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Jul 23, 2025

Q2 2025 | Software Benchmark Report: Global valuations rebound on AI momentum and easing macro-outlook

Welcome to the latest edition of the Silverpeak Benchmark report – a review of public software company valuation and operating metrics in the US and Europe.

We review median values to produce a robust industry reference benchmark. We screen US and European publicly listed software companies using the S&P Capital IQ database. Our insights and conclusions are derived from this S&P dataset, which consists of 577 companies.

Key findings:

  • While growth forecasts remain conservative, global tech market valuations have improved largely as a result of easing monetary policy conditions
  • The IPO market regained confidence in Q2, with five new listings in our dataset, led by the US market
  • Fintech outperformed this quarter, driven by a pro-digital asset stance from the US administration and improving financial performance of the large platforms

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