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Oct 29, 2025

Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A

Former V.P. of Sales at Shift4
Partner Interview
Shift4 PaymentsUSMid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Oct 26, 2025

Shift4: M&A-Led Global Expansion

Former SVP at Shift4
Partner Interview
Shift4 PaymentsUSMid CapIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 14, 2025

Adyen, Cash App: Navigating Complex Payment Partnerships

Manager of Strategic Partnerships at Cash App
Partner Interview
AdyenNLLarge CapVisaMastercardStripeBlockPayPalKlarnaNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 6, 2025

Adyen, Cash App: Commoditization & Switching Costs of Payment Processing Platforms

Former Product Lead at Cash App
Partner Interview
AdyenNLLarge CapVisaMastercardBlockStripePayPalNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
Mar 25, 2025

Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto

MicrosoftUSMega CapNetflixOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
Mar 13, 2025

Adyen: Balancing Global Reach with Local Expertise

Senior Product Manager at BlaBlaCar
Partner Interview
AdyenNLLarge CapDLocalPayPalStripeGlobal PaymentsFiservBlockShift4 PaymentsVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyIndustrials
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Weekly update
Nov 29, 2024

Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply

TeslaUSMega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire Hathaway
Nov 27, 2024

Adyen: Merchant Switching Costs & Price War

Former Account Manager at Adyen
Partner Interview
AdyenNLLarge CapAirwallexChargebeeStripeWorldlineNuveiVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
May 3, 2023

Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe

AmazonUSMega CapAdyenTransDigm GroupMarloweStripeCostco WholesaleHEICOAirbusLVMH
Apr 27, 2023

Adyen: Pricing & Competition

Former Account Manager at Adyen
Partner Interview
AdyenNLLarge CapStripeCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
Mar 21, 2023

Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST

Burford CapitalGGSmall CapAdyenStripeCytek BiosciencesCostco WholesaleConstellation SoftwareAtlassianTesla
Mar 17, 2023

Adyen: Pricing, Culture & Talent

Former VP Account Management at Adyen
Partner Interview
AdyenNLLarge CapStripeVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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IP Research Analysis
Aug 23, 2022

Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

In Practise Weekly Update
GoogleUSMega CapOld Dominion Freight LineMade.comAssa AbloyAdyenAmazonMicrosoftStripeWayfairNetwork EffectsScale EconomiesSwitching CostsCounter PositioningPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerIndustrialsConsumer DiscretionaryFinancialsInformation TechnologyCommunication Services
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Weekly update
Aug 23, 2022

Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

AdyenNLLarge CapStripeAssa AbloyOracleGoogleMade.comWayfairMicrosoftAmazonOld Dominion Freight LineSpirax-Sarco EngineeringWestwing
Aug 18, 2022

Adyen, Stripe, Checkout, & Payment Acquirers

Former Director at Stripe
Partner Interview
AdyenNLLarge CapWorldlineStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
Aug 8, 2022

Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

OneWater MarineUSSmall CapAdyenTwilioAcastTemenosSpotify
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IP Research Analysis
Aug 8, 2022

Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

In Practise Weekly Update
OneWater MarineUSSmall CapTemenosAcastAdyenCytek BiosciencesTwilioNetwork EffectsMarketplaces & PlatformsInformation TechnologyCommunication ServicesFinancialsHealth CareConsumer Discretionary
Aug 6, 2022

Adyen: A Merchant's Perspective

Former Global Head of Payments at Hello Fresh
Partner Interview
AdyenNLLarge CapNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
Apr 5, 2022

Weekly Update: Constellation Software, Allscripts, & CSU 2.0

Constellation SoftwareCALarge CapAdyenSquarespace
Mar 30, 2022

Adyen: Entering New Markets

Former VP at Adyen
Partner Interview
AdyenNLLarge CapNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology

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