QAD
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QAD Company Stability & Growth
This page was generated by Built In using publicly available information and AI-based analysis of common questions about the company. It has not been reviewed or approved by the company.
What's the stability & growth outlook for QAD?
Strengths in portfolio expansion, AI-led roadmap, and ecosystem alliances are accompanied by stagnant revenue trends, weaker positioning in broad ERP rankings, and leadership transitions. Together, these dynamics suggest a resilient specialist investing for future-oriented growth while near-term scale remains steady rather than accelerating.
Positive Themes About QAD
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Product Line Growth: Recent acquisitions and module launches (connected workforce, process intelligence, advanced scheduling) expand the suite beyond core ERP. These additions indicate broader coverage across manufacturing execution and planning.
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Future-Ready Strategy: AI capabilities under the Champion AI strategy are being embedded across ERP and supply chain applications. Feedback suggests the roadmap emphasizes agentic AI, faster deployments, and modern cloud delivery for complex manufacturers.
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Strategic Partnerships: Alliances with hyperscale and integration partners (e.g., AWS, Boomi) and finance workflow collaborators (e.g., Esker) aim to accelerate implementations and value realization. These moves signal a go-to-market push to scale adoption and capabilities.
Considerations About QAD
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Stagnant Revenue: Available disclosures reference trailing revenue levels that have shown minimal change over multiple years. Company counts cited as flat year over year further point to limited top-line momentum.
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Weak Market Position & Pricing Challenges: The company is not listed among leaders in broad cloud ERP assessments and is described as holding a modest overall market share. Analyst matrices often place it a tier below top vendors, reflecting narrower traction outside core manufacturing niches.
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Leadership Churn: Executive transitions include a new CEO appointment in 2025 and the prior CEO’s departure in early 2026. These changes underscore leadership shifts during a period of strategic execution.
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