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May 12, 2026

Constellation Software: TfL Customer Perspective on 17-Year Trapeze Contract

Partner Interview
Constellation Software•CA•Large CapSiemensContinentalTopicusIVU Traffic TechnologiesSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
Jan 13, 2025

Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges

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IP Interview
Mobileye Global•IL•Mid CapRivian AutomotiveTeslaFuyao GroupPilkington (NSG Group)BYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteProcess PowerBrand EquityMission Critical Products & ServicesConsumer DiscretionaryIndustrials
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Oct 10, 2023

Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange

Spotify•LU•Large CapIMCDMichelinHelloFreshHashiCorpHEICOAvidXchangeAppleYellowGoogleAirbusContinentalMainfreightOld Dominion Freight Line
Oct 9, 2023

Michelin: Tire Market, Technology & Vertical Integration

Partner Interview
Michelin•FR•Large CapContinentalThe Goodyear Tire & Rubber CompanyConsumer Discretionary
Apr 13, 2019

Tier-1 versus OEM: Powertrain Dynamics

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IP Interview
Aptiv•IE•Large CapDelphi TechnologiesValeoContinentalIndustrialsConsumer Discretionary

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