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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: 107, Votes: 2, Responses: 0, Attachments: 12
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts





By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 1, Votes: 1, Responses: 0, Attachments: 0
RNG , ZM , MSFT , EGHT , CRM , WORK , GOOGL

+36 pts



$RNG - Oppenheimer warns of fierce and growing competition as well as unbundling with Zoom video, downgrades stock to Perform despite likely strong Q1

By labjordan on April 23, 2021, 11:18 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 227, Votes: 2, Responses: 1, 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
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: 63, 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