Frisken

Hey everyone happy Sunday x fam! This account followed me yesterday and commented on my account! I checked the three posts. Absolutely to A T what I’m trying to do as well. Read the post below and understand. $OCTV might be one of the more interesting newly public industrial software plays nobody is talking about. Octave Intelligence spun out of Hexagon in May and is building connected lifecycle intelligence for mission-critical assets across Design, Build, Operate & Protect. Think manufacturing, utilities, transportation, chemicals, construction, data centers and public safety — industries where downtime and failure are extremely expensive. The numbers are what caught my attention: $1.14B ARR, +7% organic, SaaS revenue +21%, 105% NRR, ~97% gross retention and $175M FCF in H1. 60%+ of the Global Fortune 500 are customers and the platform touches 50M+ assets. The real kicker? Only ~14% of customers currently use multiple workflows, yet those customers generate ~15x the ARR of single-workflow customers. That gives $OCTV a pretty obvious land-and-expand opportunity. Management is targeting 10%+ ARR growth, 75%+ subscription mix and 23–24% FCF margins over the next several years. 2026 is the messy transition year as perpetual licenses roll off and the company absorbs public-company costs, but if Octave can turn its massive installed base into a unified, AI-powered asset intelligence platform, this could become a very different company a few years from now. High-stakes vertical software + massive installed base + switching costs + recurring revenue + domain-specific AI is a combination I want to keep watching. Not saying it’s a screaming buy here — I’m saying $OCTV deserves a deeper look. 👀 FOLLOW THE NEW HOMIE! GET HIM TO 1k @BasehunterX