Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Sizable Beat: Sumo Logic Reported Better Than Expected 3QFY23 Results

Expecting Strong Growth In CY22. New CFO Will Improve Business Performance

Investors Overreacted To Mixed Q2’22 Earnings Results. The Stock Is Set For A Rebound

Sumo Logic: Getting Back On Track, Growth Ahead

Algosun Global

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a>  surprised investors and reported solid 2QFY23 results pushing shares up over 10% during a regular trading session on Friday. </li>
<li>Provider of cloud-based machine data analytics reported revenue/non-GAAP EPS of $74.1M/($0.10), above consensus, and improved FY23 outlook.  </li>
<li>Management focused on delivering more efficient growth and reduced hiring plans. Customer metrics remained strong, with a dollar-based net retention rate of 115%.</li>
</ul>



Sumo Logic Inc (SUMO US)  surprised investors and reported solid 2QFY23 results pushing shares up over 10% during a regular trading session on Friday. 
Provider of cloud-based machine data analytics reported revenue/non-GAAP EPS of $74.1M/($0.10), above consensus, and improved FY23 outlook.  
Management focused on delivering more efficient growth and reduced hiring plans. Customer metrics remained strong, with a dollar-based net retention rate of 115%.


Sumo Logic. 2QFY23 Wrap: Rising From The Ashes?