Zuora (ZUO) hosted a virtual Investor Day in which management presented its strategy for helping enterprises win in the subscription economy, a market opportunity estimated at $5 billion today and projected to grow at 25%-30% annually.
Read MoreWe have included several news items from last week to this week’s recap as there were some notable developments during the shortened holiday week. The most pertinent to us was the publication of the United States Postal Services’ monthly trial balance data prior to Thanksgiving, which revealed a 39% Y/Y increase in PC Postage revenue in October.
Read MoreAs the holiday season approaches, we want to wish everyone a safe and Happy Thanksgiving. Despite a myriad of challenges in 2020, there is still much to be thankful for and the potential to end the year on a high note.
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 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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