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ADBE

+33 pts



$ADBE Beyond Seasonality – Expecting Structurally Slower EPS Growth Ahead; Downgrade to Equalweight

By realmomobags on June 22, 2022, 8:53 a.m.
Tagged topics: software , SaaS

Views: 12, Votes: 2, Responses: 0, Attachments: 1
ADBE

+10 pts



This wasn't very helpful for me to understand why the adobe stock is a good buy or sell. It was useful as fas I am...

By ekmokaya on June 18, 2022, 10:30 a.m.
Tagged topics: earnings results , software

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

+56 pts



$ADBE Leaving a Steeper Climb into Q4

By realmomobags on June 17, 2022, 12:25 p.m.
Tagged topics: earnings results , software

Views: 32, Votes: 5, Responses: 1, Attachments: 1
SNOW

+38 pts



$SNOW 2022 Investor Day: Broadening the Platform, Broadening the Opportunity

By realmomobags on June 15, 2022, 7:01 a.m.
Tagged topics: software , SaaS

Views: 29, Votes: 5, Responses: 0, Attachments: 1
SNOW , DDOG

+47 pts



Software: What's New in the New Stack? Feedback on Our Deep-dive Report into Consumption Models

By realmomobags on June 15, 2022, 2:23 a.m.
Tagged topics: software , cloud , SaaS

Views: 42, Votes: 9, Responses: 0, Attachments: 1
VEEV

+56 pts



$VEEV 1Q23 Results – Investing in the Foundations of a Durable Growth Franchise

By realmomobags on June 2, 2022, 2:09 a.m.
Tagged topics: earnings results , software , SaaS

Views: 22, Votes: 4, Responses: 0, Attachments: 1
CRM

+34 pts



$CRM Q1 Results – Making the Case for Defensible FCF Growth

By realmomobags on June 1, 2022, 3:46 a.m.
Tagged topics: earnings results , software , SaaS

Views: 19, Votes: 2, Responses: 0, Attachments: 1
MIXT

+73 pts



F4Q Subscriber Growth Accelerates, FX Pressures FY23

By toastcrunch.info on May 29, 2022, 10:37 p.m.
Tagged topics: software

Views: 20, Votes: 4, Responses: 0, Attachments: 1
INTU

+34 pts



$INTU 3Q22 Results – Climbing the Wall of Worry, EPS Estimates Grind Higher

By realmomobags on May 25, 2022, 3:03 a.m.
Tagged topics: earnings results , software , SaaS

Views: 19, Votes: 3, Responses: 0, Attachments: 1
MSP

+32 pts



Reports Partial 1Q Results Ahead of Previously Announced Takeout by Kaseya

By geek on May 22, 2022, 2:23 a.m.
Tagged topics: software

Views: 20, Votes: 3, Responses: 0, Attachments: 1
TTGT

+32 pts



Strong 1Q22 Results; No Signs of Macro Impact

By geek on May 22, 2022, 2:14 a.m.
Tagged topics: software

Views: 15, Votes: 3, Responses: 0, Attachments: 1
CSCO

+33 pts



Earning Preview; decent Set up into numbers

By potato on May 18, 2022, 7:21 a.m.
Tagged topics: software

Views: 34, Votes: 2, Responses: 0, Attachments: 1
Tech

+155 pts



Cloud Comms/CX 1Q22 Halftime Report

By Thomasidea on May 18, 2022, 6:23 a.m.
Tagged topics: software , US

Views: 34, Votes: 5, Responses: 0, Attachments: 1
CFLT

+38 pts



CONFLUENT, INC BEAT AND RAISE BUT AT LOWER MAGNITUDE

By Thomasidea on May 15, 2022, 12:27 a.m.
Tagged topics: software

Views: 29, Votes: 5, Responses: 0, Attachments: 1
U

+35 pts



$U Pinpointing the 1Q Crosscurrents; Remain OW

By realmomobags on May 11, 2022, 1:54 a.m.
Tagged topics: earnings results , gaming , software , SaaS

Views: 28, Votes: 2, Responses: 0, Attachments: 1
TWLO

+34 pts



$TWLO Evolving the Conversation

By realmomobags on May 5, 2022, 2:54 a.m.
Tagged topics: earnings results , software , SaaS

Views: 13, Votes: 3, Responses: 0, Attachments: 1
NOW

+1 pts



thanks...

By grinch123.yjy on April 28, 2022, 7:04 a.m.
Tagged topics: earnings results , software , SaaS

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

+37 pts



$NOW 1Q22 Results – Bringing the Solutions to a Growing Set of the World's Problems

By realmomobags on April 28, 2022, 4:14 a.m.
Tagged topics: earnings results , software , SaaS

Views: 25, Votes: 3, Responses: 1, Attachments: 1
MSFT

+41 pts



$MSFT 3Q22 Results — This is Why We Own Software

By realmomobags on April 27, 2022, 5:16 a.m.
Tagged topics: software , cloud

Views: 42, Votes: 3, Responses: 0, Attachments: 1
MTTR

+35 pts



$MTTR MS initiates Matterport at EW. Shares still look very overvalued.

By realmomobags on April 20, 2022, 6:21 a.m.
Tagged topics: software , SaaS

Views: 23, Votes: 3, Responses: 0, Attachments: 1