Estimize

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for Q4 and 2019. The team also gets into the recent M&A activity in the space, from IBM’s acquisition of RedHat to SAP’s acquisition of Qualtrics, and discusses if more deals could be on the horizon.