Software Canadian Community
Our community narratives are driven by numbers and valuation.
Software Canadian Investing Ideas
Accidental transformation from Phones to Physical AI.
The Funeral That Never Happened Everyone had already written the obituary. BlackBerry, once worth $83 billion, once the phone that presidents carried, was supposed to be dead.Read more
Quantum-Era Security Transition
A quiet but sweeping shift is underway as governments and big companies start planning for a future where today’s digital locks may no longer work. The winners could be the firms that help banks, cloud services, and critical infrastructure upgrade their security before a real-world quantum threat arrives—and the biggest question is how long that takes.Read more
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
QDay is coming - 01 Quantum hold the key
01 Quantum Inc. (formerly 01 Communique) has spent nearly a decade in quiet R&D, positioning itself as a first-to-market provider of software designed to protect the digital world from the existential threat of quantum computers.Read more
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap is shifting from one-off mapping projects to a subscription-style platform that aims to turn its detailed terrain data into steadier, higher-quality sales. The upside hinges on governments and businesses leaning harder on real-time location intelligence, but delays, tougher competition, or changing public budgets could derail the story.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 Remote Upskilling Will Expand Global Education Ecosystems
Thinkific wants to be the go-to platform for people and companies selling online training, by baking in smarter automation and built-in payments to keep customers longer and earn more per course sold. The big question is whether growing competition, customer churn, and “screen fatigue” slow demand before these moves have time to pay off.Read more
AI Integration Headwinds And Public Sector Risks May Still Support Gradual Long Term Upside
CGI’s customers want to use AI, but weaving it into critical, hard‑to-change systems can slow projects and leave results taking longer to show up. The bigger story is a tug‑of‑war between new demand for secure, government-focused digital work and the risk that tighter budgets and vendor tools shrink the amount of paid work CGI can do.Read more
