We're now in the thick of the Q3 earnings season, and for the most part, the cycle has been quite a negative one for software companies. As more and more investor attention has been drawn to theWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has ...