3Q25 Software PM Chartbook

Written By YipitData for Investors

Access the 3Q25 Software PM Chartbook

A concise yet comprehensive resource featuring over 20+ slides of charts, tables, and insights on key trends and performance drivers across our Software tickers. This concise resource brings you up to speed on the latest additions to our software coverage, highlighting the essential data and broader insights you need.

Inside the Chartbook:

  • New Coverage: Overview of new enterprise spend dataset tracking CRM product-level trends and DOCU Total Revenue KPI estimate

  • Product Upgrades: Review of new analyses for Wix Base44, MNDY/TEAM product-level trends and competitive trends, Figma Make and other vibe coding tools, B2B and Consumer GenAI adoption trends, DDOG non-AI estimates, and AI vs. Software wallet share shift product upgrades

  • 3Q25 Earnings Recap: Recap of our 3Q25 KPI estimates, which have averaged ~1.2pp vs. reported

Spark team conversations, discover hidden insights, and drive informed decisions.

Have questions or trouble downloading? Please email us at insights@yipitdata.com.

 
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