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ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 151, Votes: 2, Responses: 1, Attachments: 29
MSFT , NUAN , AAPL , FB , GOOGL , AMZN , AYX , DBX , PD , SMAR

+30 pts



$MSFT, $NUAN - DA Davidson says Microsoft better positioned than other big techs in M&A as it faces less regulatory scrutiny, sees more deals coming

By rIsILAwr on April 12, 2021, 9:54 p.m.
Tagged topics: regulatory scrutiny , big tech , mergers and acquisitions , D.A. Davidson , rich valuations , all cash deal

Views: 112, Votes: 1, Responses: 0, Attachments: 1
FB , AMZN , AAPL , NFLX , GOOGL , MSFT , PYPL , ZM , ROKU , CRWD , DBX , WORK

+37 pts



Jefferies says people are becoming more inclined to be vaccinated, and it's time to avoid work-from-home stocks

By phenphen on Jan. 5, 2021, 11:19 a.m.
Tagged topics: reopening , post-vaccine , work from home , herd immunity

Views: 103, Votes: 2, Responses: 0, Attachments: 11
DBX , WORK , DOCU , RNG , ZM , MSFT

+32 pts



$MSFT, $ZM - comScore data shows unique visitors growth for Microsoft Team and Zoom still strong in September, but continued to decelerate

By labjordan on Oct. 23, 2020, 12:58 a.m.
Tagged topics: analyst checks , future of work , pandemic trends

Views: 78, Votes: 2, Responses: 0, Attachments: 9
BOX , DBX

+36 pts



Not perfect but there are some encouraging signs

By phenphen on Nov. 27, 2019, 11:26 a.m.
Tagged topics: price per seat , customer penetration , suite pricing , bundling

Views: 156, Votes: 1, Responses: 0, Attachments: 0