Software Australian Community
Our community narratives are driven by numbers and valuation.
Software Australian Investing Ideas
The Boring Monopoly That Governments Can't Uninstall
There's a company in Sydney that makes the software local councils use to approve your building permit, the system federal regulators use to track compliance, and the platform 18,500 Scottish Government workers use to manage classified documents every day. You've never heard of it.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: Growth Was Priced In — Execution Is Not
Xero is a subscription-based cloud accounting platform serving small businesses across Australia, New Zealand, the UK and the US, with a structurally high gross margin profile. Over the past 12 months, the share price has declined by 57.4%.Read more
XERO Limited's Technical Analysis
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
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
ASX:DTL does it all add up?
My review of the ASX:DTL via reveals the following - Practices in Data#3 Limited's HY2025 Financial Disclosures Data#3 Limited's interim financial reporting for the half-year ended 31 December 2024 employs sophisticated presentational tactics to obscure potential material weaknesses, with four additional concealed risks identified through textual analysis of the full directors' report and appendices. Below is a granular examination of these hidden issues and the methodologies used to minimize their visibility.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
