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Planisware Q1 2026: Niche Project Portfolio SaaS Thrives Amid Sector Rout — SaaS Revenue +20.5%, Churn Falls to 1.4%
While mega-cap software cratered on AI fears, mid-cap niche player Planisware posted SaaS & Hosting revenue up 20.5% (now 51% of total), recurring revenue at 91%, net retention of 110%, and churn dropping to 1.4% from 2.0%. Stock surged 4.8% on results. For builders: Planisware's resilience supports Orlando Bravo's thesis — niche domain software with deep workflow integration and high switching costs survives the AI correction because its moat is process knowledge, not features that AI can replicate.
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