LivePerson, Inc. 3Q Results Make the Grade; Getting Nearer to the Turn

Last night, LivePerson Inc., (LPSN) reported stronger than expected 3Q earnings, beating our and the Street’s estimates for bookings, total revenue and non-GAAP EPS. For the next quarter and 2013, management is guiding largely in line with the consensus, though it is tightening the full year ranges for revenue and EPS. Though the company reported…

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RealD Inc. Posts Strong Fiscal Third Quarter Results

RealD reported strong fiscal third-quarter results; revenue and profitability came in ahead of expectations. Total revenue of $55.4 million was above the consensus estimate of $50.4 million and adjusted EBITDA of $21.3 million were well above the consensus estimate of $15.2 million. Licensing revenue of $35.6 million was above the consensus estimate of $34.2 million,…

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NetSuite Reports Another Solid Quarter

NetSuite reported another solid quarter last night, delivering total revenue, subscription revenue and billings above our (and the Street’s) expectations. Consistent with prior periods, Q3 was driven by increasing average deal sizes from the company’s move up market, good retention in the installed base and an increasingly effective channel partner network. Management maintained its customary…

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