ARPU Intelligence Platform

The ARPU Intelligence Platform are for tech leaders, investors, and strategists who need more than just the headlines.

Our intelligence deconstructs every critical facet of a company—from its core business model and competitive moats, to its product strategy and sales motion. This is the integrated, full-stack intelligence that siloed news reports and research firms won't provide.

Your monthly subscription gives you complete access to:

  • ARPU Briefing Library: Continuously updated Briefings for foundational tech companies.
  • Weekly Signal Stream: A continuous feed of the critical news and analysis that matter for tech industry stakeholders and investors.
  • Monthly Competitive Radar: You'll see every company's latest Product launches, Go-to-Market wins, and Capital allocations in one place, allowing you to directly compare strategies and identify market-wide trends.

See the depth of our analysis for yourself. View a sample of the Nvidia Briefing and the monthly Competitive Radar.

Coverage Universe

AMD
Intel (coming in Oct)
Amazon (coming in Oct)
Dell (coming in Nov)
Broadcom (coming in Nov)