Bhavan Suri

Twilio Inc (NYSE: TWLO) is scheduled to report its Q4 2016 results on February 7. The company would likely announce a top-line beat, “driven by strong base revenue growth,” William Blair’s Bhavan Suri said in a report. He maintains an Outperform rating on the company. Top-Line...

After attending the recent Splunk Inc (NASDAQ: SPLK) Investor Day event, William Blair analyst Bhavan Suri isn’t concerned about the company’s light fiscal 2018 revenue growth guidance. According to Suri, Splunk’s initial guidance suggests 26 percent revenue growth in 2018,...

Splunk Inc (NASDAQ: SPLK) is scheduled to host its analyst day Thursday. The company is likely to announce a conservative sales outlook for fiscal year 2018, and even modest margin expansion would be impressive “given the ratable mix shift and strong underlying momentum of the overall...

William Blair’s Bhavan Suri expressed a bullish stance on Twilio Inc (NYSE: TWLO), given that the stock has declined 50 percent from its September peak and that there is upside potential to the current consensus forecasts. Suri maintained an Outperform rating on the company. The Bull...

William Blair’s Bhavan Suri believes Zendesk Inc (NYSE: ZEN) “is well positioned to reach its $1 billion revenue run-rate target by 2020 while also providing incremental operating margin and free cash flow improvements.” Suri maintains an Outperform rating on the company. Growth...

William Blair said it is little surprised by Zendesk Inc (NYSE: ZEN)’s recent sales executive changes, as it thought the re-organization was already complete. Now, the brokerage predicts more changes to come as Brian Cox, chief revenue officer, continues to weed out underperforming sales...

Shares of Twitter Inc (NYSE: TWTR) soared higher by nearly 20 percent Friday following a report the company may be one step closer to selling itself than previously thought. One of the companies named in the CNBC report, salesforce.com, inc. (NYSE: CRM), saw its stock trade lower by nearly 5...

Shares of Bazaarvoice Inc (NASDAQ: BV), a relatively unknown small-cap company that connects hundreds of millions of shoppers around the world, saw unusual strength on Friday. Bazaarvoice's Software as a Service (SaaS) solution enables companies to leverage the voice of its customers by...

Teradata Corporation (NYSE: TDC) is on the "right track," said William Blair to clients after the company's customer conference reinforced its view that the company possess differentiated technology. The brokerage said customers signaled healthy interest in Teradata's new solutions, especially...

Tableau Software Inc (NYSE: DATA) reported its 2Q results, with the top line beating the consensus forecasts, but the operating income and EPS coming in below expectations. William Blair’s Bhavan Suri maintains an Outperform rating on the company. ‘Respectable’ Results Tableau...

On Monday morning, Verizon Communications Inc. (NYSE: VZ) agreed to purchase FleetMatics Group PLC (NYSE: FLTX) at $2.4 billion, or $60.00 a share, in cash following Verizon's Yahoo! Inc. (NASDAQ: YHOO) take-out last Monday for $4.83 billion. The FleetMatics deal is expected to close in the fourth...

William Blair’s Bhavan Suri expects Citrix Systems, Inc. (NASDAQ: CTXS) to deliver revenue and EPS ahead of the consensus and estimates, when the company reports its quarterly results on July 26. Suri maintains a Market Perform rating on the company. Robust Demand “Our conversations...