July 2026 Tech Market Update Replay
Every month, Dedale brings together its research team for a live software and technology market briefing covering public market performance, deal activity, and a featured segment deep-dive.
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Key insights from this month's Tech market briefing
In this edition, our analysts break down a reversal in B2B software valuations after three months of gradual recovery, a supply chain software market where AI adoption is already underway but disruption risk remains more contained than expected, and a deal landscape where corporate M&A has surged to approximately €27bn in Q2 2026 to date while total 2026 YTD AI investment has already surpassed the full-year 2025 total at $318bn.
What we cover in this month's replay
Our July session focuses on the themes that matter most to investors and corporate strategy teams across B2B technology:
- Public market performance as the B2B Software Universe fell 2.4% in June, reversing the gradual recovery built through April and May, and now sitting down 7.0% year-to-date while the S&P 500 is up 9.6%
- Supply chain software deep-dive covering AI adoption maturity across TMS, WMS, and Fleet Management, the AI disruption risk matrix across all five supply chain sub-segments, and the key deal dynamics shaping consolidation in 2026
- Deal activity across private equity (approximately €6bn, 72 deals), corporate M&A (approximately €27bn QTD led by Clearwater Analytics, Salesforce/Fin, and Nuvei/Payoneer), and venture capital (approximately €74bn QTD with 2026 YTD AI investment at $318bn)
- IPO activity including SpaceX's approximately $80bn IPO raise which alone represents around 60% of the 2026 YTD total offer amount, and a review of the recent B2B software IPO vintage performance
- Q1 2026 earnings covering the final 11 companies in Dedale Intelligence's coverage universe, all of which beat consensus, yet only 2 of 11 traded up post-release
Speakers
- Benjamin Forlani — CEO, Dedale Intelligence
- Julia Reulet — Managing Director and COO, Dedale Intelligence
- Benoit Brognaux — Investment and Strategy Associate, Dedale Intelligence (guest speaker, Supply Chain Software segment deep-dive)
- Gianna Cham — Investment and Strategy Associate, Dedale Intelligence
- Miguel Tang — Investment and Strategy Analyst, Dedale Intelligence
- Iñigo Llamado — Investment and Strategy Analyst, Dedale Intelligence
Watch the full replay below, dive into our article for a concise summary, or download the full Market Intelligence report for detailed data and analysis. If you would like to go deeper on a specific segment, company set, or market theme, feel free to contact our team.
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Frequently asked questions
July 2026 Tech Market Update: Common Questions
Answers to the most common questions about the July 2026 Tech Market Update replay, covering valuations, supply chain software, and deal activity.
What happened to B2B software valuations in June 2026?
The B2B Software Universe fell 2.4% in June, reversing the gradual recovery built through April and May, and now sits down 7.0% year to date while the S&P 500 is up 9.6%.
What does the supply chain software deep dive cover?
AI adoption maturity across TMS, WMS, and Fleet Management, the AI disruption risk matrix across all five supply chain sub-segments, and the key deal dynamics shaping consolidation in 2026.
What deal activity is covered in this session?
Private equity activity of approximately €6 billion across 72 deals, corporate M&A of approximately €27 billion quarter to date led by Clearwater Analytics, Salesforce/Fin, and Nuvei/Payoneer, and venture capital of approximately €74 billion with 2026 YTD AI investment at $318 billion.
Who speaks in the July 2026 Tech Market Update?
Benjamin Forlani (CEO), Julia Reulet (Managing Director and COO), Benoit Brognaux (guest speaker on supply chain software), Gianna Cham, Miguel Tang, and Iñigo Llamado.
Where can I get the full data behind this session?
The full Market Intelligence report is available for download, alongside a concise article summary, and Dedale's team is available to discuss any theme in more depth.
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