Knowledge Base: Analyzing Software Companies

There are 35+ public companies – and countless more large privates – that build highly technical products. What do they actually do? What makes one database different from the next?

Analytics and AI

Companies that help organizations analyze and build models with their data

The larger your organization is, the more valuable data you probably have to work with. Companies in this section help organizations get the most out of their data. Historically, analytics has referred more to the ongoing analysis of data by data teams, while ML and AI is more about building models that can operate as products.

Communication and Automation

Companies that help organizations automate plus communicate with their customers

This is sort of a catch-all category, but the unifying theme is automation. Companies in this category help organizations automate their work, from building integrations to sending email and SMS.

Private (Emerging)

Private (Emerging)

Data Stores

Companies that sell places to store your data

There are at least 300+ databases out there, and they all do something slightly different. From Postgres to Elastic to Cassandra, there are virtually unlimited ways to store and query your data; and most companies will use several of them in tandem. Companies in this category sell databases, for everything from production applications to data warehouses and log search.

Private (Emerging)

Private (Emerging)

DevOps

Companies that help developers deploy their software

Building software is only part of the battle - you need to distribute it to your customers, and it needs to work for them, all the time. DevOps has as many definitions as letters, but the main gist is the process of getting software out there so your customers can use it. Companies in this section help developers do that, from API management to containers and artifacts.

Private (Emerging)

Private (Emerging)

Fintech

Companies that help developers move money around

The banking system is obscure enough to make software engineering look easy. Companies in this section help developers move money around: accepting payments, creating subscriptions, and connecting to bank accounts.

Infrastructure and Cloud

Companies that help developers build and run applications

Back in the day, most companies built and ran their own data centers. Today, almost everything happens in the cloud. Companies in this section help developers run and manage the infrastructure they need to build their apps, from clouds to frontend-as-a-service.

Private (Established)

Private (Established)

Private (Emerging)

Private (Emerging)

Monitoring and Observability

Companies that help developers monitor and improve their applications

The saying goes that you can't improve what you can't measure. And for developers, this is certainly the case: monitoring your infrastructure and apps helps you make them faster and more reliable. Companies in this section give developers visibility into their apps, from APM to logs.

Private (Emerging)

Private (Emerging)

Security

Companies that help developers make their apps more secure

It has never been more important to lock down your code and your apps: vulnerabilities abound and security incidents cost organizations billions every year. Companies in this section help developers secure their apps, from the code they write to their authentication infrastructure.

Private (Established)

Private (Established)

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The products and business models of leading software companies.

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The products and business models of leading software companies.

$199/month