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03.02.26 - 19:33
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′SaaSpocalypse′ Strikes As Private Credit-Software Stock Vicious Cycle Accelerates (ZeroHedge)
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'SaaSpocalypse' Strikes As Private Credit-Software Stock Vicious Cycle Accelerates
Yesterday, in a must read report for everyone, we highlighted the shocking reality of the circular firing squad evolving between private credit providers (BDCs) and software companies as the latter suffers from artificial intelligence's domination and the former's pain grows from the massive exposure it faces to those very same software entities.
“Software is the largest sector exposure for BDCs, at around 20% of portfolios, making the industry particularly sensitive to the recent decline in software equity and credit valuations,” Barclays analysts including Peter Troisi wrote in a note available to pro subs.
The total exposure was about $100 billion in the third quarter of last year, the analysts said, citing PitchBook data.
Read the full report here...
Today the vicious cycle is accelerating as the details of the report hit the mainstream with Bloomberg reporting that sentiment has gone from beari...
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03.02.26 - 18:12
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Private Credit′s Software Shock (Bloomberg)
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Dan Zwirn, Founder, CEO and CIO at Arena Investors discusses the outlook for private credit as concerns grow about the sector's exposure to software amid the AI buildout. (Source: Bloomberg)...
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02.02.26 - 22:42
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NXP Semiconductors N.V. Profit Retreats In Q4 (AFX)
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WASHINGTON (dpa-AFX) - NXP Semiconductors N.V. (NXPI) revealed earnings for fourth quarter that Drops, from the same period last yearThe company's earnings totaled $455 million, or $1.79 per share......
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02.02.26 - 22:12
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Palantir-Aktie hebt ab: Gewinn zieht an - Quartalsumsatz knackt Milliardenschwelle (Finanzen.net)
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Palantir hat im vierten Geschäftsquartal 2025 mehr verdient als noch im Jahr zuvor. Das Ergebnis je Aktie lag nun bei 0,25 US-Dollar nach 0,03 US-Dollar im Vorjahreszeitraum und lag damit über den Analystenschätzungen, die sich im Vorfeld auf ein EPS von 0,23 US-Dollar belaufen hatten. Der Umsatz entwickelte sich ebenfalls positiv: Er stieg im abgelaufenen Quartal von 827,5 Millionen US-Dollar auf 1,41 Milliarden US-Dollar. Damit übertraf Palantir die Expertenschätzungen: Die Analysten hatten zuvor einen Quartalsumsatz von 1,34 Milliarden US-Dollar erwartet..
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