K. Liu & Company Equity Research — K. Liu & Company LLC

Posts tagged RPD

K. Liu's Week in Review

It was a busy week in software with several tuck-in acquisitions announced, a deluge of earnings to digest, and some notable executive changes. On the M&A front, Avalara (AVLR) acquired Portway International, a provider of Harmonized System classifications and customs brokerage services.

Software IndustryKevin LiuAugust 2, 2019AKAM, APPF, ATEN, AVLR, AYX, BAND, BL, BLKB, CBLK, CDAY, CHKP, EGHT, EIGI, EVBG, FEYE, FIVN, FTNT, GDDY, INST, KXS-CA, LPSN, MSTR, NTCT, OTEX, PAYC, PS, QLYS, QUMU, RDWR, RNG, RP, RPD, SHOP, SWI, TLND, TWLO, TWOU, TYL, VRNS, ZEN, ZIXI

K. Liu's Week in Review

May the 4th be with you on this Star Wars Day. We were treated to another heavy dose of earnings this week, but we begin as always with a few strategic moves.

Software IndustryKevin LiuMay 4, 2019AKAM, ANSS, APPF, AYX, BL, BLKB, BNFT, CBLK, CDAY, DATA, EIGI, FEYE, FIVN, GDDY, INST, LPSN, MSTR, NTCT, OTEX, PAYC, PS, QLYS, QUMU, RDWR, RPD, SHOP, TWLO, TYL, UPLD, VIAV, WK, ZEN, ZIXI

K. Liu’s Week in Review

This past week started with a bang as long-time stalwart Ultimate Software (ULTI) announced its sale to a group of private equity firms led by Hellman & Friedman for $331.50 per share in cash.

Software IndustryKevin LiuFebruary 8, 2019ABT, ULTI, MANH, PAYC, DATA, ZEN, BLKB, CDAY, DSY, FEYE, FTNT, NEWR, PCTY, RDWR, ATEN, EGAN, EIGI, FSCT, NUAN, PRO, RPD, PEGA, TYL, CBLK