As artificial intelligence (AI) reshapes the software industry, key players Cloudflare (NET), AppLovin (APP), and MongoDB (MDB) are expected to remain resilient. These companies leverage network effects, embedded infrastructure, and proprietary data, making them less vulnerable to disruption by generative tools. AI is projected to enhance their offerings rather than replace them entirely.
Cloudflare is anticipating a sales increase of 28.4% this year, while AppLovin’s earnings are forecasted to surge by 106% in the same period. MongoDB expects revenue growth of 21.5% this year, highlighting its role in modern data management essential for AI applications.
Analysts indicate that investing in Cloudflare, AppLovin, and MongoDB could provide exposure to sustainable growth in a market where AI is more likely to empower than displace established software functions.
