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Jun 5, 2026

CCC Intelligent Solutions: Proprietary Data Moat & AI Risk

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CCC Intelligent Solutions•US•Mid CapOpenAIEnlyte IncSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
Jun 5, 2026

SAP SuccessFactors: Customer Retention & Workday Competition

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Workday•US•Large CapUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
Jun 3, 2026

Workday Customer Case Study: Flex Credits & HR Operations Automation

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Workday•US•Large CapADPOracleSap SeUKGSwitching CostsB2B SoftwareInformation Technology
Jun 3, 2026

Square & Toast: SMB Restaurant Payments and Software Strategy

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Block•US•Large CapToastAirwallexDoorDashFiservSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jun 3, 2026

Toast Inc & Restaurant POS: ISO vs Reseller Economics in SMB Competition

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Toast•US•Large CapWorldpayXenialDoorDashBlockFiservSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFinancials
Jun 3, 2026

SK Hynix & Samsung: DRAM Technology Node Transitions & Output Growth

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SK hynix•KR•Mega CapTSMCAnthropicSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

SK Hynix, Samsung & Micron: DRAM Pricing Power in the AI Infrastructure Build

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SK hynix•KR•Mega CapTSMCNVIDIAMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

Workday: Value Management's Role in Enterprise Sales

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Workday•US•Large CapUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
Jun 1, 2026

SK Hynix vs Samsung: New Fab Capacity, Production Ramp & Market Impact Through 2030

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SK hynix•KR•Mega CapTSMCSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

Workday: Barclays Deal Case Study & Negotiation Strategy

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Workday•US•Large CapSap SeOracleUKGSwitching CostsB2B SoftwareInformation Technology
Jun 1, 2026

Sygnity: VMS Switching costs, Mission Criticality & AI Impact

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Sygnity•PL•Small CapConstellation SoftwareTopicusAsseco Poland Socit AnonymeSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
Jun 1, 2026

Judges Scientific: GDS Growth History & Commercial Business

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Judges Scientific•GB•Small CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology
May 30, 2026

Workday: Customer API Strategy & Internal AI Agent Development

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Workday•US•Large CapOpenAIDatabricksUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
May 29, 2026

Avantor: Process Chemicals Penetration & Pipeline Challenges

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Avantor•USMerckCytivaDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
May 29, 2026

AppFolio: Enterprise Sales Strategy & Moving Upmarket

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AppFolio•US•Mid CapYardiAnthropicThoma BravoSalesforceRealPageEliseAISwitching CostsB2B SoftwareInformation TechnologyHealth Care
May 28, 2026

Salesforce Agentforce: Implementation Challenges & Customer Adoption

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Salesforce•US•Large CapAnthropicOpenAIHubSpotOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
May 28, 2026

Constellation Software: Municipal Utility Tech Stack & CIS Switching Costs

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Constellation Software•CA•Large CapTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 28, 2026

Dolby Atmos: Music Adoption, Cloud Processing & Hardware Partnerships

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Dolby Laboratories•US•Mid CapLGDTS CorporationSpotifyAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
May 28, 2026

Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth

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Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
May 28, 2026

Workday: Mid Market Implementation Economics Complexity & Pricing Pressures

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Workday•US•Large CapSap SeOracleAccentureUKGSwitching CostsB2B SoftwareB2B MiddlemenInformation Technology

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