In the twelve months to 2 September 2026, the software companies in this study that sell cybersecurity rose 70.8%. The ones that sell enterprise resource planning fell 42.8%. That is a spread of a hundred and fourteen percentage points between two groups of enterprise software companies, over the same twelve months, in the same market — and both moves were explained by the same commentators using the same three letters. This is a full institutional-grade sector initiation on Software as a Service: seventeen structured chapters, 32 charts and one fully interactive exhibit covering seventy-six companies across eleven subsectors, where every chart names the house that originated its numbers, on the face of the figure.
Research Study
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