September 2026: I Compared Prompt Tracking Across 8 AI Visibility Tools

Digital Goliath Revenue

Tracking the combined quarterly revenue of 90 digital-first public companies.

Q2 2026 Revenue $60.11B +11.6% vs Q2 2025
Avg. Search Traffic 21.4M/m -3.5% from July
Combined Revenue Avg. Search Traffic

United States 67

Listed on Nasdaq and NYSE πŸ‡ΊπŸ‡Έ

Company Simplified Description Revenue YoY vs 2yr Source
Order flower delivery online $293.1M Q2 2026 -12.9% -18.8% Open Investors
Antique and modern furniture eCommerce $23.3M Q2 2026 +5.4% +5.0% Open Investors
AirBnB $ABNB
Short and long-term stays and rentals $3.61B Q2 2026 +16.5% +31.3% Open Investors
Web accessibility SaaS platform $10.7M Q2 2026 +8.1% +25.9% Open Investors
Subscription box for dogs $78.7M Q2 2026 -23.5% -32.3% Open Investors
Financial operations platform $414.7M Q2 2026 +8.2% +21.0% Open Investors
Book hotels, flights and cars $7.35B Q2 2026 +8.1% +25.5% Open Investors
Content management and storage $321.1M Q2 2026 +9.2% +18.9% Open Investors
Online fashion store for jeans and more $319.8M Q2 2026 +4.6% +13.2% Open Investors
Buy and sell new and used cars online $251M Q2 2026 +7.3% +14.6% Open Investors
Aftermarket auto parts $135.6M Q2 2026 -10.7% -6.0% Open Investors
Buy and sell new and used cars $179.9M Q2 2026 +0.7% +5.8% Open Investors
Carvana $CVNA
Buy and finance used cars online $7.38B Q2 2026 +52.4% +116.3% Open Investors
Chegg $CHGG
Homework help and education resource $51.8M Q2 2026 -50.7% -68.2% Open Investors
Chewy $CHWY
Pet food and supplies eCommerce $3.33B Q2 2026 +7.4% +16.4% Open Investors
Copart $CPRT
Online car auctions $1.2B Q2 2026 +9.1% +9.1% Open Investors
Online learning platform $298.6M Q2 2026 +59.6% +75.3% Open Investors
Cloud infrastructure platform $281M Q2 2026 +28.3% +46.4% Open Investors
eSignatures and document management $875.7M Q2 2026 +9.4% +19.0% Open Investors
Learn a language $298.4M Q2 2026 +18.3% +67.4% Open Investors
Etsy $ETSY
Handmade and unique items marketplace $668.3M Q2 2026 -0.7% +3.2% Open Investors
Events and things to do discovery $71.7M Q3 2025 -7.8% -12.0% Open β€”
Expedia $EXPE
Book vacations, cars, flights and hotels $4.32B Q2 2026 +14.0% +21.3% Open Investors
Fiverr $FVRR
Freelance services marketplace $97.8M Q2 2026 -9.9% +3.3% Open Investors
GoodRx $GDRX
Discounts on prescriptions $200.4M Q2 2026 -1.3% -0.1% Open Investors
Groupon $GRPN
Deals on restaurants, stores and events $124.6M Q2 2026 -0.9% 0.0% Open Investors
Grove $GROV
Cleaning and household products $36.6M Q2 2026 -16.8% -29.8% Open Investors
HubSpot $HUBS
CRM and software tools for business $911.7M Q2 2026 +19.8% +43.1% Open Investors
Intuit $INTU
Known for Turbotax and Quickbooks $4.35B Q2 2026 +13.7% +36.1% Open Investors
Financial comparison resource $313.4M Q2 2026 +25.3% +49.2% Open Investors
Trending clothing and fashion items $56.8M Q2 2026 -3.6% -18.2% Open Investors
Lovesac $LOVE
Modern furniture company $161.2M Q2 2026 +0.4% +2.9% Open Investors
Lulu's $LVLU
Fashion store for women $67.8M Q2 2026 -16.8% -26.3% Open Investors
Trip planning for flights, hotels and more $285.5M Q2 2026 +6.2% +22.2% Open Investors
Workflow management and CRM $364.6M Q2 2026 +21.9% +54.4% Open Investors
Moonpig $MOON
Personalized greetings cards and gifts $278M H1 2026 +8.6% +17.8% Open Investors
Personal finance insights and analysis $197.3M Q2 2026 +5.6% +31.0% Open Investors
Newegg $NEGG
Tech and electronics eCommerce store $320.4M Q2 2026 -7.9% +3.7% Open Investors
Sell your home $883M Q2 2026 -44.8% -41.1% Open Investors
Home to media brands like The Street and Parade $22.1M Q2 2026 -50.9% -18.7% Open Investors
UK pet shop $41M Q2 2026 -22.6% -37.2% Open Investors
Social bookmarking platform $1.18B Q2 2026 +18.2% +38.2% Open Investors
Cloud hosting solutions $666.3M Q2 2026 0.0% -2.7% Open Investors
Reddit $RDDT
Discuss and share anything $805M Q2 2026 +61.0% +186.3% Open Investors
Designer clothing rental subscription $97.7M Q2 2026 +20.8% +23.8% Open Investors
REVOLVE $RVLV
Shop designer clothing online $347.4M Q2 2026 +12.5% +23.0% Open Investors
Social media scheduling tool $123.8M Q2 2026 +10.7% +24.5% Open Investors
Personalized fashion subscription $340.3M Q2 2026 +4.7% +5.5% Open Investors
Get therapy online $61.6M Q2 2026 +13.4% +33.9% Open Investors
Technology website operator $116.1M Q2 2026 -3.2% +97.1% Open Investors
Long running newspaper and publication $762.5M Q2 2026 +11.2% +22.0% Open Investors
Buy and sell designer items $192.5M Q2 2026 +16.5% +32.9% Open Investors
ThredUp $TDUP
Secondhand clothes marketplace $90.8M Q2 2026 +16.9% +13.8% Open Investors
Torrid $CURV
Plus size fashion $231.7M Q2 2026 -11.8% -18.6% Open Investors
Deals on hotels, flights and vacations $23.2M Q2 2026 -2.9% +10.0% Open Investors
Online travel service provider $2.3B Q2 2026 +9.5% +53.3% Open Investors
Travel review and booking platform $441.9M Q2 2026 -16.5% -11.1% Open Investors
Trivago $TRVG
Compare hotel prices online $194.2M Q2 2026 +28.9% +51.4% Open Investors
TrueCar $TRUE
New and used cars for sale $1.25B Q2 2026 -3.8% -18.3% Open Investors
Udemy $UDMY
Online learning and teaching platform $194M Q4 2025 -3.0% +2.4% Open β€”
Upwork $UPWK
Freelancing platform $191.7M Q2 2026 -1.6% -0.7% Open Investors
Online home and furniture eCommerce $3.52B Q2 2026 +6.6% +13.5% Open Investors
Weave $WEAV
Phone system and growth tools $67.5M Q2 2026 +15.4% +33.4% Open Investors
Website builder $563.1M Q2 2026 +14.9% +29.2% Open Investors
Workday $WDAY
HR and finance platform $2.65B Q2 2026 +12.8% +27.1% Open Investors
Xometry $XMTR
On-demand manufacturing eCommerce $229.2M Q2 2026 +41.0% +72.9% Open Investors
Online job platform $118.1M Q2 2026 +5.3% -4.5% Open Investors

Europe and Rest of World 23

Listed on the LSE πŸ‡¬πŸ‡§, TSX πŸ‡¨πŸ‡¦ and elsewhere

Company Simplified Description Revenue YoY vs 2yr Source
Promotional merchandise provier $666.4M H1 2026 +1.1% -0.2% Open Investors
ASOS $ASC
Online men & women's fashion retailer $1.5B H1 2026 -13.8% -25.7% Open Investors
Marketplace to buy and sell new and used cars $421.3M H1 2026 +5.6% +17.5% Open Investors
Flooring eCommerce platform $19.7M Q2 2026 +17.3% +22.4% Open Investors
Docebo $DCBO
LMS for enterprise learning and skills $68.6M Q2 2026 +13.0% +37.8% Open Investors
Marketing automation platform $58.6M H1 2026 +4.8% +18.4% Open Investors
Gaming news, features and tournaments $0.6M H1 2026 +13.7% -43.1% Open Investors
Vacation rental booking platform $115.3M Q2 2026 +73.9% +101.6% Open Investors
Online booking platform for hostels around the world $59.6M H1 2026 +13.1% +19.0% Open Investors
Covers men's contemporary fashion and culture $35.6M H1 2026 -0.3% -22.8% Open Investors
Last minute holidays, hotels, flights and city breaks $104.4M Q2 2026 -1.0% β€” Open Investors
Package holiday booking platform $69.2M H1 2026 -8.6% -8.9% Open Investors
Oneflow $ONEF
Contract lifecycle management platform $5.1M Q2 2026 +30.8% +70.0% Open Investors
UK pet food, supplies and accessories retailer $1.03B H1 2026 +2.4% +1.0% Open Investors
Retails products designed by independent artists $108.6M H1 2026 -0.4% -13.3% Open Investors
Property marketplace which lists homes for sale and to rent $299.4M H1 2026 +9.2% +21.9% Open Investors
Furniture and Homewares online retailer $258.9M H1 2026 +2.5% +23.1% Open Investors
Online platform to build and sell courses and communities $18.6M Q2 2026 +2.8% +14.8% Open Investors
Platform to search, compare and buy cheap train tickets $311.6M H1 2026 +2.5% +6.4% Open Investors
Customer reviews platform $151.4M H1 2026 +23.3% +51.1% Open Investors
Online bathroom retailer $227M H1 2026 +14.8% +22.8% Open Investors
Wise $WISE
International current account service $714M Q1 2026 +24.5% +42.0% Open Investors
Xero $XRO
Software and solutions for small businesses $702M H1 2026 +16.0% +44.4% Open Investors

FAQ

Some of the automotive brands listed are not as reliant on internet traffic...
That's a fair comment. I've made an exception in a few cases where I believe how a brand performs online is highly important to their success, but admittedly not the whole story.

There are over 3,500 companies listed on the NASDAQ alone, so I promise I've tried to pick only the companies I truly think are the most interesting to cover here.
Why are Google and Facebook not included here?
I find the number of businesses they're in so vast that they're less relatable and interesting to track their specific progress. I'm much more interested in how an online pet store (Chewy), publishing brand (The Arena Group) and online gifting platform (Moonpig) are performing. While they're goliaths, they're far more relatable. If you disagree, I'm open to any feedback at the email in the next question.
How can I send feedback or a suggested improvement?
Please send us an email to hey@detailed.com with your recommendation. Thank you!