K. Liu's Week in Review

We attended the LD Micro Main Event, our first in-person investor conference since the start of the pandemic. Kudos to Chris Lahiji and team for hosting a great event.

Software IndustryKevin LiuOctober 16, 2021AZPN, BCOV, CXDO, DHX, ETWO, QADA

K. Liu's Week in Review

We 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.

Software IndustryKevin LiuDecember 5, 2020ADSK, AVLR, BIGC, BLKB, BOX, CLDR, CRM, CRWD, CXDO, DOCU, DOMO, DSGX, ESTC, HSTM, LPSN, MDLA, NOW, NTNX, PD, PLAN, SCWX, SHOP, SPLK, VEEV, VERI, VMW, WORK, YEXT, ZI, ZM, ZS, ZUO, STMP

K. Liu's Week in Review

Monthly data from the United States Postal Service (USPS) revealed an ongoing trend of robust growth in PC Postage revenue, leaving us confident that Stamps.com (STMP) remains poised for another meaningful beat and raise this quarter.

Stamps.com (STMP)Kevin LiuSeptember 26, 2020BB, CRWD, CXDO, PD, SNCR, SPLK, STMP

K. Liu's Week in Review

The summer doldrums are around the corner, but there was still plenty of news across the software industry to digest this week. Although MicroStrategy (MSTR) had previously outlined a new strategic approach to its capital allocation policies, shares rose as the company began to execute against those plans.

Software IndustryKevin LiuAugust 15, 2020ABT-CA, AEYE, ASUR, AZPN, CSOD, CXDO, EGAN, MSTR, NTCT, PING, QLYS, RDCM, RNG, SHSP, SNCR, SSTK, TUFN, UPLD, VERI, VIAV, WIX

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