Friday afternoon, April 29, Zeltiq reported first-quarter revenues of $30.9 million (up 55%), $2.4 million above the Street’s estimate of $27.9 million. While both system and consumable sales were higher than our estimates, consumable sales drove the lion’s share of the beat. This is an encouraging signal—and one investors have been anxiously awaiting—as management’s investments…
Last week Ultimate Software provided prospective customers the opportunity to view demonstrations of the product, learn more about Ultimate Software, and network with other companies facing similar HR and payroll challenges. The seminar was well attended, with roughly 25 attendees. Most of the attendees we spoke with were looking to replace existing ADP or Ceridian…
On Wednesday, SAP announced its plan to acquire Fieldglass.
IHS held its annual investor day in New York City on Tuesday . In large part, the trends and data points management communicated during the event reiterated points from the last two quarterly conference calls and the messages from our visit to headquarters last week, and was consistent with the overarching theme from last year’s…
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