Our Mission: To Decode the Business of Technology

The modern tech landscape is a firehose of news, data, and noise. Staying informed is easy. Staying ahead is not.

Traditional tech reporting tells you what happened. Data platforms give you the raw numbers. ARPU exists to answer the most important question: "So what?"

ARPU is the flagship intelligence service from Hedder, a digital publisher built for the operators, investors, and strategists navigating the modern tech landscape. We believe that to truly understand the market, you can't just follow the headlines. You have to deconstruct the story.

Our Analytical Framework

Our entire philosophy is built on a simple but powerful principle: narrative follows product. We analyze tech companies from the inside out, connecting the dots that others miss.

1. It All Starts with the Product.
Our analysis always begins with the product itself—the tangible value a company creates. We deconstruct its architecture, its features, and its place in the user's workflow. The product is the engine of the business, and you cannot understand the company's trajectory without first understanding how that engine works.

2. We Connect the Dots to the Business.
But a product doesn't exist in a vacuum. We then connect that product to the entire business stack that supports it: the go-to-market strategy, the sales motion, the capital allocation, and the competitive pressures. We synthesize these disparate signals into a single, integrated picture. This is how we move from a simple product review to a full-stack business analysis.

3. We Decode the Narrative (and Form an Opinion).
This is where the real story emerges. Every company projects a narrative to the market—to its customers, its investors, and its rivals. Our final and most important job is to contextualize and decode that narrative. We weigh the company's claims against the evidence from its product and its business execution to arrive at a sharp, defensible, and opinionated view. We are not just reporters; we are storytellers and analysts, providing the judgment and clarity you need to see the market as it truly is.

Our Offerings

This analytical framework is the engine behind everything we create:

• The ARPU Intelligence Desk: Our premium subscription for tech operators, strategists, and investors who require continuous, deep-dive intelligence.
• The ARPU Newsletter: Our free, 3x weekly commentary where we explore the big-picture themes shaping the business of tech.

Get in Touch

We are always eager to connect with tech operators and analysts. For all inquiries, feedback, and suggestions, please send an email to: arpu@hedder.com