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Jul 11, 2026

Veeva Vault: Clinical Trial Operations at a Top 10 Pharma

Partner Interview
Veeva•US•Large CapSwitching CostsB2B SoftwareHealth Care
Jul 9, 2026

Synopsys & Cadence: EDA Front-End vs Back-End Revenue Dynamics

Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCNVIDIASwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation Technology
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Jul 9, 2026

OpenAI, AppLovin, S&P & Moody's Analytics

OpenAIAnthropicApplovinAccentureS&P GlobalMoodys
Jul 7, 2026

Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy

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IP Interview
Netflix•US•Mega CapCounter PositioningMarketplaces & PlatformsCommunication Services
Jul 7, 2026

HCA Healthcare: Operating Discipline, Culture & Long-Term Competitive Advantages

Partner Interview
HCA Healthcare•US•Large CapUnitedHealthcareHealth Care
Jul 7, 2026

AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity

Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 7, 2026

AppLovin E-Commerce Advertising: A Beauty Brand's Perspective

Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 7, 2026

S&P Global: Data Strategy, AI Risk & the Financial Data Value Chain

Partner Interview
S&P Global•US•Large CapAnthropicOpenAIFinancials
Jul 7, 2026

Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective

Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 7, 2026

Wealthfront & Green Dot: Banking-as-a-Service Infrastructure & Cash Account Economics

Partner Interview
WealthfrontSoFiFinancials
Jul 6, 2026

Vista Energy & Vaca Muerta: Well Productivity, Inventory, & Completion Limits

Partner Interview
Vista Energy•MX•Mid CapYPFEnergy
Jul 6, 2026

Nubank: Culture, Efficiency, and the Path to ARPU Growth

Partner Interview
Nu•KY•Large CapMercadoLibreFinancialsConsumer Discretionary
Jul 6, 2026

Woodward Inc: Winning Airbus Content & Aftermarket Economics

Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Jul 6, 2026

Labcorp, Veeva, & CRO Selection & Bioanalysis Operations at Large Pharma

Partner Interview
Labcorp•USVeevaSalesforceIQVIAICONSwitching CostsB2B SoftwareHealth CareInformation Technology
Jul 6, 2026

HCA Healthcare: Physician Alignment & Surgical Volume Growth Strategy

Partner Interview
HCA Healthcare•US•Large CapHealth Care
Jul 6, 2026

Sectra & Visage: PACS Selection Criteria at Stanford Health Care

Partner Interview
SECTRA•SE•Large CapPro MedicusMission Critical Products & ServicesHealth Care
Jul 6, 2026

Nebius Group: Leadership Quality & Long-Term AI Cloud Economics

Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 6, 2026

The Trade Desk vs DV360: A Buyer's Perspective

Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 6, 2026

Sabre & Amadeus: The GDS Business Model Under Pressure

Partner Interview
Sabre•US•Large CapAmadeus ITBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 6, 2026

Alcon & Newmedica: UK Ophthalmology Market Structure & IOL Pricing

Partner Interview
Alcon•CH•Large CapSpecsaversCarl Zeiss Meditec AGHealth Care

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