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Q2 '23 Earnings Preview

Peraso (PRSO) reports Q2 ’23 results after the close next Monday, August 14. We expect the print to be largely in line with our projections, which are slightly above consensus.

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Peraso Inc. (PRSO)Kevin LiuAugust 7, 2023Fixed Wireless Access, 5G, mmWave, 60 GHz, ICs, modules, memory
Q2 '23 Earnings Preview

CTG, Inc. (CTG) reports Q2 ’23 results on Wednesday, August 9. We expect the results to meet our estimates, which are generally consistent with consensus.

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CTG Inc. (CTG)Kevin LiuAugust 4, 2023IT Solutions, IT Staffing, Digital Transformation
Margins Expanding Amid Intensifying Headwinds

DHI Group (DHX) reported mixed Q2 ’23 results. Revenue was just shy of our estimate and consensus, but both adjusted EBITDA and EPS beat expectations due to lower operating expenses.

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DHI Group (DHX)Kevin LiuAugust 3, 2023Career Marketplace, IT Staffing, Dice, ClearanceJobs
Q2 '23 Earnings Preview

DHI Group, Inc. (DHX) reports Q2 ’23 results on Wednesday, August 2. We believe the labor market trends that began in 2H ’22, namely declines in the number of job openings and quits, persisted over the past quarter.

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DHI Group (DHX)Kevin LiuJuly 31, 2023Career Marketplace, Dice, ClearanceJobs, IT Staffing
Reports Solid Q1 Results and Reaffirms Full Year Guidance

NetScout Systems (NTCT) reported Q1 results slightly ahead of our estimates and consensus. Relative to our model, the revenue upside was wholly attributable to higher service revenue, which benefited in part from some catch-up in maintenance.

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NetScout Systems (NTCT)Kevin LiuJuly 28, 2023Network Performance Management, Arbor, Cybersecurity, Omnis, DDoS, 5G
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