Top Software Companies in Sydney (647)

Profitability: GAAP net income turned positive in Q1 and Q2 2026, with improving operating metrics versus prior‑year losses. This points to healthier unit economics even as top‑line growth is modest.

Innovation-Driven Growth: Investment in AI‑driven “agentic commerce,” LLM data enrichment, and B2B operational agents—alongside embedded payments—signals a roadmap aimed at future monetization. Double‑digit GMV growth and sequential NRR improvement indicate these capabilities are supporting healthier platform engagement.

Strategic Partnerships: Expanded Stripe capabilities and PayPal‑embedded payments, plus ecosystem activity across BigCommerce, Feedonomics, and Makeswift, are highlighted as growth enablers. These integrations support attach‑rate and monetization theses tied to payments and partner services.

Profitability: FY2026 marked the first full year of GAAP profitability, and Q1 FY2027 delivered a fourth consecutive GAAP‑profitable quarter. Profit guidance and expanding non‑GAAP operating margins indicate continued bottom‑line strength.

Healthy Cash Flow: Free cash flow was $102.7M in FY2026 and $41.2M in Q1 FY2027. Cash and investments of $444M and a $100M share repurchase authorization underscore liquidity to invest while returning capital.

Future-Ready Strategy: Management emphasizes AI‑first Operations Cloud offerings and a new usage‑based package aimed at re‑accelerating growth. Product and packaging moves are positioned to drive longer‑term expansion and retention.

Strong Revenue Growth: Revenue reached $738.2M in FY2026 and $211.0M in Q1 FY2027, with four consecutive quarters of organic acceleration. Guidance was raised to $895–$899M for FY2027, signaling continued double-digit expansion.

Customer Loyalty & Retention: Dollar-based net retention remained healthy in FY2026 and edged higher in Q1 FY2027, while large-customer counts grew and remaining performance obligations reached roughly $1.08B. These trends point to expanding spend within the base and solid revenue visibility.

Healthy Cash Flow: Non-GAAP operating income turned positive in FY2026 and stayed positive in Q1 FY2027, with free cash flow positive in both periods. Improving operating leverage supports ongoing investment alongside growth.

Strong Revenue Growth: Revenue is expanding with consecutive year-over-year increases in the first half of 2026 and management raising the full‑year outlook. The quarter ended June 30, 2026 also closed at nearly a $1.5 billion annualized run rate.

Profitability: Margins and cash generation are improving, with recent quarters showing positive non‑GAAP operating income and strong free cash flow. Materials also highlight operating discipline alongside growth.

Market Expansion: International revenue is outpacing the Americas, supported by new regional hubs such as Dublin and Singapore. Rising adoption of additional channels (e.g., SMS/WhatsApp) and larger‑account wins indicate a broader addressable market.

Strong Revenue Growth: Revenue is described at roughly $600M in 2024 with about 43% year-over-year growth and an estimated $900M annualized run-rate by October 2025. External recognitions like Deloitte Technology Fast 500 and the FT Americas’ Fastest Growing Companies 2026 align with this expansion trajectory.

Product Line Growth: Acquisitions of AfterSell (2024), mParticle (January 2025), and Canal (July 2025) expanded capabilities into SMB upsells, customer data platform functionality, and distributed commerce via Rokt Catalog. These additions broaden the offering beyond core checkout ads and support continued scale.

Investor Backing & Capital Strength: A January 16, 2025 secondary share sale valued the company at about $3.5B, signaling strong late-stage investor support. Coverage also notes a potential 2026 IPO target, consistent with capital-markets readiness.

Profitability: Gross profit is rising rapidly, with Cash App up 31% year over year in Q2 2026 and companywide gross profit also expanding. Guidance was raised on the strength of Cash App and Square, underscoring ongoing profit momentum.

Cost & Operational Efficiency: Management is prioritizing gross profit per employee and operating margins, aiming to run a smaller company while continuing product and user growth. The February 2026 restructuring was framed around “disciplined growth” and AI‑driven efficiency.

Resilient & Sustainable Growth: Users and engagement are trending up, with about 59 million monthly actives at end‑2025 and accelerating inflows per active alongside rising “primary banking” usage. Momentum carried into 2026, with strong early‑year gross profit growth supporting raised full‑year outlook.

Strong Revenue Growth: Revenue is rising briskly, with the latest quarter up year over year and full‑year FY2026 guidance raised for both revenue and ARR. Prior billings and deferred revenue growth indicate healthy demand heading into FY2026.

Strong Market Position & Advantage: Independent analyst evaluations place the company as a leader in SSE/SASE and note frequent inclusion on enterprise shortlists. A broad global footprint and regulatory certifications bolster competitiveness in regulated and international markets.

Product Line Growth: Expansion in newer offerings—such as Data Security, AI‑focused modules, and Zero Trust Branch—shows meaningful traction. Metered, non‑seat‑based solutions accounted for a sizable share of new ACV, suggesting broader monetization beyond core seats.

Profitability: The company achieved full-year profitability at the group level in 2025, building on earlier platform-level profitability. This indicates improving operating leverage alongside growth.

Strong Revenue Growth: Annual recurring revenue rose to $218M in 2025 from $177M in 2024, showing renewed momentum versus the prior year. This expansion is supported by additional large-enterprise customer wins and bookings growth.

Diversified Revenue Streams: Newer offerings are contributing incremental monetization, with Mirakl Connect generating ARR and Mirakl Ads seeing rising ad spend and client additions. The expanding seller network and the launch of Nexus further broaden potential revenue sources.

Resilient & Sustainable Growth: Growth is described as measured and predictable, with signals such as modest headcount expansion, sustained operating scale, and continued momentum rather than volatility.

Innovation-Driven Growth: Recent major releases across IRIS/IRIS for Health/Health Connect and new AI-focused offerings indicate ongoing R&D velocity that broadens capabilities and use cases.

Strong Market Position & Advantage: Repeated industry accolades for Shared Care Records/HIE and regional acute EHRs in 2026 point to durable competitive standing in core healthcare markets.

Strategic Partnerships: Partnerships with Booking.com and a broad FareHarbor Distribution Network expand operator reach through a new global integration and added OTA/API connections. Parent-company emphasis from Booking Holdings reinforces ongoing investment in this category.

Strong Market Position & Advantage: Positioning as a leading provider in tours and activities is supported by scale signals such as 23,000+ companies served and a large, growing inventory of bookable experiences. Industry and partner materials consistently reference FareHarbor as a significant player in this niche.

Innovation-Driven Growth: A rapid product cadence is evident, with 184 updates in 2025 and 178 tools/updates released between April 2025 and April 2026, plus new capabilities like rebooking workflows and an AI assistant. Ongoing feature launches around payments, memberships, and listings indicate active R&D investment.

Strong Revenue Growth: Total revenue increased 19% in FY2026 and 16% in Q1 FY2027, while ARR reached about $2.14B, up roughly 17% year over year. Net‑new ARR also accelerated, signaling strengthening demand.

Profitability: Non‑GAAP operating income was $592M in FY2026 with ~29% margin, and Q1 FY2027 reported a ~29% margin alongside robust adjusted free cash flow. Free cash flow for FY2026 was $529M, underscoring strong operating leverage.

Resilient & Sustainable Growth: Multi‑year double‑digit ARR and revenue expansion, record large deals, and 41% organic net‑new ARR growth in Q1 FY2027 point to durable demand. A subscription‑led model and fast‑growing logs consumption support ongoing platform adoption.

Market Expansion: Public materials indicate customer counts rising from 500+ in 2021 to more than 1,000 by mid‑2025, suggesting steady adoption. Partner motions such as becoming a Shopify Premium Partner in 2025 further extend reach and implementation capacity.

Product Line Growth: Acquisitions of Unifai (2023) and PricingHUB (2026) expand the Product Cloud from core PIM/PXM into AI‑driven enrichment and pricing, broadening wallet share opportunities. A continued 2025–2026 release cadence (e.g., AI agents, CDN, data architect enhancements) reinforces an expanding offering.

Investor Backing & Capital Strength: A $135M Series D in March 2022 underpins subsequent platform launches and acquisitions, signaling capacity to execute on product and international initiatives. This capital base supports measured expansion.

Strong Revenue Growth: Recent results show revenue up 9.6% year over year in Q2 2026 (6.8% organic; 8.2% excluding product sunsets), with 2025 up 7.5% and year‑to‑date 2026 up 10.2% on a reported basis. Growth is led by Morningstar Credit and core data/software platforms such as Morningstar Direct and PitchBook.

Profitability: Operating and adjusted operating margins expanded in Q2 2026 alongside a 29% rise in adjusted diluted EPS to $3.10, and 2025 saw increases in operating income and adjusted operating income. These gains were supported by stronger contribution from Credit and the accretive effect of the CRSP acquisition.

Healthy Cash Flow: Free cash flow and operating cash flow increased sharply in Q2 2026, with free cash flow nearly doubling year over year. This improved cash generation coincided with active buybacks and dividends.

Strong Revenue Growth: ARR reportedly rose from $100M in early 2024 to $200M by January 2026, indicating rapid top-line momentum driven by upmarket wins and adoption of AI agents. This step-up is reinforced by multi-year growth recognition such as Deloitte’s Technology Fast 500 placements.

Investor Backing & Capital Strength: A $100M Series E at a $1.6B post-money valuation in April 2024 provides substantial resources for continued product investment and international expansion. This late-stage funding signals confidence in the company’s scaling prospects.

Market Expansion: New offices in London and Sydney, stronger growth in EMEA, and the largest customer to date in Germany point to widening international reach. Alliances with firms such as EY further extend access to large finance transformation programs.

Strong Market Position & Advantage: Placement as a Leader in Gartner’s 2024–2025 Magic Quadrant for Digital Experience Platforms and continued industry recognition indicate durable competitive standing. Ongoing Engage events and partner programs align with sustained enterprise adoption.

Innovation-Driven Growth: Active product expansion—such as the 2026 launches of Acquia AI and major Acquia Source updates, plus prior acquisitions like Monsido and Widen—shows continued investment in the platform. These moves broaden the DXP footprint across AI, DAM/PIM, and governance.

Customer Loyalty & Retention: Company retrospectives for 2022–2023 cite record renewal rates alongside multi‑year revenue increases. This points to a stable installed base that supports resilience through market cycles.

Strong Revenue Growth: Revenue accelerated to about $1.60B in Q2 2026, up 19% year over year, following 12% growth in Q1 2026 and an 11% increase for full-year 2025. Rising ARPU alongside expanding DAU/MAU supported this top-line momentum.

Healthy Cash Flow: Q2 2026 free cash flow reached roughly $121M and operating cash flow improved to about $176M, both sharply higher year over year. These gains indicate improved operating efficiency even as GAAP net income remains negative.

Diversified Revenue Streams: “Other revenue” driven by subscriptions like Snapchat+ grew ~85% year over year in Q2 2026 (after ~87% in Q1), and Snapchat+ surpassed 25M subscribers by mid‑2026. This diversification is complementing ad recovery and helping sustain growth.

Strong Revenue Growth: Subscription revenue reached $3.877B in Q2 2026, growing strongly year over year, with total revenue also advancing. The company raised its full-year 2026 subscription outlook to $15.76–$15.78B and guided continued double-digit growth into Q3.

Product Line Growth: “ServiceNow AI” surpassed $1B in ACV in Q2 2026, acting as a catalyst for deal activity and upsell. Newer AI capabilities layered onto core workflows are described as adding incremental momentum.

Resilient & Sustainable Growth: Current and total RPO climbed to $13.20B and $29.0B, respectively, indicating strong contracted demand ahead. The number of customers above $5M in ACV increased meaningfully, supporting durable multi‑year expansion.

Strong Revenue Growth: Revenue grew 31% to $702M in FY2026, then accelerated to 40% year over year in Q1 FY2027, with full‑year FY2027 revenue outlook raised to roughly 30% growth. Momentum is reinforced by expanding enterprise adoption and integrations that support usage growth.

Profitability: FY2026 marked the first full year with positive non‑GAAP operating income alongside positive operating and free cash flow, and Q1 FY2027 non‑GAAP operating margin reached 11%. These milestones indicate improving operating leverage as scale increases.

Cost & Operational Efficiency: AI agent automation (e.g., Ava handling about 52% of interactions in FY2026) is underpinning service scalability and margin expansion. Further increases in AI‑handled interactions are expected to support additional efficiency gains.

Strong Revenue Growth: Revenue increased year over year to a new high, with gaming momentum outpacing sports. Filed accounts for the year to March 30, 2025 and accompanying disclosures indicate higher sports and gaming takings versus the prior period.

Market Expansion: New licenses and launches across Brazil, Peru, Serbia, and additional U.S. states, alongside a formal U.S. base in Denver, indicate sustained geographic scaling. Ongoing state rollouts such as North Carolina and Maryland reinforce this trajectory.

Strategic Partnerships: High‑profile agreements, including a multiyear UFC partnership across the U.S. and Canada and expanded Evolution content to the full suite, extend reach and product depth. These partnerships are positioned as growth levers complementing market entries.

Strong Market Position & Advantage: Industry recognitions place the company in the Leaders tier across key AppSec categories, signaling durable competitive standing. Ongoing ecosystem visibility, such as a 2025 Google Cloud Technology Partner of the Year award, reinforces presence with major platforms.

Product Line Growth: The platform has broadened via acquisitions like Helios and Probely to add visibility, DAST, and API security alongside SCA/SAST. Momentum in newer modules, including Snyk Code surpassing about $100M in ARR and launches like Evo, supports larger account expansion and upsell.

Innovation-Driven Growth: The company is leaning into AI-native security with investments and acquisitions (e.g., Invariant Labs) and AI-assisted workflows. AI-forward offerings and product announcements indicate a roadmap aligned to modern development patterns.