We are pleased to present the ARTHOS Software Sector Report. This report provides comments and analysis on current market trends, valuation developments as well as M&A transactions within the software sector.
After facing a challenging year in 2023, the software market managed to bounce back and showed a strong performance throughout the year 2024. This positive trend continued in the first 6 months of 2025, during which software stocks maintained its growth momentum. Despite this overall upward trajectory, performance varied across sub-sectors. In this report, we focus on the BI & Analytics sub-sector, which has outperformed all other software verticals, driven by sustained demand for data-driven decision-making and rapid AI adoption.
Exclusive Software Report Q2 2025
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About ARTHOS
ARTHOS is an independent M&A advisory firm and specialist for digital media, IT and high-tech industries based in Munich. Since 2003, ARTHOS serves customers on the buy- and sell-side regarding the acquisition or disposal of companies and business units worldwide. The partners of ARTHOS so far have successfully closed over 200 M&A transactions. ARTHOS is member of AICA – the global Alliance of International Corporate Advisers.
