It's that time of year again: CNBC has released its Disruptor 50 list. Although the annual list is not exclusive to enterprise technology companies, this year, nearly two-thirds of the companies featured have some connection to AI, reflecting an increasing overlap in ETR coverage. Let's take a look at the top five companies we currently track. Overall, ETR has data coverage and research on nearly one-quarter of the companies listed.
Unsurprisingly, OpenAI holds the top spot by a wide margin. It boasts the highest citations and Net Sentiment scores in our recent Emerging Technology Survey (ETS). Figma holds the second-highest Net Sentiment score in our most recent ETS, while CNBC places it 10th among the enterprise technology vendors we cover. Rounding out the top 5 in Net Sentiment are Databricks at 3rd, Canva at 4th, and Anthropic at 5th (see figure below).
OpenAI is no stranger to headlines, officially making it into our ETR Newsletter…. Announcing this week that co-founder and chief scientist Ilya Sutskever is leaving the company while almost simultaneously announcing a new version of AI language model in GPT-4o. Figma is the surprise here; which was once supposed to be Adobe’s $20 billion dollar darling, is sitting pretty with a Net Sentiment score above 50%, led by CEO Dylan Field, who is bullish on GenAI collaborating with human creativity. Databricks will seemingly always make the top 5 in our ETS as long as its long-awaited IPO remains “awaited.” Databricks seems to make as much headlines as OpenAI these days. Whether it be in Nancy Pelosi’s portfolio or DBRX creating its own category, Ali Ghodsi seems to have the lakehouse company in good shape, taking it to $1.6 billion in revenue the past year, up 50% from the prior.
As another design vendor in the top five, Canva may not be making as many headlines as other companies on this list, but it sure has notable Mind Share in our work, only trailing OpenAI, Databricks, and Arctic Wolf (also on CNBC's Top 50 list) in citations. Rounding out the top 5 is Anthropic. Pushed by the likes of Google, Amazon, and Salesforce, Anthropic has all the firepower to be the leader in the GenAI race and become OpenAI’s biggest opponent with their Claude chatbot, which recently launched in Europe this week.
ETR tracks all of these "Top 50 Disruptors" in great detail in our core evaluation and spending surveys based on thousands of qualified IT decision-makers and end-users. In addition, ETR also tracks other names that made CNBC's list, including Strip, Wiz, Scale AI, Arctic Wolf, Cohere, and Abnormal Security.
CNBC Disruptor 50 List (revised by ETR coverage)
1. OpenAI
2. Stripe
3. Databricks
4. Canva
5. Anthropic
ETR FEB24 ETS Rankings
1. OpenAI
2. Figma
3. Databricks
4. Canva
5. Anthropic
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Enterprise Technology Research (ETR) is a technology market research firm that leverages proprietary data from our targeted IT decision maker (ITDM) community to provide actionable insights about spending intentions and industry trends. Since 2010, we have worked diligently at achieving one goal: eliminating the need for opinions in enterprise research, which are often formed from incomplete, biased, and statistically insignificant data. Our community of ITDMs represents $1+ trillion in annual IT spend and is positioned to provide best-in-class customer/evaluator perspectives. ETR’s proprietary data and insights from this community empower institutional investors, technology companies, and ITDMs to navigate the complex enterprise technology landscape amid an expanding marketplace. Discover what ETR can do for you at www.etr.ai