Baird Releases Q2 Software Earnings Insights

In this report, the Baird team summarizes earnings trends data and provides insights into five key themes driving earnings report trends in Q2:

  • Elongated sales cycles and selective procurement are starting to emerge
  • Outlook conservatism driven by an uncertain macro direction
  • Geopolitics and FX exposure matter
  • Digital transformation, security and cloud AI transition are in focus
  • Vertical Software is supported by industry tailwinds

Baird welcomes the opportunity to connect and discuss these trends and Technology market activity. Contact Baird Equity Capital Markets Team to learn more.

 

Baird’s Technology Equity Capital Markets Team

Macie House
+1-503-273-4937
mhouse@rwbaird.com

Renn Anderson
+1-503-273-4903
rkanderson@rwbaird.com

Tom Schadewald
+1-414-298-7479
tschadewald@rwbaird.com

Kotryna Smith
+1-414-298-5170
kpsmith@rwbaird.com