As we begin to turn the page on another earnings season, a few trends were particularly notable during the third quarter of 2019. First, exposure to the public sector proved beneficial, especially for those doing business with the Federal government.
Read MoreIt 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.
Read MoreConsolidation continued in the cybersecurity space this week with FireEye (FEYE), Palo Alto Networks (PANW), and Zscaler (ZS) all announcing acquisitions to expand the breadth of their respective offerings.
Read MoreMay 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.
Read MoreM&A activity this week included a large EdTech transaction and a tuck-in deal in the market for SMB e-commerce solutions.
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