DDOG: Expanding Rapidly & Outgrowing Competitors

Over the last 2 years, DDOG has outgrown its competitors, LinkedIn headcount data reveals that Datadog number of employees has increased 130.87% over the last 2 years.

BMBL: Rating Goes Lower

Bumble has the lowest rating among all major dating apps (4.19 vs competitors' 4.48), and it dipped 0.35% over the COVID pandemic.

Dropbox vs BOX

Storage & File sharing markets are seeing massive growth as well as more intense competition.

PTON: Sentiment Data Helps Evaluate Performance

For DTC brands, customer feedback matters in measuring the product quality and forecasting future sales.

NFLX: Secured 18.77% YoY Growth, Outran Hulu 9.06%

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JD.com: Service & Supply Chain Comp in Transformation

Web traffic can be a proxy for revenue estimate for ecommerce retailers, growth in average traffic represents growth for online sales for PDD, JD and Alibaba.

MRVL: Enterprise Expansion

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FTNT

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GOOG: Headcount Growth vs Stock Performance

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NOW: Management is Important

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TMUS: Competition Mapped Out

The bubble map shows the number of nearby ATT & Verizon stores within 1 mile of each T-mobile store.