YipitData

@DannyGrinberg @JaredSleeper In addition to credit card data, we include B2B spend data across mid-market and enterprise. Happy to share more if helpful.

@JaredSleeper Getting this from @yipitdata ?

Credit card data has arguably never been as useful for "B2B" investing as it is today.

Are companies leaving CodeRabbit for Greptile? We just expanded coverage to 250K companies. The mid-market data shows Greptile growing fast — but CodeRabbit still leads in adoption and ACV. Full breakdown👇 yipitdata.com/resources/blog…

Mid-market early AI adopters are cutting spend on Asana, Atlassian, and monday.com. If the next generation isn’t building its workflows around PM tools, what does that mean for the future of Asana, Atlassian, and monday.com? 👉bit.ly/4bn0g64

Category Spotlight: Marketing Analytics Software The mid-market is shifting, with Coefficient growing in customer count & spend while Supermetrics declines. Curious how the rest of the MarTech landscape is changing? More here: yipitdata.com/signals-1?utm_…

Category Spotlight: Password Management Software Mid-market is shifting with notable changes in growth and spend. Our data shows diverging logo retention—some vendors growing, others losing ground. More on the trends: yipitdata.com/signals-1?utm_…

Category Spotlight: AI Meeting Assistant Software Growth is strong—but market share and pricing trends suggest a shakeup is coming. More here:yipitdata.com/signals-1?utm_…

Category Spotlight: AI Sales Assistant Software The category is expanding—but submarkets show clear shifts. In cold email for SMBs/mid-market, competitive dynamics are evolving with changes in customer growth and pricing. More here: yipitdata.com/signals-1?utm_…

Payroll Software Spotlight: Rippling is reportedly raising at a ~$16B valuation—and could be pulling ahead in the SMB & mid-market race. Seeing signs of growing spend + competitive switching. More here: yipitdata.com/signals-1?utm_…

Explore our 1Q25 MedTech PM Chartbook: 50+ slides on key trends across 15+ MedTech tickers. Covers hospital spend, cardio (BSX, ABT, JNJ, MDT, EW), ortho (SYK, ZBH), thrombectomy (PEN, NARI) & more. Access the Chartbook: yipitdata.com/resources/blog…

The AI Code Assistants category took off in the back half of 2024 in the SMB/mid-market—thanks to the rapid rise of Cursor (Anysphere). Vercel has long dominated this space, but there’s a new competitor emerging. Learn more about the shift: yipitdata.com/signals-1?utm_…

Intra-Quarter Consumer Earnings Review: Amid 1Q consumer weakness, our latest report covers key themes like weather impacts, tariffs, and income pressure — plus earnings trends and takeaways. Access the full report: yipitdata.com/resources/blog…

Restaurant Trends Webcast 🍴 Join YipitData’s Pavel Dekhman & Ryan Fick on March 19 at 11 AM EDT for insights on: 🔹 QTD trends for CMG, SG, WING & more 🔹 LTO/menu performance 🔹 New vs. returning customer trends Register now: yipitdata.com/resources/blog…

7 Fast-Growing Software Companies to Watch 🚀 From AI video tools to rewards platforms, these rising stars are making waves across industries. Learn more about the trends behind their growth here: yipitdata.com/signals-1?utm_…

Within the text to speech category, our B2B spend data shows ElevenLabs expanding rapidly through 1H24 but plateauing in 2H24. See more of what we're launching within software here: yipitdata.com/signals hashtag#B2BSaaS hashtag#Software

Within the Rev Ops platform category, we see Y/Y decline, with Gong now a co-leader in the space alongside Outreach. See more of what we're launching within software here: yipitdata.com/signals?utm_so… #B2BSaaS #Software

Join Mike Ganian & Sarah Hughes on Feb 11, 2025, at 12 PM ET for a deep dive into our upcoming HOOD launch! 🚀 Topics: 🔹 Volume & DARTs trends (equities, options, crypto) 🔹 User trends: cohort performance & retention 🔹 Crypto retail market share yipitdata.com/resources/blog…

Join Nicholas Shields & Matt Wegner on Feb 6 @ 11 AM EST for a deep dive into the DDOG launch. 🔑 Insights on our data panel 📈 Trends in DDOG 4Q24 revenue 💳 Customer spend by annualized rate 🗺️ Roadmap for software tickers ahead Register now: yipitdata.com/resources/blog…

Attending CAGNY? Let’s connect! 📊 Book time with Peter Martin (Head of Consumer Research) on 2/18 or 2/19 to dive into key consumer trends. Slots are filling fast! Book here: calendly.com/pmartin-yipitd… #CAGNY2025 #ConsumerResearch

4Q24 Pictures for PMs Webcast Join us Tues, Feb 2 @ 12 PM ET for a breakdown of key consumer & tech trends 📊🔍 🔹 Holiday spending 🔹 Waymo’s rapid growth 🔹 Potential TikTok ban Register now! ⬇️ yipitdata.com/resources/blog…

Our latest B2B Software Insights Newsletter is out! 📢 This edition covers Generative AI monetization trends, breakout companies, and shifts in mid-market B2B spend. Want access? Subscribe here: yipitdata.com/b2b-saas-insig…