The Software Business Model Is Running Out of Time—and So Are Software Stocks

“It is now very clear that the software we’ve known for 20 years is not going to be fine, unless it adapts,” analysts at Stifel wrote.

Jul 9, 2026 - 01:00
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The Software Business Model Is Running Out of Time—and So Are Software Stocks
“It is now very clear that the software we’ve known for 20 years is not going to be fine, unless it adapts,” analysts at Stifel wrote.

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