These are the most 'AI-proof' software companies, according to analysts
created: Oct. 2, 2025, 9:02 a.m. | updated: Oct. 3, 2025, 5:04 p.m.
REUTERS/Andrew KellyClearwater Analytics CEO Sandeep Sahai rings the opening bell at the New York Stock Exchange.
As hype around generative AI continues to rattle the software sector, more specialized software companies may be among the most resilient players and the most underappreciated.
"Vertical software is one pocket of software that is likely to be viewed as 'AI-proof' (for now)," the RBC analysts, led by Rishi Jaluria, wrote.
Gross revenue retention is a common metric for subscription-based businesses and software companies, measuring how effectively they maintain their existing revenue base.
RBC's AI software survivorsHere are the vertical software companies that RBC recommended on Wednesday.
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