Investor Shelf

ICONIQ

Fund · US · 9 documents

Key number
94%
Public earnings calls mentioning AI. ICONIQ p.8
Key number
59%
Projected gross margin on AI products in 2027. ICONIQ p.21
Key number
49%
Share of teams citing application-layer innovation as primary differentiator. ICONIQ p.6
Key number
47%
AI-native products already scaling. ICONIQ p.8
Key number
89%
CXOs rating GenAI adoption importance 4 or 5. ICONIQ p.2

State of Software 2025

ReportICONIQJanuary 202573 pages

The study summarizes quarterly operating and financial data from 127 software companies.