FORUM TRANSCRIPT – Digital Insight Software & Competitive Positioning – 7 October 2021

  • Private Equity
  • TMT
  • North America


Former Divisional Head at Inc


  • Key trends in’s operating environment and the broader digital insight software category, sense-checking Amplitude’s (NASDAQ: AMPL) TAM assumption
  • Competitive dynamics among Heap, Amplitude and others – Heap’s relative scale and opportunities to take market share
  • Product differentiation, customer penetration and market expansion – associated cost pass-through, upsell capabilities and potential product opportunities
  • Outlook for Q4 2021 and beyond in light of recent management additions – customer count, ACV and best- and worst-case revenue trajectory


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