Software: Demand still robust but not immune to macro pressures as elongated sales cycles and longer approval processes by clients have been observed during this earnings season.
It is thus important for investors to align themselves to areas of priority for CIOs. These areas tend to be mission critical or foundational to the competitive positioning of enterprises.
Within our coverage, names that give investors such exposure include Salesforce.com (CRM US), ServiceNow (NOW US), Palo Alto Networks (PANW US) and Datadog (DDOG US).
Source: OCBC
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Software
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Re: Software
by winston » Fri Oct 14, 2022 12:24 pm
How Low Could Valuations Go?
The public software market continues to compress.
Enterprise-value-to-forward-revenue multiples are now below 2016 levels for the first time in 6 in years.
Source: Tomasz Tunguz
https://tomtunguz.com/
The public software market continues to compress.
Enterprise-value-to-forward-revenue multiples are now below 2016 levels for the first time in 6 in years.
Source: Tomasz Tunguz
https://tomtunguz.com/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Software
by winston » Mon Dec 12, 2022 9:09 am
Malaysia Software & Tech Services
Digitalisation adoption continues
Source: Maybank
https://mkefactsettd.maybank-ke.com/PDFS/294475.pdf
Digitalisation adoption continues
Source: Maybank
https://mkefactsettd.maybank-ke.com/PDFS/294475.pdf
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
3 posts
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