enterprise software

Latest news and analysis on enterprise software

Equities

There's peril and promise in generative AI

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.
+6
Kym Sheehan
Livewire Markets
Equities

The cheapest technology company on the ASX

Technology meets deep value in this ASX-listed microcap generating software-as-a-service revenue and trading at 1.4x maintainable EBIT
Joseph Constable
Hancock & Gore
Investment Theme

Why this COVID-hit sector is still attractively priced

I don’t know about you, but my COVID prediction record was woeful. Home furnishings boom? Nope. Motorbike retailer has best year ever? Nope. Funeral homes have their...
+3
Steve Johnson
Forager
Equities

The early innings of enterprise cloud software

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...
Damon Callaghan
ECP Asset Management
4