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 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

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 Expanding compliance costs, global data restrictions, and volatile government contracts are undermining Nuix's long-term growth and revenue predictability. Larger, more integrated competitors and rapid technological shifts threaten Nuix's market position, pricing power, and long-term profitability.Read more

Key Takeaways Expansion into new markets and advanced services enhances customer retention, market reach, and positions Megaport for sustained revenue and margin growth. Investment in automation, innovation, and engineering builds competitive barriers and operational efficiency, supporting long-term profitability and predictable earnings.Read more