2Q25 Software PM Chartbook

Access the 2Q25 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 streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.

Inside the Chartbook:

• 2Q25 Recap: Top-line trends indicate most KPI estimates trending above consensus or typical company guidance beats; however, net adds begin to slow
• New company coverage: Figma (FIG) estimates added and granular insights (net dollar retention, customer net adds, etc.) added across Salesforce (CRM), Dropbox (DBX), OpenAI, and Anthropic
• Thematic insights: Long-term and recent market share analysis across our B2B GenAI, Consumer GenAI, HCM & Payroll (ADP, QuickBooks by INTU, Gusto), and DDOG coverage
• 1Q25 earnings recap: Our 1Q25 KPI estimates averaged <1pp deltas vs. reported

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