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Jonathan Kees
  • Jonathan Kees

TEAM: High Multiple, Higher Expectations

High Multiple, Higher Expectations: Inline Guidance May Not Be Sufficient Despite Respectable F3Q19 (Mar) Results

Jonathan Kees
  • Jonathan Kees

VG: Tweaking Estimates And Lowering Price Target To $12 Given Immediat...

Tweaking Estimates And Lowering Price Target To $12 Given Immediate Integration Efforts

Jonathan Kees
  • Jonathan Kees

SNAP: No Silver Bullets But Maybe Some Weapons For Incremental Improve...

Not out of the woods but maybe a little closer to finding a way out.

Jonathan Kees
  • Jonathan Kees

Industry Note On EGHT, FIVN, TWLO, RNG, Zoom

Live From Enterprise Connect 2019 - Day 3

Jonathan Kees
  • Jonathan Kees

Industry Note On BAND, EGHT, FIVN

Live From Enterprise Connect 2019 - Day 2

Jonathan Kees
  • Jonathan Kees

Industry Note On VG, AVAY

Live From Enterprise Connect 2019 - Day 1

Jonathan Kees
  • Jonathan Kees

ZEN: Management Meeting Takeaways: Prudent Thinking While Driving Grow...

Attached is our research note on ZEN from a recent meeting with management.

Jonathan Kees
  • Jonathan Kees
Jonathan Kees
  • Jonathan Kees

UCaaS/CCaaS Scorecard: Outlook, Trends, Outliers

UCaaS/CCaaS Scorecard: Industry Report Outlook, Trends, Outliers

Jonathan Kees
  • Jonathan Kees

FIVN: Likely Conservative Outlook: Rev And EPS Upside Potential Despit...

Likely Conservative Outlook: Rev And EPS Upside Potential Despite Planned Increases In Opex

KinNgai Chan
  • KinNgai Chan
Jonathan Kees
  • Jonathan Kees

SHOP: World Domination…Possible: Investing For Global Expansion And ...

World Domination…Possible: Investing For Global Expansion And Platform Leadership; Investing For Future Growth Keeps Opex High; 4Q Beat

Jonathan Kees
  • Jonathan Kees

TWLO: Growth Mandate

Growth Mandate: Investing To Maintain High Growth And Market Leadership; Profitability And FCF Lessor Priorities; Raise PT To $135.

Srini Nandury
  • Srini Nandury

VRNS: Thesis remains intact post earnings; reiterate BUY as recent sto...

VRNS: Thesis remains intact post earnings; reiterate BUY as recent stock dip provides potential entry point

Srini Nandury
  • Srini Nandury

MIME: Large enterprise opportunity underappreciated- upgrading to BUY;...

MIME: Large enterprise opportunity underappreciated- upgrading to BUY; increasing PT To $55.

Jonathan Kees
  • Jonathan Kees

RNG: An Irresistible Force Has Not Yet Met An Immovable Object: Q Beat...

An Irresistible Force Has Not Yet Met An Immovable Object: Q Beat (Again); Up-Market, Channel Should Drive Revs Into 2019; Raising PT To $115.

Srini Nandury
  • Srini Nandury

TENB: Initiating Coverage With A BUY And $35 PT

TENB: Initiating Coverage With A BUY And $35 PT

Srini Nandury
  • Srini Nandury
Jonathan Kees
  • Jonathan Kees
Jonathan Kees
  • Jonathan Kees
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