a kind of advantage
Switching costs, data moats and network effects
A company in here is hard to displace because it — is wired into how the customer already works.
The engine files a reason under 3 labels here: switching costs, data moat, network effects. Every company below argues at least one of them, and every reason counted carries the sentence from the filing it rests on.
24 companies · 33 reasons
AtlassianTEAMswitching costs · network effects · data moat3 reasonsCloudflareNETswitching costs · network effects · data moat3 reasonsAdobeADBEswitching costs · data moat2 reasonsMcDonald'sMCDswitching costs · data moat2 reasonsMeta PlatformsMETAdata moat · switching costs2 reasonsMongoDBMDBdata moat · switching costs2 reasonsRegeneronREGNswitching costs · data moat2 reasonsADPADPswitching costs1 reasonAlign TechnologyALGNswitching costs1 reasonAmerican ExpressAXPnetwork effects1 reasonAppleAAPLswitching costs1 reasonBroadcomAVGOswitching costs1 reasonCitigroupCswitching costs1 reasonCME GroupCMEdata moat1 reasonCumminsCMIswitching costs1 reasonIntercontinental ExchangeICEswitching costs1 reasonMetLifeMETswitching costs1 reasonNVIDIANVDAswitching costs1 reasonPPG IndustriesPPGswitching costs1 reasonRockwell AutomationROKswitching costs1 reasonTexas InstrumentsTXNswitching costs1 reasonUlta BeautyULTAswitching costs1 reasonWilliams-SonomaWSMswitching costs1 reasonZscalerZSswitching costs1 reason