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  5. CSU: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. [Constellation Software Inc.]

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Q: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. Now that the these companies have all reported Q3 earnings, were there indications that this fear was misplaced? Or that AI is actually improving their earnings? Or is it simply too early to draw any preliminary insights?

Thanks
Asked by Joel on December 04, 2025
5i Research Answer:
It is still early. Results were generally good but there was no clear indication yet that AI is...
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