Intelligence Dashboard
5 competitors monitored · 0 subscribers
Monitored Competitors
-
Brandwatchbrandwatch.com
-
Crayoncrayon.co
-
Klueklue.com
-
Semrushsemrush.com
-
Similarwebsimilarweb.com
Daily Briefings
Recent Briefings
Kompas Briefing 2026-05-19: Adobe absorbs Semrush as competitive intelligence enters the agentic AI era
Signal Feed
Similarweb
partnership
Similarweb expands Manus AI partnership with deeper keyword, referral, and page-level data for AI agents.
On May 13, Similarweb expanded its partnership with Manus (acquired by Meta in Dec 2025). The initial January integration covered web traffic data; the May expansion adds keyword analysis, search traffic, referral sources, landing pages, and popular page datasets — enabling Manus AI agents to explain why sites win traffic, not just which ones do. Similarweb also launched AI Studio and MCP integrations with Claude and ChatGPT to embed data directly into AI agent workflows.
Similarweb
news
Similarweb posts $73.9M Q1 revenue (10% YoY growth), raises 2026 guidance to $307-315M.
Similarweb reported Q1 2026 results at the top of guidance: $73.9M revenue (+10% YoY), non-GAAP operating profit of $2.4M (vs. -$1.3M prior year), and $6.6M normalized free cash flow — the 10th consecutive positive FCF quarter. Net revenue retention was 98% overall and 103% for $100K+ ARR customers. The company raised the lower end of its full-year revenue guidance, signaling confidence in its AI-focused expansion strategy.
Similarweb
leadership
HIGH
Similarweb founder and CEO Or Offer announces planned departure by mid-2027 after 20 years.
On May 13, 2026, Similarweb's board formally initiated a CEO succession process. Founder Or Offer, who started the company in 2007, will step down by mid-2027. A leading executive search firm has been hired. The board emphasizes this is planned and orderly with no impact on strategy or financial outlook, but a leadership change at this level creates uncertainty about product direction, AI strategy, and potential M&A positioning.
Klue
news
HIGH
Klue named a Leader in inaugural Gartner Magic Quadrant for Competitive and Market Intelligence Platforms.
On May 6, 2026, Gartner published its first-ever Magic Quadrant for Competitive and Market Intelligence Platforms. Klue was named a Leader and ranked #1 in Revenue Enablement in Gartner's companion Critical Capabilities report. This inaugural MQ legitimizes the competitive intelligence category at the enterprise level and positions Klue alongside AlphaSense and Northern Light as a category leader.
Klue
product
HIGH
Klue launches Compete Agent — an autonomous AI agent delivering real-time competitive deal intelligence to sellers.
Klue released Compete Agent, a purpose-built AI agent that monitors sales calls for competitive mentions, auto-generates competitor profiles refreshed daily, and sends personalized Deal Tips to sellers via Slack, email, or Salesforce within minutes of a competitive mention. Early adopter Blackbaud reports saving 2 days/week and a 28% increase in win rates against top competitors. This marks Klue's shift from platform to autonomous agent.
Semrush
product
Semrush Enterprise adds AI Search Forecasting with Reddit and Negative Sentiment Analysis.
Semrush launched new Enterprise AI Optimization features including AI search forecasting capabilities, Reddit content analysis, and negative sentiment detection. These tools give brands deeper visibility into sources shaping their perception in AI-driven search results — a YouTube Gap Analyzer was also added to the App Center. This reflects the post-acquisition push toward enterprise-grade AI visibility tools.
Semrush
partnership
Semrush (Adobe) partners with Lovable to embed search intelligence directly into AI app building.
On May 13, Semrush announced an industry-first integration with Lovable's AI software creation platform. Semrush's dataset (28B keywords, 43T backlinks, 808M domain profiles) is now accessible during the build process, enabling live SEO review, metadata fixes, and canonical tag optimization at creation time — not after launch. This signals Adobe's strategy to make Semrush data an embedded utility across developer and creator tools.
Semrush
funding
HIGH
Adobe completes $1.9B acquisition of Semrush, making it a wholly-owned subsidiary.
Adobe closed its all-cash acquisition of Semrush on April 28, 2026 at $12/share ($1.9B total). Semrush is now delisted from NYSE and operates as an Adobe company. Adobe positions this as key to serving marketers with SEO, GEO, and agentic search optimization (ASO) as AI-driven discovery grows — citing 269% YoY growth in AI traffic to U.S. retail sites.