Discover a company's competitors

Build a peer set around what a company sells and whom it serves. Product names, customer use cases, and competitive disclosures can reveal rivals that a sector filter misses.

The flow

1. Define the business you want to compare. Use ListFilings and ticker-scoped SearchDocuments to find the company's product descriptions and competition disclosures. Write down product names, aliases, customer groups, and geographies. GetRevenueBreakdown adds the annual segment and product context where tagged; a company can compete in one business without being comparable across the whole group.
2. Search for candidates across companies. Run SearchDocuments without ticker, using a few short queries for the relevant products, use cases, and competitive language. Set startDate and endDate for the research window and maxResultsPerCompany: 2 to spread hits across issuers. excludeTickers can remove the starting company from this market-wide pass; it cannot be combined with ticker. Search filings and available transcripts, optionally selecting registered documentTypes such as TenK, TenQ, and EarningsCallTranscript. Ranked results are a discovery sample, not a complete competitor directory.
3. Verify each candidate in context. Take a returned document ID to SearchDocument, using searchMode: "exact" for a literal name or product, and ReadDocumentLines for the surrounding passage. Check whether the source actually describes competition, a partnership, a customer, or merely an example. Keep a subsidiary or product brand distinct from its parent and use the returned issuer identity for supported ticker-based follow-up calls.
4. Explain the overlap and the evidence. Separate explicitly disclosed competitors from candidates with documented product overlap. For each, record the competing business, customer group, geography, who made the statement, a short quote, and the source date and link. A management statement and an analyst's question carry different attribution. If more call context is needed, select the event through ListInvestorEvents and page through GetInvestorEventTranscript, including Q&A.
5. Build the usable peer set. Check each candidate's annual revenue breakdown and source business descriptions. Explain meaningful differences in product mix, scale, and geography, and retain uncertain candidates separately. Compare reporting spans, currencies, and metric definitions before adding financial comparisons. Filing dates and call dates show when statements were made; the covered financial period may be different.

Prompt

Discover NVIDIA's competitors in data-center accelerated computing using company filings and available transcripts. Start with NVIDIA's business and competition disclosures, then search other issuers over the past 12 months using product names, aliases, and customer use cases. Verify each candidate in the surrounding source text. Build a table with company, competing business, customer and geographic overlap, evidence category, short quote, statement attribution, source date, and source link. Separate explicitly disclosed competitors from possible competitors supported by product overlap, and explain differences in business mix. Keep customers and partners separate from rivals. Show the search window and coverage gaps; do not treat ranked search results as an exhaustive list or infer market share from mentions.

What you get

A sourced competitor set with a reason for including each company, the businesses that overlap, and the uncertainties that need further research.

Continue with Compare calls with competitors, or use Map customers and suppliers to investigate the surrounding business relationships.