As we head into the final quarter of a year like no other, any hope of a less eventful exit from 2020 quickly went out the window. That #RoseGardenMassacre is trending on Twitter and the NFL has postponed a couple of games after three weeks without issue serves as a stark reminder that this is no time for complacency.
Read MoreWe attended Box, Inc.’s (BOX) virtual customer conference, BoxWorks Digital 2020, and tuned in to the accompanying investor breakout session. Both the product and financial updates were largely incremental to last year’s highlights, which we previously detailed in our note, “Unpacking BoxWorks 2019.”
Read MoreDespite this being a short week coming off Labor Day, it was quite eventful on our end, especially with one of many fires raging up and down the West Coast igniting uncomfortably close to our home base in Monrovia. We are thankful for all the first responders fighting to keep our collective communities out of harm’s way.
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 MoreResults from the initial slate of off-calendar reporting companies were generally well received and largely reflected the varying degrees of resiliency and recovery highlighted by those following the traditional reporting cycle.
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