Software Canadian Community
Our community narratives are driven by numbers and valuation.
Software Canadian Investing Ideas
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.Read more
Docebo - Customer and employee training
Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.Read more
Buy Rating for HIVE
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.Read more
Digital Transformation And 5G Will Expand Global Telecom Markets
Key Takeaways Deepening relationships and market presence in Saudi Arabia and the Gulf region are positioning NTG for sustained revenue and market share expansion beyond analyst expectations. High-margin SaaS growth, AI integration, and M&A opportunities are set to elevate NTG's earnings power and client dependency, making its platform essential for telecom and financial operators.Read more
Regulatory Pressures And Fierce Cloud Competition Will Erode Value
Key Takeaways Increasing regulatory hurdles and heightened competition from major cloud providers threaten Coveo's ability to differentiate and achieve sustainable revenue growth. Reliance on a few key partners and uncertain IT spending create risks for recurring revenue stability and margin protection.Read more
Acquisitions Of Aculab And Margento Will Expand Services In High-Demand Sectors
Key Takeaways Strategic acquisitions and a shift to a dual SaaS/on-premise model are expected to boost revenue, net margins, and earnings stability. A strong financial position with no debt enables dividend increases, share buybacks, and improved EPS and return on equity.Read more
AI Adoption And FedRAMP Certification Will Widen Market Opportunities
Key Takeaways Rapid AI-driven innovation and strategic integrations are boosting customer retention, competitive edge, and positioning Docebo as a leader in the learning platform market. Expanded market reach through public sector entry and strong enterprise execution is fueling sustained growth and strengthening long-term earnings potential.Read more
AI Integration And Upmarket Shift Will Empower Digital Education
Key Takeaways Upmarket strategy and product innovation, including AI and B2B features, are driving improved growth, customer retention, and enhanced revenue quality. Strengthening commerce solutions and financial position enables ongoing investment and positions the company to capitalize on digital transformation in online learning.Read more
GIB.A: Shares Will Benefit From Artificial Intelligence And Resolved Tariff Uncertainty
Key Takeaways Accelerating digital transformation and AI integration increase demand for CGI's high-margin services, driving operational efficiency and growth across public and private sectors. Strong cybersecurity focus and successful acquisitions strengthen CGI's government and financial services portfolio, ensuring robust revenue visibility and operational synergies.Read more
