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
Intensifying Competition And Regulations Will Press Margins But Improve Outlook
Key Takeaways Rising e-commerce trends and software innovation boost margin growth, but intensifying competition and growing use of closed ecosystems threaten long-term gains. Regulatory hurdles and reliance on acquisitions increase operational risks, potentially slowing global expansion and impacting profitability and earnings stability.Read more
AI-Led Enterprise Transformations And Smart Shoring Will Reshape This Undervalued IT Services Player
Catalysts About Alithya Group Alithya Group is an IT and digital transformation services firm focused on enterprise applications, cloud and AI driven solutions for large organizations. What are the underlying business or industry changes driving this perspective?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
BITF: Project Financing Should Accelerate 1.3 GW AI and Data Center Rollout
Key Takeaways Expansion into renewable-powered data centers and high-performance computing aligns with green energy trends, unlocking new high-margin revenue streams and regulatory support. Strategic positioning as a U.S.-based, institutionally accessible company with consistent cash flow and share buybacks supports valuation growth and mitigates shareholder risk.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
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
