Software Polish Community

A company that offers much more robust solutions to customer support than other freemium makers, which just don't have the necessary features for a growing organisation, like Ikea. We own a few shares of them as a company, and we like the fact that they are focusing very much on Engliush-speaking nations, and constantly evolving, like implementing their marketplace feature, which will foster a bigger amount of people around their products, and their own LLMs, which make them indepenendt from the likes of Google or Meta.Read more

Milisystem has a wide range of technological solutions in the area of ​​shooting trainers. Our offer includes trainers based on laser technology from the WISŁA family (WISŁA SP and WISŁA SN), as well as those based on virtual technology (VR goggles).Read more

Key Takeaways Mounting competitive, regulatory, and demographic challenges threaten to erode margins, limit growth, and constrain scalability across Asseco Poland's core markets. Growing dependence on public sector contracts increases earnings volatility, while technology shifts and commoditization undermine pricing power and necessitate higher investment.Read more

Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.Read more

Key Takeaways Strong demand, robust digitalization trends, and a disciplined cost structure position Asseco Poland for sustained earnings growth and margin expansion across core sectors. Aggressive M&A and proprietary platform expansion bolster market share, enabling cross-selling, enhanced pricing power, and resilient, high-quality recurring revenue streams.Read more

Key Takeaways Greater regulatory scrutiny and expanded security investments will increase operating complexity and pressure future margins as global expansion continues. Over-reliance on a legacy product and rising competition from open-source software threaten revenue growth, pricing power, and long-term profitability.Read more

Key Takeaways Rapid adoption of AI-driven, integrated suite products and robust cloud migration position Text for increased customer stickiness, premium pricing, and structural margin expansion. Global expansion and a modular, API-friendly platform unlock a significantly larger addressable market, driving sustained revenue and earnings growth through network effects and enterprise wins.Read more

Key Takeaways Native AI-powered product suite and cloud migration drive growth, cost efficiency, and expansion into new markets and customer segments. Emphasis on security, SaaS transition, and enterprise focus enhances recurring revenues, contract values, and market positioning.Read more