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#protectYourAssets

Solt DB will launch asset deep dives for all companies in the coverage ecosystem by the end of 2026. These will seamlessly integrate into company-specific financial models, allowing members to determine a company's fair value when specific assets are included or excluded.

Want me to prioritize a specific company or asset? Let me know on Discord or through the contact page.

Last Refined

February 27, 2026

The current model INCLUDES the following assets and assumptions:

The current model is based on operating metrics, including:

Full-year 2026 revenue grows 1.9% to $426.999 million. The model expects gradual improvements throughout the year, with Q1 growth of -3%, Q2 growth of 1%, and 2H 2026 growth of 5%. Company guidance expects growth of 0% to 4%, representing a midpoint of $426.870 million, but this could be topped if internal processes drive improvements sooner than expected.
Services revenue is flat at $235.544 million. This includes Q1 growth of -5% and Q2 growth of -1%, then 2H 2026 growth of 3%.
Software revenue increases 4.5% to $191.454 million. This includes Q1 growth of 0%, Q2 growth of 3%, Q3 growth of 7%, and Q4 growth of 8%.
The revenue mix reaches 45.9% software revenue at the end of 2026, which represents the smallest improvement in recent years. Software revenue ended at 44.7% in 2025, 42.1% in 2024, 38.2% in 2023, and 33.7% in 2022.

The current model EXCLUDES the following assets:

Margin of Safety

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