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News, analysis, and trends for the software industry.

Caleb Dismuke

Slack's Q2 Earnings Underwhelm. Sending the Stock Down Double Digits

Slack beat on the top line. But billings, a key metric of future revenue, fell short of expectations. Here's where the stock might find a bottom.

Insights team

Elastic NV: The Search Engine of the Future?

Elastic made new all-time highs in August. Is the stock setup for a monster run?

Caleb Dismuke

Trimble Breaks Out to New All-Time Highs

I bet you have no idea what this company does. Neither did we. But it's making all-time highs and throws off tons of cash.

Caleb Dismuke

Room for Three?

6 min read. Microsoft, Zoom, and Slack are all battling for a slice of your business computer. Plus, are we underestimating Peloton's potential?