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Service Provider Slowdown Weighs on Q4 Results and Outlook for FY ‘25

NetScout Systems (NTCT) reported fiscal Q4 ‘24 results below our estimates and consensus due to a pause in spending by Tier 1 service providers in the U.S.

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NetScout Systems (NTCT)Kevin LiuMay 10, 20245G, Service Assurance, Cybersecurity, Arbor, Omnis
Solid Start Amid Challenging Environment

DHI Group (DHX) delivered solid Q1 ’24 results, exceeding both consensus and our adjusted EBITDA estimates on an in-line revenue print.

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DHI Group (DHX)Kevin LiuMay 9, 2024Career Marketplace, Dice, ClearanceJobs, IT Staffing
Q1 '24 Earnings Preview

Peraso (PRSO) reports Q1 ’24 results after the close on Monday, May 13. Given that management provided Q1 revenue guidance late in the quarter and the company’s large backlog of end-of-life (EOL) memory IC orders, we expect the results to meet our expectations, which are generally in line with consensus.

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Peraso Inc. (PRSO)Kevin LiuMay 8, 2024memory, mmWave, Semiconductors, ICs, FWA
Q1 '24 Earnings Preview

DHI Group, Inc. (DHX) reports Q1 ’24 results on Wednesday, May 8. As noted in our April 12 report, “Recent Data Portends Improving Demand Environment for Dice,” we remain comfortable with our current estimates for Q1 and FY ’24.

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DHI Group (DHX)Kevin LiuMay 3, 2024IT Staffing, IT Solutions, Online Recruiting, Career Marketplace, Dice, ClearanceJobs
Recent Data Portends Improving Demand Environment for Dice

In a press release yesterday, DHI Group (DHX) highlighted CompTIA’s analysis of the U.S. Bureau of Labor Statistics (BLS) latest employment data, which noted that employers added 191,000 new technology job postings in March.

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DHI Group (DHX)Kevin LiuApril 12, 2024Dice, Online Recruiting, Career Marketplace, IT Staffing
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