The article says software is cutting operating costs for businesses, and the industry has gained 56.3% over the past six months, beating the S&P 500 by 44.2 percentage points. Low barriers to entry mean fierce competition, so only a handful of companies are likely to thrive over the long term. It flags Asana (ASAN), with a $2.26 billion market cap, for 9.5% ARR growth and a 96.5% net revenue retention rate, and Autodesk (ADSK), with a $48.16 billion market cap, for 14% annual revenue growth and a forecast 4.4-point drop in free cash flow margin. Asana trades at $9.79 per share and Autodesk at $230.21.
Summary written by Upside AI from the original article. Read the source for full details.
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