Mopoke Cloud Newsletter

Deep Dive: SiteMinder

ASX SDR keeps growing but the share price is up one minute, down the next. Is this the beginning of a long run up and to the right?

Jun 2 • Scott Middleton

5

May 2026

28 ASX Tech Darlings and Their Moats Against AI

Hint: it wasn't Workflow

May 20 • Scott Middleton

2

Small B2B SaaS on the ASX Doesn't Get a Software Premium Anymore

Some ASX tech subsectors held up, but AI sell-off just accelerated a downward trend for SaaS and Cyber

May 15 • Scott Middleton

4

Four Profiles of AI Durability on the ASX

Small-cap SaaSpocalyse Survivors on the ASX

May 5 • Scott Middleton

4

April 2026

AI and ASX Tech: Moats Didn't Matter

SaaSpocalypse indiscriminately repriced tech companies regardless of moats

Apr 28 • Scott Middleton

Durability of ASX Tech and AI Moats

40% of ASX Tech Has No Moat Against AI. But 20 Have Plenty.

Apr 22 • Scott Middleton

7

ASX Software Investors Priced AI Risk, Not Performance

Analysis of 180 ASX-tech companies shows sentiment accounts for 99.9% of the decline in valuations

Apr 14 • Scott Middleton

4

March 2026

Deep Dive: Carma at $0.90. Cheap or Priced Correctly?

Full stack used car sales platform shows promise but needs more scale and cash

Mar 25 • Scott Middleton

5

September 2025

Acquisition Analysis: $35m AI rollup on the ASX

Can the strategy recover $31m in pre-IPO investment?

Sep 16, 2025 • Scott Middleton

2

Acquisition Analysis: Catapult buys Perch for expansion revenue

A no-brainer to resell across its existing customer base

Sep 8, 2025 • Scott Middleton

1

ASX Acquisition: $28M for Beta-Stage AI Start-up

Why Audinate Paid $28M for 6-12 Employees and AI Technology

Sep 1, 2025 • Scott Middleton

3

August 2025