Strategic acquisitions dominated the headlines this week led by Zoom Video Communications’ (ZM) move to acquire contact center software provider Five9 (FIVN) in an all-stock transaction valued at $14.7 billion.
Read MoreFedEx (FDX) provided a glimpse into how e-commerce is trending to start the year. Despite inclement winter weather in mid- to late-February, which had a pronounced impact on revenues and costs at quarter-end, FedEx delivered fiscal Q3 ’21 results ahead of expectations.
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 MoreWe spent the week digesting the first major wave of Q1 ’20 software earnings, although much of what we observed was consistent with commentary from those that have already pre-announced. Business momentum was strong for most through January and February, but March brought a spate of challenges as organizations prioritized the transition of their employees to work-from-home amid the COVID-19 pandemic.
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.
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