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FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 129, Votes: 1, Responses: 0, Attachments: 16
AKAM , FIVN , FSLY , NET

+32 pts



Piper Sandler data indicates demographics support strong secular growth outlook for gaming and streaming, positive for $AKAM, $FIVN, $FSLY, and $NET

By josiebe on April 7, 2021, 1:31 p.m.
Tagged topics: analyst checks , streaming , gaming , secular growth , NGINX , CDNs , teens , gamers , customer service

Views: 96, Votes: 2, Responses: 0, Attachments: 9
CSCO , MSFT , ZM , RNG , FIVN

+30 pts



$ZM, $RNG, $FIVN - intial COVID-driven tailwind becoming a headwind

By phenphen on April 22, 2020, 1:12 p.m.
Tagged topics: analyst checks , COVID-19 , stay-at-home

Views: 257, Votes: 2, Responses: 0, Attachments: 0