Software Australian Community

Investment Thesis Objective looks like a genuinely good software business that the market does not quite know what to do with. It has the sort of traits I like — founder-led, no debt, very high recurring revenue, strong returns on capital, and products embedded inside government workflows that are painful to rip out.Read more

NEXTDC Limited is a leading Australian digital infrastructure provider that develops and operates high-performance data centres across major cities. The company supports enterprise clients, government agencies and hyperscale cloud providers through colocation services, interconnection networks and direct cloud on-ramps to platforms such as AWS, Microsoft Azure and Google Cloud.Read more

Xero provides cloud-based accounting software to small and medium-sized businesses. Its core revenue model is subscription-based: customers pay monthly to manage invoicing, payroll, compliance, and financial reporting.Read more

Energy One (ASX:EOL) is a small ASX software business that sits behind a part of the economy most people never think about. It provides the systems energy companies use to run wholesale trading, scheduling and risk, and it pairs that software with operational services.Read more

Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.Read more

Objective Corporation sells the unglamorous software that many government departments rely on to run permits, records, and compliance—once it’s in place, switching it out can be painfully disruptive. The story hinges on whether it can keep growing by adding more tools to existing agencies and expanding further into the United Kingdom, without bigger tech platforms squeezing it or a leadership handover rattling confidence.Read more

1. Momentum & Trend Indicators The MACD is positive at 0.42, suggesting bullish momentum, yet the share price (A$122.35) is just above the 20-day EMA(121.06) and below the 50-day SMA(120.80) – a tug-of-war that keeps the overall trend “neutral-to-bullish”.Read more

Data#3’s latest results look healthy at first glance, but a closer read points to growing pressure in day‑to‑day operations, from inventory that may be harder to sell to services work that’s getting less profitable. The bigger worry is that cash and earnings may look better on paper than they feel in the business, thanks to heavy reliance on vendor rebates and timing tactics that could unwind if conditions soften.Read more

Catalysts RocketBoots is a business with a mature (10 years of data used to train it, evidentially) AI-driven bit of software. It receives signals from the clients' cameras and the SaaS interprets, identifies and reports specific behaviours in real time, sometimes before they even take place.(?).Read more