Analyst Articles

Palo Alto Earnings Surprise to the Upside and Guide for Revenue Growth in F2024

Palo Alto Networks (NASDAQ: PANW), a leading figure in the cybersecurity industry, recently released its financial results for both the fiscal fourth quarter of 2023 and the fiscal 2023 year, ending July 31, 2023. In the fiscal fourth quarter, revenue hit $1.953 billion, marking a 26% increase compared to same quarter in the previous year, and EPS was $1.44, beating the consensus estimate of $1.29. [more]

DCM - 2023-Q2 Update Report
Analyst Articles

NEW UPDATE REPORT – DCM Acquisition Provides 75% Revenue Jump & Cash Flow Growth as Merger Synergies Drop to the Bottom Line

We have written a 14-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q2/2023 financials and the recent acquisition of Moore Canada Corp. and a full summary of our valuation methodology. We maintain the Target Price of $6.90. [more]

2023-06-14 DCM - Update Report
Analyst Articles

NEW UPDATE REPORT – DCM and MCC Merger Closes and Leaps Forward with $26.1M Financing & $23.1M Facility Sale

We have written an 18-page Update Report on DATA Communications Management, a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s Q4/2022 and Q1/2023 financials, the acquisition of Moore Canada Corp. (MCC), and a full summary of our valuation methodology. We increased the Target Price to $6.90 from $4.50. [more]

Analyst Articles

NEW UPDATE REPORT – Strategic Merger Between DCM and RRD Canada Sparks Industry Consolidation with Beneficial Synergies

We have written a 10-page Update Report on DATA Communications Management(DCM), a Canadian-based communications and marketing solutions provider that offers comprehensive online and offline communications and marketing solutions to businesses. The update report provides highlights of the Company’s recent announcements to acquire RRD Canada and preliminary full-year financial results for 2022 with revenue in the range of $270 million to $274 million, a 15% to 16.5% increase compared with 2021. [more]

Thoma Bravo to acquire Magnetic Forensics
Analyst Articles

Thoma Bravo Acquires Magnet Forensics for $1.8 Billion to Consolidate the Digital Forensics Industry

Thoma Bravo, a leading private equity investment firm, has acquired Magnet Forensics, a leading provider of digital forensics solutions, for $1.8B. Magnet Forensics’ solutions are designed to help investigators and forensic professionals quickly and accurately recover digital evidence from computers, mobile devices, cloud services, and other sources. After the completion of the transaction, Thoma Bravo intends to combine Magnet Forensics with Grayshift to create a powerful end-to-end digital investigations platform. [more]

Enghouse and Qumu
Analyst Articles

Enghouse to Acquire Video Technology Platform Qumu in All-Cash Offer

Enghouse Systems, a global provider of enterprise software solutions, announced that it has reached an all-cash agreement to acquire Qumu Corporation, a provider of cloud-based enterprise video technology, for US$18.0 million. The offer price represents a premium of approximately 105% over the closing price of Qumu on December 16, 2022. [more]

2022-12-10 VIDEO - EQ - Q3
eCommerce/Retail

VIDEO: Chris Thompson of eResearch talks about EQ’s Q3 Financial Results and Recently Launched Retail Insights Product

In this short video, Chris Thompson of eResearch talks about EQ’s Q3 financial results and recently launched retail insights product. The 13-page Equity Research Report covers an in-depth analysis of the company, a detailed overview of its Q3/2022 financial results, and a review of its new retail insights product called “Clearlake” which was launched in beta with clients. [more]