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Thoma Bravo Predicts Software Valuations Will Decline
8.1
Thoma Bravo co-founder Orlando Bravo said Tuesday at the firm's investor meeting in Miami that artificial intelligence will disrupt many public software companies and that some recent valuation declines are "very warranted." He said some high-quality software businesses were unfairly punished, noted the firm manages over $183 billion as of December, and acknowledged overpaying for the 2021 Medallia acquisition.
Key Points
- 1Warns that AI will disrupt many public software companies' business models and valuations
- 2Notes some valuation declines are warranted as models replace higher-cost software services
- 3Advises investors to differentiate firms likely to be agentic-era winners from disrupted incumbents
Scoring Rationale
Strong industry relevance and authoritative sourcing drive score, but limited novelty and shallow reporting constrain practical impact.
Sources
Public references used for this report.
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