Radar›Companies›Prepackaged Software Stocks in USA: Revenue 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: Revenue Cohort 7

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 leaderKlaviyo · 61
Strongest available pathCommvault · +73.3%
Widest latest marginZoomInfo · 9.9%
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 #1KVYO · NYSE

Klaviyo

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

Founded 2012Boston, Massachusetts$5.74B market cap
View full Companies Radar profile
61Moderate
Snapshot price$20.15as of page date
Monthly-close return-43.2%since September 2023
FY2025 revenue$1.23BKlaviyo, Inc.
Net margin-2.6%FY2025
P/E snapshot671.7xone ratio, not a verdict
Prism attention2.8%share across these five
Filing track recordRevenue, USD billions
+76.8%
$0$0.4B$0.8B$1.2BFY2023: $0.698BFY2024: $0.937BFY2025: $1.234B202320242025
FY2023–FY2025 · 3 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 33.0%
52-week position32% through range
$12.53$36.23
News mentions3.6K
Community mentions12.2Kpartial coverage
U.S.-scope patents84
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal85/100
Management stability90/100
Market position5/100
Capital-event signal80/100
Innovation pulse24/100
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, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 20 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 #2GWRE · NYSE

Guidewire

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

Founded 2014San Mateo, California$17.14B market cap
View full Companies Radar profile
56Moderate
Snapshot price$205.8as of page date
Monthly-close return+69.8%five-year window
FY2025 revenue$1.20BGuidewire Software, Inc.
Net margin5.8%FY2025
P/E snapshot111.3xone ratio, not a verdict
Prism attention3.9%share across these five
Filing track recordRevenue, USD billions
+61.8%
$0$0.4B$0.8B$1.2BFY2021: $0.743BFY2022: $0.813BFY2023: $0.905BFY2024: $0.980BFY2025: $1.202B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 12.8%
52-week position61% through range
$102.3$272.6
News mentions5.0K
Community mentions359partial coverage
U.S.-scope patents124
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal77/100
Management stability90/100
Market position31/100
Capital-event signal30/100
Innovation pulse31/100
Management signal

No leadership-churn flag in the model; 4 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 6 M&A involvements, 0 asset-acquisition events and 120 contract events.

Innovation activity

Prism records 159 lifetime product-launch events, 14 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 #3BOX · NYSE

Box

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

Founded 2016Redwood City, California$4.80B market cap
View full Companies Radar profile
54Moderate
Snapshot price$34.98as of page date
Monthly-close return+34.8%five-year window
FY2026 revenue$1.18BBOX INC
Net margin9.8%FY2026
P/E snapshot51.4xone ratio, not a verdict
Prism attention84.7%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$36.16
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 #4CVLT · Nasdaq

Commvault

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

Founded 1996WILMINGTON$5.65B market cap
View full Companies Radar profile
48Cautious
Snapshot price$136.4as of page date
Monthly-close return+73.3%five-year window
FY2026 revenue$1.18BCOMMVAULT SYSTEMS INC
Net margin6.0%FY2026
P/E snapshot87.4xone ratio, not a verdict
Prism attention5.3%share across these five
Filing track recordRevenue, USD billions
+53.8%
$0$0.4B$0.8B$1.2BFY2022: $0.770BFY2023: $0.785BFY2024: $0.839BFY2025: $0.996BFY2026: $1.184B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 11.4%
52-week position51% through range
$71.75$198.2
News mentions6.7K
Community mentions170partial coverage
U.S.-scope patents3141
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability90/100
Market position12/100
Capital-event signal5/100
Innovation pulse41/100
Management signal

No leadership-churn flag in the model; 16 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 11 M&A involvements, 0 asset-acquisition events and 8 contract events.

Innovation activity

Prism records 43 lifetime product-launch events, 7 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 #5GTM · Nasdaq

ZoomInfo

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

Founded 2007Vancouver, Washington$1.22B market cap
View full Companies Radar profile
41Cautious
Snapshot price$4.20as of page date
Monthly-close return-93.7%five-year window
FY2025 revenue$1.25BZoomInfo Technologies Inc.
Net margin9.9%FY2025
P/E snapshot3.7xone ratio, not a verdict
Prism attention3.3%share across these five
Filing track recordRevenue, USD billions
+67.2%
$0$0.4B$0.8B$1.2BFY2021: $0.747BFY2022: $1.098BFY2023: $1.240BFY2024: $1.214BFY2025: $1.250B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 13.7%
52-week position17% through range
$2.54$12.51
News mentions4.2K
Community mentions9.1Kpartial coverage
U.S.-scope patents14
Prism Insights

What sits behind the readiness signal

Observed risk 7/100higher means more observed risk
Earnings signal62/100
Management stability90/100
Market position14/100
Capital-event signal30/100
Innovation pulse7/100
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 17 M&A involvements, 0 asset-acquisition events and 5 contract events.

Innovation activity

Prism records 23 lifetime product-launch events, 1 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

Recent available records contain 2 lawsuit, 0 regulatory and 0 layoff events across their stated windows.

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.

Commvault
+73.3%
Guidewire
+69.8%
Box
+34.8%
Klaviyo
-43.2%
ZoomInfo
-93.7%

Latest revenue

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

ZoomInfo
$1.25B
Klaviyo
$1.23B
Guidewire
$1.20B
Commvault
$1.18B
Box
$1.18B

Latest profit margin

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

ZoomInfo
9.9%
Box
9.8%
Commvault
6.0%
Guidewire
5.8%
Klaviyo
-2.6%

Prism news attention

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

Box
84.7%
Commvault
5.3%
Guidewire
3.9%
ZoomInfo
3.3%
Klaviyo
2.8%
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 84.7% of measured prepackaged software news attention and also carries the basket's largest revenue base at $1.18B.

Price path

Commvault leads the available price paths

Its monthly-close return is +73.3% for the five-year window. At the other end, ZoomInfo is -93.7% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

ZoomInfo has the widest latest margin

Its FY2025 net margin is 9.9%. 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

ZoomInfo shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 3.7x while its five-year window price return is -93.7%. 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 · KVYO

Klaviyo

3,586available Prism news records

Prism top themes

Price action & investor response
216
Earnings & financial performance
87
Capital allocation & transactions
63
Leadership & governance
50
Legal, arbitration & regulatory
13

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

News-volume growth

+21.5%841 latest 12m vs 692 prior 12m
2024-01: 41 mentions2024-02: 49 mentions2024-03: 62 mentions2024-04: 37 mentions2024-05: 59 mentions2024-06: 30 mentions2024-07: 35 mentions2024-08: 57 mentions2024-09: 37 mentions2024-10: 41 mentions2024-11: 70 mentions2024-12: 42 mentions2025-01: 53 mentions2025-02: 76 mentions2025-03: 67 mentions2025-04: 108 mentions2025-05: 69 mentions2025-06: 37 mentions2025-07: 57 mentions2025-08: 61 mentions2025-09: 92 mentions2025-10: 56 mentions2025-11: 50 mentions2025-12: 59 mentions2026-01: 70 mentions2026-02: 102 mentions2026-03: 103 mentions2026-04: 90 mentions2026-05: 93 mentions2026-06: 8 mentions2024-012026-06

Machine-classified coverage tone

86.9% positive-5.1 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 133account-based marketing tools 124sales engagement platforms 94stock performance 92crm marketing integration 91automated customer journeys 85sales intelligence tools 83marketing automation suites 74

Keyword tag occurrences in available Prism news records.

Coverage: 2013-06-03–2026-06-18 · trend and themes shown through 2026-06
Areas of research · GWRE

Guidewire

5,031available Prism news records

Prism top themes

Price action & investor response
167
Earnings & financial performance
132
Capital allocation & transactions
96
Leadership & governance
54
Macro demand & rates
24

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

News-volume growth

+21.7%869 latest 12m vs 714 prior 12m
2024-02: 32 mentions2024-03: 73 mentions2024-04: 34 mentions2024-05: 28 mentions2024-06: 55 mentions2024-07: 51 mentions2024-08: 40 mentions2024-09: 83 mentions2024-10: 51 mentions2024-11: 55 mentions2024-12: 29 mentions2025-01: 73 mentions2025-02: 101 mentions2025-03: 70 mentions2025-04: 73 mentions2025-05: 38 mentions2025-06: 67 mentions2025-07: 34 mentions2025-08: 34 mentions2025-09: 116 mentions2025-10: 89 mentions2025-11: 80 mentions2025-12: 72 mentions2026-01: 91 mentions2026-02: 74 mentions2026-03: 132 mentions2026-04: 103 mentions2026-05: 58 mentions2026-06: 19 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

82.5% positive-8.6 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

digital insurance platforms 220ai claims processing 64stock performance 38disruptive innovation economics 33automation productivity impact 33industrial sector performance 33job creation rates 31cyber liability insurance 31

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-20–2026-07-14 · 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 · CVLT

Commvault

6,718available Prism news records

Prism top themes

Leadership & governance
130
Earnings & financial performance
86
Price action & investor response
84
Capital allocation & transactions
81
Legal, arbitration & regulatory
43

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

News-volume growth

+45.0%1,485 latest 12m vs 1,024 prior 12m
2024-01: 72 mentions2024-02: 40 mentions2024-03: 21 mentions2024-04: 106 mentions2024-05: 63 mentions2024-06: 44 mentions2024-07: 86 mentions2024-08: 76 mentions2024-09: 124 mentions2024-10: 83 mentions2024-11: 80 mentions2024-12: 56 mentions2025-01: 69 mentions2025-02: 73 mentions2025-03: 98 mentions2025-04: 110 mentions2025-05: 99 mentions2025-06: 70 mentions2025-07: 95 mentions2025-08: 160 mentions2025-09: 82 mentions2025-10: 125 mentions2025-11: 99 mentions2025-12: 97 mentions2026-01: 120 mentions2026-02: 147 mentions2026-03: 155 mentions2026-04: 262 mentions2026-05: 103 mentions2026-06: 40 mentions2024-012026-06

Machine-classified coverage tone

88.7% positive-4.1 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 backup solutions 311hipaa data protection 46cloud backup appliance 42disaster recovery system 41data backup 40national cloud storage 36threat intelligence sharing 36drive recovery service 35

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-14–2026-06-19 · trend and themes shown through 2026-06
Areas of research · GTM

ZoomInfo

4,217available Prism news records

Prism top themes

Price action & investor response
142
Legal, arbitration & regulatory
110
Earnings & financial performance
97
Leadership & governance
65
Capital allocation & transactions
22

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

News-volume growth

-16.6%688 latest 12m vs 825 prior 12m
2024-01: 28 mentions2024-02: 59 mentions2024-03: 43 mentions2024-04: 45 mentions2024-05: 59 mentions2024-06: 55 mentions2024-07: 45 mentions2024-08: 67 mentions2024-09: 172 mentions2024-10: 96 mentions2024-11: 67 mentions2024-12: 41 mentions2025-01: 63 mentions2025-02: 60 mentions2025-03: 61 mentions2025-04: 62 mentions2025-05: 53 mentions2025-06: 38 mentions2025-07: 50 mentions2025-08: 56 mentions2025-09: 38 mentions2025-10: 63 mentions2025-11: 64 mentions2025-12: 67 mentions2026-01: 32 mentions2026-02: 56 mentions2026-03: 59 mentions2026-04: 92 mentions2026-05: 91 mentions2026-06: 20 mentions2024-012026-06

Machine-classified coverage tone

88.4% positive+8.9 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

sales intelligence tools 122marketing automation platforms 121sales engagement platforms 101account-based marketing tools 99sales content management 94sales pipeline tools 91sales enablement platforms 64prospecting tools 58

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-23–2026-06-29 · 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.

KVYO

Klaviyo

12,194 mentions
Products, pricing and logistics
10,370
Workplace and hiring
99
Stock and valuation
55
Other company context
4

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 12,194 records remained after filtering.

GWRE

Guidewire

359 mentions
Products, pricing and logistics
142
Workplace and hiring
115
Stock and valuation
18

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 359 records remained after filtering.

CVLT

Commvault

170 mentions
Products, pricing and logistics
69
Workplace and hiring
28
Stock and valuation
16

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 170 records remained after filtering.

GTM

ZoomInfo

9,062 mentions
Products, pricing and logistics
5,783
Workplace and hiring
399
Stock and valuation
157
Other company context
8

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 9,062 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.

KVYO

Klaviyo

through 2026-04-15
Listing / IPO 26Earnings releases 22Leadership changes 3Company announcements 1M&A 1
  1. Earnings releases

    Klaviyo reported its latest FY2025 results, and the numbers are genuinely top decile. It should be a hot stock: $1.234 billion in revenue for the full year Up 32% year-over-year, with Q4 alone hitting $350 million — a 30% increase.

  2. Leadership changes

    Klaviyo has appointed Chano Fernández as Co-CEO, based in Europe.

  3. M&A

    MarTech reports that Gatsby, a social automation platform for brands that had received seed funding from 10X Capital and Capital Factory, was sold to Klaviyo KVYO.

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

GWRE

Guidewire

through 2026-04-16
Earnings releases 31Business contracts 26Leadership changes 13Company announcements 5M&A 2
  1. Company announcements

    Guidewire operates a major GCC in Bengaluru , focusing on cloud-native insurance technology, AI-driven underwriting, and data analytics. This hub supports 570+ global insurers, with plans to significantly expand headcount to over 1,000 by 2028.

  2. Earnings releases

    Guidewire Software (GWRE) reported strong Q2 results, beating revenue and EPS estimates.

  3. Leadership changes

    Guidewire has appointed Phil Joel as Vice President of Solution Advisory for the Asia-Pacific region, based in Sydney.

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.

CVLT

Commvault

through 2026-05-04
Leadership changes 77Earnings releases 39M&A 7Board updates 1Business contracts 1
  1. Earnings releases

    Commvault reported fourth-quarter fiscal 2026 revenue of USD $312 million and record quarterly free cash flow of USD $132 million.

  2. Leadership changes

    Leadership roles announced Gary Merrill has been appointed as the Chief Financial Officer (CFO), bringing over 20 years of experience with Commvault.

  3. M&A

    On Jul 25, 2025 Tinton Falls-based Commvault, a leading provider of cyber resilience and data protection solutions for the hybrid cloud, announced its intent to acquire Satori Cyber Ltd (Satori), a data and AI security company.

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

GTM

ZoomInfo

through 2026-03-02
Lawsuits 32Earnings releases 28Leadership changes 10Company announcements 4Listing / IPO 2
  1. Lawsuits

    On October 28, 2025, U.S. District Judge Tiffany M. Cartwright ruled that key claims in a securities fraud lawsuit against ZoomInfo, its CEO, and two former executives will move forward.

  2. Earnings releases

    Fourth Quarter 2025 Financial Highlights: GAAP Revenue of $319.1 million , an increase of 3% year-over-year.

  3. Business contracts

    Henry Schuck, CEO, explained that the deal standardizes ZoomInfo as the enterprise data foundation and sales intelligence platform for a major go-to-market organization.

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 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 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 ZoomInfo and ZoomInfo

ZoomInfo has the largest displayed latest revenue at $1.25B; ZoomInfo has the widest displayed latest margin at 9.9%.

Comparisons
Anomalies

Klaviyo has the widest attention-readiness rank gap

It ranks #5 by measured news attention (2.8%) and #1 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

ZoomInfo shows a price-operating divergence to inspect

Its displayed filing-revenue change is +67.2% while its available monthly-close return is -93.7%. The signs differ, but the two measures cover different windows and do not establish causality.

Explanations

Attention measures coverage volume, not quality

Box's 84.7% 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 Klaviyo's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 61/100 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