Top Software Companies in Bengaluru (781)

Profitability: Q2 2026 results show adjusted EBIT up 16%, margin up 70 bps to 6.2%, and adjusted EPS up 29% to a Q2 record $1.86. Following Q2, management raised the 2026 adjusted EPS outlook, signaling confidence in continued margin expansion.

Healthy Cash Flow: Free cash flow more than doubled year over year to $617M in Q2 2026, reaching $989M for the first half. The full-year 2026 outlook calls for approximately $1.75–$1.85B of free cash flow.

Cost & Operational Efficiency: Cost actions and productivity improvements are expanding margins and boosting earnings. Mix shift toward higher‑margin programs and recent wins support organic growth into future periods.

Strong Revenue Growth: Revenue is rising, with 2025 reaching $89.5B (highest since 2018) and Q2 2026 at $24.6B as deliveries increased versus last year. The multi‑quarter trend indicates business scale is recovering.

Healthy Cash Flow: Cash generation is improving, highlighted by Q2 2026 positive operating cash flow and $0.6B in free cash flow. This shift reflects higher deliveries and working‑capital tailwinds.

Resilient & Sustainable Growth: Backlog has reached a record ~$715B, including over 6,200 commercial airplanes, supporting multi‑year production. This depth of contracted demand underpins revenue visibility.

Strong Revenue Growth: Q2 2026 total net revenue rose 4% sequentially to $15.9 billion. Integration of Discover and Brex contributed to higher non‑interest income and broader payments capabilities.

Profitability: Q2 2026 net income reached $3.0 billion, up from $2.2 billion in Q1 2026, alongside a net interest margin of 8.01%. Management also cited strong credit performance, including a $662 million reserve release.

Market Expansion: Acquisition‑driven scale is broadening reach, with the Discover deal (closed May 18, 2025) and Brex (closed April 7, 2026) adding network and corporate card/spend‑management capabilities. Balance‑sheet growth continued in Q2 2026 as period‑end loans rose 2% to $457.2 billion and total assets reached $673.8 billion.

Market Expansion: CSC operates in 140+ jurisdictions and opened a larger Luxembourg office in June 2024 to build for continued growth, citing an expanding local client base and about 600 staff there. Headcount disclosures reiterate a global workforce of more than 8,000, reflecting a broader operational footprint.

Product Line Growth: The Intertrust acquisition and full migration to the CSC brand in April 2024 expanded capabilities across corporate, fund, and capital‑markets administration. The Eddystone Financial Services acquisition in June 2023 added loan agency services in Australia and New Zealand, broadening regional offerings.

Strong Market Position & Advantage: CSC highlights service to more than 90% of the Fortune 500 and the 100 Best Global Brands, indicating deep enterprise penetration. Company materials emphasize a large, integrated platform serving clients in 140+ jurisdictions.

Cost & Operational Efficiency: Adjusted EBITDA and margins expanded through late 2025 into 2026 even as revenue softened, reflecting disciplined monetization and cost control. A growing direct-to-consumer channel lowers platform fees and supports stronger unit economics.

Diversified Revenue Streams: The direct-to-consumer channel became a larger share of segment revenue across 2025–2026. This channel mix shift broadens monetization pathways and strengthens direct player relationships.

Strong Market Position & Advantage: Flagship titles posted recurring record revenues in late 2025, and key titles frequently sit near the top of U.S. casino grossing charts. Management also highlighted periods of outpacing the broader social casino market and repeated industry awards, indicating category leadership.

Strong Revenue Growth: Reported year-over-year software growth in 2024, alongside multi-year increases and net new client additions, indicates sustained commercial momentum. Customer penetration among large pharma is described as expanding across 2024–2025.

Investor Backing & Capital Strength: A majority investment by GI Partners, with Summit Partners remaining a minority investor, is described as supporting further scale, product investment, and global reach. This signals access to resources for continued expansion.

Strong Market Position & Advantage: Independent recognition as the highest-designated Leader in 2024 for life sciences clinical data and analytics platforms, coupled with adoption by numerous top biopharma companies, signals competitive strength in its core segment. Named client expansions further reinforce visibility and impact.

Strong Revenue Growth: ARR is reported up 42% year over year in 2024 with a further 28% uplift cited year‑to‑date in late 2025 and continued growth into 2026. Cloud ARR also rose strongly across 2023–2026, reinforcing top‑line momentum.

Market Expansion: New‑customer additions of 305 in 2024, 340 in 2025, and 90 early in 2026, alongside cloud adoption reaching 78% of the base, point to a widening footprint. Additional Azure regions (e.g., Switzerland) and thousands of organizations served further indicate expanded reach.

Innovation-Driven Growth: New AI‑powered offerings such as Ask iManage, iManage AI Enrichment, and Mailbox Assistant, plus secure MCP integrations, signal product‑led expansion. An expanded partnership with Thomson Reuters to deliver governed AI‑powered workflows underscores focus on AI‑enabled growth.

Strong Revenue Growth: Revenue scale is signaled by surpassing $500M in annual recurring revenue in July 2023, creating a high base for subsequent expansion. Company communications frame later moves as building on this milestone.

Market Expansion: Recent acquisitions—Spatial Business Systems, PDS Energy’s exchange platforms, and TGS’s A2D well log library—extend reach into utilities engineering, operational exchanges, and subsurface data. Solutions marketed across upstream, midstream, power and renewables point to a broadening footprint.

Investor Backing & Capital Strength: Blackstone agreed in August 2025 to acquire Enverus in a deal reported at $6.5B+ and later referenced deploying capital into the company in 1Q26. This indicates substantial resources and conviction to support further scaling.

Strong Revenue Growth: Total revenue increased to $255.9M in 2025 with software up and drug‑discovery more than doubling, while operating expenses declined year over year. Early 2026 also showed momentum, with first‑half revenue modestly higher and Q2 posting year‑over‑year growth.

Strategic Partnerships: New and expanded agreements—such as Bristol Myers Squibb deploying Bunsen and a July 2026 discovery collaboration with Simcere—broaden platform use and collaboration optionality. The Lilly/Ajax transaction also validated the model and supported a higher 2026 drug‑discovery outlook.

Product Line Growth: The introduction of Bunsen, an agentic AI co‑scientist, expands the software portfolio and is being deployed at scale within BMS. This product push complements growth in ACV and broader platform adoption.

Strong Revenue Growth: Revenue is accelerating with multiple raised full‑year outlooks and consecutive quarters of rapid top‑line increases. The business also highlights a long “beat and raise” cadence into 2026.

Profitability: GAAP net income turned positive in 2026 alongside expanding adjusted EBITDA. Management continues to guide to improved margins through the year.

Healthy Cash Flow: Free cash flow is rising and full‑year cash generation guidance was increased. Disclosures point to stronger operating cash flow through the first half of 2026.

Strong Revenue Growth: Recent quarters delivered double-digit year-over-year gains in revenue (Q1 +15%, Q2 +14%), and management raised the 2026 outlook to about 9–10% revenue growth after results exceeded guidance. This builds on 2025’s double-digit Q4 growth and an 8% full‑year revenue increase.

Diversified Revenue Streams: Strength across consumer brands, sustained expansion in B2B, and contributions from the EG Advertising business are cited as key growth engines. This spread across channels and monetization types supports continued momentum.

Strategic Partnerships: Ongoing expansion in B2B partnerships and the unification of B2B and supply leadership aim to tighten execution, with new distribution wins such as Allegiant and a pending CarTrawler acquisition reinforcing partner-led growth. These moves broaden reach and deepen platform integration.

Strong Market Position & Advantage: Independent market-share analysis places Celonis at the front of its category while the market itself expands. This positioning suggests the company is capturing growth in a segment it leads.

Future-Ready Strategy: External recognition for long-term growth potential signals confidence in Celonis’s strategy, innovation, and talent pipeline. This points to preparedness as the space broadens from process mining into process intelligence and AI-enabled workflows.

Strategic Partnerships: A new alliance with a major data and AI platform provider expands product integrations and go-to-market reach into enterprise AI workflows. Such ecosystem momentum supports broader adoption and commercial expansion.

Strong Revenue Growth: Company communications describe substantially accelerated revenue growth in 2024 with “exceptional momentum” continuing into Q1 2025 and performance on track to exceed financial targets. These statements align with concurrent product launches and go-to-market investments.

Product Line Growth: Multiple new offerings and upgrades—such as Accuris Thread (2025), an AI Assistant (2026), AI-powered BOM Intelligence (2026), and Engineering Workbench enhancements—signal sustained investment in the roadmap. This cadence broadens solution scope and supports upsell and cross-sell potential.

Market Expansion: A new global headquarters in Denver and additional offices in the UK, India, Malaysia, and Japan indicate an expanding geographic footprint. Senior commercial hires (e.g., a CRO in 2025 and a Head of Sales, Americas in 2026) further suggest scaling sales capacity.

Market Expansion: New client wins and platform approvals with firms such as King Financial Network, GWN Securities, Merit Financial Advisors, and Lexington Financial point to adoption across RIAs and broker/dealers. These additions indicate an active pipeline and continued customer acquisition in 2026.

Innovation-Driven Growth: An AI-native operating system, embedded assistants via Parrot AI, and native Schwab Advisor Services account opening showcase ongoing product velocity and expanded ecosystem reach. These launches broaden use cases and support multi-custodial workflows.

Future-Ready Strategy: The appointment of a new CEO in June 2026 and a Chief Revenue Officer in July was framed to accelerate the next phase of growth. These leadership moves signal a deliberate go-to-market focus to scale adoption.

Customer Loyalty & Retention: Customer base and renewals are repeatedly cited on the site, indicating a large and sticky installed footprint. Feedback suggests thousands of active customers with strong renewal tendencies support stable, recurring revenue.

Strong Revenue Growth: Cloud subscription revenue was reported to have grown strongly for multiple consecutive years through 2022, with momentum indicated into 2023. These multi‑year gains point to durable expansion in the core subscription business.

Product Line Growth: The February 2025 acquisition of DataTrans Solutions added procurement‑automation and supplier‑enablement capabilities. This broadened platform scope supports larger use cases and potential cross‑sell into the existing base.

Strong Market Position & Advantage: Analyst recognitions across 2025–2026 (e.g., Gartner iPaaS Leader and IDC API Management Leader) indicate durable competitive standing and execution strength. Independent grids and press coverage echo sustained traction in core integration categories.

Market Expansion: Customer base expansion is evident, rising from about 20,000 in 2024 to 30,000+ by early 2026, alongside penetration into more than a quarter of the Fortune 500. Broader coverage of the 30,000+ milestone suggests the growth message reached beyond company channels.

Innovation-Driven Growth: Adoption of newer capabilities is accelerating, with AI agents growing from 25,000+ at launch to 90,000+ by mid‑2026. Acquisitions and platform additions (e.g., Rivery, Thru, Lunar.dev) further signal active investment in product breadth and AI-centric capabilities.

Strong Revenue Growth: Consolidated revenues increased from $253 billion in 2024 to $270.6 billion in 2025, with quarterly gains such as Q4 2025 up 8% year over year. Growth was led primarily by Optum Rx and supported by steady contributions from Optum Insight.

Market Expansion: Expansion through acquisitions such as Holston Medical Group (August 2025) and Alegeus (July 2026), alongside earlier combinations like Change Healthcare and Atrius Health, broadened capabilities across care, pharmacy, and payments. These moves extend Optum’s platform into adjacent services and operating domains.

Diversified Revenue Streams: A multi-segment model—Rx, Insight, and Health—helps sustain aggregate growth even as individual lines vary, with pharmacy and technology businesses offsetting care-delivery softness. Parent-company commentary continuing to frame Optum as a growth engine and raising 2026 guidance underscores the benefit of this portfolio effect.

Strong Revenue Growth: Revenue grew 31% to $702M in FY2026, then accelerated to 40% year over year in Q1 FY2027, with full‑year FY2027 revenue outlook raised to roughly 30% growth. Momentum is reinforced by expanding enterprise adoption and integrations that support usage growth.

Profitability: FY2026 marked the first full year with positive non‑GAAP operating income alongside positive operating and free cash flow, and Q1 FY2027 non‑GAAP operating margin reached 11%. These milestones indicate improving operating leverage as scale increases.

Cost & Operational Efficiency: AI agent automation (e.g., Ava handling about 52% of interactions in FY2026) is underpinning service scalability and margin expansion. Further increases in AI‑handled interactions are expected to support additional efficiency gains.

Strong Market Position & Advantage: Analyst recognitions place New Relic in the Leaders tier for observability and AIOps, and the company reports holding the No. 1 vendor share in Japan’s APM/observability market. These signals point to durable competitive standing across core categories and select geographies.

Innovation-Driven Growth: Ongoing platform and AI releases through 2025–2026 (e.g., Core Observability enhancements and new AI capabilities such as Autopilot and Ground Truth) indicate sustained product velocity. This cadence suggests active investment aimed at expanding platform adoption and wallet share.

Strategic Partnerships: Milestones and momentum through cloud marketplaces (AWS and Azure) and integrations with ecosystems like ServiceNow highlight meaningful channel reach. These partnerships serve as scalable routes to market that can complement direct sales and consumption growth.

Strong Revenue Growth: ARR is estimated to have reached about $105M in 2023, up from roughly $80M in 2022, indicating momentum through that period.

Product Line Growth: Regular 2026 releases and platform enhancements, along with acquisitions such as Resmo (2024) and VaultOne (2025), expanded capabilities into SaaS/asset visibility and PAM. This cadence also includes device and identity features like phishing‑resistant authentication.

Market Expansion: Expansion moves include opening a data center in India in 2026 and broader international build‑out across multiple countries, signaling investment in regional growth and compliance.