Amid 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 MoreOur calendar Q3 ’20 earnings season began with CTG, Inc. (CTG) surpassing Street expectations as the company made further strides in shifting towards a more solutions-centric business.
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 MoreThe calendar Q2 ’20 earnings season is officially underway, and the initial results suggest that business conditions were better than feared at the outset of the COVID-19 pandemic. Brightcove (BCOV) saw the strongest post-print move amongst the group of reporting companies as results significantly outpaced management’s guidance and consensus.
Read MoreThe United Postal Service’s (USPS) monthly data for April revealed a 54.7% Y/Y increase in PC Postage revenue, marking a significant acceleration from the 13.4% increase in March and the 13.7% increase in the same period last year. This comes as no surprise as management’s commentary during Stamps.com’s (STMP) Q1 earnings call highlighted double-digit growth in U.S. dollar volume processed across all carriers in March and growth north of 50% in April.
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