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Robert DeFrancesco
Works at Tech-Stock Prospector LLC
Lived in Philadelphia
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Robert DeFrancesco

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Robert DeFrancesco

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In the 15 years since Staples Center opened at Figueroa and Eleventh, Downtown LA's South Park neighborhood has undergone a complete transformation. What was once a sea of parking...
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Shares of cloud-based security solutions vendor Qualys (QLYS, $46.89) today are surging more than 14% on 7x average daily volume following last night’s strong Q4 report and upside guidance for Q1 and 2015. The shares earlier today hit a new all time high at $48.In the July 2013 issue of Tech-Stock Prospector (TSP #137), we pointed out that Qualys (the shares back then were trading at just $16.37) had plenty of room to sell additional offerings in...
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Tune into any cable network stock market channel and the airwaves resonate with one consistent theme: SaaS companies are simply too expensive. In fact, we might even be in a bubble! The argument goes as follows — high revenue growth coupled with lack of profits means these businesses are ...
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Adobe Systems (ADBE, $78.20) last night reported fiscal Q1 (Feb.) EPS of 44 cents, five cents above the consensus estimate, on revenue of $1.11 billion, vs. the consensus of $1.09 billion.Recurring sources accounted for 70% of revenue, up from 52% in the year-ago quarter.In FQ1, Creative Cloud net new subscriber additions totaled 517,000. The company ended FY’14 (Nov.) with 3.45 million Creative Cloud subscribers; exiting FY’15, the goal is 5.9 m...
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CyberArk Software (CYBR, $54.20), a provider of security solutions used to protect so-called privileged accounts with an organization, last night reported Q4 revenue growth of 81%, driven by license revenue growth of 95%.Shares of CyberArk—one of our 5 TSP Tech Disruptor companies for 2015—today are surging more than 18% on nearly 10x average daily volume. Earlier in the session, the stock reached a new post-IPO high at $55.40. The company only w...
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Shares of LinkedIn (LNKD, $256.30 after hours, +7.7%) are up more than 7% after hours following the release of above-consensus Q4 results:*EPS of 61 cents beat the consensus estimate by eight cents*Revenue rose 44% to $643.4 million, easily topping the consensus of $617.3 million as well as the high end of the guidance range of $600 million to $605 million.Talent Solutions revenue of $369 million (57% of total revenue) rose 41%, while Marketing S...
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Previously
Philadelphia - Washington DC - Los Angeles
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Investment research & analysis
Employment
  • Tech-Stock Prospector LLC
    Co-Founder/Managing Editor, 2003 - present
  • Louis Rukeyser's Wall Street
    Research Analyst/Senior Writer, 1992 - 2005
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