Check out rankings on software companies based on stock-based compensation as a percentage of revenue.

Thoma Bravo's Orlando Bravo has publicly argued that AI is a tailwind for enterprise software, making existing products more ...

The appetite for software as a service (SaaS) remains strong as software companies set their sights on recurring revenue, boosted market share, and greater efficiency and scale. Seventy-four percent ...

Open source might be the building blocks of the modern software stack, but companies building businesses off the back of open source software face a perennial struggle between keeping their community ...

Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.

AI is set to reshape, not destroy, the software industry, according to Morgan Stanley's David Chen. Investors now question if ...

AI is not an existential threat to every single software company. Here are the companies most likely to come out of this as ...

Investment in generative artificial intelligence (GenAI) is ramping up at an impressive rate, with spending projected to grow at an annual rate of 36% through 2030. A Forrester study (commissioned on ...