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

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

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 Enhanced platform functionality and automation are boosting client retention, operating efficiency, and recurring revenue growth through increased adoption of digital and AI-driven solutions. Regulatory and industry trends are expanding Praemium's market, with strong client wins, successful integrations, and cost synergies supporting sustainable profit and cash flow gains.Read more

Catalysts About Atturra Atturra is an Australia based advisory and IT solutions provider focused on cloud, data, integration and industry specific software. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Exposure to declining oil and gas demand and dominance of national companies in new markets limits long-term growth for core services. Margin and scalability pressures persist due to cloud competition, client concentration, and slow ramp-up of new sustainable IT offerings.Read more

Key Takeaways Energy One is well-placed to benefit from rising complexity in renewable energy markets through advanced software, geographic expansion, and early moves into emerging technology trends. Investments in technology, SaaS offerings, and compliance are strengthening recurring revenues, supporting margin expansion, and attracting larger customers for long-term growth.Read more

Key Takeaways Accelerated SaaS adoption, superior customer retention, and vertical expertise are driving stronger-than-expected recurring revenue and profit growth across key markets. Differentiation through security, product innovation, and strategic international expansion supports high win rates, margin gains, and long-term revenue outperformance.Read more

Key Takeaways Heavy investment in AI-driven products assumes flawless adoption, but execution missteps or industry shifts could pressure earnings, margins, and market share. Streamlining through divestments and cost cuts increases risk from reduced diversification and exposure to rapid fintech disruption.Read more