✨ Free AI Report
PLAID, Inc.: Key Facts, Business Model & Financial Analysis Read the overview below or get the full interactive report with Cyborg Score, analyst debate audio & saved-company playlists — free, no credit card.
Get Free Report →
Home Company Research PLAID, Inc.
Company Research

PLAID, Inc.: Business Overview, Financials & Competitive Analysis

PLAID develops and operates KARTE, a customer experience (CX) SaaS platform in Japan. The platform provides real-time analytics for on-site personalization, multi-channel campaigns, and targeted ad delivery. The compa...

Analyst-debate audio for PLAID, Inc.

AskCyborg analysts argue the bull and bear cases for PLAID, Inc. across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

Play the free intro →
Free intro · Pro unlocks the full analyst debate
7/ 10Solid

Cyborg Score thesis

Growth-stage SaaS platform with strong unit economics and meaningful market penetration in Japan's digital commerce...

Read the full analyst-debate transcript →
Industry SaaS / Customer Experience Platform / MarTech
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 21, 2026
AI-Verified Research
30+ Page Report

Get the Latest PLAID, Inc. Report

Up-to-date AI-powered research, analyst debate audio & saved-company playlists

Get Current Report Free
✓ No credit card required
or get it by email

PLAID, Inc. Overview

Pro stress-test →

PLAID develops and operates KARTE, a customer experience (CX) SaaS platform in Japan. The platform provides real-time analytics for on-site personalization, multi-channel campaigns, and targeted ad delivery. The company serves digital businesses seeking data-driven customer engagement solutions.

Strategic Profile

Pro stress-test →

PLAID demonstrated 21.5% YoY net sales growth in Q4 with steady ARR increases, driven by subscription and service revenue. The company positions itself as a comprehensive CX platform provider with integrated consulting services through offerings like PLAID ALPHA and STUDIO ZERO, enabling customers to translate customer data into business outcomes.

Competitive Landscape

Pro stress-test →

PLAID competes in the CX platform and e-commerce analytics space, developing and managing the Shopping Tribe e-commerce information portal. Primary competition comes from global CX platforms and Japanese-focused martech solutions providers, though PLAID's localized approach and deep vertical integration provide regional advantages.

Industry Context

PLAID, Inc. operates in SaaS / Customer Experience Platform / MarTech.

Key facts

Founded: 2011 · Headquarters: Chuo, Japan · Employees: 396 · Revenue: 13.16B JPY (annualized Q4 FY25) · Market cap: 47.73B JPY

What the analysts stress-tested

The top findings that survived the multi-agent debate for PLAID, Inc..

  • KARTE's analyzed MAU count reached approximately 1 billion people as of September 2025, expanding to become one of Japan's leading platforms.
  • Expanding product suite including AI-powered TopicScan for customer feedback analysis, Databeat ad automation, and Marumy store management system.
+2 more stress-tested counter-arguments unlock with Pro. Read the full analyst debate →

Recent developments

Material events tracked by the AskCyborg corpus.

  • November 2025Q4 FY25 results showed 21.5% YoY net sales growth with adjusted operating margin maintained at ~20%
  • August 2025Rebranding of service offerings with RightSupport renamed to QANT Web and RightConnect renamed to QANT Connect
  • +1 moreTrack every material event for PLAID, Inc. as it happens. Explore monitoring →
Get alerted when PLAID, Inc. has a new material development →

Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Salesforce Marketing CloudCloud-based CX and marketing automation platform→Adobe Experience CloudEnterprise CX and analytics platform→mParticleCustomer data platform for personalization→

Compare PLAID, Inc. with another company

Pick any company in the AskCyborg corpus to see side-by-side Cyborg Scores and insights.

vs
Side-by-side opens in your AskCyborg account

Industry context

PLAID, Inc. operates in SaaS / Customer Experience Platform / MarTech. See how the rest of the sector scores on the Cyborg framework.

Browse SaaS / Customer Experience Platform / MarTech research →
NEW · MCP server

Ask your AI assistant about PLAID, Inc.

Install the free AskCyborg MCP server in Claude, Cursor, Cline, Continue, or Windsurf and ask any of these in-line:

“Compare PLAID, Inc. and its top competitor on Cyborg Score”
“What did PLAID, Inc. do this quarter?”
“Is PLAID, Inc. a defensible business in 5 years?”
Install the MCP server (10 sec) →
Free, anonymous, no API key required

How AskCyborg builds confidence

⚔

Analyst debate, not single-author opinion

Every report is stress-tested by a panel of AI analysts arguing across 11 dimensions. The output is the part of the case that survived pushback.

📊

Recalibrated weekly

The Cyborg Score is recomputed weekly against fresh data. Recent material developments are continuously tracked and surfaced.

🔗

Methodology open at /methodology

The framework, dimensions, and band breakdowns are documented. The same company gets the same score from any analyst running the framework.

🔒

Free tier is free

No credit card to read the research. Pro adds saved-company audio playlists, monitoring, audio briefings on demand, and PDF export for $39/mo annual.

Sources: public filings, regulatory data, news flow, and proprietary analyst signals. Read the methodology →

Frequently asked questions

What does PLAID, Inc. do?+
PLAID develops and operates KARTE, a customer experience (CX) SaaS platform in Japan. The platform provides real-time analytics for on-site personalization, multi-channel campaigns, and targeted ad delivery. The compa...
What is PLAID, Inc.'s Cyborg Score?+
PLAID, Inc. has a Cyborg Score of 7/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are PLAID, Inc.'s main competitors?+
Named competitors include Salesforce Marketing Cloud, Adobe Experience Cloud, mParticle. The full competitive landscape is in the AskCyborg report.
How can I get the full PLAID, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the PLAID, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

Track PLAID, Inc. over time

Pro members get saved-company audio playlists, Cyborg Score recalibrations, and monitoring for material events across the AskCyborg corpus.

See Pro features
From $39/mo annual

More SaaS research

Companies in the same sector and named competitors, ranked by Cyborg Score.

6Yext, Inc.