Over a week ago
Conference/Events
Analysts discuss Data…
Analysts discuss Data Observability, Data Lineage & the Data-Driven Decade, (relevant companies AYX, DDOG, DT, CFIT, ESTC, IBM, INFA, NEWR, NOW, SPLK, SUMO) on an Analyst/Industry conference call to be held on May 19 at 1 pm.
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05/12/23 Francisco Partners completes acquisition of Sumo Logic 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 05/15/23 Starboard takes stake in Rogers Corp, boosts stake in Splunk 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 05/18/23 Wipro enters into five-year business partnership with ServiceNow 05/18/23 Juniper, ServiceNow team to deliver end-to-end automation for networks 05/17/23 ServiceNow, Nvidia announce partnership 05/17/23 ServiceNow announces multiyear North American partnership with NHL 05/17/23 New Relic rises after WSJ says PE firms in takeover talks 05/17/23 New Relic jumps 11% to $83.97 on acquisition speculation by WSJ 05/15/23 Jana exited Encompass Health during Q1, bought more FIS 04/04/23 New Relic to incur $40M-$45M in restructuring charges 05/10/23 Informatica 'deepens' partnership with Google Cloud 05/09/23 Informatica teams with Microsoft for planned intelligent data management cloud 01/10/23 Informatica announces CFO transition $127.53 / +1.415 (+1.12%)
05/16/23 IBM to acquire Polar Security; terms not disclosed 05/09/23 IBM unveils new AI and data platform Watsonx to enhance impact of AI 04/25/23 IBM, Noname Security collaborate to deliver advanced API security offerings 04/25/23 IBM raises dividend 1c to $1.66 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 04/28/23 Alteryx falls -17.8% 04/28/23 Alteryx falls -16.1% 04/28/23 Alteryx falls -17.4% 03/23/23 Alteryx partners with Department of Defense for active duty members transition 04/28/23 Rosenblatt Alteryx price target lowered to $75 from $86 at Rosenblatt 04/28/23 Piper Sandler Alteryx price target lowered to $68 from $87 at Piper Sandler 04/28/23 TD Cowen Alteryx price target lowered to $65 from $85 at TD Cowen 04/28/23 Oppenheimer Alteryx price target lowered to $65 from $80 at Oppenheimer 05/18/23 DA Davidson Davidson says 'materially higher' price needed to acquire New Relic 05/12/23 DA Davidson tech/software analysts to hold analyst/industry conference call 05/08/23 William Blair Datadog resumed with an Outperform at William Blair 05/05/23 Canaccord Datadog price target lowered to $90 from $100 at Canaccord 05/18/23 RBC Capital Dynatrace Q4 results strong across the board, says RBC Capital 05/18/23 Truist Dynatrace price target raised to $55 from $50 at Truist 05/18/23 BMO Capital Dynatrace price target raised to $55 from $50 at BMO Capital 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord $127.53 / +1.415 (+1.12%)
04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/20/23 BMO Capital IBM price target lowered to $145 from $155 at BMO Capital 04/20/23 Evercore ISI IBM price target lowered to $140 from $150 at Evercore ISI 01/26/23 Guggenheim Informatica initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank Informatica price target lowered to $21 from $23 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Informatica at Sector Perform, long-term target is 'a stretch' 01/17/23 Scotiabank Informatica initiated with a Sector Perform at Scotiabank 05/18/23 RBC Capital Timing of New Relic acquisition rumors seems odd, says RBC Capital 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 05/18/23 Barclays ServiceNow price target raised to $559 from $551 at Barclays 05/17/23 Goldman Sachs Goldman Sachs increasingly positive on ServiceNow after Analyst Day 05/17/23 Piper Sandler Piper says 'don't split hairs,' buy ServiceNow shares 05/17/23 RBC Capital ServiceNow price target raised to $540 from $525 at RBC Capital 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 05/03/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.58B 05/03/23 Informatica sees Q2 revenue $355M-$365M, consensus $384.1M 05/03/23 Informatica reports Q1 EPS 15c, consensus 16c 02/08/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.61B $127.53 / +1.415 (+1.12%)
04/19/23 IBM sees FY23 constant currency revenue growth 3%-5%, consensus $62.69B 04/19/23 IBM reports Q1 adjusted EPS $1.36, consensus $1.26 04/19/23 Notable companies reporting after market close 01/25/23 IBM sees FY23 revenue growth consistent with mid-single digit model 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 05/17/23 Dynatrace sees FY24 non-GAAP EPS 98c-$1.02, consensus 99c 05/17/23 Dynatrace sees Q1 non-GAAP EPS 22c, consensus 22c 05/17/23 Dynatrace reports Q4 non-GAAP EPS 31c, consensus 22c 05/16/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 04/27/23 Alteryx sees 2023 non-GAAP EPS 65c-75c, consensus 38c 04/27/23 Alteryx sees Q2 non-GAAP EPS (69c)-(65c), consensus (42c) 04/27/23 Alteryx reports Q1 non-GAAP EPS (19c), consensus (26c) 02/09/23 Alteryx sees 2023 non-GAAP EPS 36c-46c, consensus 6c
Conference/Events
Analysts discuss Data…
Analysts discuss Data Observability, Data Lineage & the Data-Driven Decade, (relevant companies AYX, DDOG, DT, CFIT, ESTC, IBM, INFA, NEWR, NOW, SPLK, SUMO) on an Analyst/Industry conference call to be held on May 19 at 1 pm.
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05/12/23 Francisco Partners completes acquisition of Sumo Logic 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 05/15/23 Starboard takes stake in Rogers Corp, boosts stake in Splunk 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 $510.12 / +17.32 (+3.51%)
05/18/23 Wipro enters into five-year business partnership with ServiceNow 05/18/23 Juniper, ServiceNow team to deliver end-to-end automation for networks 05/17/23 ServiceNow, Nvidia announce partnership 05/17/23 ServiceNow announces multiyear North American partnership with NHL 05/17/23 New Relic rises after WSJ says PE firms in takeover talks 05/17/23 New Relic jumps 11% to $83.97 on acquisition speculation by WSJ 05/15/23 Jana exited Encompass Health during Q1, bought more FIS 04/04/23 New Relic to incur $40M-$45M in restructuring charges 05/10/23 Informatica 'deepens' partnership with Google Cloud 05/09/23 Informatica teams with Microsoft for planned intelligent data management cloud 01/10/23 Informatica announces CFO transition 05/16/23 IBM to acquire Polar Security; terms not disclosed 05/09/23 IBM unveils new AI and data platform Watsonx to enhance impact of AI 04/25/23 IBM, Noname Security collaborate to deliver advanced API security offerings 04/25/23 IBM raises dividend 1c to $1.66 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 04/28/23 Alteryx falls -17.8% 04/28/23 Alteryx falls -16.1% 04/28/23 Alteryx falls -17.4% 03/23/23 Alteryx partners with Department of Defense for active duty members transition 04/28/23 Rosenblatt Alteryx price target lowered to $75 from $86 at Rosenblatt 04/28/23 Piper Sandler Alteryx price target lowered to $68 from $87 at Piper Sandler 04/28/23 TD Cowen Alteryx price target lowered to $65 from $85 at TD Cowen 04/28/23 Oppenheimer Alteryx price target lowered to $65 from $80 at Oppenheimer 05/18/23 DA Davidson Davidson says 'materially higher' price needed to acquire New Relic 05/12/23 DA Davidson tech/software analysts to hold analyst/industry conference call 05/08/23 William Blair Datadog resumed with an Outperform at William Blair 05/05/23 Canaccord Datadog price target lowered to $90 from $100 at Canaccord 05/18/23 RBC Capital Dynatrace Q4 results strong across the board, says RBC Capital 05/18/23 Truist Dynatrace price target raised to $55 from $50 at Truist 05/18/23 BMO Capital Dynatrace price target raised to $55 from $50 at BMO Capital 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/20/23 BMO Capital IBM price target lowered to $145 from $155 at BMO Capital 04/20/23 Evercore ISI IBM price target lowered to $140 from $150 at Evercore ISI 01/26/23 Guggenheim Informatica initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank Informatica price target lowered to $21 from $23 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Informatica at Sector Perform, long-term target is 'a stretch' 01/17/23 Scotiabank Informatica initiated with a Sector Perform at Scotiabank 05/18/23 RBC Capital Timing of New Relic acquisition rumors seems odd, says RBC Capital 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson $510.12 / +17.32 (+3.51%)
05/18/23 Barclays ServiceNow price target raised to $559 from $551 at Barclays 05/17/23 Goldman Sachs Goldman Sachs increasingly positive on ServiceNow after Analyst Day 05/17/23 Piper Sandler Piper says 'don't split hairs,' buy ServiceNow shares 05/17/23 RBC Capital ServiceNow price target raised to $540 from $525 at RBC Capital 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close $510.12 / +17.32 (+3.51%)
04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 05/03/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.58B 05/03/23 Informatica sees Q2 revenue $355M-$365M, consensus $384.1M 05/03/23 Informatica reports Q1 EPS 15c, consensus 16c 02/08/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.61B 04/19/23 IBM sees FY23 constant currency revenue growth 3%-5%, consensus $62.69B 04/19/23 IBM reports Q1 adjusted EPS $1.36, consensus $1.26 04/19/23 Notable companies reporting after market close 01/25/23 IBM sees FY23 revenue growth consistent with mid-single digit model 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 05/17/23 Dynatrace sees FY24 non-GAAP EPS 98c-$1.02, consensus 99c 05/17/23 Dynatrace sees Q1 non-GAAP EPS 22c, consensus 22c 05/17/23 Dynatrace reports Q4 non-GAAP EPS 31c, consensus 22c 05/16/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 04/27/23 Alteryx sees 2023 non-GAAP EPS 65c-75c, consensus 38c 04/27/23 Alteryx sees Q2 non-GAAP EPS (69c)-(65c), consensus (42c) 04/27/23 Alteryx reports Q1 non-GAAP EPS (19c), consensus (26c) 02/09/23 Alteryx sees 2023 non-GAAP EPS 36c-46c, consensus 6c
Conference/Events
Analysts discuss Data…
Analysts discuss Data Observability, Data Lineage & the Data-Driven Decade, (relevant companies AYX, DDOG, DT, CFIT, ESTC, IBM, INFA, NEWR, NOW, SPLK, SUMO) on an Analyst/Industry conference call to be held on May 19 at 1 pm.
Show Hide Related Items >> <<
05/12/23 Francisco Partners completes acquisition of Sumo Logic 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 05/15/23 Starboard takes stake in Rogers Corp, boosts stake in Splunk 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 $510.12 / +17.32 (+3.51%)
05/18/23 Wipro enters into five-year business partnership with ServiceNow 05/18/23 Juniper, ServiceNow team to deliver end-to-end automation for networks 05/17/23 ServiceNow, Nvidia announce partnership 05/17/23 ServiceNow announces multiyear North American partnership with NHL 05/17/23 New Relic rises after WSJ says PE firms in takeover talks 05/17/23 New Relic jumps 11% to $83.97 on acquisition speculation by WSJ 05/15/23 Jana exited Encompass Health during Q1, bought more FIS 04/04/23 New Relic to incur $40M-$45M in restructuring charges 05/10/23 Informatica 'deepens' partnership with Google Cloud 05/09/23 Informatica teams with Microsoft for planned intelligent data management cloud 01/10/23 Informatica announces CFO transition 05/16/23 IBM to acquire Polar Security; terms not disclosed 05/09/23 IBM unveils new AI and data platform Watsonx to enhance impact of AI 04/25/23 IBM, Noname Security collaborate to deliver advanced API security offerings 04/25/23 IBM raises dividend 1c to $1.66 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 04/28/23 Alteryx falls -17.8% 04/28/23 Alteryx falls -16.1% 04/28/23 Alteryx falls -17.4% 03/23/23 Alteryx partners with Department of Defense for active duty members transition 04/28/23 Rosenblatt Alteryx price target lowered to $75 from $86 at Rosenblatt 04/28/23 Piper Sandler Alteryx price target lowered to $68 from $87 at Piper Sandler 04/28/23 TD Cowen Alteryx price target lowered to $65 from $85 at TD Cowen 04/28/23 Oppenheimer Alteryx price target lowered to $65 from $80 at Oppenheimer 05/18/23 DA Davidson Davidson says 'materially higher' price needed to acquire New Relic 05/12/23 DA Davidson tech/software analysts to hold analyst/industry conference call 05/08/23 William Blair Datadog resumed with an Outperform at William Blair 05/05/23 Canaccord Datadog price target lowered to $90 from $100 at Canaccord 05/18/23 RBC Capital Dynatrace Q4 results strong across the board, says RBC Capital 05/18/23 Truist Dynatrace price target raised to $55 from $50 at Truist 05/18/23 BMO Capital Dynatrace price target raised to $55 from $50 at BMO Capital 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/20/23 BMO Capital IBM price target lowered to $145 from $155 at BMO Capital 04/20/23 Evercore ISI IBM price target lowered to $140 from $150 at Evercore ISI 01/26/23 Guggenheim Informatica initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank Informatica price target lowered to $21 from $23 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Informatica at Sector Perform, long-term target is 'a stretch' 01/17/23 Scotiabank Informatica initiated with a Sector Perform at Scotiabank 05/18/23 RBC Capital Timing of New Relic acquisition rumors seems odd, says RBC Capital 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson $510.12 / +17.32 (+3.51%)
05/18/23 Barclays ServiceNow price target raised to $559 from $551 at Barclays 05/17/23 Goldman Sachs Goldman Sachs increasingly positive on ServiceNow after Analyst Day 05/17/23 Piper Sandler Piper says 'don't split hairs,' buy ServiceNow shares 05/17/23 RBC Capital ServiceNow price target raised to $540 from $525 at RBC Capital 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close $510.12 / +17.32 (+3.51%)
04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 05/03/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.58B 05/03/23 Informatica sees Q2 revenue $355M-$365M, consensus $384.1M 05/03/23 Informatica reports Q1 EPS 15c, consensus 16c 02/08/23 Informatica sees FY23 revenue $1.57B-$1.59B, consensus $1.61B 04/19/23 IBM sees FY23 constant currency revenue growth 3%-5%, consensus $62.69B 04/19/23 IBM reports Q1 adjusted EPS $1.36, consensus $1.26 04/19/23 Notable companies reporting after market close 01/25/23 IBM sees FY23 revenue growth consistent with mid-single digit model 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 05/17/23 Dynatrace sees FY24 non-GAAP EPS 98c-$1.02, consensus 99c 05/17/23 Dynatrace sees Q1 non-GAAP EPS 22c, consensus 22c 05/17/23 Dynatrace reports Q4 non-GAAP EPS 31c, consensus 22c 05/16/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 04/27/23 Alteryx sees 2023 non-GAAP EPS 65c-75c, consensus 38c 04/27/23 Alteryx sees Q2 non-GAAP EPS (69c)-(65c), consensus (42c) 04/27/23 Alteryx reports Q1 non-GAAP EPS (19c), consensus (26c) 02/09/23 Alteryx sees 2023 non-GAAP EPS 36c-46c, consensus 6c
Recommendations
Software Analysts discuss…
Software Analysts discuss the expanding role of Security Observability (relevant companies CRWD, CSCO, DDOG, DT, ESTC, IBM, MSFT, NEWR, RPD, S, SPLK, SUMO) on an Analyst/Industry conference call to be held on May 12 on 1 pm. Reference Link
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03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 04/19/23 SentinelOne appoints Sally Jenkins Chief Marketing Officer. 03/15/23 SentinelOne rises 11.0% 03/07/23 SentinelOne enters exclusive partnership with Wiz 03/15/23 Rapid7 acquires Minerva labs for $38M in cash, stock 02/13/23 Rapid7, USF partner to establish Rapid7 Cyber Threat Intelligence Lab 02/01/23 Rapid7 trading resumes 02/01/23 Rapid7 trading halted, volatility trading pause 04/04/23 New Relic to incur $40M-$45M in restructuring charges 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 05/10/23 Helion confirms fusion energy purchase agreement with Microsoft 05/09/23 Informatica teams with Microsoft for planned intelligent data management cloud 05/09/23 LinkedIn laying off 716 employees, phasing out InCareer 05/08/23 Microsoft CMO Capossela sells 5,000 common shares 05/09/23 IBM unveils new AI and data platform Watsonx to enhance impact of AI 04/25/23 IBM, Noname Security collaborate to deliver advanced API security offerings 04/25/23 IBM raises dividend 1c to $1.66 04/20/23 Moderna, IBM to explore quantum computing, generative AI for mRNA science 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share 03/08/23 Crowdstrike CEO: We have an AI-driven model 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 05/01/23 Rosenblatt Crowdstrike initiated with a Buy at Rosenblatt 04/20/23 Stephens SentinelOne initiated with an Overweight at Stephens 04/05/23 Truist Crowdstrike to benefit from tailwinds of digital transformation, Truist says 04/05/23 Needham Crowdstrike price target raised to $170 from $165 at Needham 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/17/23 BofA HP Enterprise price target raised to $17 from $16 at BofA 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 05/08/23 William Blair Datadog resumed with an Outperform at William Blair 05/05/23 Canaccord Datadog price target lowered to $90 from $100 at Canaccord 05/05/23 Evercore ISI Snowflake price target lowered to $190 from $196 at Evercore ISI 05/05/23 Baird Datadog price target raised to $87 from $80 at Baird 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 04/20/23 BMO Capital IBM price target lowered to $145 from $155 at BMO Capital 04/20/23 Evercore ISI IBM price target lowered to $140 from $150 at Evercore ISI 04/20/23 Stifel IBM price target lowered to $140 from $150 at Stifel 05/11/23 Wedbush Microsoft price target raised to $340 from $325 at Wedbush 05/11/23 Oppenheimer Google I/O quelled investor angst over lack of AI innovation, says Oppenheimer 05/09/23 Bernstein Microsoft AI offerings could double cloud revenue, says Bernstein 05/08/23 Stifel Snowflake upgraded to Buy from Hold at Stifel 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 04/05/23 DA Davidson New Relic initiated with a Buy at DA Davidson 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 05/10/23 Stifel Rapid7 price target lowered to $52 from $55 at Stifel 05/10/23 DA Davidson Rapid7 price target lowered to $43 from $46 at DA Davidson 05/10/23 Piper Sandler Rapid7 price target lowered to $48 from $52 at Piper Sandler 05/10/23 Baird Rapid7 price target lowered to $52 from $56 at Baird 04/14/23 WestPark Capital SentinelOne price target raised to $25 from $20 at WestPark Capital 03/17/23 Citi SentinelOne price target lowered to $16 from $17 at Citi 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 03/14/23 SentinelOne sees FY24 revenue $631M-$640M, consensus $648.66M 03/14/23 SentinelOne sees Q1 revenue $137M, consensus $136.85M 03/14/23 SentinelOne reports Q4 adjusted EPS (13c), consensus (16c) 03/14/23 Notable companies reporting after market close 02/08/23 Rapid7 guides initial FY23 EPS 81c-88c, consensus 49c 02/08/23 Rapid7 sees Q1 EPS 7c-10c, consensus 7c 02/08/23 Rapid7 reports Q4 EPS 35c, consensus 18c 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Notable companies reporting after market close 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 04/19/23 IBM sees FY23 constant currency revenue growth 3%-5%, consensus $62.69B 04/19/23 IBM reports Q1 adjusted EPS $1.36, consensus $1.26 04/19/23 Notable companies reporting after market close 01/25/23 IBM sees FY23 revenue growth consistent with mid-single digit model 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close 03/07/23 Crowdstrike sees FY24 EPS $2.21-$2.39, consensus $2.00 03/07/23 Crowdstrike sees Q1 EPS 50c-51c, consensus 43c 03/07/23 Crowdstrike reports Q4 adjusted EPS 47c, consensus 43c 03/07/23 Notable companies reporting after market close
Conference/Events
Technology/Software…
Technology/Software Analysts, along with Jeremy Sherwood, Chief Product Officer of Lucidum, discuss the implications of OpenTelemetry on Datadog, New Relic (relevant companies AMZN CSCO DT ESTC GOOGL MSFT NEWR NOW SPLK SUMO VMW) and the future of Observability on an Analyst/Industry conference call to be held on May 5 at 1 pm. Webcast Link
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$123.69 / +1.875 (+1.54%)
04/04/23 VMware CFO sells $4.45M in common stock 03/22/23 CMA investigating anticipated acquisition by Broadcom of VMware 03/02/23 VMware sees deal to be acquired by Broadcom completed in Broadcom's FY23 02/28/23 VMware, NTT DATA announce expanded collaboration 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 05/02/23 ServiceNow exec sells $3.56M in common stock 04/26/23 ServiceNow sees FY23 subscription revenue $8.47B-$8.52B 04/26/23 ServiceNow sees Q2 subscription revenue $2.04B-$2.045B 03/22/23 ServiceNow launches major platform expansion with Utah Release 04/04/23 New Relic to incur $40M-$45M in restructuring charges 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 05/04/23 Intuit names CEOs of LinkedIn, Zoom Video to board 05/04/23 Microsoft's Spencer says Xbox not in business of 'outconsoling' Sony, Nintendo 05/04/23 Microsoft's Spencer says Xbox will showcase brand new games at June showcase 05/04/23 Microsoft's Spencer 'disappointed' with reception to Xbox exclusive 'Redfall' 05/04/23 Google says Pixel Fold will be introduced during Google I/O 2023 event 05/03/23 Checks now 'a fully integrated Google product' 05/02/23 Apple, Google lead initiative for specification to address unwanted tracking 05/01/23 AppLovin expands Google bidding's open beta to all MAX publishers 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share 05/04/23 Uber Eats partners with Amazon.com for order tracking in U.S. 05/03/23 Epic Games' 'Fortnite' now available on Amazon Luna 05/02/23 Amazon launches new fulfillment center in Windsor, Connecticut 05/02/23 Writers Guild of America goes on strike after studio talks fail 05/05/23 Canaccord Datadog price target lowered to $90 from $100 at Canaccord 05/05/23 Evercore ISI Snowflake price target lowered to $190 from $196 at Evercore ISI 05/05/23 Baird Datadog price target raised to $87 from $80 at Baird 05/05/23 Mizuho Datadog price target raised to $82 from $80 at Mizuho 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 04/05/23 DA Davidson New Relic initiated with a Buy at DA Davidson 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 05/03/23 Roth MKM Veritone price target lowered to $8 from $11 at Roth MKM 05/03/23 Oppenheimer Microsoft's differentiated AI strategy boosts secular growth, says Oppenheimer 05/01/23 Barclays Amazon.com price target lowered to $140 from $150 at Barclays 04/28/23 Stifel Datadog price target lowered to $80 from $90 at Stifel 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/17/23 BofA HP Enterprise price target raised to $17 from $16 at BofA 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 04/26/23 Wells Fargo Wells says Google's declining TAC 'potential negative datapoint' for Apple 04/26/23 Truist Alphabet price target raised to $122 from $120 at Truist 04/26/23 Deutsche Bank Alphabet price target raised to $125 from $120 at Deutsche Bank 04/26/23 Piper Sandler Alphabet price target raised to $128 from $117 at Piper Sandler 05/05/23 Deutsche Bank Bloomberg correction incremental negative for AMD, says Deutsche Bank 05/02/23 Stifel Activision Blizzard price target lowered to $88 from $95 at Stifel 04/28/23 BofA Amazon price target raised to $139 from $135 at BofA 04/28/23 Exane BNP Paribas ServiceNow upgraded to Neutral from Underperform at Exane BNP Paribas 04/27/23 Deutsche Bank ServiceNow price target raised to $545 from $525 at Deutsche Bank 04/27/23 Truist ServiceNow price target raised to $450 from $420 at Truist 04/27/23 Stifel ServiceNow price target raised to $525 from $495 at Stifel 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair $123.69 / +1.875 (+1.54%)
04/27/23 Piper Sandler VMware price target lowered to $125 from $142.50 at Piper Sandler 02/07/23 UBS VMware price target raised to $147 from $131 at UBS 01/10/23 BofA Broadcom loss of Apple socket immaterial for 2-plus years, says BofA 12/27/22 Piper Sandler Piper reveals top cloud automation software picks heading into 2023 $123.69 / +1.875 (+1.54%)
03/02/23 VMware reports Q4 EPS $2.13, consensus $1.92 03/02/23 Notable companies reporting after market close 11/22/22 VMware reports Q3 adjusted EPS $1.47, consensus $1.58 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 11/08/22 New Relic sees Q3 adjusted EPS 14c-17c, consensus 14c 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Alphabet reports Q1 Google Cloud revenue $7.45B vs. $5.82B last year 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close 04/27/23 Amazon sees Q2 revenue $127B-$133B, consensus $129.83B 04/27/23 Amazon reports Q1 EPS 31c with Rivian loss, consensus 21c 04/27/23 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B
Conference/Events
Technology/Software…
Technology/Software Analysts, along with Jeremy Sherwood, Chief Product Officer of Lucidum, discuss the implications of OpenTelemetry on Datadog, New Relic (relevant companies AMZN CSCO DT ESTC GOOGL MSFT NEWR NOW SPLK SUMO VMW) and the future of Observability on an Analyst/Industry conference call to be held on May 5 at 1 pm. Webcast Link
Show Hide Related Items >> <<
04/04/23 VMware CFO sells $4.45M in common stock 03/22/23 CMA investigating anticipated acquisition by Broadcom of VMware 03/02/23 VMware sees deal to be acquired by Broadcom completed in Broadcom's FY23 02/28/23 VMware, NTT DATA announce expanded collaboration 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 05/02/23 ServiceNow exec sells $3.56M in common stock 04/26/23 ServiceNow sees FY23 subscription revenue $8.47B-$8.52B 04/26/23 ServiceNow sees Q2 subscription revenue $2.04B-$2.045B 03/22/23 ServiceNow launches major platform expansion with Utah Release 04/04/23 New Relic to incur $40M-$45M in restructuring charges 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 05/04/23 Intuit names CEOs of LinkedIn, Zoom Video to board 05/04/23 Microsoft's Spencer says Xbox not in business of 'outconsoling' Sony, Nintendo 05/04/23 Microsoft's Spencer says Xbox will showcase brand new games at June showcase 05/04/23 Microsoft's Spencer 'disappointed' with reception to Xbox exclusive 'Redfall' 05/04/23 Google says Pixel Fold will be introduced during Google I/O 2023 event 05/03/23 Checks now 'a fully integrated Google product' 05/02/23 Apple, Google lead initiative for specification to address unwanted tracking 05/01/23 AppLovin expands Google bidding's open beta to all MAX publishers 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 05/04/23 Datadog jumps 15% after reporting quarterly results and guidance 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share 05/04/23 Uber Eats partners with Amazon.com for order tracking in U.S. 05/03/23 Epic Games' 'Fortnite' now available on Amazon Luna 05/02/23 Amazon launches new fulfillment center in Windsor, Connecticut 05/02/23 Writers Guild of America goes on strike after studio talks fail 05/04/23 Jefferies Datadog price target raised to $90 from $85 at Jefferies 05/02/23 Baird Datadog price target lowered to $80 from $100 at Baird 05/01/23 RBC Capital Datadog price target lowered to $85 from $100 at RBC Capital 04/28/23 Stifel Datadog price target lowered to $80 from $90 at Stifel 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 04/05/23 DA Davidson New Relic initiated with a Buy at DA Davidson 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 05/03/23 Roth MKM Veritone price target lowered to $8 from $11 at Roth MKM 05/03/23 Oppenheimer Microsoft's differentiated AI strategy boosts secular growth, says Oppenheimer 05/01/23 Barclays Amazon.com price target lowered to $140 from $150 at Barclays 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/17/23 BofA HP Enterprise price target raised to $17 from $16 at BofA 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 04/26/23 Wells Fargo Wells says Google's declining TAC 'potential negative datapoint' for Apple 04/26/23 Truist Alphabet price target raised to $122 from $120 at Truist 04/26/23 Deutsche Bank Alphabet price target raised to $125 from $120 at Deutsche Bank 04/26/23 Piper Sandler Alphabet price target raised to $128 from $117 at Piper Sandler 05/02/23 Stifel Activision Blizzard price target lowered to $88 from $95 at Stifel 04/28/23 BofA Amazon price target raised to $139 from $135 at BofA 04/27/23 BMO Capital Activision Blizzard price target raised to $100 from $95 at BMO Capital 04/28/23 Exane BNP Paribas ServiceNow upgraded to Neutral from Underperform at Exane BNP Paribas 04/27/23 Deutsche Bank ServiceNow price target raised to $545 from $525 at Deutsche Bank 04/27/23 Truist ServiceNow price target raised to $450 from $420 at Truist 04/27/23 Stifel ServiceNow price target raised to $525 from $495 at Stifel 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair 04/27/23 Piper Sandler VMware price target lowered to $125 from $142.50 at Piper Sandler 02/07/23 UBS VMware price target raised to $147 from $131 at UBS 01/10/23 BofA Broadcom loss of Apple socket immaterial for 2-plus years, says BofA 12/27/22 Piper Sandler Piper reveals top cloud automation software picks heading into 2023 03/02/23 VMware reports Q4 EPS $2.13, consensus $1.92 03/02/23 Notable companies reporting after market close 11/22/22 VMware reports Q3 adjusted EPS $1.47, consensus $1.58 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 11/08/22 New Relic sees Q3 adjusted EPS 14c-17c, consensus 14c 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Alphabet reports Q1 Google Cloud revenue $7.45B vs. $5.82B last year 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 05/04/23 Datadog sees FY23 adjusted EPS $1.13-$1.20, consensus $1.08 05/04/23 Datadog sees Q2 adjusted EPS 27c-29c, consensus 26c 05/04/23 Datadog reports Q1 adjusted EPS 28c, consensus 24c 05/03/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close 04/27/23 Amazon sees Q2 revenue $127B-$133B, consensus $129.83B 04/27/23 Amazon reports Q1 EPS 31c with Rivian loss, consensus 21c 04/27/23 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B
Conference/Events
Technology/Software…
Technology/Software Analysts, along with Jeremy Sherwood, Chief Product Officer of Lucidum, discuss the implications of OpenTelemetry on Datadog, New Relic (relevant companies AMZN CSCO DT ESTC GOOGL MSFT NEWR NOW SPLK SUMO VMW) and the future of Observability on an Analyst/Industry conference call to be held on May 5 at 1 pm. Webcast Link
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$124.41 / +0.0025 (+0.00%)
04/04/23 VMware CFO sells $4.45M in common stock 03/22/23 CMA investigating anticipated acquisition by Broadcom of VMware 03/02/23 VMware sees deal to be acquired by Broadcom completed in Broadcom's FY23 02/28/23 VMware, NTT DATA announce expanded collaboration 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 04/26/23 ServiceNow sees FY23 subscription revenue $8.47B-$8.52B 04/26/23 ServiceNow sees Q2 subscription revenue $2.04B-$2.045B 03/22/23 ServiceNow launches major platform expansion with Utah Release 02/27/23 AT&T and ServiceNow announce global telco solution 04/04/23 New Relic to incur $40M-$45M in restructuring charges 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 04/28/23 Microsoft, cloud gaming platform Nware sign 10-year agreement 04/27/23 Nvidia says cloud gaming providers would benefit from Microsoft-Activision deal 04/26/23 Microsoft to bring all 365 apps into cloud.microsoft domain 04/26/23 Activision CEO says 'will work aggressively' with Microsoft to appeal 04/27/23 YouTube Music officially rolls out podcasts 04/27/23 Worldwide smartphone shipments declined 14.6% in Q1, IDC says 04/25/23 Alphabet says meaningfully slowing the pace of hiring 04/25/23 Alphabet shares up 4% to $107.84 after Q1 earnings beat 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share 04/27/23 Amazon.com says AWS April revenue growth slowed from Q1 by about 500bps 04/27/23 Amazon.com reverses post-Q1 gains, down 1.5% afterhours during earnings call 04/27/23 Amazon.com says pleased with growth in Stores business 04/27/23 Pinterest teams with Amazon to bring third-party ad demand to platform 04/28/23 Stifel Datadog price target lowered to $80 from $90 at Stifel 04/18/23 Piper Sandler Datadog initiated with a Neutral at Piper Sandler 04/17/23 Mizuho Datadog price target lowered to $80 from $94 at Mizuho 04/06/23 DA Davidson Davidson starts Datadog at Neutral with bull case 'well understood' 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 04/05/23 DA Davidson New Relic initiated with a Buy at DA Davidson 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 04/28/23 Rosenblatt Amazon.com price target raised to $111 from $106 at Rosenblatt 04/28/23 Roth MKM Amazon.com price target raised to $130 from $125 at Roth MKM 04/28/23 Wedbush Amazon.com price target raised to $129 from $125 at Wedbush 04/20/23 TD Cowen SentinelOne fits criteria for strategic interest, says TD Cowen 04/17/23 BofA HP Enterprise price target raised to $17 from $16 at BofA 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 04/26/23 Wells Fargo Wells says Google's declining TAC 'potential negative datapoint' for Apple 04/26/23 Truist Alphabet price target raised to $122 from $120 at Truist 04/26/23 Deutsche Bank Alphabet price target raised to $125 from $120 at Deutsche Bank 04/26/23 Piper Sandler Alphabet price target raised to $128 from $117 at Piper Sandler 04/28/23 BofA Amazon price target raised to $139 from $135 at BofA 04/27/23 BMO Capital Activision Blizzard price target raised to $100 from $95 at BMO Capital 04/27/23 Deutsche Bank Deutsche drops chances of Activision takeover by Microsoft to 10% 04/27/23 Stifel ServiceNow price target raised to $525 from $495 at Stifel 04/28/23 Exane BNP Paribas ServiceNow upgraded to Neutral from Underperform at Exane BNP Paribas 04/27/23 Deutsche Bank ServiceNow price target raised to $545 from $525 at Deutsche Bank 04/27/23 Truist ServiceNow price target raised to $450 from $420 at Truist 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair $124.41 / +0.0025 (+0.00%)
04/27/23 Piper Sandler VMware price target lowered to $125 from $142.50 at Piper Sandler 02/07/23 UBS VMware price target raised to $147 from $131 at UBS 01/10/23 BofA Broadcom loss of Apple socket immaterial for 2-plus years, says BofA 12/27/22 Piper Sandler Piper reveals top cloud automation software picks heading into 2023 $124.41 / +0.0025 (+0.00%)
03/02/23 VMware reports Q4 EPS $2.13, consensus $1.92 03/02/23 Notable companies reporting after market close 11/22/22 VMware reports Q3 adjusted EPS $1.47, consensus $1.58 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 04/26/23 ServiceNow reports Q1 adjusted EPS $2.37, consensus $2.04 04/26/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 11/08/22 New Relic sees Q3 adjusted EPS 14c-17c, consensus 14c 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 04/25/23 Microsoft reports Q3 EPS $2.45, consensus $2.23 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Alphabet reports Q1 Google Cloud revenue $7.45B vs. $5.82B last year 04/25/23 Alphabet reports Q1 EPS $1.17, consensus $1.07 04/25/23 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close 04/27/23 Amazon sees Q2 revenue $127B-$133B, consensus $129.83B 04/27/23 Amazon reports Q1 EPS 31c with Rivian loss, consensus 21c 04/27/23 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B
Over a month ago
Conference/Events
Software Analysts…
Software Analysts Harrington, Martos and Ruykhaver, along with David Breitling, Digital Lead at UST and eff Stacey, Founding Partner at Syndicate AI, discuss Infrastructure Software and APM Channel Trends on an Analyst/Industry conference call to be held on April 25 at 11 am. Webcast Link
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02/13/23 Teradata rises 13.4% 02/13/23 Teradata rises 10.0% 04/17/23 Splunk names Min Wang as Chief Technology Officer 04/12/23 Splunk announces Toni Pavlovich appointed as CCO 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 04/18/23 Definitive Healthcare brings healthcare intelligence to Snowflake Marketplace 04/11/23 Snowflake falls -7.4% 04/11/23 Snowflake falls -4.5% 04/11/23 Snowflake falls -4.6% 03/08/23 MongoDB sees Q1 Atlas revenue flat to down sequentially 03/08/23 MongoDB falls 10% to $206.50 after Q1, FY24 revenue views miss estimates 01/19/23 Satori adds support for MongoDB NoSQL database 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 04/19/23 Datadog launches new data center in Japan 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 01/27/23 Confluent restructuring includes 8% workforce reduction 01/06/23 Confluent to acquire Immerok, terms undisclosed 12/13/22 Confluent appoints Shaun Clowes as chief product officer 03/03/23 Rosenblatt Snowflake price target lowered to $188 from $200 at Rosenblatt 03/03/23 Canaccord Snowflake price target lowered to $185 from $195 at Canaccord 03/02/23 Needham Snowflake price target raised to $180 from $165 at Needham 03/02/23 TD Cowen Snowflake price target lowered to $205 from $225 at TD Cowen 04/18/23 Piper Sandler Datadog initiated with a Neutral at Piper Sandler 04/17/23 Mizuho Datadog price target lowered to $80 from $94 at Mizuho 04/06/23 DA Davidson Davidson starts Datadog at Neutral with bull case 'well understood' 04/06/23 DA Davidson New Relic initiated with Buy, $100 target at DA Davidson 04/20/23 KeyBanc MongoDB price target raised to $264 from $229 at KeyBanc 04/12/23 Morgan Stanley MongoDB upgraded to Overweight from Equal Weight at Morgan Stanley 03/10/23 Credit Suisse MongoDB price target lowered to $250 from $305 at Credit Suisse 03/09/23 Piper Sandler Growth investors should buy MongoDB 'aggressively,' says Piper Sandler 04/19/23 William Blair Splunk resumed with an Outperform at William Blair 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 04/17/23 Barclays Teradata price target raised to $37 from $35 at Barclays 02/14/23 Craig-Hallum Teradata price target raised to $48 from $40 at Craig-Hallum 02/14/23 RBC Capital Teradata price target raised to $43 from $37 at RBC Capital 02/14/23 TD Cowen Teradata price target raised to $40 from $36 at Cowen 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 04/17/23 Barclays Confluent price target raised to $29 from $26 at Barclays 04/12/23 Morgan Stanley Confluent upgraded to Overweight from Equal Weight at Morgan Stanley 03/28/23 Mizuho Confluent initiated with a Buy at Mizuho 02/13/23 MoffettNathanson Confluent initiated with an Outperform at MoffettNathanson 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 02/13/23 Teradata sees Q1 EPS 60c- 64c , consensus 59c 02/13/23 Teradata sees FY23 EPS $1.90-$2.06, consensus $1.89 02/13/23 Teradata reports Q4 EPS 35c, consensus 30c 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Snowflake reports Q4 EPS 14c, consensus 4c 03/01/23 Notable companies reporting after market close 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 03/08/23 MongoDB sees FY24 adjusted EPS 96c-$1.10, consensus 61c 03/08/23 MongoDB sees Q1 adjusted EPS 17c-20c, consensus 14c 03/08/23 MongoDB reports Q4 adjusted EPS 57c, consensus 7c 03/08/23 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 01/30/23 Confluent backs FY23 EPS view (28c)-(22c), consensus (43c) 01/30/23 Confluent sees Q1 adjusted EPS (15c)-(13c), consensus (15c) 01/30/23 Confluent reports Q4 adjusted EPS (9c), consensus (14c) 01/27/23 Confluent sees FY23 EPS (28c)-(22c), consensus (51c)
Conference/Events
DA Davidson Expert…
DA Davidson Expert Network (DEN) discuss the resilience of Observability (relevant companies: AMZN, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NEWR, NOW, SPLK, SUMO, VMW) with Managing Director Hermes and Andre Elizondo, Principal Solutions Architect at WhyLabs, on an Analyst/Industry conference call to be held on March 30 at 12 pm. Webcast Link
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03/22/23 CMA investigating anticipated acquisition by Broadcom of VMware 03/02/23 VMware sees deal to be acquired by Broadcom completed in Broadcom's FY23 02/28/23 VMware, NTT DATA announce expanded collaboration 02/28/23 VMware expands collaboration with Samsung 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches 03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 02/01/23 Splunk to cut 4% of global workforce, mostly in North America 02/01/23 Splunk announces plans to cut 4% of global workforce, mostly in North America 03/22/23 ServiceNow launches major platform expansion with Utah Release 02/27/23 AT&T and ServiceNow announce global telco solution 02/15/23 Microsoft announces shift to 'comprehensive SaaS security solution' 02/06/23 ServiceNow slips after CEO McDermott sells about $25M in shares 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 02/08/23 New Relic rises 20.4% 03/27/23 Microsoft, Internews, USAID to develop Media Viability Accelerator 03/24/23 CMA 'narrows scope of concerns' in Microsoft-Activision review 03/22/23 Microsoft, CarbonCapture reach carbon removal credits agreement 03/29/23 Verint announces expanded partnership with Google Cloud 03/29/23 Verint announces expanded partnership with Google CloudAlphabet 03/28/23 ADT Inc., Google announce availability of ADT Self Setup home security system 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 03/08/23 Datadog says making progress towards recovering all services 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share $102.35 / +2.115 (+2.11%)
03/28/23 Google teams with AI firm Replit to aid generative AI for software development 03/28/23 Semtech announces first LoRa-enabled third party products available 03/28/23 Lifeist's Mikra debuts on Amazon.com 03/24/23 User reports indicate problems at Amazon says Downdetector $102.35 / +2.115 (+2.11%)
03/29/23 Wedbush Amazon unlikely to acquire AMC, says Wedbush 03/29/23 KeyBanc Microsoft price target raised to $316 from $270 at KeyBanc 03/28/23 Raymond James EPR has upside if AMC were to be sold, says Raymond James 03/24/23 Barclays Meta Platforms price target raised to $270 from $260 at Barclays 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 02/17/23 Evercore ISI Cisco removed from 'Tactical Outperform' list at Evercore ISI 02/17/23 DZ Bank Cisco upgraded to Buy from Hold at DZ Bank 03/12/23 Citi Citi not too concerned about systems software exposure to SVB 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 03/30/23 Credit Suisse YouTube engagement remains steady, says Credit Suisse 03/29/23 Morgan Stanley TikTok ban could put 53B U.S. consumer hours 'up for grabs,' says Morgan Stanley 03/29/23 JPMorgan Microsoft 'best house' in 'deteriorating neighborhood,' says JPMorgan 03/28/23 BMO Capital Microsoft price target raised to $305 from $265 at BMO Capital 03/26/23 Citi Activision Blizzard price target raised to $91 from $88 at Citi 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 02/08/23 Truist New Relic price target raised to $65 from $55 at Truist 02/08/23 RBC Capital New Relic price target raised to $75 from $55 at RBC Capital 01/27/23 Credit Suisse ServiceNow price target lowered to $575 from $600 at Credit Suisse 01/26/23 RBC Capital ServiceNow price target raised to $510 from $500 at RBC Capital 01/26/23 BMO Capital ServiceNow price target raised to $500 from $475 at BMO Capital 01/26/23 Canaccord ServiceNow price target raised to $485 from $460 at Canaccord 03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 03/02/23 Mizuho Splunk price target lowered to $110 from $115 at Mizuho 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair 02/07/23 UBS VMware price target raised to $147 from $131 at UBS 01/10/23 BofA Broadcom loss of Apple socket immaterial for 2-plus years, says BofA 12/27/22 Piper Sandler Piper reveals top cloud automation software picks heading into 2023 11/15/22 Mizuho VMware price target lowered to $135 from $138 at Mizuho 03/02/23 VMware reports Q4 EPS $2.13, consensus $1.92 03/02/23 Notable companies reporting after market close 11/22/22 VMware reports Q3 adjusted EPS $1.47, consensus $1.58 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) 03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 10/26/22 ServiceNow sees Q4 subscription revenues $1.83B-$1.84B 10/26/22 ServiceNow reports Q3 adjusted EPS $1.96, consensus $1.84 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 11/08/22 New Relic sees Q3 adjusted EPS 14c-17c, consensus 14c 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 02/02/23 Alphabet reports Q4 EPS $1.05, consensus $1.18 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close $102.35 / +2.115 (+2.11%)
02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B
Conference/Events
DA Davidson Expert…
DA Davidson Expert Network (DEN) discuss the resilience of Observability (relevant companies: AMZN, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NEWR, NOW, SPLK, SUMO, VMW) with Managing Director Hermes and Andre Elizondo, Principal Solutions Architect at WhyLabs, on an Analyst/Industry conference call to be held on March 30 at 12 pm. Webcast Link
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03/22/23 CMA investigating anticipated acquisition by Broadcom of VMware 03/02/23 VMware sees deal to be acquired by Broadcom completed in Broadcom's FY23 02/28/23 VMware, NTT DATA announce expanded collaboration 02/28/23 VMware expands collaboration with Samsung 03/07/23 Sumo Logic withdraws previous financial guidance due to pending transaction 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 02/09/23 Sumo Logic to be acquired by Francisco Partners for $1.7B 01/23/23 Sumo Logic up 25% after Information's report on PE approaches $91.48 / +2.0598 (+2.30%)
03/21/23 Splunk board member Sean Boyle to resign from board effective March 16 02/14/23 Starboard buys Salesforce, exits Huntsman in Q4 02/01/23 Splunk to cut 4% of global workforce, mostly in North America 02/01/23 Splunk announces plans to cut 4% of global workforce, mostly in North America 03/22/23 ServiceNow launches major platform expansion with Utah Release 02/27/23 AT&T and ServiceNow announce global telco solution 02/15/23 Microsoft announces shift to 'comprehensive SaaS security solution' 02/06/23 ServiceNow slips after CEO McDermott sells about $25M in shares 02/14/23 JANA Partners takes stake in Fidelity National, exits stake in Momentive Global 02/08/23 New Relic rises 19.5% 02/08/23 New Relic rises 23.1% 02/08/23 New Relic rises 20.4% 03/27/23 Microsoft, Internews, USAID to develop Media Viability Accelerator 03/24/23 CMA 'narrows scope of concerns' in Microsoft-Activision review 03/22/23 Microsoft, CarbonCapture reach carbon removal credits agreement $101.39 / +0.385 (+0.38%)
03/29/23 Verint announces expanded partnership with Google Cloud 03/29/23 Verint announces expanded partnership with Google CloudAlphabet 03/28/23 ADT Inc., Google announce availability of ADT Self Setup home security system 03/07/23 Freshworks expands leadership team, three new SVP 03/02/23 Elastic reports Q3 total subscription count at 19.9K vs. 19.7K in Q2 02/13/23 Elastic names Mathew Donoghue Chief Marketing Officer 12/01/22 Elastic falls -12.4% 02/16/23 Dynatrace, Snyk partner to make software delivery more secure 02/01/23 Dynatrace rises 11.2% 02/01/23 Dynatrace rises 12.0% 02/01/23 Dynatrace rises 11.3% 03/09/23 Datadog says all services now available unless noted otherwise 03/08/23 Datadog expects live data recovery in 'a matter of hours' 03/08/23 Datadog down 2% to $73.21 after Wells highlights major service outage 03/08/23 Datadog says making progress towards recovering all services 02/27/23 Cisco partners with Mercedes-Benz on mobile office experience 02/22/23 Cisco COO Martinez sells 20,000 common shares 02/15/23 Cisco jumps 8% to $52.13 after Q2 earnings beat and FY23 guidance raise 02/15/23 Cisco raises dividend 3% to 39c per share $100.24 / +2.965 (+3.05%)
03/28/23 Google teams with AI firm Replit to aid generative AI for software development 03/28/23 Semtech announces first LoRa-enabled third party products available 03/28/23 Lifeist's Mikra debuts on Amazon.com 03/24/23 User reports indicate problems at Amazon says Downdetector $100.24 / +2.965 (+3.05%)
03/29/23 Wedbush Amazon unlikely to acquire AMC, says Wedbush 03/29/23 KeyBanc Microsoft price target raised to $316 from $270 at KeyBanc 03/28/23 Raymond James EPR has upside if AMC were to be sold, says Raymond James 03/24/23 Barclays Meta Platforms price target raised to $270 from $260 at Barclays 03/06/23 Goldman Sachs Cisco initiated with a Neutral at Goldman Sachs 02/22/23 Deutsche Bank Cisco price target raised to $55 from $52 at Deutsche Bank 02/17/23 Evercore ISI Cisco removed from 'Tactical Outperform' list at Evercore ISI 02/17/23 DZ Bank Cisco upgraded to Buy from Hold at DZ Bank 03/12/23 Citi Citi not too concerned about systems software exposure to SVB 03/08/23 Wells Fargo Datadog sustained major service outage today, says Wells Fargo 02/21/23 Canaccord Datadog price target lowered to $100 from $110 at Canaccord 02/21/23 BofA Datadog price target lowered to $110 from $120 at BofA 03/23/23 Stifel Dynatrace initiated with a Buy at Stifel 02/02/23 Loop Capital Dynatrace price target raised to $40 from $35 at Loop Capital 02/02/23 RBC Capital Dynatrace price target raised to $52 from $45 at RBC Capital 02/02/23 Truist Dynatrace price target raised to $50 from $45 at Truist 02/15/23 Barclays Elastic price target raised to $70 from $62 at Barclays 02/10/23 William Blair Sumo Logic downgraded to Market Perform from Outperform at William Blair 01/18/23 Canaccord Elastic price target lowered to $70 from $82 at Canaccord 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays $101.39 / +0.385 (+0.38%)
03/29/23 Morgan Stanley TikTok ban could put 53B U.S. consumer hours 'up for grabs,' says Morgan Stanley 03/21/23 Morgan Stanley Microsoft app store longer-term Apple risk 'worth watching,' says Morgan Stanley 03/29/23 JPMorgan Microsoft 'best house' in 'deteriorating neighborhood,' says JPMorgan 03/28/23 BMO Capital Microsoft price target raised to $305 from $265 at BMO Capital 03/26/23 Citi Activision Blizzard price target raised to $91 from $88 at Citi 02/09/23 BMO Capital New Relic price target raised to $88 from $62 at BMO Capital 02/09/23 Canaccord New Relic price target raised to $88 from $74 at Canaccord 02/08/23 Truist New Relic price target raised to $65 from $55 at Truist 02/08/23 RBC Capital New Relic price target raised to $75 from $55 at RBC Capital 01/27/23 Credit Suisse ServiceNow price target lowered to $575 from $600 at Credit Suisse 01/26/23 RBC Capital ServiceNow price target raised to $510 from $500 at RBC Capital 01/26/23 BMO Capital ServiceNow price target raised to $500 from $475 at BMO Capital 01/26/23 Canaccord ServiceNow price target raised to $485 from $460 at Canaccord $91.48 / +2.0598 (+2.30%)
03/02/23 BMO Capital Splunk price target raised to $113 from $100 at BMO Capital 03/02/23 Needham Splunk price target raised to $120 from $115 at Needham 03/02/23 Piper Sandler Splunk price target raised to $118 from $105 at Piper Sandler 03/02/23 Mizuho Splunk price target lowered to $110 from $115 at Mizuho 02/14/23 TD Cowen Sumo Logic downgraded to Market Perform from Outperform at Cowen 02/09/23 RBC Capital Sumo Logic downgraded to Sector Perform from Outperform at RBC Capital 01/24/23 William Blair Sumo Logic takeout could be double share price, says William Blair 02/07/23 UBS VMware price target raised to $147 from $131 at UBS 01/10/23 BofA Broadcom loss of Apple socket immaterial for 2-plus years, says BofA 12/27/22 Piper Sandler Piper reveals top cloud automation software picks heading into 2023 11/15/22 Mizuho VMware price target lowered to $135 from $138 at Mizuho 03/02/23 VMware reports Q4 EPS $2.13, consensus $1.92 03/02/23 Notable companies reporting after market close 11/22/22 VMware reports Q3 adjusted EPS $1.47, consensus $1.58 03/07/23 Sumo Logic reports Q4 EPS (3c), consensus (9c) 12/05/22 Sumo Logic sees FY23 EPS (36c)-(35c), consensus (55c) 12/05/22 Sumo Logic sees Q4 EPS (9c)-(8c), consensus (17c) 12/05/22 Sumo Logic reports Q3 EPS (4c), consensus (15c) $91.48 / +2.0598 (+2.30%)
03/01/23 Splunk sees FY24 revenue $3.85B-$3.90B, consensus $4.02B 03/01/23 Splunk sees Q1 revenue $710M-$725M, consensus $807.3M 03/01/23 Splunk reports Q4 EPS $2.04, consensus $1.15 03/01/23 Notable companies reporting after market close 01/25/23 ServiceNow reports Q4 EPS 2.28, consensus $2.02 01/25/23 Notable companies reporting after market close 10/26/22 ServiceNow sees Q4 subscription revenues $1.83B-$1.84B 10/26/22 ServiceNow reports Q3 adjusted EPS $1.96, consensus $1.84 02/07/23 New Relic sees Q4 adjusted EPS 20c-23c, consensus 15c 02/07/23 New Relic sees FY23 adjusted EPS 40c-43c, consensus 19c 02/07/23 New Relic reports Q3 adjusted EPS 32c, consensus 15c 11/08/22 New Relic sees Q3 adjusted EPS 14c-17c, consensus 14c 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 $101.39 / +0.385 (+0.38%)
02/02/23 Alphabet reports Q4 EPS $1.05, consensus $1.18 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 03/02/23 Elastic sees Q4 EPS 8c-10c, consensus 7c 03/02/23 Elastic sees FY23 EPS 11c-14c, consensus (1c) 03/02/23 Elastic reports Q3 EPS 17c, consensus 5c 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 02/01/23 Dynatrace raises FY23 adjusted EPS view to 87c-88c from 81c-83c 02/01/23 Dynatrace sees Q4 adjusted EPS 22c-23c, consensus 21c 02/01/23 Dynatrace reports Q3 adjusted EPS 25c, consensus 21c 01/31/23 Notable companies reporting before tomorrow's open 02/16/23 Datadog sees FY23 adjusted EPS $1.02-$1.09, consensus $1.15 02/16/23 Datadog reports Q1 adjusted EPS 22c-24c, consensus 24c 02/16/23 Datadog reports Q4 adjusted EPS 26c, consensus 19c 02/15/23 Notable companies reporting before tomorrow's open 02/15/23 Cisco raises FY23 adjusted EPS view to $3.73-$3.78 from $3.51-$3.58 02/15/23 Cisco sees Q3 adjusted EPS 96c-98c, consensus 89c 02/15/23 Cisco reports Q2 adjusted EPS 88c, consensus 85c 02/15/23 Notable companies reporting after market close $100.24 / +2.965 (+3.05%)
02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 02/02/23 Amazon reports Q4 EPS 3c with Rivian loss, consensus 17c 02/02/23 Notable companies reporting after market close 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B
