Unbundling The Bathroom: The Tech Categories Targeting New Opportunities In...
The bathroom is evolving into a prime self-care space, as it is where a large portion of consumers’ health and wellness practices take place. Companies are focused on enhancing consumers’ everyday...
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Unbundling Epic: How The Electronic Health Record Market Is Being Disrupted
Epic Systems — and the broader electronic health records market — is being disrupted across many of its core functions and revenue streams. In 2020, Epic’s annual revenue hit $3.3B and the company has...
View ArticleUnbundling Contract Research Organizations (CROs): The Tech Companies...
Return on investment for drug R&D has declined by over 80% in the past decade. Download The State of Retail Tech Q3’22 Report Get the free report for analysis on dealmaking, funding, and exits by...
View ArticleUnbundling LVMH: How Traditional Luxury Retail Is Being Disrupted
LVMH Moët Hennessy Louis Vuitton — the world’s largest luxury group by revenue, with $54.5B in 2020 — has been defining luxury and supplying luxury goods to consumers globally for decades. Download...
View ArticleUnbundling GM: How The Traditional Automaker Is Being Disrupted
General Motors has established itself as a titan of the automotive industry during its 113-year existence. The company is one of the largest automakers in the world, with annual revenue of over $120B....
View ArticleUnbundling Uber Eats: How The Food Service Industry Is Being Disrupted
In Q3’21, Uber became profitable on an adjusted basis for the first time. The company reported gross bookings of $12.8B from its delivery service with revenue growing 97% YoY — surpassing the mobility...
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Unbundling Nike: How Direct-To-Consumer Retail Is Being Disrupted
American sportswear retailer Nike has made strides to position itself to pioneer the next era of direct-to-consumer (DTC) selling. In 2021 so far, the company has grown its direct-to-consumer sales to...
View ArticleIs Vista Equity Unbundling Salesforce?
Vista Equity Partners has acquired 6 companies in just over a year focused on different parts of the sales & marketing tech stack. The companies span every part of the sales & marketing...
View ArticleUnbundling Sephora: How The Beauty Retail Experience Is Being Disrupted
The Covid-19 pandemic forced major beauty players like LVMH-owned Sephora to rethink their online and in-store strategies. Store closures pushed beauty brands and retailers to rely more on digital...
View ArticleUnbundling ExxonMobil: How the oil & gas industry is being disrupted
ExxonMobil has been a dominant player in the oil & gas industry for decades and has an annual revenue that regularly exceeds $200B. However, the oil & gas giant is facing increasing pressure to...
View ArticleUnbundling Illumina: How the gene sequencing giant is being disrupted
Illumina’s sequencing business is at risk. As the cost of gene sequencing technology continues to drop, Illumina has become increasingly reliant on selling its products that generate data by...
View ArticleUnbundling Siemens: How the industrial leader is being disrupted
Siemens is one of the most well-known multinational corporations, and it has a deep history in technology development. While the company’s revenue dropped from 2018 to 2020, it rebounded to surpass...
View ArticleUnbundling Maersk: How one of the world’s largest shipping companies is being...
114-year-old shipping giant Maersk is the second-largest shipping company by container capacity in the world, after Mediterranean Shipping Company. In 2021, the company posted annual revenue of $61.8B...
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Unbundling SHEIN: How fast fashion is being disrupted
Founded in 2008, China-based fast-fashion retailer SHEIN has grown to become the third most valuable unicorn in the world with a valuation of $100B. The company began as a wholesale clothing retailer,...
View ArticleUnbundling Women’s Health: How femtech is disrupting traditional women’s...
From pregnancy and childbirth to menstruation and menopause, women face unique health challenges throughout their lifetimes. They also tend to use more healthcare services and spend more dollars on...
View ArticleUnbundling TikTok: How influencer marketing and the creator economy are...
TikTok, the short video social media platform owned by China-based ByteDance, is one of the top platforms for content creators today, with more than 3.5B all-time downloads worldwide. The creator...
View ArticleUnbundling Dassault: How industrial R&D and engineering software is being...
Founded in the early 1980s with a focus on 3D design software, Dassault Systèmes has evolved to become one of the most prominent engineering software firms in the world, with more than 25M users across...
View ArticleUnbundling Hims & Hers: How D2C health and wellness is being disrupted
D2C telehealth platform Hims & Hers got its start providing online diagnoses and prescription products for erectile dysfunction and has expanded into prescription and over-the-counter (OTC)...
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Unbundling Diabetes: How tech is transforming the care and management of this...
For over 100 years, insulin has revolutionized diabetes care by providing patients with a treatment to help manage the disease. But there’s still no cure, and diabetes continues to impact lives across...
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Unbundling Meta: How the tech giant’s digital advertising business is being...
In Q2’22, Meta’s digital advertising business — which accounts for approximately 97% of its overall revenue — reported its first-ever drop in revenue. That figure dropped again in Q3’22, further...
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Unbundling McDonald’s: How the traditional fast food industry is being disrupted
Fast food superstar McDonald’s hit a 5-year revenue high of $23B in 2021, marking almost 21% YoY growth as global Covid-19 restrictions on restaurants were lifted. The company’s impressive topline...
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Unbundling Tesla: How the electric vehicle battery industry is getting disrupted
In 2015, Elon Musk made a bold prediction that vehicle electrification would increase lithium-ion battery demand — by a lot. At the time, Tesla was delivering around 50,000 vehicles a year. That year,...
View ArticleUnbundling Samsung: How the semiconductor industry is being disrupted
The last two years have presented huge challenges for the semiconductor industry. DOWNLOAD THE STATE OF AI Q3’23 REPORT Dive into the latest on AI funding, deals, unicorns, exit activity, and more....
View ArticleUnbundling Disney: How technology is reshaping the entertainment industry
The Walt Disney Company is the second-largest media company in the world. Its stories and characters are among the most beloved — and the most lucrative — in the world. Mickey Mouse is the top...
View ArticleUnbundling Optum: How the health services giant is being disrupted
Optum is one of the biggest players in the healthcare market, serving 127M consumers each year and working with 9 in 10 US hospitals. Since it was launched in 2011 by UnitedHealth Group, Optum has...
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