YipitData

The compliance AI market is splitting in two. Our Signals data across 1,300+ companies shows @TrustVanta dominating mid-market adoption and spend — while @DrataHQ pulls ahead among large enterprises. See what else our B2B transaction data reveals about adoption, retention, and switching across Vanta, Drata, Sprinto, and Secureframe: yipitdata.com/resources/blog…

OpenAI coverage is now live! Our research uses 5 unique data sources to provide a comprehensive view of OpenAI’s business and growth trajectory, including: • B2B + B2C revenue trends • Token consumption + pricing • Subscription growth by tier • Competitive positioning vs. Anthropic • Monetization insights across consumers, developers, + enterprises Coverage includes monthly reports, with more frequent updates during periods of rapid growth and product launches. Learn more: yipitdata.com/investor/reque…

📝 Here’s an interesting note: @meetgranola saw 4x net new customers this February as compared to the previous six-month average. And how are Otter, Fireflies.ai and Fathom doing in the AI note taking space? Check out the latest data on adoption, spend, and churn: yipitdata.com/resources/blog…

We’ve been testing a new dataset tracking enterprise B2B spend across 2,600 global tickers. Strongest coverage: CPG, Software, Industrials. • Daily data (T+2) • PIT history back to 2018 • Exclusive distribution rights + never been in market before — Example from a recent case study 👇 Stocks are sorted into quantile monthly according to their growth ranking. The average 21-day forward excess return is then calculated for each quantile. Top quantile → positive excess returns Bottom quantile → negative returns Chart below shows clear signal predictability across US names (Oct 2019–Mar 2026). Speak to the team: yipitdata.com/investor/reque…

🚀 Which AI & software companies are breaking out right now? Hint: If you’re waiting on headlines and headcount reports, you’re already too late. Early-stage winners show up in customer adoption and spend growth. Based on these growth metrics, our latest data highlights a small cohort that are building real momentum. See the full breakout list of 12 companies: yipitdata.com/resources/blog…

ElevenLabs controls ~98% of category spend in voice AI, according to our most recent data. Can anyone catch them? See how competitors like Murf AI and LOVO compare: yipitdata.com/resources/blog…

📊Is n8n taking share from Zapier? In the workflow automation space, our data shows that companies using both tools are ~2x more likely to drop Zapier. See more on where n8n is gaining traction (and where it isn’t): yipitdata.com/resources/blog…

🔥 The AI video editing space is heating up – everyone’s experimenting with these tools. But our data shows that after companies use both Veed + Descript, they’re ~2x more likely to keep Descript. See more on adoption, monetization, and competitive switching dynamics here: yipitdata.com/resources/blog…

HeyGen just passed Synthesia in mid-market customer count 🔥 Early signs of success in monetization are also evident. Synthesia still dominates on total spend, but could HeyGen be the next category leader? Full analysis here 👇yipitdata.com/resources/blog…

YipitData will present our data feed portfolio at Future Alpha NYC (March 31–April 1), including new B2B datasets. Interested in how investors use alternative data to generate alpha? Comment below for details or email summit_support@yipitdata.com to book a time.

B2B spend data shows top mid-market AI adopters are reallocating budget away from $ASAN, while the lowest AI adopters are still ramping. Is this an early warning sign for Asana? Check out our blog for the full breakdown 👇 yipitdata.com/resources/blog…

@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_…