Radar›Companies›Prepackaged Software Stocks in USA: Revenue Cohort 12
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 12

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 leaderFastly · 53
Strongest available pathJFrog · +170.6%
Widest latest marginQualys · 29.6%
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 #1FSLY · Nasdaq

Fastly

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

Founded 2011San Francisco, California$3.67B market cap
View full Companies Radar profile
53Moderate
Snapshot price$23.04as of page date
Monthly-close return-43.5%five-year window
FY2025 revenue$0.62BFastly, Inc.
Net margin-19.5%FY2025
P/E snapshot39.5xone ratio, not a verdict
Prism attention21.3%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 position58% 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.

Readiness #2FROG · Nasdaq

JFrog

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

Founded 2008Sunnyvale$12.17B market cap
View full Companies Radar profile
53Moderate
Snapshot price$98.74as of page date
Monthly-close return+170.6%five-year window
FY2025 revenue$0.53BJFrog Ltd
Net margin-13.5%FY2025
P/E snapshot86.2xone ratio, not a verdict
Prism attention17.0%share across these five
Filing track recordRevenue, USD billions
+157.3%
$0$0.2B$0.4B$0.5BFY2021: $0.207BFY2022: $0.280BFY2023: $0.350BFY2024: $0.428BFY2025: $0.532B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 26.7%
52-week position90% through range
$34.05$105.8
News mentions2.6K
Community mentions472partial coverage
U.S.-scope patents0
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal76/100
Management stability90/100
Market position10/100
Capital-event signal58/100
Innovation pulse11/100
Management signal

No leadership-churn flag in the model; 1 key-person event recorded in the latest 360-day window.

Market activity

Available history contains 7 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 6 lifetime product-launch events, 2 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 #3QLYS · Nasdaq

Qualys

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

Founded 1999Wilmington$6.59B market cap
View full Companies Radar profile
50Moderate
Snapshot price$187.1as of page date
Monthly-close return+60.7%five-year window
FY2025 revenue$0.67BQUALYS, INC.
Net margin29.6%FY2025
P/E snapshot32.5xone ratio, not a verdict
Prism attention33.8%share across these five
Filing track recordRevenue, USD billions
+62.7%
$0$0.2B$0.4B$0.7BFY2021: $0.411BFY2022: $0.490BFY2023: $0.554BFY2024: $0.608BFY2025: $0.669B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 12.9%
52-week position89% through range
$74.51$201.5
News mentions5.1K
Community mentions0partial coverage
U.S.-scope patents151
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal70/100
Management stability90/100
Market position11/100
Capital-event signal20/100
Innovation pulse36/100
Management signal

No leadership-churn flag in the model; 1 key-person event recorded in the latest 360-day window.

Market activity

Available history contains 3 M&A involvements, 2 asset-acquisition events and 6 contract events.

Innovation activity

Prism records 26 lifetime product-launch events, 9 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 #4NCNO · Nasdaq

nCino

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

Founded 2011Wilmington, North Carolina$2.43B market cap
View full Companies Radar profile
50Moderate
Snapshot price$22.99as of page date
Monthly-close return-62.4%five-year window
FY2026 revenue$0.59BnCino, Inc.
Net margin0.9%FY2026
P/E snapshot74.2xone ratio, not a verdict
Prism attention8.5%share across these five
Filing track recordRevenue, USD billions
+117.2%
$0$0.2B$0.4B$0.6BFY2022: $0.274BFY2023: $0.408BFY2024: $0.477BFY2025: $0.541BFY2026: $0.595B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 21.4%
52-week position51% through range
$13.80$31.93
News mentions1.3K
Community mentions251partial coverage
U.S.-scope patents85
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal62/100
Management stability90/100
Market position19/100
Capital-event signal52/100
Innovation pulse14/100
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 11 M&A involvements, 0 asset-acquisition events and 24 contract events.

Innovation activity

Prism records 19 lifetime product-launch events, 3 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 #5BL · 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 attention19.4%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.

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.

JFrog
+170.6%
Qualys
+60.7%
Fastly
-43.5%
nCino
-62.4%
BlackLine
-69.1%

Latest revenue

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

BlackLine
$0.70B
Qualys
$0.67B
Fastly
$0.62B
nCino
$0.59B
JFrog
$0.53B

Latest profit margin

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

Qualys
29.6%
BlackLine
3.5%
nCino
0.9%
JFrog
-13.5%
Fastly
-19.5%

Prism news attention

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

Qualys
33.8%
Fastly
21.3%
BlackLine
19.4%
JFrog
17.0%
nCino
8.5%
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

Qualys leads the conversation

It holds 33.8% of measured prepackaged software news attention and also carries the basket's largest revenue base at $0.67B.

Price path

JFrog leads the available price paths

Its monthly-close return is +170.6% 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

Qualys has the widest latest margin

Its FY2025 net margin is 29.6%. 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

Qualys shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 32.5x while its five-year window price return is +60.7%. 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 · 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 26botnet traffic filtering 26stock surge 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
Areas of research · FROG

JFrog

2,577available Prism news records

Prism top themes

Price action & investor response
195
Earnings & financial performance
93
Leadership & governance
33
Legal, arbitration & regulatory
24
Capital allocation & transactions
14

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

News-volume growth

+32.2%550 latest 12m vs 416 prior 12m
2024-01: 36 mentions2024-02: 25 mentions2024-03: 28 mentions2024-04: 21 mentions2024-05: 35 mentions2024-06: 33 mentions2024-07: 45 mentions2024-08: 24 mentions2024-09: 53 mentions2024-10: 34 mentions2024-11: 24 mentions2024-12: 8 mentions2025-01: 30 mentions2025-02: 45 mentions2025-03: 44 mentions2025-04: 35 mentions2025-05: 52 mentions2025-06: 22 mentions2025-07: 19 mentions2025-08: 48 mentions2025-09: 71 mentions2025-10: 18 mentions2025-11: 46 mentions2025-12: 46 mentions2026-01: 32 mentions2026-02: 49 mentions2026-03: 68 mentions2026-04: 80 mentions2026-05: 56 mentions2026-06: 17 mentions2024-012026-06

Machine-classified coverage tone

78.1% positive-3.5 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 81stock price 45share price 22stock surge 22vulnerability patches 18revenue beats 18earnings surprises 17stock indices 17

Keyword tag occurrences in available Prism news records.

Coverage: 2012-05-03–2026-06-18 · trend and themes shown through 2026-06
Areas of research · QLYS

Qualys

5,095available Prism news records

Prism top themes

Earnings & financial performance
113
Price action & investor response
95
Capital allocation & transactions
49
Leadership & governance
22
Legal, arbitration & regulatory
22

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

News-volume growth

-14.6%701 latest 12m vs 821 prior 12m
2024-01: 29 mentions2024-02: 61 mentions2024-03: 40 mentions2024-04: 20 mentions2024-05: 43 mentions2024-06: 18 mentions2024-07: 131 mentions2024-08: 59 mentions2024-09: 92 mentions2024-10: 70 mentions2024-11: 46 mentions2024-12: 35 mentions2025-01: 47 mentions2025-02: 100 mentions2025-03: 48 mentions2025-04: 71 mentions2025-05: 71 mentions2025-06: 51 mentions2025-07: 30 mentions2025-08: 66 mentions2025-09: 56 mentions2025-10: 54 mentions2025-11: 61 mentions2025-12: 44 mentions2026-01: 57 mentions2026-02: 72 mentions2026-03: 88 mentions2026-04: 81 mentions2026-05: 80 mentions2026-06: 12 mentions2024-012026-06

Machine-classified coverage tone

76.2% positive+1.9 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

cloud security groups 50vulnerability patches 43vulnerability exploitation 39cloud firewall 39cloud-native firewalls 35cloud traffic inspection 33earnings report 32stock price 29

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-12–2026-06-19 · trend and themes shown through 2026-06
Areas of research · NCNO

nCino

1,288available Prism news records

Prism top themes

Price action & investor response
120
Earnings & financial performance
84
Capital allocation & transactions
33
Leadership & governance
26
Macro demand & rates
15

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

News-volume growth

-38.7%184 latest 12m vs 300 prior 12m
2024-01: 15 mentions2024-02: 13 mentions2024-03: 35 mentions2024-04: 30 mentions2024-05: 30 mentions2024-06: 6 mentions2024-07: 8 mentions2024-08: 42 mentions2024-09: 8 mentions2024-10: 16 mentions2024-11: 6 mentions2024-12: 19 mentions2025-01: 8 mentions2025-02: 43 mentions2025-03: 38 mentions2025-04: 69 mentions2025-05: 20 mentions2025-06: 23 mentions2025-07: 5 mentions2025-08: 31 mentions2025-09: 12 mentions2025-10: 5 mentions2025-11: 7 mentions2025-12: 19 mentions2026-01: 6 mentions2026-02: 13 mentions2026-03: 19 mentions2026-04: 45 mentions2026-05: 20 mentions2026-06: 2 mentions2024-012026-06

Machine-classified coverage tone

80.6% positive+3.9 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

predictive banking 56next-gen banking platforms 55platform banking 54digital banking innovations 52cloud-based banking 50api-driven banking 44stock performance 39fintech evolution 38

Keyword tag occurrences in available Prism news records.

Coverage: 2013-06-11–2026-06-03 · 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
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.

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.

FROG

JFrog

472 mentions
Stock and valuation
187
Products, pricing and logistics
145
Workplace and hiring
14

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 472 records remained after filtering.

NCNO

nCino

251 mentions
Products, pricing and logistics
109
Stock and valuation
65
Workplace and hiring
29

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 251 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.

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.

FROG

JFrog

through 2026-04-23
Earnings releases 13Leadership changes 5
  1. Earnings releases

    Based on JFrog’s latest earnings release for the quarter ending December 31, the company reported a quarterly revenue of $145.31 million and a GAAP net loss of $15.21 million.

  2. Leadership changes

    Software supply chain specialist JFrog has announced the appointment of Genefa Murphy as its new chief marketing officer (CMO), effective immediately.

  3. Earnings releases

    JFrog’s ARR punched in at $580.4 million in Q4, and over the last four quarters, its year-on-year growth averaged 23.6%.

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

QLYS

Qualys

through 2026-02-05
Earnings releases 25Leadership changes 9Asset acquisitions 1Business contracts 1Company announcements 1
  1. Earnings releases

    Qualys, Inc. (NASDAQ: QLYS ), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced financial results for the fourth quarter and full year ended December 31, 2025.

  2. Leadership changes

    Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that Bradford L. Brooks has joined its Board of Directors.

  3. Asset acquisitions

    Qualys has announced plans to acquire NetWatcher assets to improve the firm's cloud security offerings.

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

NCNO

nCino

through 2026-04-01
Earnings releases 15Business contracts 12Leadership changes 8M&A 6
  1. Earnings releases

    total revenues were $149.7 million, an increase of 6% year over year and $594.8 million for fiscal 26, an increase of 10% over fiscal 25.

  2. Leadership changes

    nCino, the leading provider of intelligent, best-in-class banking solutions, announced that it has appointed Andy Yasutake and Diego Dugatkin to nCino’s Board of Directors (“Board”).

  3. Business contracts

    Baghdadi Capital Group has selected the nCino Platform to standardize and automate its global operations, streamline client onboarding, and support its international expansion across key markets for its non-bank financial firm Trade & Working Capital (TWC), Higher Bridge Capital (HBC) and Tamwuil.

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.

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 56–63. 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
Comparisons
Anomalies

Qualys has the widest attention-readiness rank gap

It ranks #1 by measured news attention (33.8%) and #3 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

nCino shows a price-operating divergence to inspect

Its displayed filing-revenue change is +117.2% while its available monthly-close return is -62.4%. The signs differ, but the two measures cover different windows and do not establish causality.

Explanations

Attention measures coverage volume, not quality

Qualys's 33.8% 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.

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

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