Hi there, 

Welcome to the latest edition of The Transcript. 

If you missed last week’s, check it out here — we took a deep dive on Square and what its customers think of it. 

Today, we’re exploring 3 areas of opportunity across the tech landscape based on Yardstiq’s interviews with software buyers.

1. Digital health — Remote patient monitoring

Opportunity: Solving the “too much data” challenge

Interest in RPM — which captures and analyzes patient data in real time to enable virtual care and ongoing disease management — surged alongside Covid.

Investment in the telehealth space also jumped with it (though now a pullback is happening):

As providers move past the “honeymoon phase” of RPM, and add even more measurements, managing all of that data is a huge challenge. 

How RPM solutions harvest and analyze this data will continue to be a key differentiator.

In our 2023 Tech Trends Report, we explore how RPM tech will evolve into “ambient health monitoring” — no wearables needed. Read it here. 

2. Supply chain & logistics — On-demand warehousing

Opportunity: Getting into the nitty-gritty of data analytics

Fluctuating demand for e-commerce has strained the warehousing capacity of retailers, brands, and logistics providers.

Enter: on-demand warehousing. 

Providers like Flexe and its competitors — highlighted in the CB Insights on-demand warehousing scorecard below — provide temporary access to warehousing space, typically accompanied by e-commerce fulfillment support.

As the software buyer above describes, providing more sophisticated data analytics (a common theme we hear from buyers across industries) into where overflow is best directed remains an opportunity.

3. Monitoring & security — Bot protection

Opportunity: Anticipating next-level bot threats 

Bot protection providers like PerimeterX (now HUMAN following its July 2022 acquisition) secure websites, apps, and more from malicious bot attacks and fraud.

As these attacks become more sophisticated, protecting vulnerable entry points is critical — and getting ahead of the attacks is a needed evolution for vendors in this space, per the above buyer. 

Clients can understand more about these solutions in financial services in this market map.

Rapyd wins on price vs. NIUM, according to this buyer

A crop of players have emerged to rethink how money moves across borders.

To understand the competition, we talked to buyers who’ve recently evaluated solutions like NIUM, Rapyd, and more.

I love you.
 

Anand

@asanwal

P.S. New transcripts on Yardstiq this week include: 

• Healthcare: Redox (CSAT: 9.5)
• Financial services: Earnix (CSAT: 7.5)
• Conversational AI: Yellow.ai (CSAT: 8)
• Security: Noname Security (CSAT: 9.5)
• Corporate spend: Pleo (CSAT: 7)