Software Australian Community
Our community narratives are driven by numbers and valuation.
Software Australian Investing Ideas
High-quality GovTech with a real moat but not enough upside yet
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's profit margin is expected to change by 7.55% in the next 5 years
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: A Quality Business Priced for Continued Execution
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): Sticky software with improving margins
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
Xero will multiply its profitability with a 25% net profit margin
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
The Boring Monopoly That Governments Can't Uninstall
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
ASX:DTL does it all add up?
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
Surveilance as a Service?
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
Legacy Dependence And Escalating Costs Will Erode Profitability
Bravura Solutions risks losing its edge as open banking and easier-to-swap software make it simpler for customers to switch or build their own systems, while tighter security and privacy rules push costs up. Find out why reliance on older products and a tough hiring market could make it harder for the company to modernize and protect profits.Read more
