Software companies with asset-based revenue models better protected from AI disruption: KeyBanc
ByAinvest
Thursday, Mar 26, 2026 11:33 am ET1min read
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Software companies that derive revenue from underlying assets or activities are better protected from AI-related disruption than those relying on seat-based models. KeyBanc highlights JFrog and AppFolio as examples of companies that are more resilient to AI disruption due to their business models.
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