Radar›Companies›Prepackaged Software Stocks in USA: Prism Readiness Cohort 7
United States prepackaged software industry landscape illustrating listed-company operations, infrastructure and market activity
Prism Finance USA · comparison snapshot

Prepackaged Software Stocks in USA: Prism Readiness Cohort 7

A five-company prepackaged software cohort selected by Prism readiness, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 01 September 2026Not investment adviceRanked by Prism readiness
Readiness leaderBentley Systems · 54
Strongest available pathBox · +48.5%
Widest latest marginBentley Systems · 18.5%
Companies compared5 · U.S.-listed
01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1BSY · Nasdaq

Bentley Systems

A U.S.-listed issuer classified by the SEC in Prepackaged Software

Founded 1984Wilmington$10.76B market cap
View full Companies Radar profile
54Moderate
Snapshot price$35.62as of page date
Monthly-close return-41.3%five-year window
FY2025 revenue$1.50BBENTLEY SYSTEMS INC
Net margin18.5%FY2025
P/E snapshot39.6xone ratio, not a verdict
Prism attention3.5%share across these five
Filing track recordRevenue, USD billions
+55.6%
$0$0.5B$1.0B$1.5BFY2021: $0.965BFY2022: $1.099BFY2023: $1.228BFY2024: $1.353BFY2025: $1.502B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 11.7%
52-week position26% through range
$28.08$57.25
News mentions4.2K
Community mentions0partial coverage
U.S.-scope patents80
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability90/100
Market position43/100
Capital-event signal30/100
Innovation pulse19/100
Management signal

No leadership-churn flag in the model; 2 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 44 M&A involvements, 1 asset-acquisition events and 12 contract events.

Innovation activity

Prism records 36 lifetime product-launch events, 6 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2BOX · NYSE

Box

A U.S.-listed issuer classified by the SEC in Prepackaged Software

Founded 2016Redwood City, California$4.82B market cap
View full Companies Radar profile
54Moderate
Snapshot price$35.16as of page date
Monthly-close return+48.5%five-year window
FY2026 revenue$1.18BBOX INC
Net margin9.8%FY2026
P/E snapshot51.7xone ratio, not a verdict
Prism attention88.5%share across these five
Filing track recordRevenue, USD billions
+34.6%
$0$0.4B$0.8B$1.2BFY2022: $0.874BFY2023: $0.991BFY2024: $1.038BFY2025: $1.090BFY2026: $1.177B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 7.7%
52-week position92% through range
$21.34$36.34
News mentions108.3K
Community mentions0partial coverage
U.S.-scope patents9000
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal70/100
Management stability90/100
Market position13/100
Capital-event signal80/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 12 M&A involvements, 0 asset-acquisition events and 14 contract events.

Innovation activity

Prism records 19 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3DOMO · Nasdaq

Domo

A U.S.-listed issuer classified by the SEC in Prepackaged Software

Founded 2012Cambridge, Massachusetts$173.1M market cap
View full Companies Radar profile
54Moderate
Snapshot price$3.68as of page date
Monthly-close return-95.6%five-year window
FY2026 revenue$0.32BDOMO, INC.
Net margin-18.6%FY2026
P/E snapshot34.1xone ratio, not a verdict
Prism attention3.2%share across these five
Filing track recordRevenue, USD billions
+23.6%
$0$0.1B$0.2B$0.3BFY2022: $0.258BFY2023: $0.309BFY2024: $0.319BFY2025: $0.317BFY2026: $0.319B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 5.4%
52-week position11% through range
$1.84$18.49
News mentions3.9K
Community mentions1.6Kpartial coverage
U.S.-scope patents342
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal61/100
Management stability90/100
Market position10/100
Capital-event signal61/100
Innovation pulse35/100
Management signal

No leadership-churn flag in the model; 2 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 1 M&A involvements, 0 asset-acquisition events and 11 contract events.

Innovation activity

Prism records 12 lifetime product-launch events, 8 in the latest 360 days, and 1 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4BRZE · Nasdaq

Braze

A U.S.-listed issuer classified by the SEC in Prepackaged Software

Founded 2011WILMINGTON$3.69B market cap
View full Companies Radar profile
53Moderate
Snapshot price$32.78as of page date
Monthly-close return-57.0%since November 2021
FY2026 revenue$0.74BBraze, Inc.
Net margin-17.8%FY2026
P/E snapshot33.8xone ratio, not a verdict
Prism attention2.2%share across these five
Filing track recordRevenue, USD billions
+210.1%
$0$0.2B$0.5B$0.7BFY2022: $0.238BFY2023: $0.355BFY2024: $0.472BFY2025: $0.593BFY2026: $0.738B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 32.7%
52-week position79% through range
$15.26$37.33
News mentions2.7K
Community mentions652partial coverage
U.S.-scope patents262
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability90/100
Market position8/100
Capital-event signal53/100
Innovation pulse26/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 4 M&A involvements, 0 asset-acquisition events and 2 contract events.

Innovation activity

Prism records 51 lifetime product-launch events, 4 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5FSLY · Nasdaq

Fastly

A U.S.-listed issuer classified by the SEC in Prepackaged Software

Founded 2011San Francisco, California$3.31B market cap
View full Companies Radar profile
53Moderate
Snapshot price$20.77as of page date
Monthly-close return-48.6%five-year window
FY2025 revenue$0.62BFastly, Inc.
Net margin-19.5%FY2025
P/E snapshot35.6xone ratio, not a verdict
Prism attention2.6%share across these five
Filing track recordRevenue, USD billions
+76.1%
$0$0.2B$0.4B$0.6BFY2021: $0.354BFY2022: $0.433BFY2023: $0.506BFY2024: $0.544BFY2025: $0.624B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 15.2%
52-week position49% through range
$7.05$34.82
News mentions3.2K
Community mentions8.8Kpartial coverage
U.S.-scope patents336
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal76/100
Management stability90/100
Market position7/100
Capital-event signal69/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 3 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 3 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 8 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

Box
+48.5%
Bentley Systems
-41.3%
Fastly
-48.6%
Braze
-57.0%
Domo
-95.6%

Latest revenue

USD billions, official filing scope shown on each company card.

Bentley Systems
$1.50B
Box
$1.18B
Braze
$0.74B
Fastly
$0.62B
Domo
$0.32B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

Bentley Systems
18.5%
Box
9.8%
Braze
-17.8%
Domo
-18.6%
Fastly
-19.5%

Prism news attention

Normalized share across these five names; attention is not quality.

Box
88.5%
Bentley Systems
3.5%
Domo
3.2%
Fastly
2.6%
Braze
2.2%
03 · Prism readout

What the signals say—and what they do not

The headline share is normalized prepackaged software news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

Box leads the conversation

It holds 88.5% of measured prepackaged software news attention and also carries the basket's largest revenue base at $1.18B.

Price path

Box leads the available price paths

Its monthly-close return is +48.5% for the five-year window. At the other end, Domo is -95.6% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

Bentley Systems has the widest latest margin

Its FY2025 net margin is 18.5%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Braze shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 33.8x while its since November 2021 price return is -57.0%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · BSY

Bentley Systems

4,239available Prism news records

Prism top themes

Price action & investor response
85
Earnings & financial performance
66
Leadership & governance
45
Capital allocation & transactions
24
Legal, arbitration & regulatory
4

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+13.4%601 latest 12m vs 530 prior 12m
2024-02: 34 mentions2024-03: 40 mentions2024-04: 52 mentions2024-05: 39 mentions2024-06: 29 mentions2024-07: 31 mentions2024-08: 31 mentions2024-09: 45 mentions2024-10: 77 mentions2024-11: 51 mentions2024-12: 23 mentions2025-01: 27 mentions2025-02: 54 mentions2025-03: 25 mentions2025-04: 82 mentions2025-05: 52 mentions2025-06: 28 mentions2025-07: 35 mentions2025-08: 32 mentions2025-09: 38 mentions2025-10: 105 mentions2025-11: 45 mentions2025-12: 29 mentions2026-01: 58 mentions2026-02: 66 mentions2026-03: 53 mentions2026-04: 99 mentions2026-05: 65 mentions2026-06: 10 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

91.1% positive-1.4 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock price 22tech innovation prize 19disruptive technology prize 18building analytics 17research development award 16digital initiative 15stock performance 15quarterly results 14

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-05–2026-07-01 · trend and themes shown through 2026-07
Areas of research · BOX

Box

108,302available Prism news records

Prism top themes

Earnings & financial performance
1,194
Legal, arbitration & regulatory
283
Leadership & governance
247
Price action & investor response
136
Capital allocation & transactions
56

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+6.7%13,589 latest 12m vs 12,734 prior 12m
2024-02: 1,045 mentions2024-03: 890 mentions2024-04: 828 mentions2024-05: 997 mentions2024-06: 870 mentions2024-07: 1,007 mentions2024-08: 942 mentions2024-09: 1,093 mentions2024-10: 1,074 mentions2024-11: 941 mentions2024-12: 816 mentions2025-01: 952 mentions2025-02: 1,057 mentions2025-03: 1,000 mentions2025-04: 1,039 mentions2025-05: 1,472 mentions2025-06: 1,194 mentions2025-07: 1,154 mentions2025-08: 1,688 mentions2025-09: 1,415 mentions2025-10: 1,531 mentions2025-11: 1,353 mentions2025-12: 1,210 mentions2026-01: 934 mentions2026-02: 1,207 mentions2026-03: 1,323 mentions2026-04: 1,527 mentions2026-05: 1,080 mentions2026-06: 320 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

83.3% positive+1.8 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

film debuts 341newcomer actors 178star outfits 138celebrity stylists 103stock performance 97designer looks 97workplace chat software 97fashion moments 96

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-01–2026-07-16 · trend and themes shown through 2026-07
Areas of research · DOMO

Domo

3,938available Prism news records

Prism top themes

Leadership & governance
57
Price action & investor response
53
Earnings & financial performance
36
Capital allocation & transactions
15
Legal, arbitration & regulatory
6

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

-2.9%440 latest 12m vs 453 prior 12m
2024-02: 39 mentions2024-03: 62 mentions2024-04: 50 mentions2024-05: 50 mentions2024-06: 34 mentions2024-07: 46 mentions2024-08: 44 mentions2024-09: 22 mentions2024-10: 28 mentions2024-11: 28 mentions2024-12: 50 mentions2025-01: 43 mentions2025-02: 66 mentions2025-03: 52 mentions2025-04: 32 mentions2025-05: 42 mentions2025-06: 22 mentions2025-07: 24 mentions2025-08: 80 mentions2025-09: 40 mentions2025-10: 20 mentions2025-11: 21 mentions2025-12: 39 mentions2026-01: 51 mentions2026-02: 47 mentions2026-03: 53 mentions2026-04: 48 mentions2026-05: 33 mentions2026-06: 7 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

79.9% positive-11.9 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

predictive analytics software 74data analytics platforms 73business reporting tools 68data exploration tools 58data analysis tools 57data discovery tools 56bi dashboards 38analytical reporting 29

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-27–2026-07-15 · trend and themes shown through 2026-07
Areas of research · BRZE

Braze

2,723available Prism news records

Prism top themes

Earnings & financial performance
206
Price action & investor response
205
Macro demand & rates
42
Capital allocation & transactions
39
Leadership & governance
19

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+35.3%720 latest 12m vs 532 prior 12m
2024-01: 10 mentions2024-02: 36 mentions2024-03: 39 mentions2024-04: 27 mentions2024-05: 33 mentions2024-06: 57 mentions2024-07: 31 mentions2024-08: 27 mentions2024-09: 38 mentions2024-10: 30 mentions2024-11: 15 mentions2024-12: 36 mentions2025-01: 22 mentions2025-02: 69 mentions2025-03: 126 mentions2025-04: 49 mentions2025-05: 37 mentions2025-06: 52 mentions2025-07: 44 mentions2025-08: 38 mentions2025-09: 67 mentions2025-10: 48 mentions2025-11: 47 mentions2025-12: 101 mentions2026-01: 42 mentions2026-02: 76 mentions2026-03: 123 mentions2026-04: 87 mentions2026-05: 33 mentions2026-06: 14 mentions2024-012026-06

Machine-classified coverage tone

88.9% positive-1.2 pp vs preceding four quarters
24Q3
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

marketing automation platforms 77stock performance 68stock price 62predictive analytics marketing 60account-based marketing tools 59share price 56sales engagement platforms 50crm marketing integration 47

Keyword tag occurrences in available Prism news records.

Coverage: 2011-05-06–2026-06-18 · trend and themes shown through 2026-06
Areas of research · FSLY

Fastly

3,224available Prism news records

Prism top themes

Price action & investor response
159
Earnings & financial performance
97
Legal, arbitration & regulatory
96
Leadership & governance
51
Macro demand & rates
14

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+8.9%536 latest 12m vs 492 prior 12m
2024-01: 15 mentions2024-02: 12 mentions2024-03: 31 mentions2024-04: 30 mentions2024-05: 68 mentions2024-06: 85 mentions2024-07: 90 mentions2024-08: 26 mentions2024-09: 27 mentions2024-10: 32 mentions2024-11: 26 mentions2024-12: 52 mentions2025-01: 24 mentions2025-02: 80 mentions2025-03: 29 mentions2025-04: 37 mentions2025-05: 28 mentions2025-06: 41 mentions2025-07: 14 mentions2025-08: 31 mentions2025-09: 31 mentions2025-10: 28 mentions2025-11: 52 mentions2025-12: 22 mentions2026-01: 32 mentions2026-02: 94 mentions2026-03: 40 mentions2026-04: 121 mentions2026-05: 61 mentions2026-06: 10 mentions2024-012026-06

Machine-classified coverage tone

82.5% positive+11.8 pp vs preceding four quarters
24Q3
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock performance 55stock price 36market timing 31class action securities litigation 29cloud-based mitigation 26stock surge 26botnet traffic filtering 26share price 23

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-28–2026-06-12 · trend and themes shown through 2026-06
05 · Community discussion

Common topics where conversation clears the gate

Shown only above 25 entity-matched mentions. Coverage is partial and topic counts exclude identified namesake noise.

DOMO

Domo

1,576 mentions
Products, pricing and logistics
546
Stock and valuation
350
Workplace and hiring
26
Other company context
6

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 1,576 records remained after filtering.

BRZE

Braze

652 mentions
Products, pricing and logistics
362
Stock and valuation
45
Workplace and hiring
33

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 652 records remained after filtering.

FSLY

Fastly

8,815 mentions
Stock and valuation
3,826
Products, pricing and logistics
2,856
Workplace and hiring
89
Other company context
4

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 8,815 records remained after filtering.

06 · Company event log

Common news types and recent highlights

Event patterns and selected recent headlines come from available Prism company-event records since 2023. Obvious forecast, holdings, duplicate and retrospective noise is filtered.

BSY

Bentley Systems

through 2026-03-30
Earnings releases 30Leadership changes 30M&A 11Business contracts 7Company announcements 4
  1. Business contracts

    Autodesk & Bentley Systems: Advancing integrated workflows and connected data environments for infrastructure projects.

  2. Earnings releases

    For full-year 2025, CFO Werner Andre said total revenue was $1.502 billion, up 11% on a reported basis and 10% in constant currency.

  3. M&A

    Bentley Systems has acquired Talon Aerolytics and the technology and technical expertise of Pointivo, strengthening its Asset Analytics portfolio.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

BOX

Box

through 2025-12-03
Earnings releases 12Business contracts 7Leadership changes 7Company announcements 4Listing / IPO 2
  1. Earnings releases

    Cloud content management platform Box (NYSE:BOX) reported Q3 CY2025 results topping the market’s revenue expectations , with sales up 9.1% year on year to $301.1 million.

  2. Leadership changes

    Carl Bass, former President and CEO of Autodesk has joinedOpens a new window the Board of Directors of cloud content management platform Box.

  3. Business contracts

    RWS Global selected Box as its unified platform to intelligently manage content across its organization.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

DOMO

Domo

through 2026-02-19
Earnings releases 9Leadership changes 9Business contracts 6Company announcements 1M&A 1
  1. Business contracts

    Minky Couture, a Utah-based luxury blanket retailer, will deploy the Domo AI and Data Products Platform to strengthen operational visibility.

  2. Earnings releases

    Although Domo's third-quarter revenue of $79.4 million was flat compared to the previous year and met analyst expectations, investors were discouraged by the company's outlook.

  3. Leadership changes

    Joshua G. James, Domo's (DOMO) CEO, notified the Company that effective December 4, 2025, he will be reducing his duties to focus on his health. Mr. James remains the Company’s Chief Executive Officer and the Company has appointed Daren Thayne, the Company’s current Chief Technology Officer and Executive Vice President of Product as the Company’s Interim Principal Executive Officer.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

BRZE

Braze

through 2026-04-10
Earnings releases 26Leadership changes 11Company announcements 7M&A 4
  1. Earnings releases

    Braze (NASDAQ:BRZE – Get Free Report) updated its first quarter 2027 earnings guidance on Thursday. The company provided EPS guidance of 0.100-0.110 for the period, compared to the consensus EPS estimate of -0.020. The company issued revenue guidance of $204.5 million-$205.5 million, compared to the consensus revenue estimate of $197.4 million.

  2. M&A

    On March 27, 2025, Braze announced its intent to acquire OfferFit, a company specializing in AI decisioning technology, for $325 million.

  3. Company announcements

    Braze has launched a new Sydney-based data centre—hosted on AWS—to provide customers with the flexibility needed to align with any internal policies, business needs, or data residency requirements they may have.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

FSLY

Fastly

through 2026-03-31
Earnings releases 34Lawsuits 25Leadership changes 19
  1. Leadership changes

    Fastly, Inc. (Nasdaq: FSLY ), a leading global edge cloud platform, today announced the appointment of marketing executive Joan Jenkins as Chief Marketing Officer (CMO).

  2. Earnings releases

    Fastly's February 11, 2026 earnings report, which delivered record results for the fourth quarter and full year 2025. Revenue hit $172.6 million, up 23% year-over-year, surpassing analyst expectations. Non-GAAP earnings per share came in at $0.12, beating estimates by $0.06.

  3. Lawsuits

    Class actions have been commenced on behalf of stockholders of Fastly, Inc.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

07 · Industry landscape

Prepackaged Software Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary prepackaged software news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

enterprise application software market

4 sources83.6% extraction confidence
2022 extracted base$104.68B
2026 extracted forecast$104.68B
Implied source CAGR7.2%
introduction of cloud-based deployment solutionsgrowing need to enhance business efficiencythird platform technologies

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, Asia Pacific. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Prepackaged Software news pulse

107,725available Prism news records
Latest 12m volume+1.8%46456 vs 45625 records
Positive classified tone84.7%+3.4 pp vs prior four quarters
2024-01: 3,027 mentions2024-02: 3,267 mentions2024-03: 3,002 mentions2024-04: 3,047 mentions2024-05: 3,301 mentions2024-06: 3,113 mentions2024-07: 3,255 mentions2024-08: 2,861 mentions2024-09: 3,027 mentions2024-10: 3,330 mentions2024-11: 3,549 mentions2024-12: 2,814 mentions2025-01: 4,098 mentions2025-02: 6,451 mentions2025-03: 4,846 mentions2025-04: 4,872 mentions2025-05: 3,409 mentions2025-06: 2,915 mentions2025-07: 4,037 mentions2025-08: 6,059 mentions2025-09: 4,307 mentions2025-10: 3,465 mentions2025-11: 2,974 mentions2025-12: 3,016 mentions2026-01: 2,613 mentions2026-02: 5,635 mentions2026-03: 5,214 mentions2026-04: 5,839 mentions2026-05: 382 mentions2024-012026-05
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Available U.S.-primary Prism records matching prepackaged, software, application, enterprise. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

emerging drone technology applications in defense
4,213
visa application procedures and requirements
4,107
stem cell research and applications
3,860
gene therapy and crispr technologies
3,770
earth observation satellite applications
3,420
unmanned aerial vehicle (uav) advancements
3,295

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

scholarship applications 2,766tuition scholarships 2,543drone electronic warfare 2,508drone logistics support 1,930autonomous reconnaissance drones 1,857stealth drone capabilities 1,841ai-targeting uavs 1,562satellite-controlled drones 1,446

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

introduction of cloud-based deployment solutions

4 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card
Opportunity · demand

emerging drone technology applications in defense

4,213 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata
Opportunity · innovation

Innovation and product activity

23,415 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule
Caution · market restraint

enterprises were more cautious about their investments

6,651 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata
Caution · news pulse

Coverage growth can reverse

+1.8% news volume

The latest 12 months contain 46,456 matched records versus 45,625 in the previous window.

Available Prism coverage through 2026-05-05
Caution · sentiment

Classified tone is not demand

84.7% positive · +3.4pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-05-05; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →
08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 7372 (Prepackaged Software), selected as the first five names that pass all live publication gates from the Prism readiness candidate pool ranked 31–38. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

  • Official annual filingsFY revenue history and latest profitability
  • U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
  • Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
  • Prism market-growth extractionDated third-party Prepackaged Software Industry in USA market benchmark with source-count, geography and confidence context
Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 01 September 2026.
09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions

Scale and margin leadership sit with Bentley Systems and Bentley Systems

Bentley Systems has the largest displayed latest revenue at $1.50B; Bentley Systems has the widest displayed latest margin at 18.5%.

Open Bentley Systems in Companies Radar
Comparisons
Anomalies

Box has the widest attention-readiness rank gap

It ranks #1 by measured news attention (88.5%) and #2 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Box in Companies Radar

Braze shows a price-operating divergence to inspect

Its displayed filing-revenue change is +210.1% while its available monthly-close return is -57.0%. The signs differ, but the two measures cover different windows and do not establish causality.

Open Braze in Companies Radar
Explanations

Attention measures coverage volume, not quality

Box's 88.5% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Open Box in Companies Radar

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open Bentley Systems's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 54/100 score.

Open Bentley Systems in Companies Radar
Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.
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