We're still short and no plans to change positioning. We think it's still way too expensive... I'd note that ex-tax, the 2018 guidance is ~2.39 -- essentially the same number I have above. The competitive... login to read the rest
So my reading of the call is that this quarter is JustGiving's lowest seasonal quarter, and contributing 6-8 mm to Blackbaud in it. So depending on seasonality, a good deal more than $20 mm annual... login to read the rest
Thanks - we have followed this company since Gianoni joined as CEO. He has a solid track record both from Fiserv and now Blackbaud. That said, I agree that valuation does not make any sense... login to read the rest
We would point you to our chart on customer lifetime value over customer acquisition cost. They continue to report solid growth that is not economic and actually getting worse over time. We believe you are... login to read the rest
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