PROS, Global-E, SPS Commerce Stand Out As Tariffs Reshape Software Spending Priorities: Analyst
1. Most software companies dropped over 25% in value recently. 2. Increased budget scrutiny may lower software demand for some firms. 3. SPSC expected to remain net neutral amidst tariff changes. 4. Demand may rise for companies closely tied to manufacturing sectors. 5. Marketing software revenue hinges on customer profiles, not sales transactions.