software

Emanuel Datt on the conservative guidance, the shrinking founder discount and why he thinks the ACCC investigation goes nowhere.

Life360 has cracked 100 million users. CEO Lauren Antonoff explains where the next wave of growth will come from.

UBN's NAB partnership could unlock $8B in strata deposits — and finally drag a sleepy industry into the modern era.

The question is no longer whether AI will disrupt software. It is which businesses are genuinely at risk and which are mispriced.

WiseTech Global: a case study.

Why Infinite Code Doesn't Build Infinite Moats

AI is upending software models, driving a sell-off and exposing which firms have data moats and which rely on seat-based demand.

1.5x ARR for a founder-led software company dominating it's Australian niche with global ambitions.

Shares have tumbled over two whipsaw trading sessions to mean this could be an opportunity to get on the planet's hottest software stock.

It’s rare to see a stock where your downside is supported but with capacity to grow sufficiently to be a 10-bagger, if things go to plan.