#Upland Software

[uisceb]

That’s the problem with memory bound by emotion. Love is diffuse. It so easily becomes entangled in every aspect of the human experience. Extracting it with any amount of elegance can get…dicey.

(or: the one where Glinda erases Elphaba from her memory. Brighter Days Inc. can be read here)

[differenttimemachinecrusade]

Telecom Expense Management Market Forecast & Analysis 2032: Size, Share, and Growth Potential

The Telecom Expense Management Market was valued at USD 3.69 billion in 2023 and is expected to reach USD 11.17 billion by 2032, growing at a CAGR of 13.14% over the forecast period 2024-2032.

Telecom Expense Management (TEM) is emerging as a vital solution to help enterprises manage, monitor, and optimize their telecom expenditures across voice, data, and wireless services. With growing complexity in telecom infrastructures—due to remote work, cloud migration, and IoT deployments—organizations are seeking smarter tools to track and manage expenses efficiently.

Telecom Expense Management Market Size, Share, Scope, Analysis, Forecast, Growth, and Industry Report 2032 outlines the increasing adoption of TEM platforms across various industries. The market is gaining momentum due to the demand for real-time visibility, billing accuracy, and contract compliance. Organizations across the globe are implementing TEM solutions to not only reduce costs but also enhance transparency, automate workflows, and improve operational efficiency.

Get Sample Copy of This Report: https://www.snsinsider.com/sample-request/5489 

Market Keyplayers:

Calero-MDSL (Telecom Expense Management, Mobility Management)

Tangoe (Telecom Expense Management Services, Managed Mobility Services)

Sakon (Telecom Expense Management, Managed Mobility Services)

Avotus (Intelligent Communications Management, Telecom Expense Management)

WidePoint (Telecom Expense Management, Managed Mobility Services)

Valicom (Telecom Expense Management, Managed Mobility Services)

Upland Software (Cimpl) (Telecom Expense Management, IT Asset Management)

One Source Communications (Communications Lifecycle Management, Managed Mobility Services)

RadiusPoint (Telecom Expense Management, Utility Expense Management)

Cass Information Systems (Telecom Expense Management, Freight Payment)

brightfin (IT Expense Management, IT Finance Management)

Habble (Telecom Expense Management, Managed Mobility Services)

Tellennium (Management of Things, Telecom Expense Management)

Mindglobal (Managed Mobility Services, Telecom Expense Management)

Telesoft (Telecom Expense Management, Managed Mobility Services)

Cimpl (Telecom Expense Management, IT Asset Management)

VoicePlus (Managed Mobility Services, Telecom Expense Management)

Comview (Telecom Expense Management, Managed Mobility Services)

Dimension Data (NTT Communications) (Telecom Expense Management, IT Services)

ICOMM (Telecom Expense Management, Managed Mobility Services)

Market Trends

The Telecom Expense Management market is being shaped by several transformative trends that are redefining how enterprises handle their telecom operations and expenses. One key trend is the shift from traditional telecom expense tracking toward AI-powered analytics. Businesses are adopting intelligent TEM systems capable of predicting usage patterns, detecting anomalies in real time, and generating actionable insights.

Another significant trend is the growing demand for unified platforms that offer visibility across mobile, cloud, and fixed-line services. With the convergence of communication channels and the expansion of hybrid work models, organizations are looking for centralized solutions that support mobility management, inventory tracking, and automated invoice processing. Additionally, the integration of TEM platforms with ERP and procurement systems is creating a seamless financial management ecosystem, ensuring that telecom costs align closely with business strategies.

Enquiry of This Report: https://www.snsinsider.com/enquiry/5489 

Market Segmentation:

By Solution

Dispute Management

Invoice Management

Ordering and Provisioning Management

Sourcing Management

Usage Management

Others

By Service

Hosted Services

Managed Services

By Enterprise Type

Large Size Enterprises

Small and Medium Sized Enterprises (SMEs)

By Industry Vertical

BFSI

Consumer Goods & Retail

Healthcare

IT and Telecom

Manufacturing & Automotive

Market Analysis and Future Prospects

The global Telecom Expense Management market is poised for robust growth over the forecast period leading to 2032. Driven by digital transformation and the explosion of enterprise communication tools, the market is projected to grow at a steady CAGR. North America currently holds the largest market share due to early adoption of TEM solutions and the presence of major vendors. However, emerging economies in Asia-Pacific and Latin America are expected to witness rapid adoption as enterprises in these regions ramp up their IT and telecom investments.

Factors contributing to the market's growth include the rise in telecom service providers, increasing volume of mobile and data usage, and a growing focus on cost containment. Enterprises are recognizing that unmanaged telecom expenses can significantly impact their bottom line. As a result, there is a surge in demand for cloud-based TEM platforms that offer scalability, flexibility, and real-time data access.

Furthermore, the future of the Telecom Expense Management market lies in its ability to evolve into a broader category—Technology Expense Management. Vendors are expanding their capabilities to manage a wider range of IT assets, including software licenses, hardware, and cloud subscriptions. This convergence enables businesses to gain a holistic view of all technology-related costs, paving the way for smarter budgeting and procurement decisions.

Access Complete Report: https://www.snsinsider.com/reports/telecom-expense-management-market-5489 

Conclusion

The Telecom Expense Management market is evolving rapidly, driven by a growing need for cost optimization, transparency, and strategic alignment of telecom resources. As organizations continue to adopt digital technologies and expand their communication infrastructure, the role of TEM solutions becomes increasingly vital. By providing real-time insights, automating complex workflows, and ensuring billing accuracy, TEM tools are not just reducing costs—they are enabling smarter, data-driven business decisions.

Looking ahead, the market is expected to witness continued innovation with AI, machine learning, and cloud technologies at the forefront. Enterprises that invest in modern TEM platforms will be better positioned to manage telecom complexity, enhance operational efficiency, and remain competitive in a digitally connected world. With its expanding scope and strategic value, Telecom Expense Management is set to become an integral part of enterprise financial governance through 2032 and beyond.

About Us:

SNS Insider is one of the leading market research and consulting agencies that dominates the market research industry globally. Our company's aim is to give clients the knowledge they require in order to function in changing circumstances. In order to give you current, accurate market data, consumer insights, and opinions so that you can make decisions with confidence, we employ a variety of techniques, including surveys, video talks, and focus groups around the world.

Contact Us:

Jagney Dave - Vice President of Client Engagement

Phone: +1-315 636 4242 (US) | +44- 20 3290 5010 (UK)

[australiajobstoday]

Software Engineer II (Salesforce developer) - Business Systems

the following primary skills: Software engineering skills with Force.com Platform (Apex, VisualForce, SOQL, Unit Testing… more about this during your interview conversation. Upland Software is an Equal Employment Opportunity Employer. All qualified applicants will receive… Apply Now

[aitoolswhitehattoolbox]

Software Engineer II (Salesforce developer) - Business Systems

the following primary skills: Software engineering skills with Force.com Platform (Apex, VisualForce, SOQL, Unit Testing… more about this during your interview conversation. Upland Software is an Equal Employment Opportunity Employer. All qualified applicants will receive… Apply Now

[pritivora26]

Dallas is one of the leading technological uplands in the United States with some of the well-known custom software development firms. These firms are on the cutting edge of offering specific software products that smaller businesses need to leverage consistently across industries. Whether an organization is a start-up technology entity that might want some motivation to build a new application or an existing enterprise that might want to enhance operational effectiveness, the best custom software development in Dallas can be an ideal solution to that. For More Information visit.

[feathersof]

Feathersoft

Feathersoft Inc. Is a software product development & information technology services company headquartered in Upland, California, with offshore offices in Kochi, India. Founded in 2005, the company has grown over the years to a team of 250+ people, all super passionate about building future-proof software products, applications, and staying on top of the latest and most cutting-edge technologies available today. Through a customer centric culture, uncompromising quality in delivery, service levels and deep expertise in digital technologies, Feathersoft helps customers extend their IT teams, resources and capabilities leveraging a combination of onshore / offshore talent and infrastructure. 

Feathersoft Inc. Has a special focus on certain industry segments including Agritech, Fintech and Healthcare having worked with large global organizations as our clients within these fields. The company has a strong foothold in product development, cloud services, data analytics, AI, and machine learning. 

Keywords: software consulting, onshore, offshore, software product development, cloud computing services, AI consulting, machine learning, generative AI, big data services, big data analytics, digital transformation, managed IT services, fintech, agritech, healthcare software services, devops, mobile application development, cloud strategy, cloud migration, cloud infrastructure management

Social Media: https://www.facebook.com/feathersoft

https://www.linkedin.com/company/feathersoft/

Contact Mail ID: info@feathersoft.com

Business Hours:  8:00 AM to 6:00 PM PST Monday to Friday

Phone Number: +1 925-230-0740

Website: https://www.feathersoft.com/

Address: Feathersoft USA. HQ 600 N. MOUNTAIN AVENUE, SUITE C100, UPLAND CALIFORNIA 91786

[fmarkets]

Analyzing the Impact of Decreased Revenue on Upland Software's Future Growth Strategy $UPLD #Nasdaq

Upland Software's Diminishing Revenue and Higher Deficit: Implications for Future Growth and Background: Upland Software, Inc., a leading cloud-based digital transformation tools provider, recently released its financial results for the first quarter of 2024. The company reported a decrease in total revenue, specifically in subscription and support revenue, resulting in a higher net deficit compared to the previous fiscal period. This article aims to interpret these financial results and speculate on their impact on Upland Software's futu

[tech-reasearch-blog]

Mobile Analytics Market - Global Trends, Share, Size, Growth, Opportunities and Forecast to 2031

The most recent research study by The Insight Partners, “Mobile Analytics Market - Trends, Size, Share, and Growth to 2031,” offers a detailed market analysis covering market dynamics, growth opportunities, trends, and segmentation. Mobile Analytics Market predictions are presented in this report based on revenue size, CAGR, consumption, technologies, trends, and other critical information.

The report highlights market drivers, and restraints in this market while providing an analysis of recent developments and next trends. Comprehensive Mobile Analytics market report presents a dashboard of historical and present market performance. Analysis of key companies contributing to the growth of Mobile Analytics market share in the projected period.

The study also focuses on the current market scenario and the range of factors that can impact different region’s Mobile Analytics markets in the future. The detailed perspective on the competitive landscape and in-depth supply chain analysis under this report assist businesses in identifying shifting industry practices. This report evaluates the current state of the market and anticipated future growth. Furthermore, technological advancements and investment opportunities, financial data, and market economics are perks of this report.

This report further offers insights on drivers, restraints, current trends, and financial prospects to forecast the year. Precision and validity are key qualities of this research, making The Insight Partners a trusted market research company.

Knowing the state of rivals is a strategically right move to outperform them. This report is the right place to explore key strategies, developments, and recent launches by Mobile Analytics key market players. This report emphasizes an analysis of business strategies and expected growth opportunities for brands.

Why Buying this Report Could be Your next Strategic Move?

Learn detailed market information, competition, and SWOT analysis.

To ascertain Mobile Analytics market growth carefully by evaluating value, volume, and CAGR data at the national level.

To gain knowledge on market dynamics, unrealized growth opportunities, challenges, and main drivers of the market.

Review recent developments and strategic insights taking into consideration new launches, agreements, and mergers.

Know lucrative spaces to invest in the Mobile Analytics market globally and regionally.

The report attempts to offer answers on:

What’s the projected growth rate CAGR by the 2031?

How big is the Mobile Analytics market anticipated to be throughout the estimated period?

Who are the major market participants in the market?

What are the main restraints ahead of Mobile Analytics market players?

Which are the key segments in the market?

Report Attributes

Details

Segmental Coverage

Type

Application Performance Analytics

Marketing Campaign Analytics

Others

Deployment

On-Premises

Cloud

Hybrid

Industry Vertical

BFSI

Retail

E-Commerce

Telecom and IT

Media and Entertainment

Others

Regional and Country Coverage

North America (US, Canada, Mexico)

Europe (UK, Germany, France, Russia, Italy, Rest of Europe)

Asia Pacific (China, India, Japan, Australia, Rest of APAC)

South / South & Central America (Brazil, Argentina, Rest of South/South & Central America)

Middle East & Africa (South Africa, Saudi Arabia, UAE, Rest of MEA)

Market Leaders and Key Company Profiles

Adobe Systems Inc.

Amazon Web Services, Inc.

App Annie

CleverTap

Flurry

Google Inc.

Upland Software, Inc.

Mixpanel Inc.

Pendo.io

Microsoft Corporation

Other key companies 

Need a Customized Market Research Report?

You can always share any specific requirements that you have, and our team will adjust the scope of research offerings as per your needs.

The following are some customizations our clients frequently ask for:

The Mobile Analytics market report can be customized based on specific regions/countries as per the intention of the business

The report production was facilitated as per the need and following the expected time frame

Insights and chapters tailored as per your requirements.

Depending on the preferences we may also accommodate changes in the current scope.

Key Questions Addressed in the Mobile Analytics Market Research Include:

What are present Mobile Analytics market values, and what can be expected in the upcoming decade?

What are the key segments in the Mobile Analytics market?

What is the regional distribution of the Mobile Analytics market report?

What are the key players and their recent strategies?

What are the key factors driving Mobile Analytics market growth?

What are regulatory concerns and requirements businesses have to compel?

Author’s Bio:

Anna Green

Research Associate at The Insight Partners

[freegovtjobalertdaily]

Panviva - Senior Software Engineer I (Front End)

Job title: Panviva – Senior Software Engineer I (Front End) Company: Upland Software Job description: Senior Software Engineer I (Front End) Job Description Opportunity Summary We are looking for an enthusiastic and dynamic individual to join Upland Software as a Senior Software Engineer I (Front End) for our Upland Panviva product. The individual will work with our development team . Upland…

[danny-03]

CropTelligence

After we presented our business model canvas on July 10, 2023, we were then tasked to interview another set of respondents with another set of questions to further improve and validate our proposed venture. The five of us in our group worked together to make new set of questions to be handed out to our target market. Then, we made the following steps.

I. The Hypothesis📋

Farmers will use the app for their convenience since the app will offer a lot of features that surely help to farm related activities. 

II. Hypothesis Testing📝

Our group tested the hypothesis through a combination of close-ended and open-ended survey questionnaires to better identify the results. We were tasked to interview another respondents from our potential target market, all of which are farmers.

These are the questions we used in the survey.

• Are you a Farmer? Yes or No?

   If yes, what kind of farmer are you? Lowland Farmer, Upland Farmer, or a Livestock Farmer?

• What problems do you usually encounter in farming?

• Do you find it hard to wait for weeks or months in testing the soil fertility of your farm?

• Do you find it more convenient if there is an app or device that could make the process more faster?

• If those problems can be solved by our proposed application, how will you rate the application’s usefulness on a scale of 1 to 5? ( 5 as the highest rate and 1 as the lowest).

• How likely will you use the said application? On a scale of 1 to 5 ( 5 as the highest rate and 1 as the lowest).

THE RESULTS📊

After we gathered and analyzed the responses, these are our findings and results.

• The common problem for farmers is that they have limited access to tools and equipment for testing soil fertility. 

• Farmers also indicate that they have a problem in improving profitability as well as managing the risk in the farm

• Majority of the farmers that is being interviewed is upland farmers, specifically corn and sugarcane farmers. 

• Farmers also said that the find it hard for them in testing the soil fertility of their farm.

• Some of the farmers rate the application’s usefulness on a scale of 5

• Most of the farmers rated 5 on how likely they will use the said application

• Overall, we found out that the farmers is interested in using the app since the features itself guarantee’s that it brings convenience to farmers. 

III. Team Decision and Options🤔

•We are suggested to change the name of our app which previously called as FARM-MAN, therefore we came up to the new name of our app which is the CropTelligence.

•Since our hypothesis was proven effective after we tested it to our potential target market, our team has decided to pursue this software.

IV. Lessons💡

As a team, we have learned that despite farmer plays a significant role in the economy and contributes for the prosperity of it, farmers have been deprived of the attention they deserved. They were not given the tool, equipment, and other items that would have aided for the agricultural sectors. Problems of farmers are just being ignored of some individuals. But we as a team appreciate all the efforts of the farmers which push us to develop a farming app.

V. Documentation

[differenttimemachinecrusade]

Web Content Management Market Expansion: Industry Size, Share & Analysis 2032

TheWeb Content Management Market Size was valued at USD 8.13 Billion in 2023 and is expected to reach USD 28.76 Billion by 2032 and grow at a CAGR of 15.1% over the forecast period 2024-2032

The Web Content Management (WCM) market is expanding rapidly as organizations strive to enhance their digital presence. With the rise of e-commerce, digital marketing, and customer engagement platforms, the demand for efficient content management solutions is at an all-time high. Businesses are investing in WCM systems to streamline content creation, delivery, and optimization.

The Web Content Management market continues to grow as companies seek to improve their online visibility and user experience. The need for dynamic, personalized content has led to advancements in AI-powered content management, automation, and cloud-based platforms. Organizations across industries are adopting WCM solutions to stay competitive in the digital-first era.

Get Sample Copy of This Report: https://www.snsinsider.com/sample-request/3486 

Market Keyplayers:

Adobe (US) – Adobe Experience Manager, Adobe Creative Cloud

OpenText (Canada) – OpenText TeamSite, OpenText Experience Platform

Microsoft (US) – Microsoft SharePoint, Microsoft Azure AI Content Management

Oracle Corporation (US) – Oracle Content Management, Oracle WebCenter Sites

Automattic (US) – WordPress.com, WooCommerce

OpenAI (US) – ChatGPT API, DALL·E for Content Creation

Canva (US) – Canva Pro, Canva for Teams

RWS (UK) – Tridion, RWS Language Cloud

Progress (US) – Progress Sitefinity, Telerik Digital Experience Cloud

HubSpot (US) – HubSpot CMS Hub, HubSpot Marketing Hub

Yext (US) – Yext Content Management, Yext Knowledge Graph

Upland Software (US) – Upland Kapost, Upland Altify

HCL Technologies (India) – HCL Digital Experience, HCL Unica

Acquia (US) – Acquia Digital Experience Platform, Acquia Site Studio

Optimizely (US) – Optimizely CMS, Optimizely Content Intelligence

Bloomreach (US) – Bloomreach Experience Cloud, Bloomreach Discovery

Sitecore (US) – Sitecore Experience Platform, Sitecore Content Hub

Market Trends Driving Growth

1. AI and Automation in Content Management

Artificial Intelligence is revolutionizing WCM by enabling automated content tagging, personalization, and real-time analytics.

2. Rise of Headless CMS

Decoupled and headless CMS platforms are gaining popularity, allowing seamless content delivery across multiple channels and devices.

3. Cloud-Based Content Management

The shift toward cloud-based solutions offers scalability, security, and cost-efficiency, driving adoption across enterprises.

4. Personalization and Omnichannel Content Delivery

Brands are leveraging WCM systems to provide personalized, consistent content experiences across websites, mobile apps, and social media.

5. Increasing Focus on Security and Compliance

With growing concerns about data privacy, WCM providers are integrating robust security measures and regulatory compliance tools.

Enquiry of This Report: https://www.snsinsider.com/enquiry/3486 

Market Segmentation:

By Component

Solutions

Services

By Deployment Type

On-premises

Cloud-based

By Organization Size

Large Enterprises

Small and Medium Enterprises

By Vertical

BFSI

IT and Telecom

Retail

Education

Government

Healthcare

Media and Entertainment

Travel and Hospitality

Others

Market Analysis and Current Landscape

Increasing demand for seamless digital experiences across industries.

Integration of AI and data analytics to optimize content strategies.

Adoption of mobile-first and voice-enabled content management solutions.

Emphasis on user-friendly interfaces and low-code/no-code platforms for easy content management.

While the market shows strong potential, challenges such as content governance, integration complexities, and data security remain. However, ongoing technological innovations are addressing these concerns, making WCM systems more efficient and accessible.

Future Prospects: What Lies Ahead?

1. Expansion of AI-Driven Content Strategies

AI-powered content recommendations, automated workflows, and predictive analytics will shape the future of WCM.

2. Enhanced Multilingual and Localization Capabilities

Businesses will invest in multilingual WCM systems to cater to global audiences and enhance customer engagement.

3. Growth of Voice Search and Conversational AI

WCM platforms will incorporate voice search optimization and AI-driven chatbots for improved user interaction.

4. Integration with Digital Experience Platforms (DXPs)

The convergence of WCM and DXPs will enable a unified approach to content, marketing, and customer experience management.

5. Strengthening Security and Compliance Features

Blockchain and AI-driven security protocols will enhance content authenticity, privacy, and regulatory adherence.

Access Complete Report: https://www.snsinsider.com/reports/web-content-management-market-3486 

Conclusion

The Web Content Management market is evolving rapidly, driven by digital transformation and the increasing need for personalized content experiences. As businesses prioritize seamless content delivery and automation, WCM solutions will continue to play a crucial role in shaping the future of digital engagement. Companies investing in AI, cloud, and omnichannel strategies will lead the market, redefining how content is created, managed, and distributed in the digital age.

About Us:

SNS Insider is one of the leading market research and consulting agencies that dominates the market research industry globally. Our company's aim is to give clients the knowledge they require in order to function in changing circumstances. In order to give you current, accurate market data, consumer insights, and opinions so that you can make decisions with confidence, we employ a variety of techniques, including surveys, video talks, and focus groups around the world.

Contact Us:

Jagney Dave - Vice President of Client Engagement

Phone: +1-315 636 4242 (US) | +44- 20 3290 5010 (UK)

[stockcalc]

NIC (EGOV.DL:NAS) Fundamental Valuation Report

NIC (EGOV.DL:NAS) Fundamental Valuation Report

Fundamental Valuation Report NIC(EGOV.DL:NAS) Technology:Software – Application This Report was generated using the valuation tools available on StockCalc.com. For a free 30 day trial click here. –Close Price/Date$34.00 (USD) 04/20/2021 Weighted Valuation$32.93 (USD) Overall RatingFairly valued to slightly Overvalued by 3.2% Valuation Models Discounted Cash Flow: $31.38 (USD) Adjusted…

[empresa-journal]

Is Upland Software making money?

Is Upland Software making money?

Many investors are investigating Upland Software Inc. (NASDAQ: UPLD) because it is a cheap cloud-enterprise stock with a growing price. Over the past year, Upland’s share price rose from $30.92 on 11 May 2020 to $44.20 on 7 May 2021 and fell to $40.65 on 12 May 2021. Thus, Upland (UPLD) is growing, but it is not bubbling. So what is Upland Software (UPLD) and does it make money? I think Upland…

[aitoolswhitehattoolbox]

Upland R&D SSO - Software Engineer I

Description Software Engineer I Job Description Opportunity Summary We’re looking for a self-motivated Full… Stack Developer with top-notch software design and development skills to join Upland India as a Software Engineer… Apply Now

[grizzlemedia-blog]

5 Tech Stocks to Keep an Eye on After Their Results

Stocks often bounce immediately after releasing their results, but then drift lower as the market digests the financial statements. The following 5 tech stocks are holding onto their gains more than a week after releasing their results and doing so on above-average volume. These are stocks to add to your watchlist ahead of the next earnings season.  

Sony Corporation (NYSE: SNE)

Sony share price had just broken out of a 7-month downtrend when it reported at the end of April. The company surprised the market by beating expectations, though it lowered its full-year forecast. However, since then it has also announced a massive stock buyback and an extensive partnership with Microsoft. The market has started to take notice of Sony again due to its diversified revenue streams and the way it is positioned to capitalize on several growth industries. Besides gaming, an exciting industry in its own right, Sony is exposed to virtual reality, robotics, artificial intelligence, and of course music.  

TechTarget (NASDAQ: TTGT)

TechTarget uses cloud technology and artificial intelligence to provide content and CRM solutions for clients. The price ran too far in 2018 and investors turned their back on it. It may now appear to have fallen too far given that the company has continued to put up solid numbers. Analysts are forecasting a big uptick in earnings from the second quarter onward. If the momentum continues it will attract more buyers, and with a market cap of just $575 million, a squeeze is likely. $22 is a key level to watch for this stock.  

OpenText (NASDAQ: OTEX)

Valued at $10 billion, OpenText provides a range of content and software products that help companies transition to the digital era. The stock has fallen off the radar of analysts over the last 18 months, with very few covering it. Nevertheless, the share is being accumulated. Based on its last set of results and the share price performance this year, the company is back on the radar. On Friday the stock price broke a key resistance level at $40. If it can retest and hold that level, it may well rally into the next earnings season.  

Upland Software (NASDAQ: UPLD)

Upland provides cloud-based process management solutions and has a market capitalization of $1.23 billion. Upland’s financial results were released on May 2, with the company beating expectations for revenue and EPS. The company’s revenue growth is beginning to accelerate, and while the company lost money on a GAAP accounting basis, it made a non-GAAP profit. With margins improving and revenue growth accelerating, the company could begin to look like a solid business in the next year. The market is realizing this and the stock has seen sustained buying on good volumes since the earnings call.  

SolarEdge Technologies (NASDAQ: SEDG)

SolarEdge designs and builds inverter systems for solar installations around the world. The company is worth $2.6 billion and trades on a forward multiple of 14.7, having grown earnings at 46% a year over the last 5 years. The stock price had a massive run in 2017, but investors became skeptical in 2018 and the share price fell over 50%. On May 6, the company reported better than expected earnings growth of 29% and guided 2nd quarter revenue higher. Importantly, the company has managed to improve its margins while revenue continues to grow steadily. Investors are beginning to realize how well positioned SolarEdge is for the future, and the company is now at the right size for institutional investors to take notice of it. Read the full article

[thessalian]

Thess vs Roadmaps

I read someone on the comments section of the Guardian the other day talking about people who are really hecking cautious about Johnson’s “roadmap to easing lockdown”. This individual was saying, “Why do you people have to be so doom and gloom all the time? Can’t you take this for the good thing it is? It means this lockdown horror is going to be over! Sunny Uplands! Stop being a misery!”

Thing is ... quite aside from the entirely reasonable skepticism about the policies of a man who says he will be led by “data, not dates” and then gives a whole slew of dates ... I know two things that keep me gloriously cynical about the whole thing.

The first is this: I play video games. I’ve seen “roadmaps” before. Johnson, you twitwaffle, that is possibly the worst fucking bit of terminology you could have used.

Roadmaps don’t mean “a secure route from point A to point B” anymore. Not since software and especially video game companies got hold of it. Now it’s more like a list of New Year’s Resolutions - highly optimistic, nearly undeliverable, and usually revised or abandoned within a month. Or worse, it’s adhered to and turns out not to meet expectations, thereby disappointing everyone involved. When software companies fuck up a roadmap, mostly what they get is a really busy (and regretfully abused) QA team, a disappointed and angry customer base and, at worst, some refunds to process. That’s ... not going to be the case if Johnson’s roadmap fucks up. What happens if Johnson’s roadmap fucks up?

DEAD PEOPLE. LOTS AND LOTS OF DEAD PEOPLE.

Also the final breaking strain put on the NHS, but let’s focus on the dead people for the moment because I can’t help but think about the fact that a NHS GP practice operator handling 50k patients got handed to a US insurer with no one having the slightest fucking bit of say in it when I focus on that too hard and I already want to punch walls. We already know these jag-offs want to dismantle the NHS and they’re running out of opportunities so fuck it, why not run it into the ground?

Yes, I am a fucking cynic. I have reason to be.

Anyway, the other thing I know that makes his stupid roadmap something I side-eye really damn hard is ... well, I don’t want to say ‘human nature’ because a lot of people are decent. But there are enough not-decent people to make what I’m about to flag up pretty damn prevalent: if you give a certain type of person an inch, they will take a mile.

We already have people who refuse to wear masks at all. Worse, we have ones that put on a mask just long enough to get past drivers or ticket barriers and then pull them down to under their chins so they can claim they’re following guidelines. These are the people who don’t focus on why the rules are there; they just say, “Okay, there are rules - what’s the bare minimum I have to do in order to look like I’m complying?” The ones who responded to the announcement made a little before Christmas that there was going to be a full lockdown and ban on travel starting at midnight by cramming themselves into train stations to get to their families before it was technically illegal. These are the ones who will say, “Well, we’re going from lockdown to ‘rule of six’ in March; that’s only a couple of weeks away! Surely it won’t be a big deal if we start now, right?”

It’s already happening. Very loud people have been partying in the green that more or less serves as my back garden. People have been setting off fireworks. The streets are more crowded, as is public transport, and people are way less shy about ignoring social distancing. Summary: people were already acting like lockdown wasn’t a thing, and the only reason they were even pretending until now is because no one else would do it with them. People are easier to convince that it’s not a big deal to ignore lockdown when ‘it’s nearly over anyway’. Add ‘and it’s not like anyone’s enforcing it’ to the list and you’ve got a problem.

Of course I want lockdown to be over. I just want lockdown to be over safely. I have very good reasons for not trusting Boris Johnson or any of the cronyistic bastards he calls a government. They are style over substance, smoke-and-mirrors-ing the entire population while they rob us blind on the taxation level. Sunak with his Instagram crap and Johnson with his ‘artfully’ mussed hair and don’t even get me started on Hancock and Williamson. And Labour? Labour’s worse. Starmer is basically killing Labour’s credibility and since the Liberal Democrats committed political seppuku during the Conservative/Lib-Dem coalition government (generally referred to as Con-Dem because that’s what we were doing to everyone in it), we haven’t got a credible party left.

So no, I’m not going to throw confetti and shout “HURRAH!” at the “roadmap to lockdown“. This government’s betrayed me a few too many times. Besides, if the ‘roadmap’ is anything like the schedule Thames Water laid out for the roadworks around my house? We’re all fucked.