enterprise software companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by CJ Desai · across every show →
Everything said about enterprise software companies, oldest first
Jan 22, 2026 neutral
Desai: Investors will stay bearish until AI re-accelerates software growth
“That's what if I'm an investor, and you know, we speak to investors all the time, that's what they are looking for, that hey, would this, will AI re-accelerate this company's growth? And unless you show re-acceleration, they are going to say, okay, maybe I'm n…”