In face of the carnage, we take a step back and remember that writing software is only part of the story. You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides.
We have flashbacks to when Open Source became a thing and look to the SaaS transition and lessons learned and not learned.
There is value amongst these hard-hit tech software stocks, but survival and growth in the face of AI is more than about having embedded products. It’s also about the company structure and culture, and scarily for UK investors, its code base too.
We consider the realignment of earnings multiples. After over a decade of analysts and investors assuming SaaS revenues go on forever, it’s now increasingly obvious that many software companies can and will die, and it might be messy.
PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.
PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
