade in software stocks, there was again more red than green on our screen. Those that benefited greatly during the pandemic continued to be judged more harshly than those facing easier comparisons going forward.
Read MoreThe one thing we can count on each earnings season is a dramatic reaction to Stamps.com’s (STMP) results and outlook. In a seeming repeat of last quarter, the company posted another significant beat across the board highlighted by continued strength in new customer acquisition.
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 MoreThe summer doldrums are around the corner, but there was still plenty of news across the software industry to digest this week. Although MicroStrategy (MSTR) had previously outlined a new strategic approach to its capital allocation policies, shares rose as the company began to execute against those plans.
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