Software Canadian Community
Our community narratives are driven by numbers and valuation.
Software Canadian Investing Ideas
Constellation Software: The Fortress the AI Panic Forgot to Account For
Headline: Constellation Software (CSU): Why the AI Sell-off is a Category Error (and a Generational Buy) The market is currently punishing Constellation Software by applying a "generic AI disruption" narrative that fundamentally misunderstands the DNA of the business. Investors are pricing CSU as if it were a commodity software play, when in reality, it is a holding company for critical digital infrastructure.Read more
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
Global Trade Evolution And E-Commerce Adoption Will Open New Horizons
Key Takeaways Growing global trade complexity and e-commerce expansion are driving strong demand for Descartes' compliance and inventory management solutions, boosting recurring revenue and cross-selling potential. Digital transformation, high recurring revenue, and strategic acquisitions strengthen customer loyalty, improve margins, and position Descartes for sustainable long-term growth.Read more
AI And Mobility Platforms Will Reshape Future Earnings Power For This Undervalued Software Vendor
Catalysts About Enghouse Systems Enghouse Systems supplies software and services for contact centers, telecom networks and public transportation, with a strong focus on recurring revenue and profitability. What are the underlying business or industry changes driving this perspective?Read more
Upmarket Risks And Competition Will Delay Progress But Spark Turnaround
Key Takeaways Thinkific's move toward enterprise clients and emphasis on AI adds execution risk, with uncertainty around offsetting customer churn and potential loss of competitive differentiation. Ongoing investment demands and rising customer expectations may hinder profitability and drive uneven earnings despite a stable subscription base and healthy balance sheet.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
DND: Share Price Recovery Will Depend On Resolution Of Sale Uncertainty
Key Takeaways Emphasis on organic growth and enhanced software could boost revenue via higher adoption and customer satisfaction. Debt reduction and strategic divestments may strengthen cash flow and financial health.Read more
