Checkup on the Software Sector: The Landscape for Apps and AI with DJ Hynes, CG‘s Applications Software Senior Analyst

DJ Hynes, CG’s Applications Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy at the tail end of Q1 2025 earnings season to walk listeners through the most important trends in his space. AI continues to be an important theme, and Hynes updates listeners on the most recent developments following CG’s AI Symposium hosted by the Software team. The conversation touches upon how AI and data could alter the competitive landscape, potential tertiary impacts on his covered companies from tariffs and geopolitical risks.

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