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Silverpeak

Q1 2026 | Software Benchmark Report: Software under pressure as investors search for durability amid AI disruption

Welcome to the latest edition of Silverpeak’s Software Benchmark report. This report provides analysis of valuation and operating metrics across public software companies in the US and Europe. Key findings: Software valuations fell across all markets amid accelerating AI disruption, with the US hit hardest on both a QoQ and YoY basis. While the sell-off … Continued

Q4 2025 | Software Benchmark Report: Valuations continue to cool over concerns around AI disruption

Welcome to the latest edition of Silverpeak’s Software Benchmark report. This report provides analysis of valuation and operating metrics across public software companies in the US and Europe. Key findings: The US saw the steepest valuation declines, reflecting greater exposure to previously stretched software multiples and heightened sensitivity to AI disruption.   European valuations (particularly … Continued