K. Liu's Week in Review

Whereas headlines last week were dominated by large strategic acquisitions, this week saw a couple of companies shedding non-core assets. Business intelligence platform provider MicroStrategy (MSTR) sold its Voice.com domain for $30 million to Block.one, which plans to utilize the domain name to support the launch of a new blockchain-based social medial platform, Voice.

Software IndustryKevin LiuJune 21, 2019ADBE, AMSWA, DOCU, EVBG, MSTR, NUAN, ORCL, PEGA, TWLO, TYPE, ZS

K. Liu's Week in Review

We spent a couple of days in Vegas to start the week, attending Pegasystems’ (PEGA) annual customer conference and Investor Day. Pega has a credible claim to being the platform for digital transformation, in our opinion, and has its sights set on substantial addressable market opportunities in the areas of customer engagement (CX) and robotics process automation (RPA).

Software IndustryKevin LiuJune 7, 2019ABT-CA, ALTR, AVLR, BOX, CLDR, COUP, CRM, DOCU, DOMO, DSGX, ESTC, GWRE, HUBS, MDB, NUAN, PD, PVTL, SMAR, TWOU, VRNT, ZM

K. Liu's Week in Review

We made a pit stop in Indy to attend the United States Postal Service’s (USPS) National Postal Forum to start the week.

Software IndustryKevin LiuMay 11, 2019AAXN, ABT-CA, ALTR, AMBR, ASUR, AVLR, AYX, BOX, CSOD, DBX, ECOM, EGAN, EVBG, FFIV, FSCT, HUBS, IZEA, KXS-CA, LPSN, MAMS, NEWR, NUAN, PEGA, PFPT, QUOT, RDCM, RP, SAIL, SHSP, SNCR, SSTI, STMP, TLND, TWOU, UPLD, VERI, VRNT, ZIXI

K. Liu's Week in Review

Amidst the deluge of earnings this week, a couple of tuck-in acquisitions were also announced.

Software IndustryKevin LiuApril 26, 2019ATEN, AZPN, BCOV, CTXS, DOMO, DSY-FR, FFIV, HSTM, LOGM, MANH, MDB, MSFT, NOW, NUAN, PEGA, PFPT, PRO, PTC, SAP, SSTK, SOFO, SPSC, TYPE, UPLD

K. Liu's Week in Review

M&A activity this week included a large EdTech transaction and a tuck-in deal in the market for SMB e-commerce solutions.

Software IndustryKevin LiuApril 12, 2019AGYS, AMBR, BNFT, GDDY, IZEA, MJCO, NTCT, NUAN, STMP, TWOU, VRNT

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