Yesterday morning, Mobix Labs (MOBX) provided an update on its discussions with Peraso (PRSO) regarding a potential strategic transaction.
Read MoreDHI Group (DHX) reported Q3 ’25 results above our estimates and consensus. Against our model, the revenue upside was wholly attributable to ClearanceJobs, which generated far more transactional revenue than we projected.
Read MorePeraso (PRSO) reported Q3 ’25 results ahead of our estimates and consensus. Revenue exceeded the top end of management’s guidance driven by continued strong growth in sales of mmWave products and the initial fulfillment of an unexpected last-time buy of memory IC products.
Read MoreDHI Group, Inc. (DHX) reports Q3 ’25 results on Monday, November 10, after the market closes. Recall that we recently reduced our near-term bookings assumptions for ClearanceJobs to reflect the potential fallout from the government shutdown.
Read MoreNetScout (NTCT) reported fiscal Q2 ’26 results well above our estimates and consensus. The strong performance was attributable to the acceleration of certain deal closures, including an eight-figure order from a government customer, originally expected to occur later in the year.
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