Platform Index
Is Shopify a Platform Business?
Is Shopify a platform business? This is a common question we’ve gotten from listeners of Winner Take All. Tech companies providing SaaS solutions are often referred to popularly as “platforms.” These companies tend to use the term “platform” as a…
Platform Businesses Account for 20% of S&P 500 Returns
Platform companies will continue to lead markets for the foreseeable future, and startups and mid-market companies who adopt platform-based business models will be best positioned to dominate their niches. For evidence of this, we turn to an interesting data point…
Applico Announces Platform Insights, a Platform Company Data Product
Applico is pleased to announce that it has publicly launched its Platform Insights product. Platform Insights analyzes and identifies platform revenue from all public mid- and large-cap platform businesses that are listed on a US or European exchange. The product…
Platform Index Recovers Stock Price Faster Than Others
We looked at what happened with platform company stock in 2018 and found that on a whole, our platform index outperformed the market even in a bad year. The platform index consisted of the 50 largest platform company stocks weighted evenly. Together,…
Platform Companies Outperform the Market
In the top right corner of the Applico homepage, just under ‘Contact Us’ there is a small ticker for the ‘Platform Index’. We took the 50 largest platform companies and tracked their stock price from January 2008 to June 2018 to…