August 2026 VENDOR SPOTLIGHT MONTH IN REVIEW The Market Stopped Paying for GrowthTwo of the platforms your customers run reported earnings this month. Both beat. Both got sold off. The repricing is the story, and it is coming for the budgets underneath you.Last month the majors all bought the same thing: the governed data layer…
Six brands. Same category. Six different outcomes. Pet supply retail analysis by Solvenna’s QuickLift Competitive Index Pet supply is a useful category to look at because the brands sit at similar scale, use similar tools, and compete for the same customer. What separates them is not what they bought. It is what happens after the…
The Market Stopped Paying for Growth Two of the platforms your customers run reported earnings this month. Both beat. Both got sold off. The repricing is the story, and it is coming for the budgets underneath you. Last month the majors all bought the same thing: the governed data layer underneath the stack. This month…
The Misalignment – The Stall Part 2 Why the advanced capability your customer paid for isn’t running, and why the six brands running the same category look like six different companies. Every renewal cycle produces the same conversation in the same conference room. The CSM walks in with a health score in the green. Platform…
Scott Brinker and Frans Riemersma published the State of Martech 2026 last week. If you work in this space, read it. If you don’t, here’s what it says and why I think most CMOs are about to misread it. By Jason Simon The headline number is 0.79%. That’s how much the martech landscape grew in…
A monthly synthesis of signals across the watchlist. Vendors named where the record is public. Customer lists are not. 1: Category Movement April was the month the agentic positioning shift moved from vendor-by-vendor messaging to a category-wide strategic posture. Adobe’s Summit naturally drove a larger share of this month’s signal volume, but they weren’t the only vendor…