Radar›Companies›Prepackaged Software Stocks in USA: Revenue Cohort 11
United States prepackaged software industry landscape illustrating listed-company operations, infrastructure and market activity
Prism Finance USA · comparison snapshot

Prepackaged Software Stocks in USA: Revenue Cohort 11

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

Snapshot: 28 August 2026Not investment adviceRanked by Prism readiness
Readiness leaderBraze · 53
Strongest available pathVertex · -30.9%
Widest latest marginSPS Commerce · 12.4%
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 #1BRZE · Nasdaq

Braze

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

Founded 2011WILMINGTON$3.89B market cap
View full Companies Radar profile
53Moderate
Snapshot price$34.53as of page date
Monthly-close return-55.3%since November 2021
FY2026 revenue$0.74BBraze, Inc.
Net margin-17.8%FY2026
P/E snapshot35.6xone ratio, not a verdict
Prism attention5.6%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 position87% 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 #2SPSC · Nasdaq

SPS Commerce

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

Founded 1998Minneapolis, Minnesota$3.06B market cap
View full Companies Radar profile
51Moderate
Snapshot price$84.92as of page date
Monthly-close return-37.9%five-year window
FY2025 revenue$0.75BSPS COMMERCE INC
Net margin12.4%FY2025
P/E snapshot40.8xone ratio, not a verdict
Prism attention50.0%share across these five
Filing track recordRevenue, USD billions
+95.1%
$0$0.3B$0.5B$0.8BFY2021: $0.385BFY2022: $0.451BFY2023: $0.537BFY2024: $0.638BFY2025: $0.752B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 18.2%
52-week position55% through range
$49.04$114.9
News mentions24.1K
Community mentions67partial coverage
U.S.-scope patents5
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal75/100
Management stability90/100
Market position15/100
Capital-event signal15/100
Innovation pulse36/100
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 20 M&A involvements, 0 asset-acquisition events and 2 contract events.

Innovation activity

Prism records 14 lifetime product-launch events, 12 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 #3APPN · Nasdaq

Appian

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

Founded 1999Reston, Virginia$3.04B market cap
View full Companies Radar profile
46Cautious
Snapshot price$42.51as of page date
Monthly-close return-61.4%five-year window
FY2025 revenue$0.73BAPPIAN CORP
Net margin0.2%FY2025
P/E snapshot30.0xone ratio, not a verdict
Prism attention7.0%share across these five
Filing track recordRevenue, USD billions
+96.9%
$0$0.2B$0.5B$0.7BFY2021: $0.369BFY2022: $0.468BFY2023: $0.545BFY2024: $0.617BFY2025: $0.727B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 18.5%
52-week position87% through range
$18.63$46.06
News mentions3.4K
Community mentions816partial coverage
U.S.-scope patents72
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability90/100
Market position13/100
Capital-event signal30/100
Innovation pulse0/100
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 2 M&A involvements, 5 asset-acquisition events and 2 contract events.

Innovation activity

Prism records 36 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 #4BL · Nasdaq

BlackLine

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

Founded 2009Bainbridge Island, Washington$1.92B market cap
View full Companies Radar profile
44Cautious
Snapshot price$32.98as of page date
Monthly-close return-69.1%five-year window
FY2025 revenue$0.70BBLACKLINE, INC.
Net margin3.5%FY2025
P/E snapshot58.9xone ratio, not a verdict
Prism attention6.1%share across these five
Filing track recordRevenue, USD billions
+64.5%
$0$0.2B$0.5B$0.7BFY2021: $0.426BFY2022: $0.523BFY2023: $0.590BFY2024: $0.653BFY2025: $0.700B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 13.3%
52-week position24% through range
$24.70$59.57
News mentions2.9K
Community mentions621partial coverage
U.S.-scope patents3
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal64/100
Management stability90/100
Market position13/100
Capital-event signal15/100
Innovation pulse19/100
Management signal

No leadership-churn flag in the model; 9 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 12 M&A involvements, 0 asset-acquisition events and 2 contract events.

Innovation activity

Prism records 44 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 #5VERX · Nasdaq

Vertex

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

Founded 2015Seattle, Washington$2.30B market cap
View full Companies Radar profile
33Cautious
Snapshot price$14.22as of page date
Monthly-close return-30.9%five-year window
FY2025 revenue$0.75BVertex, Inc.
Net margin1.0%FY2025
P/E snapshot711.3xone ratio, not a verdict
Prism attention31.3%share across these five
Filing track recordRevenue, USD billions
+75.9%
$0$0.2B$0.5B$0.7BFY2021: $0.426BFY2022: $0.492BFY2023: $0.572BFY2024: $0.667BFY2025: $0.748B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 15.2%
52-week position25% through range
$10.21$26.54
News mentions15.1K
Community mentions0partial coverage
U.S.-scope patents9842
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal65/100
Management stability70/100
Market position0/100
Capital-event signal0/100
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 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 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.

Vertex
-30.9%
SPS Commerce
-37.9%
Braze
-55.3%
Appian
-61.4%
BlackLine
-69.1%

Latest revenue

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

SPS Commerce
$0.75B
Vertex
$0.75B
Braze
$0.74B
Appian
$0.73B
BlackLine
$0.70B

Latest profit margin

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

SPS Commerce
12.4%
BlackLine
3.5%
Vertex
1.0%
Appian
0.2%
Braze
-17.8%

Prism news attention

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

SPS Commerce
50.0%
Vertex
31.3%
Appian
7.0%
BlackLine
6.1%
Braze
5.6%
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

SPS Commerce leads the conversation

It holds 50.0% of measured prepackaged software news attention and also carries the basket's largest revenue base at $0.75B.

Price path

Vertex leads the available price paths

Its monthly-close return is -30.9% for the five-year window. At the other end, BlackLine is -69.1% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

SPS Commerce has the widest latest margin

Its FY2025 net margin is 12.4%. 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

Appian shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 30.0x while its five-year window price return is -61.4%. 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 · 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
23

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 50voice of customer tools 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 · SPSC

SPS Commerce

24,111available Prism news records

Prism top themes

Earnings & financial performance
179
Price action & investor response
142
Legal, arbitration & regulatory
130
Capital allocation & transactions
102
Leadership & governance
56

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

News-volume growth

-0.2%3,472 latest 12m vs 3,479 prior 12m
2024-02: 255 mentions2024-03: 301 mentions2024-04: 253 mentions2024-05: 254 mentions2024-06: 351 mentions2024-07: 265 mentions2024-08: 229 mentions2024-09: 204 mentions2024-10: 234 mentions2024-11: 311 mentions2024-12: 221 mentions2025-01: 299 mentions2025-02: 464 mentions2025-03: 432 mentions2025-04: 295 mentions2025-05: 329 mentions2025-06: 203 mentions2025-07: 258 mentions2025-08: 324 mentions2025-09: 317 mentions2025-10: 290 mentions2025-11: 305 mentions2025-12: 303 mentions2026-01: 346 mentions2026-02: 378 mentions2026-03: 370 mentions2026-04: 392 mentions2026-05: 358 mentions2026-06: 86 mentions2026-07: 3 mentions2024-022026-07

Machine-classified coverage tone

65.9% positive-2.7 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

treaty negotiations 97trade facilitation commitments 72tariff negotiations 64stock performance 61multilateral trade pact 53bilateral trade terms 52tariff structure agriculture 52trade barrier reduction 50

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 · APPN

Appian

3,385available Prism news records

Prism top themes

Earnings & financial performance
83
Leadership & governance
43
Price action & investor response
43
Legal, arbitration & regulatory
41
Capital allocation & transactions
31

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

News-volume growth

-9.8%349 latest 12m vs 387 prior 12m
2024-01: 26 mentions2024-02: 32 mentions2024-03: 40 mentions2024-04: 53 mentions2024-05: 32 mentions2024-06: 46 mentions2024-07: 25 mentions2024-08: 28 mentions2024-09: 9 mentions2024-10: 42 mentions2024-11: 30 mentions2024-12: 34 mentions2025-01: 23 mentions2025-02: 39 mentions2025-03: 40 mentions2025-04: 61 mentions2025-05: 29 mentions2025-06: 27 mentions2025-07: 35 mentions2025-08: 34 mentions2025-09: 15 mentions2025-10: 34 mentions2025-11: 35 mentions2025-12: 19 mentions2026-01: 28 mentions2026-02: 28 mentions2026-03: 22 mentions2026-04: 55 mentions2026-05: 39 mentions2026-06: 5 mentions2024-012026-06

Machine-classified coverage tone

87.1% positive+4.8 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

process automation software 48task automation platforms 43automated workflow systems 39process orchestration tools 35business logic automation 28stock performance 24end-to-end process management 23stock price 22

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-22–2026-06-03 · trend and themes shown through 2026-06
Areas of research · BL

BlackLine

2,942available Prism news records

Prism top themes

Earnings & financial performance
124
Price action & investor response
114
Leadership & governance
75
Macro demand & rates
30
Capital allocation & transactions
28

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

News-volume growth

+5.4%426 latest 12m vs 404 prior 12m
2024-02: 48 mentions2024-03: 21 mentions2024-04: 27 mentions2024-05: 40 mentions2024-06: 26 mentions2024-07: 31 mentions2024-08: 29 mentions2024-09: 30 mentions2024-10: 26 mentions2024-11: 26 mentions2024-12: 12 mentions2025-01: 37 mentions2025-02: 32 mentions2025-03: 50 mentions2025-04: 62 mentions2025-05: 38 mentions2025-06: 20 mentions2025-07: 42 mentions2025-08: 31 mentions2025-09: 59 mentions2025-10: 31 mentions2025-11: 34 mentions2025-12: 33 mentions2026-01: 44 mentions2026-02: 52 mentions2026-03: 43 mentions2026-04: 49 mentions2026-05: 43 mentions2026-06: 6 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

86.4% positive-5.7 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

financial accounting software 71financial control software 68financial reporting tools 51stock performance 48accounting management systems 42stock price 32accounts payable automation 30share price 27

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-14–2026-07-31 · trend and themes shown through 2026-07
Areas of research · VERX

Vertex

15,094available Prism news records

Prism top themes

Price action & investor response
245
Capital allocation & transactions
187
Earnings & financial performance
179
Leadership & governance
89
Legal, arbitration & regulatory
79

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

News-volume growth

-23.1%1,937 latest 12m vs 2,519 prior 12m
2024-02: 212 mentions2024-03: 143 mentions2024-04: 273 mentions2024-05: 190 mentions2024-06: 134 mentions2024-07: 163 mentions2024-08: 165 mentions2024-09: 107 mentions2024-10: 180 mentions2024-11: 137 mentions2024-12: 176 mentions2025-01: 244 mentions2025-02: 727 mentions2025-03: 156 mentions2025-04: 216 mentions2025-05: 163 mentions2025-06: 119 mentions2025-07: 129 mentions2025-08: 152 mentions2025-09: 152 mentions2025-10: 160 mentions2025-11: 136 mentions2025-12: 150 mentions2026-01: 164 mentions2026-02: 248 mentions2026-03: 216 mentions2026-04: 295 mentions2026-05: 208 mentions2026-06: 53 mentions2026-07: 3 mentions2024-022026-07

Machine-classified coverage tone

91.7% positive+5.0 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

gene therapy rare diseases 216crispr-cas9 120crispr applications 109stock performance 93cell-based therapies 89stem cell banking 77solar pv 74pv modules 69

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-01–2026-07-15 · trend and themes shown through 2026-07
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.

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.

SPSC

SPS Commerce

67 mentions
Products, pricing and logistics
34
Workplace and hiring
10
Stock and valuation
4

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 67 records remained after filtering.

APPN

Appian

816 mentions
Products, pricing and logistics
234
Workplace and hiring
216
Stock and valuation
156

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 816 records remained after filtering.

BL

BlackLine

621 mentions
Products, pricing and logistics
412
Workplace and hiring
33
Stock and valuation
28

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 621 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.

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 launched the new ANZ headquarters in a 12,500 sq. ft. office in Sydney’s CBD, marking a key milestone in its growth in the region.

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

SPSC

SPS Commerce

through 2026-04-30
Earnings releases 20M&A 12Leadership changes 2
  1. Earnings releases

    SPS Commerce (NASDAQ:SPSC) reported first-quarter 2026 results showing continued growth in its core operations, ... Revenue rose 6% year over year to $192.1 million.

  2. Leadership changes

    SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, announced today that its Board of Directors appointed Fumbi Chima as independent director, effective immediately.

  3. M&A

    SPS Commerce has announced its plan to acquire Carbon6 Technologies Inc. (Carbon6) in a cash-and-stock transaction valued at $210 million.

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

APPN

Appian

through 2026-02-19
Earnings releases 36Leadership changes 22Company announcements 8Lawsuits 2Asset acquisitions 1
  1. Earnings releases

    Total revenue was $726.9 million for the full year 2025, up 18% compared to the full year 2024.

  2. Leadership changes

    Appian (Nasdaq: APPN) a leader in AI-powered process automation, announced the appointment of David Link to the Appian Board of Directors effective January 25, 2026.

  3. Business contracts

    Appian has received a subcontract to provide consulting firm Forge Group with its low-code process automation platform in support of Forge’s Foreign Military Sales Army Case Execution System production delivery contract award from the U.S. Army.

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

BL

BlackLine

through 2026-03-10
Leadership changes 21Earnings releases 15Company announcements 10M&A 4Board updates 1
  1. Leadership changes

    BlackLine, Inc. today announced that it has appointed Storm Duncan and Megan Prichard to BlackLine’s Board of Directors in connection with a cooperation agreement with Engaged Capital.

  2. Earnings releases

    Total revenue grew to $183,000,000 up 8%.

  3. Board updates

    Additionally, as previously disclosed in December 2025, Tom Unterman informed the Board that he will not seek to stand for reelection at the Annual Meeting, and in response to that and stockholder feedback on board size, the Board intends to reduce the size of its Board from 12 to 11 directors upon Mr. Unterman’s resignation.

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

VERX

Vertex

through 2026-05-07
Earnings releases 14
  1. Earnings releases

    Vertex reported Q1 FY2026 revenue of $196.6M and net income of $-2.5M in the official-filing series.

  2. Earnings releases

    Vertex reported FY2025 revenue of $748.4M and net income of $7.2M in the official-filing series.

  3. Earnings releases

    Vertex reported Q3 FY2025 revenue of $192.1M and net income of $4.0M in the official-filing series.

Cached Prism company-event evidence fallback; totals describe available coverage and the displayed highlights prefer filing-backed earnings rows.

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 latest filing revenue candidate pool ranked 51–58. 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 28 August 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 SPS Commerce and SPS Commerce

SPS Commerce has the largest displayed latest revenue at $0.75B; SPS Commerce has the widest displayed latest margin at 12.4%.

Open SPS Commerce in Companies Radar
Comparisons
Anomalies

Braze has the widest attention-readiness rank gap

It ranks #5 by measured news attention (5.6%) and #1 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Braze 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 -55.3%. 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

SPS Commerce's 50.0% 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 SPS Commerce 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 Braze's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 53/100 score.

Open Braze 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.
Coming soon