Application Software

Adobe benefits from strong network effects and high switching costs within its c…

Cadence Design Systems provides software, hardware, and intellectual property fo…

CrowdStrike's primary competitive advantage lies in its Falcon platform, an AI-n…

Fortinet's moat lies in its comprehensive, integrated, and high-performance cybe…

Intuit benefits from high switching costs as businesses and individuals are deep…

Moody's has a strong competitive moat due to its position as one of the top thre…

Oracle's moat centers on its sticky database software, particularly its widely a…

Palo Alto Networks has a strong moat due to its comprehensive and integrated cyb…

Ratings duopoly + indices

Salesforce has a strong competitive moat due to its comprehensive and integrated…

ServiceNow benefits from high switching costs, as its platform becomes deeply em…

Synopsys's moat stems from its leadership in electronic design automation (EDA) …

AppLovin operates in the mobile app ecosystem, providing tools for app developer…

Autodesk's moat comes from high switching costs, as its industry-standard softwa…

Datadog provides a monitoring and analytics platform for developers, IT operatio…

F5's moat comes from its strong brand recognition and deeply embedded Applicatio…

Fair Isaac Corporation (FICO) maintains a strong competitive moat primarily thro…

Gen Digital operates in the cybersecurity industry, offering a suite of digital …

Palantir Technologies builds and deploys software platforms for the intelligence…

PTC benefits from high switching costs associated with its product lifecycle man…

Tyler Technologies provides integrated software and technology services to the p…

Insurance data exclusivity

Workday has a strong competitive moat primarily due to high switching costs asso…