IMAP Germany Digital Technology Report Q2 2022

We are pleased to release an update to the IT / Software Report for Q2 2022. The report provides insight and analysis on stock performance, valuation developments and M&A dynamics within the Software and IT Services sector. 

Focused on application software, this publication includes a more detailed view on the universe of application software, segmented into horizontal and vertical application software: 

  • The horizontal application software segment is divided into two groups in terms of performance:
    On the one hand, "CRM / Marketing", "ERP" and "SCM / Logistics" have shown a decline in Q2 2022, while "Tele- / Communications" has recovered in Q2 particularly due to the growing integration of 5G, Big Data, and cloud computing
  • Among the vertical application software segments, “Real Estate / Construction” decreased the most with a 33% downswing due to immediate concerns related to rising interest rates. "Energy / Mining“ and "Finance / Insurance” recorded strong declines, with the generally crisis-resilient “Healthcare” segment also declining by 8%


Overall, growth and valuation levels of horizontal / vertical application software companies were impacted by global economic uncertainty driven by rising challenges in supply chains and economic outlook, which in part are due to the war in Ukraine and ongoing Corona situation in certain regions


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