software market
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Feb 13, 2026 by Jordi Hays · across every show →
Everything said about software market, oldest first
Feb 13, 2026 bearish
Hays: Today's Software Market Parallels 1990s Office Equipment Sector Before Disruption
“A lot of the software market feels like the office equipment and imaging sector in the nineties. So companies like Sharp, Canon, Panasonic, revenue was still up into the right, but widespread adoption of the internet emails and PDFs was on the horizon.”
Feb 14, 2026 bearish
Hays: Software today mirrors 1990s office hardware facing the internet
“I said a lot of the software market feels like the office equipment and imaging sector in the nineties. So companies like Sharp, Canon, Panasonic. Revenue was still up and to the right, but widespread adoption of the internet emails and PDFs was on the horizon…”