RESEARCH

Title Date
The 2018 Software Outlook--Long and Strong Jan 18, 2018
Software Comp Sheet 01-18-2018 Jan 16, 2018
ADBE: The Elements of 18-20% LT Digital Media Growth Jan 11, 2018
SPLK: Mgmt. Transition a Non Event; Business Trends Still Good - January 10, 2018 Jan 10, 2018
NOW: Perhaps the Best Unit Economics in SaaS Jan 9, 2018
Software Comp Sheet 01-08-2018 Jan 8, 2018
RHT: Q3 Unwraps Gifts in Both Infrastructure & App Delivery Dec 20, 2017
SPLK: The Wait is Over - Now is the Time to Buy SPLK Dec 18, 2017
Software Comp Sheet 12-18-2017 Dec 18, 2017
ORCL: Patience is a Virtue Dec 15, 2017
Adobe: No Need for Photoshop Here – A Beautiful Print Dec 15, 2017
Software M&A Picking Up; Outlook for 2018 Dec 14, 2017
INTU: Price Increases, Potential Live Attach Give Us Further Confidence in Consumer Tax Dec 13, 2017
Software Comp Sheet 12-11-2017 Dec 11, 2017
RHT: Tis the Season to Start Believing in Double Digit Infrastructure Growth Dec 8, 2017
Software Comp Sheet 12-4-2017 Dec 4, 2017
VMW Investments Yielding Benefits Dec 1, 2017
WDAY: Tactical Challenges, Longer Opportunity Nov 30, 2017
Cloudflare -Disrupting the Edge of the Internet Nov 28, 2017
Software Comp Sheet 11-27-2017 Nov 27, 2017
CRM: The Proof is in the Pudding Nov 22, 2017
INTU: Another Solid Q1 Print, Another Conservative Guide Nov 21, 2017
Software Forum Takeaways Nov 20, 2017
ORCL: Cloud Consensus-- “It Ain’t Cool Being No Jive Turkey So Close to Thanksgiving” Nov 20, 2017
Software Comp Sheet 11-20-2017 Nov 20, 2017
CTXS: More Steak than Sizzle with This Buyback - November 17, 2017 Nov 17, 2017
Software Comp Sheet 11-13-2017 Nov 13, 2017
CRM: Keeps on Growing....with Leverage! Nov 8, 2017
MSFT: Selling Facebook and Buying Servers Nov 6, 2017
Software Comp Sheet 11-3-2017 Nov 3, 2017
DATA: A Step Back in the Model Transition Nov 3, 2017
CRM: Dreaming of Sustainable Growth…..and Margins Nov 2, 2017
SYMC: A Lot of Moving Parts with a High Bar on Enterprise and Margins Nov 2, 2017
DATA: Strong Demand Supports Very Favorable Q3/Q4 Set Up Oct 31, 2017
Software Comp Sheet 10-27-2017 Oct 27, 2017
MSFT: Lots of Treats and Almost no Tricks in Q1 Oct 27, 2017
NOW: Fed Paces Q3, Q4 Leaves Room for Upside Oct 26, 2017
ADBE: New Details Add Conservatism to Raised Numbers Oct 25, 2017
ORCL: Multiple Ways to Win with Maintenance Strength and Cloud Valuation Oct 24, 2017
Anaplan Is Redefining Planning and Management Oct 20, 2017
Software Comp Sheet 10-19-17 Oct 20, 2017
Adobe Lays Down a Straight Flush in Vegas Oct 19, 2017
Software M&A Is Poised to Accelerate Oct 17, 2017
INTU: ARPU Details Give Us Comfort in the Numbers Oct 11, 2017
MSFT: An Early Halloween Treat? Oct 10, 2017
ORCL: The View From Oracle Customers and Partners Oct 6, 2017
Salesforce (CRM) The Case for Better Margin Expansion Oct 2, 2017
RHT: A Strong Q2 Underscores our Positive Thesis Sep 26, 2017
MSFT - Dividend, AWS, Windows and Xbox Updates Sep 22, 2017
What Is Happening with Symantec and Splunk? Sep 22, 2017
ADBE: More Complex Q Than Usual, Long Term Trends Still Intact Sep 20, 2017
Slack is Blazing New Frontiers Sep 18, 2017
ORCL F1Q18: Further Acceleration Highlights Solid Q1 Sep 15, 2017
State of the Industry: U.S. Software Sep 11, 2017
VMW: Positive Positioning Largely Reflected in Valuation; Initiate Coverage at Neutral Sep 6, 2017
ADBE: Stronger for Longer: Initiate at Buy Sep 6, 2017
WDAY: Awesome Top Line – Still Waiting for FCF; Neutral Sep 6, 2017
INTU: A Balancing Act: Initiating Coverage at a Neutral Sep 6, 2017
DATA: We are Bullish on the Transition, but Success is Largely Priced In; Initiate at Neutral Sep 6, 2017
CRM: Crossing the Chasm to Growth AND Margins; Initiate Coverage at Buy Sep 6, 2017
SYMC: Limited Long Term EPS Growth Caps Multiple Upside; Initiate Coverage with a Neutral Sep 6, 2017
NOW: A Ferrari at Old Used Car Prices; Initiate Coverage at Buy Sep 6, 2017
RHT: Becoming a new Standard for Next Gen Cloud App Delivery; Initiate Coverage with a Buy Sep 6, 2017
MSFT: A Compelling Story, But Expectations are High; Initiate Coverage with a Neutral Sep 6, 2017
ORCL: Top and Bottom Line Growth Set to Accelerate; Initiate Coverage with a Buy Sep 6, 2017