Data and analytics companies
101 companies assessed. 65 of them, 64.4%, sit in the two least protected bands, against 53.3% across all 10,525 companies assessed.
The picture
Data and analytics companies are being squeezed from two directions at once. Cloud platforms like Databricks, Snowflake, and the big hyperscalers are building semantic layers, AI copilots, and native metrics tools directly into their platforms, which quietly kills the reason to buy a separate BI tool, ETL pipeline, or OLAP engine. At the same time, open-source and cheaper AI-native rivals (ClickHouse, DuckDB, StarRocks, PostHog) undercut the older on-prem and mid-market players on price while shipping AI features faster. The companies holding up own something that's hard to copy: real data gravity (Databricks, Alibaba Cloud), a sticky national ERP or invoicing habit (Douzone Bizon, Sansan), or a plumbing job too critical to rip out (Ab Initio, Cribl). The companies losing ground are the ones selling a single-purpose tool that a platform vendor can now offer for free as a feature: standalone CDPs, standalone OLAP engines, standalone dashboards, standalone data-labeling shops. The one thing that decides survival is whether a company's core product can get swallowed as a checkbox inside someone else's platform.
All 101 companies, most protected first
| Company | Standing |
|---|---|
| Ab Initio Private maker of enterprise ETL software running mission-critical data pipelines at banks and telcos | Hard to displace |
| Alibaba Cloud China's biggest cloud provider, running its own Qwen AI models and Zhenwu chips on top | Hard to displace |
| Cribl Cribl routes, filters, and shrinks log and security data before it hits storage tools | Hard to displace |
| Databricks Databricks runs a cloud-neutral data and AI platform that companies use to store, govern, and build on their data | Hard to displace |
| Douzone Bizon Douzone Bizon builds Korea's leading SME ERP and tax/e-invoicing compliance software | Hard to displace |
| Sansan Inc. Japanese SaaS firm behind Sansan contact management and the Bill One invoice network | Hard to displace |
| Ataccama Data quality and governance software that cleans and governs enterprise data across SAP, Snowflake, and Databricks | Defensible for now |
| Dremio Lakehouse query engine for Apache Iceberg data, now owned outright by SAP | Defensible for now |
| FPT Corporation Vietnamese IT and telecom conglomerate shifting from offshore outsourcing to AI infrastructure and digital services | Defensible for now |
| Glean AI search platform that connects a company's apps into one searchable layer | Defensible for now |
| Kingdee International Software Group Chinese ERP and cloud software vendor, market leader in domestic business management software | Defensible for now |
| Nearmap Aerial imagery firm flying its own planes to map roofs for insurers, builders, and governments | Defensible for now |
| Neon Serverless Postgres database company, now a wholly owned Databricks subsidiary | Defensible for now |
| Prefect Workflow orchestration platform for data pipelines, now also selling an MCP server gateway called Horizon | Defensible for now |
| Syniti Syniti sells data migration and quality software, now owned by Capgemini, for big SAP and M&A projects | Defensible for now |
| Tencent Cloud Tencent's cloud arm, selling data warehousing, streaming and AI infra mostly to Chinese firms | Defensible for now |
| WingArc1st Japanese maker of MotionBoard BI dashboards and SVF forms/document software. | Defensible for now |
| Actian Actian sells hybrid databases and analytics tools, owned by HCLTech since 2018 | Protection under test |
| Astronomer Astronomer sells managed Apache Airflow, the standard tool that schedules data pipelines feeding AI systems | Protection under test |
| Cloudera Hybrid data platform selling on-prem plus cloud AI tools to banks, telecoms, and governments | Protection under test |
| Datacom NZ/Australia IT services firm running data centres, cloud, and outsourced tech support for government and enterprise | Protection under test |
| Denodo Data virtualization software that lets companies query scattered data without moving it | Protection under test |
| FanRuan Software Chinese BI and dashboard vendor behind FineBI and FineReport, big in enterprise reporting | Protection under test |
| Informatica Enterprise data integration and ETL software, now owned outright by Salesforce | Protection under test |
| Looker BI and analytics platform inside Google Cloud, built on a semantic modeling layer called LookML | Protection under test |
| Mu Sigma Bengaluru based analytics firm selling human led data science and forecasting | Protection under test |
| OceanBase Distributed database born inside Alipay, now spun out to sell to banks and retailers | Protection under test |
| Oracle Runs the databases and business software that most large companies build their operations on | Protection under test |
| Plaid Inc. (Japan) PLAID runs KARTE, a Japan-based customer data platform for personalizing web/app experiences | Protection under test |
| Precisely Precisely sells data integrity, integration, and quality software, including mainframe tools and location data | Protection under test |
| Rivery Cloud ELT data pipeline platform, now absorbed into Boomi as Boomi Data Integration | Protection under test |
| Sigma Computing Cloud BI platform with a spreadsheet-style interface that sits on top of Snowflake and Databricks warehouses | Protection under test |
| Sisense Sisense sells embedded analytics and dashboards that other companies build into their own products | Protection under test |
| TigerGraph Graph database vendor pivoting toward AI and RAG workloads for enterprises. | Protection under test |
| Uzabase Japanese business data and news platform behind Speeda and NewsPicks | Protection under test |
| Wingify (VWO) VWO (Wingify) sells website and app experimentation and conversion optimization tools | Protection under test |
| Aerospike Real-time NoSQL database for large-scale, low-latency apps in banking, payments, and ad-tech | Losing its protection |
| Airbyte Open-source data pipeline platform moving pre-built connectors between apps and warehouses | Losing its protection |
| Aiven Aiven runs managed open-source data platforms like Kafka, Postgres, and ClickHouse across any cloud | Losing its protection |
| Alation Alation makes software that catalogs and governs enterprise data across clouds and warehouses. | Losing its protection |
| Alteryx Drag-and-drop data prep and analytics automation software for enterprise teams, now private under PE. | Losing its protection |
| ArangoDB Multi-model database combining graph, document, and vector search in one engine | Losing its protection |
| Atlan Atlan is a data catalog that helps enterprises find, trust, and govern data across multiple cloud platforms | Losing its protection |
| Bespin Global South Korean cloud MSP that manages AWS, Azure and GCP workloads for enterprises | Losing its protection |
| Boomi Boomi runs a cloud platform that connects apps, data, and AI agents across a company's systems | Losing its protection |
| Census Reverse ETL tool that pushes warehouse data into business apps, now absorbed into Fivetran | Losing its protection |
| Collibra Belgian company selling data governance and cataloging software to regulated big enterprises | Losing its protection |
| Dagster Labs Data orchestration platform for asset-based pipelines, now owned by Prefect after a July 2026 acquisition | Losing its protection |
| DataStax Cassandra-based distributed database company, now an IBM business unit inside watsonx | Losing its protection |
| Exasol German in-memory database for on-prem, air-gapped analytics in regulated industries | Losing its protection |
| Firebolt Cloud data warehouse selling sub-second query speed for analytics workloads | Losing its protection |
| GoodData Embedded analytics platform that lets other software companies sell dashboards as their own | Losing its protection |
| Hex Technologies Hex builds collaborative notebooks and dashboards for teams to analyze data with SQL, Python, and AI | Losing its protection |
| Hightouch Reverse ETL and data activation platform moving customer data into ad and marketing tools | Losing its protection |
| iKala Taiwan AI and data analytics company reselling cloud, agent, and marketing intelligence tools | Losing its protection |
| Imply Data Imply sells a commercial version of Apache Druid, the open-source database it built for fast analytics | Losing its protection |
| InfluxData InfluxData builds InfluxDB, a database purpose-built for time-series sensor and metrics data | Losing its protection |
| Inspur Inspur builds servers and AI infrastructure for China's government and state firms | Losing its protection |
| Iress Australian financial software firm running trading, wealth, and adviser platforms like Xplan | Losing its protection |
| KNIME KNIME makes free visual, no-code tools for building data pipelines and analytics workflows | Losing its protection |
| Kyligence Kyligence sells an OLAP engine and metrics layer built on Apache Kylin, based in China and the US | Losing its protection |
| LatentView Analytics Indian data analytics and AI services firm built on Databricks partnerships and Fortune 500 clients | Losing its protection |
| Materialize A streaming SQL database that keeps views always fresh for real-time apps and agents | Losing its protection |
| Matillion UK-based cloud ETL/ELT platform that builds and manages data pipelines across warehouses | Losing its protection |
| Meilisearch Open-source search engine that companies self-host or run as a managed service | Losing its protection |
| MicroStrategy Software vendor turned leveraged Bitcoin holding company, now sitting on ~843,775 BTC | Losing its protection |
| Monte Carlo Monte Carlo sells software that watches your data pipelines and flags problems before they wreck reports. | Losing its protection |
| PatSnap Singapore based patent and R&D data analytics platform for IP teams | Losing its protection |
| PingCAP Maker of TiDB, an open-source distributed SQL database for large-scale apps | Losing its protection |
| Qlik Enterprise BI and data analytics platform owned by private equity firm Thoma Bravo | Losing its protection |
| QuestDB Open-source database built for fast, high-volume time-series data. | Losing its protection |
| Reltio Cloud-native master data management platform now being absorbed into SAP | Losing its protection |
| Scale AI Sells human-labeled training data and AI evaluation to labs, governments, and enterprises | Losing its protection |
| ScyllaDB ScyllaDB makes a fast, Cassandra and DynamoDB compatible NoSQL database in C++ | Losing its protection |
| Secoda Data cataloging startup now being folded into Atlassian after its December 2025 acquisition | Losing its protection |
| Sensors Data (神策数据) Chinese customer-analytics platform embedded via SDK, deployable on-prem for data-sensitive firms | Losing its protection |
| SK C&C SK C&C, rebranded SK AX, is SK Group's internal IT services and AI transformation arm | Losing its protection |
| SnapLogic SnapLogic builds cloud data integration pipelines connecting enterprise apps, data, and AI agents | Losing its protection |
| Soda Data Open-source data quality monitoring platform for enterprise data pipelines | Losing its protection |
| Starburst Starburst sells a Trino-based SQL engine that queries data across clouds and lakehouses without moving it | Losing its protection |
| StarRocks (CelerData) Real-time analytics database (StarRocks), now rebranded PhoenixAI for AI agent queries | Losing its protection |
| StreamNative Commercial company behind Apache Pulsar, now building Kafka-compatible streaming and lakehouse storage tech | Losing its protection |
| Tableau Tableau makes drag and drop dashboards for business data, owned by Salesforce since 2019 | Losing its protection |
| TalkingData Chinese mobile analytics and big-data firm now pivoting toward AI data and agent-security products. | Losing its protection |
| Teradata Teradata sells on-prem and cloud data warehousing for banks, telcos, and governments running big analytics. | Losing its protection |
| ThoughtSpot ThoughtSpot sells search and AI driven analytics with governed semantic layers for enterprise data teams | Losing its protection |
| TIBCO Software Maker of integration, streaming, and analytics software, owned by Vista Equity Partners | Losing its protection |
| TmaxSoft South Korean maker of Tibero database and JEUS/WebtoB middleware, plus OpenFrame mainframe modernization | Losing its protection |
| Together AI Together AI runs cloud infrastructure for renting GPUs and running open AI models at scale | Losing its protection |
| Treasure Data Japan-founded customer data platform for enterprise marketers, backed by SoftBank | Losing its protection |
| Tredence India-rooted data analytics and AI consultancy, HQ San Jose, serving retail, CPG, healthcare | Losing its protection |
| Twilio Segment Twilio-owned customer data platform that collects and unifies customer event data | Losing its protection |
| Typesense Open-source, typo-tolerant search engine and Algolia alternative, self-funded and profitable | Losing its protection |
| Yonghong Tech Beijing-based enterprise BI platform selling self-service dashboards and data governance tools | Losing its protection |
| Crayon Data AI personalization vendor pivoting from maya.ai to agentic Tangram AI | Little protection left |
| Domo Domo sells cloud dashboards and analytics that pull data from other business apps | Little protection left |
| EdgeDB Graph-relational database layer built on Postgres, now defunct | Little protection left |
| Great Expectations (Superconductive) Open-source data validation framework; company dismantled and split in May 2026 | Little protection left |
| GrowingIO Chinese product analytics and customer data platform for growth teams | Little protection left |
| Hevo Data No-code ELT platform that pipes data from apps into cloud warehouses | Little protection left |
| Near Pte Ltd Location-data broker selling mobility and audience insights, now operating as Azira post-bankruptcy | Little protection left |
Questions people ask
- Why is Domo losing customers to Power BI and Tableau?
- Domo has confirmed that 34% of churned customers cite cheaper AI-native alternatives like Sigma and ThoughtSpot, while Microsoft and Salesforce bundle Power BI and Tableau with AI copilots customers already pay for.
- Are Chinese analytics companies like GrowingIO and Sensors Data at risk?
- GrowingIO is rated little protection left with high pressure as Sensors Data and platform bundles from Alibaba Cloud, Tencent, and ByteDance pull away China CDP customers. Sensors Data itself faces pressure too, from peers like TalkingData and ThinkingData competing on AI feature speed.
- What happened to EdgeDB and Great Expectations?
- EdgeDB shut down and its users moved to Neon, Supabase, PlanetScale, and similar Postgres-based tools. Great Expectations was dismantled in May 2026, with FICO taking its cloud customers and Fivetran absorbing its open-source core.
- Which data companies are holding up best against AI disruption?
- Databricks, Alibaba Cloud, Sansan, Douzone Bizon, Ab Initio, and Cribl all show low pressure scores and no documented customer losses, because they either own critical infrastructure or run pipelines too central to rip out.
- Why are ETL and data pipeline companies like Hevo and Informatica struggling?
- Fivetran and dbt Labs merged into a larger, better-funded platform that's pulling customers from smaller players like Hevo, whose revenue fell 17.5% in FY25. Informatica's renewal rate dropped from 96% to 89% after being folded into Salesforce.
What to watch
- A standalone BI, CDP, or OLAP vendor announces layoffs or a down round within the next year
- Hyperscalers or Databricks/Snowflake add a native feature that directly replaces a named product in this list (like a built-in CDP or metrics layer)
- A mid-sized data-labeling or analytics-consulting firm reports a named enterprise client moving work to a general AI model instead of a specialized vendor
Head to head in this sector
Airbyte vs Hevo DataLatentView Analytics vs TredenceGrowingIO vs Sensors Data (神策数据)Sensors Data (神策数据) vs TalkingData
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