Top Software Companies in Atlanta, GA (595)

Profitability: GAAP net income turned positive in Q1 and Q2 2026 and non‑GAAP operating margin improved year over year, indicating meaningful bottom‑line progress. Adjusted EBITDA also increased, supporting a trend toward sustainable earnings.

Cost & Operational Efficiency: A September 2026 operating plan targets approximately $60M–$80M in annualized cost savings and raised operating income guidance, reflecting disciplined execution. Positive operating cash flow and sequential margin gains point to improving operational leverage.

Future-Ready Strategy: Product moves highlight AI- and agentic‑commerce capabilities and payments initiatives (e.g., BigCommerce Payments by PayPal) across BigCommerce, Feedonomics, and Makeswift. This orientation suggests readiness to better monetize growing GMV and new channels.

Strong Revenue Growth: Recent results show total net revenue rising sharply—up 37% in 2025 and about 26% year over year in Q2 2026—while management described performance as reflecting solid top-line growth. Purchase volume also expanded materially, including a 27% increase in 2025 and strong gains into 2026.

Market Expansion: Scale expanded meaningfully with the May 2025 Discover acquisition, which added assets, deposits, loan portfolios, and payment-network capabilities. As of early 2026, reported assets of about $683 billion and deposits near $489 billion underscore the larger combined footprint, and external commentary anticipates further expansion.

Strong Market Position & Advantage: The company is identified as the largest U.S. credit-card issuer by outstanding balances as of year-end 2025 and one of the nation’s largest banks by deposits, with customer-satisfaction leadership among national banks. The addition of Discover’s network further reinforces a differentiated competitive position.

Strong Market Position & Advantage: Adoption among major insurance brokers is described as deep, with 8 of the 10 largest U.S. brokers and many top-ranked agencies using an Applied system in 2025. Recognition such as Applied Epic’s inclusion in G2’s 2026 Top 100 and a large installed base reinforce a leading position in agency/broker management software.

Innovation-Driven Growth: Product expansion through AI-focused acquisitions such as Planck (2024) and Cytora (2025) adds risk digitization and automation capabilities. New offerings like Applied Recon, rapid growth in Applied Pay usage, and a “submissionless” experience with Travelers indicate active innovation driving usage.

Investor Backing & Capital Strength: Long-term backing from Hellman & Friedman, alongside Stone Point Capital, JMI Equity, and CapitalG, supports ongoing investment capacity and M&A. Multi-year ownership since 2014 aligns with continued acquisitions and product expansion.

Diversified Revenue Streams: Cox is expanding beyond its traditional broadband, automotive, and media businesses into cleantech, public‑sector software, digital media, greenhouse agriculture, and a new Cox Outdoors segment. Recent activity includes acquisitions like Fullpath and the substantial build‑out of Cox Farms, indicating multiple growth pillars.

Innovation-Driven Growth: Cumulative cleantech and sustainability investments have surpassed $3 billion, and the company has launched programs and deals aimed at scaling next‑generation platforms. Moves such as acquiring an AI/data‑marketing platform and developing advanced greenhouse agriculture signal an innovation‑led expansion path.

Investor Backing & Capital Strength: A major combination of communications assets with Charter delivered billions in cash and preferred/common equity, while commentary describes a robust balance sheet and substantial liquidity. This financial flexibility supports continued capital deployment across new and emerging businesses.

Product Line Growth: Mobile services are expanding rapidly, with strong growth in Spectrum Mobile lines and mobile-service revenue highlighted across recent periods.

Market Expansion: The physical network footprint continues to widen through additional passings and rural buildouts, supported by substantial capital investment and line extensions.

Strong Hiring & Retention: Hiring activity is active across corporate, field operations, sales, and technology, and the company points to workforce development initiatives and hiring events as ongoing priorities.

Strong Revenue Growth: Revenue is rising at around 30% year over year across recent quarters and fiscal periods, indicating continued expansion at scale. Growth is not primarily a currency effect and has been maintained across multiple updates.

Profitability: GAAP profitability has been achieved for multiple consecutive quarters, with operating income turning positive versus a loss a year earlier. Margin expansion and improved free cash flow underscore operating leverage.

Resilient & Sustainable Growth: Growth has been sustained at roughly the same pace across recent quarters and the prior fiscal year rather than spiking in a single period. Large-customer momentum and multi-product adoption underpin this consistency.

Strong Revenue Growth: Repeated inclusion on the Inc. 5000 list and an Inc. profile noting 27% three-year growth for 2026 indicate sustained top-line expansion.

Market Expansion: Acquisitions in 2023 (ABA Therapy Billing & Insurance Services) and 2025 (Joshin), plus the addition of a Chief Revenue Officer and an SVP of Enterprise Sales, point to expansion across providers, disability support, and enterprise channels.

Innovation-Driven Growth: New AI-enabled capabilities for behavioral-health workflows and analytics recognition suggest product momentum that supports continued scaling.

Profitability: Cash App gross profit has risen strongly over multiple periods, with momentum attributed to growth in Borrow, BNPL products, and the Cash App Card. Company communications indicate continued year-over-year expansion that has supported raised outlooks.

Diversified Revenue Streams: Multiple monetization pillars—consumer lending, card spend/commerce enablement, banking features, and payments—are contributing to growth, while Bitcoin-related revenue has relatively little impact on gross profit. Excluding Bitcoin, segment net revenue growth has been materially stronger, and per-active monetization has increased.

Strong Market Position & Advantage: The platform has built a very large transacting active base and ranks near the top of U.S. finance app downloads, supporting scale-driven advantages. Engagement indicators such as inflows per active and primary banking adoption have increased, signaling deepening usage.

Profitability: Square gross profit increased year over year in 2025 and again in recent quarters, with gains driven by processing, software, and financial solutions like Square Loans. Filings indicate this momentum continued into 2026, with growth excluding hardware also improving.

Strong Market Position & Advantage: Square is described as a leader in small-business POS and commerce, serving millions of sellers and processing a very large volume of payments. Industry recognition and scale suggest durable competitive positioning in its core segments.

Market Expansion: International payment volume is growing faster than the U.S., and sectors such as food and beverage led recent gains. Seller acquisition accelerated late in 2025, indicating widening reach across geographies and customer segments.

Strong Revenue Growth: Revenue has increased for multiple consecutive years, surpassing $3.0B in 2025 with continued growth into early 2026, including positive organic gains across all major segments. Filings indicate the trajectory is broad-based rather than acquisition-driven.

Profitability: Profitability is expanding faster than sales, with strong adjusted EBITDA growth and notable margin improvement in 2025. Subsequent quarterly updates show further gains, reinforcing operating leverage.

Healthy Cash Flow: Operating cash flow increased to roughly $600M in 2025, with stronger free cash flow supporting continued investment in labs and capacity expansion. This cash generation underpins ongoing growth initiatives.

Strong Revenue Growth: Reported revenue has been rising at a double‑digit pace across fiscal 2025 and the first half of 2026, with both Q1 and Q2 showing solid year‑over‑year increases. Management also raised full‑year 2026 revenue guidance, indicating confidence in continued expansion.

Profitability: Profitability is strong, with adjusted EBITDA growing year over year and margins holding in the low‑40s through fiscal 2025 and recent quarters. The company also reported positive net income and healthy cash generation.

Customer Loyalty & Retention: Net revenue retention remained expansionary and the number of larger clients increased year over year. Subscription revenue grew faster than total revenue in recent periods, suggesting deeper adoption within the existing base.

Strong Revenue Growth: Revenue is considered to be expanding rapidly, with recent quarters showing accelerated year-over-year gains in both total and subscription revenue. Multi-year growth at a high double-digit pace is also evident in the latest annual results.

Resilient & Sustainable Growth: Contracted revenue indicators appear robust, with total RPO at $29.0B and current RPO at $13.2B in Q2 2026. Management also raised its full-year 2026 subscription outlook, signaling confidence in continued expansion.

Innovation-Driven Growth: Newer AI offerings are gaining commercial traction, with ServiceNow AI surpassing $1 billion in annual contract value and agentic deployments scaling quickly. Large-deal activity and the count of very large customers also increased, indicating product-led expansion.

Market Expansion: Operations have expanded from 3 to 14 and then 20+ states, with 8,800+ patients served and 17,700+ completed service requests by April 2025. Ongoing recruitment of transportation partners across Georgia and South Carolina underscores continued footprint growth.

Product Line Growth: Offerings now span transportation, interpretation, prescription delivery, post-procedure care, home health, and telemedicine within an integrated coordination platform. This broadened scope indicates expansion beyond a pure NEMT broker into a wider patient-access solution.

Investor Backing & Capital Strength: External sources cite roughly mid–single-digit millions raised across multiple seed rounds, including an oversubscribed Seed-3 in early 2023. Participation in programs with institutions such as Morgan Stanley and Mastercard Start Path signals ongoing investor support.

Strong Revenue Growth: Optum’s consolidated revenue expanded from $253.0B in 2024 to $270.6B in 2025, indicating continued top-line growth. Multi‑year reporting also highlights ongoing increases at the consolidated level even as segment performance diverges.

Diversified Revenue Streams: Performance is spread across three businesses, with Optum Rx delivering substantial gains, Optum Insight growing modestly, and Optum Health contracting. This mix shows pharmacy and technology services helping sustain overall scale despite softness in care delivery.

Cost & Operational Efficiency: Operating performance improved in 2026 as Optum’s operating income rose year over year to about $4B in Q2 alongside reported gains in technology and clinical operations. UnitedHealth also raised its 2026 adjusted EPS outlook, signaling confidence in execution.

Diversified Revenue Streams: Operations span consumer audio and automotive, with added luxury brands and technology licensing creating multiple monetization paths. This breadth is described as reducing reliance on any single category such as headphones.

Strategic Partnerships: Automotive OEM integrations and co-branded “Sound by Bose” arrangements with third parties are highlighted as durable channels that extend reach beyond Bose-branded hardware. These partnerships are presented as multi‑year avenues for sales and licensing.

Product Line Growth: New generations of QuietComfort products and a refreshed home‑audio lineup, plus an acquisition to deepen connected‑audio software, indicate an active pipeline supporting demand. Continued product launches are portrayed as maintaining momentum in core categories.

Strong Market Position & Advantage: Ciena is positioned as a top-tier optical networking vendor with leadership in coherent optics and data-center interconnect, supported by repeated references to being among the top global providers and particularly strong in North America.

Strong Revenue Growth: Recent results indicate a clear acceleration in revenue, with fiscal-year and quarterly figures described as up strongly year over year and forward guidance projecting continued expansion into the next fiscal year.

Future-Ready Strategy: The company is described as aligned to long-cycle demand drivers—AI, cloud, and 5G—and is focusing its portfolio “in and around the data center,” including prioritizing AI-centric optical platforms and related capabilities.