Application Software KPI Forecasts

Visible Alpha offers detailed consensus estimates for key performance indicators for application software companies across all geographies, sourced from the world’s leading equity analysts.

The application software industry includes companies that develop, distribute and host an integrated stack of software for businesses or retail consumers. It includes companies that provide enterprise software, finance solutions software, accounting, HR, and payroll software, among others. Application software companies provide customers with services such as software as a service (SaaS), platform as a service (PaaS), and infrastructure as a service (IaaS). Below is current consensus forecast data on unit economics, such as total subscription revenue, total professional services revenue and annual recurring revenue (ARR); financials, including free cash flow and operating income; and key ratios, such as SG&A/sales and operating margin. These key application software metrics aid market participants in identifying application software industry trends and future performance of application software providers, such as Oracle, Workday, Salesforce and Palantir Technologies.