Competitors

Competitors is a data page on the Companies desk of Glassbox Auditing. The rivals each company names in its own annual report, plus its largest peers in the same SEC industry. Rivals share customers, prices and news, so results and price moves at one company tend to carry over to the others.

Last updated: 29 Sep 2026.

What is on this page today?

Biological Products, (No Diagnostic Substances): 60% of its 10 SEC filers report a loss, the most of 17 industries with 8+ filers — Next: Services-Prepackaged Software 40%, Services-Computer Programming, Data Processing, Etc. 33% · Share of filers with a net loss in their latest annual report · Industry = SEC industry code (SEC filings, 29 Sep 2026)
Amazon.com Inc is named as a competitor in 41 companies' annual reports — Named by APP, CHTR, COST, CSCO, CVNA, DASH, ECHO, ELF, ESTC, EVC and 31 more (SEC filings, 24 Jul 2026) AMZN
Microsoft Corp is named as a competitor in 28 companies' annual reports — Named by ACIW, CSCO, EGAN, ESTC, EXTR, FTNT, GDDY, GEN, HPE, HPQ and 18 more (SEC filings, 24 Jul 2026) MSFT
Broadcom Inc. is named as a competitor in 14 companies' annual reports — Named by ALAB, ANET, CIEN, CRDO, CSCO, FFIV, HPE, IBM, MRVL, MTSI and 4 more (SEC filings, 24 Jul 2026) AVGO
Alphabet Inc. is named as a competitor in 40 companies' annual reports — Named by APP, CHTR, CMCSA, CVNA, ECHO, ESTC, EVC, EXTR, FFIV, FOX and 30 more (SEC filings, 29 Jun 2026) GOOGL
Apple Inc. is named as a competitor in 16 companies' annual reports — Named by CHTR, ECHO, FOX, FOXA, GEN, GRMN, HPQ, LOGI, LVO, RBLX and 6 more (SEC filings, 29 Jun 2026) AAPL
Cisco Systems, Inc. is named as a competitor in 14 companies' annual reports — Named by ANET, CIEN, DT, ESTC, EXTR, FFIV, FTNT, HPE, IBM, LOGI and 4 more (SEC filings, 29 Jun 2026) CSCO
Meta Platforms, Inc. is named as a competitor in 13 companies' annual reports — Named by APP, EVC, GDDY, LVO, PINS, RBLX, RDDT, SIRI, SNAP, U and 3 more (SEC filings, 30 Mar 2026) META
Oracle Corp is named as a competitor in 11 companies' annual reports — Named by ACIW, AXON, IBM, IQV, MDB, NOW, PTC, SOLV, TYL, VEEV and 1 more (SEC filings, 30 Jan 2026) ORCL

Where does the data come from?

Items on this page come from SEC filings. Each item links to its own source. All sources, how items are checked.

What does this page lead to?

Report Reactions (Calendar): Rivals tend to move on each other's results: one company's report is read as news about the customers and prices they share, in either direction. (either way, depending on the cause; report day; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Products & Share (Companies): A named rival winning customers shows as lost share in the product lines measured here. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Courts & Lawsuits (Companies): Rivals sue each other over patents, contracts and antitrust, so named competitors are often the other party on a company's docket. (moves the same way; years; company scale) Source: CourtListener (Free Law Project), RECAP federal dockets and opinions.
Valuation (Companies): Same-industry peers are the yardstick for a company's P/E, and a re-rating of the industry tends to move the whole group together. (moves the same way; same day; sector scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Prices & Inflation (Macro): Markets with more rivals tend to hold prices down, while markets with few competitors leave more pricing power to the leaders. (moves the other way; years; economy scale) Source: U.S. Bureau of Labor Statistics.

What feeds this page?

AI Trajectory (AI): The substitution vector counts revenue in segments a company's own annual report names AI as a competitive risk for; the same reports' competition sections list the rivals on the Competitors page. (either way, depending on the cause; quarters; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
AI Models (AI): A capable open or low-priced model can undercut software firms that name AI as a competitive risk in the competition section of their annual reports. (either way, depending on the cause; months; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Products & Share (Companies): Share gained in a measured market is share a rival lost, so a company's rising share tends to show as falling share for the competitors it names. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Cloud Prices (Companies): Snowflake and Databricks compete with the clouds' own warehouses (BigQuery, Redshift, Synapse) on per-query and per-credit prices, so a change by one presses its rivals' pricing. (moves the same way; months; company scale) Source: Big Data Explained open pricing dataset (cloud data warehouse list prices, CC BY 4.0).
Company History (Companies): Mergers and acquisitions on the timeline change who competes with whom: an acquired rival leaves the competitor list and its products join the buyer's. (either way, depending on the cause; years; company scale) Source: Wikipedia lists of mergers and acquisitions (CC BY-SA), each row's own references.
Mergers & Acquisitions (Companies): A completed acquisition takes a rival off the competitor list and adds its products to the acquirer's, so each deal changes who competes with whom. (either way, depending on the cause; months; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Amazon Listings (Feed): Rank gains for one brand in a category come at its rivals' expense on the same search pages, so a company's climb tends to show as a slide for the competitors it names. (moves the other way; weeks; company scale) Source: Amazon.com listings via Amazon Scraper API.
Relationship Graph (People & Money): When one company loses a customer, a product or a license, its named rivals are the first places that business can go, so trouble at a node can mean sales gains for its competitors. (moves the other way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).

Competitors

What is on this page today?

Where does the data come from?

What does this page lead to?

What feeds this page?

What else is on the Companies desk?