Software Australian Community

Objective Corp is the unseen operating system for modern government. From local councils to federal agencies in Australia, NZ, and the UK, its software manages the critical documents, regulations, and processes that public services depend on.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

Key Takeaways Expansion into the SME market and a shift to SaaS are driving recurring revenue growth and improved revenue predictability. Prior tech investment enables margin expansion and operational leverage as scaling continues, with sector diversification supporting stable global growth.Read more

Key Takeaways Near-full migration to the cloud and deep public sector ties drive expanding recurring revenue, higher margins, and durable growth beyond market expectations. Strong AI integration and disciplined acquisitions accelerate cross-market expansion and entrench Objective's position as a crucial provider in compliance-driven digital transformation.Read more

Key Takeaways Structural tailwinds from digital adoption and regulatory complexity support robust, recurring growth and improved operational leverage for Bravura in APAC and globally. Effective client acquisition, decentralized leadership incentives, and wealth sector trends position Bravura for long-term margin expansion and premium pricing power.Read more

Key Takeaways Elevated execution risks and tightening customer budgets could delay revenue recognition and impact short-term growth and margins. Rising competition and rapid shifts toward integration and automation threaten ReadyTech's core offerings and ability to expand internationally.Read more

Key Takeaways Adoption of unified, AI-driven SaaS solutions and strategic acquisitions are driving deeper market penetration, new revenue streams, and higher customer retention. Industry digitization trends and ongoing product innovation position WiseTech for accelerated growth, enhanced profitability, and operating leverage.Read more

Key Takeaways Rising regulatory costs and evolving data privacy laws are likely to pressure profitability and increase customer attrition risks. Growing competition from SaaS disruptors and industry-wide margin pressures threaten revenue growth and force continual R&D investment.Read more

Key Takeaways Growing privacy regulations and consumer concerns threaten Life360's ability to monetize data, jeopardizing ad revenue, subscription growth, and profitability. Competition from major device makers and rising regulatory risks erode differentiation, driving down margins and weakening Life360's long-term user engagement.Read more