Как анализировать конкурентов

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Зачем это знать

Product decisions без competitive context — blindfolded. «Fix CR» — какая CR normal в вашем market?

Аналитик помогает produce competitive intelligence. На senior собесах часто: «как сравниваете к competitors?».

Что собирать

Product

  • Features
  • Pricing
  • User experience
  • Positioning

Market

  • Market share
  • Growth
  • Customer segments

Company

  • Funding
  • Hiring
  • Strategy
  • Leadership

Metrics (if possible)

  • Traffic
  • Engagement
  • Conversions
  • Retention

Sources

Public

Website / product

  • Their site: offerings, pricing
  • Their blog: strategy, announcements
  • Social media: sentiment, community

Financial

  • Public companies: SEC filings, annual reports
  • Private: Crunchbase, TechCrunch

Market data

  • SimilarWeb: traffic estimates
  • SensorTower / AppAnnie: mobile apps metrics
  • Google Trends: search interest
  • AppMagic (Russia focused mobile)

Hiring

  • LinkedIn: team structure, roles, growth
  • hh.ru, Habr Карьера: jobs posted, tech stack hints

Analyst reports

Gartner, Forrester — industry reports (paid).

Reviews

  • Trustpilot
  • G2, Capterra (B2B)
  • App Store, Google Play — ratings, comments

Customer interviews

Current / former competitors' customers.

Valuable, hard access.

Frameworks

Porter's Five Forces

Industry analysis:

  • Competitive rivalry
  • Supplier power
  • Buyer power
  • Threat new entrants
  • Threat substitutes

SWOT

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

Competitive matrix

Feature | Us | Competitor A | Competitor B
SQL support | ✓ | ✓ | ✓
ML built-in | ✗ | ✓ | ✗
Free tier | ✓ | ✗ | ✓

Visual differentiation.

Positioning map

2-axis: price vs quality (например). Where competitors sit.

Аналитические questions

Market share

Tough estimate. Indirect:

  • Website traffic share
  • App downloads share
  • Revenue if public
  • Mentions

Growth rate

YoY metrics. Users, revenue.

Public signals: hiring, marketing spend.

Feature gaps

Users hate что в competitor? Users love что у нас нет?

Priority.

Pricing

  • Compare headline pricing
  • Tier breakdown
  • Promotions

Elasticity — can вы raise / lower?

Tools

SEO / traffic

  • SimilarWeb
  • Ahrefs
  • SEMrush

Mobile

  • SensorTower
  • data.ai (AppAnnie)
  • AppMagic

Tech stack

  • BuiltWith
  • Wappalyzer

Social

  • Brandwatch
  • Social listening tools

Reviews

  • Trustpilot, G2
  • App store scraping

Process

Regular review

Quarterly competitive snapshot.

Battle cards

Salespeople use. Competitor X — your strengths vs theirs.

Feature tracking

What competitors launched recently?

Pricing monitoring

Detect changes.

Insights

«Они запустили X»

  • Why? Market need?
  • Our response?
  • Just follow или differentiate?

«Their traffic up 50%»

  • Why? Viral feature? Marketing?
  • Our response?

«Worse reviews»

  • Weakness opportunity
  • Poach users?

«Raising prices»

  • Industry trend?
  • Can we capitalize?

For analyst

Daily / weekly

Monitor key competitors. Set up alerts.

Reports

  • Quarterly competitive landscape
  • Ad-hoc когда big moves
  • Feature launch comparison

Stakeholders

PMs, exec, sales, marketing — all need.

В Russia context

Competitors

Often clear (2-5 major players).

Sources ограничены

Western tools (SimilarWeb) have Russia data — limited.

Russian alternatives

  • Mediascope: Russian measurement
  • Alexa.ru (deprecated)
  • Yandex Metrika (public если competitors tolerate)

Payment / data

Some tools не accept Russian payments. Workarounds.

Ethical

Do

  • Public data
  • User research (own users)
  • Industry reports
  • Your own usage (sign up, try)

Don't

  • Corporate espionage
  • Stealing data
  • Fake accounts
  • Bribing employees

Ethics + legal.

Common mistakes

Obsession

Spend all time watching competitors. Not building.

Ignoring

«We're unique». Usually not true.

Surface-level

Feature lists без deep understanding.

Negative focus

Only weaknesses. Miss learning their strengths.

Build intelligence

Checklist каждого competitor

  • Website walkthrough
  • Product signup / trial
  • Pricing page
  • Customer case studies
  • Blog posts last 6 months
  • Hiring posts
  • Recent news
  • Reviews

30-60 min comprehensive pass.

Ongoing

  • Subscribe их blog
  • Follow LinkedIn
  • Alert services (Google Alerts)
  • Monitor reviews

Notebook

Private doc. Observations accumulate.

Competitive advantages

Identify your moats:

Network effects

More users → better product.

Switching costs

Hard leave your platform.

Technology

Unique capability.

Brand

Trust, recognition.

Scale economies

Cost advantage at size.

Intangibles

Culture, team, expertise.

Data

Unique data enabling features.

Most companies — weak moat. Focus wins anyway.

Strategy response

Fast follower

Let competitors innovate. Copy best.

Low risk, low reward.

Differentiator

Unique positioning.

High risk, high reward.

Disruptor

Redefine category.

Extreme risk / reward.

Choose based на resources, position.

Для собеса

«Competitive analysis опыт?»

Specific:

  • Who analyzed
  • What found
  • Impact on decisions

«How rate ourselves?»

Honest assessment. Strengths / weaknesses.

«Market evolution?»

Trend thinking. Where industry going?

Связанные темы

FAQ

How often?

Quarterly. More если volatile market.

Who accesses intelligence?

Product, exec, sales, marketing. Limit sensitive.

Tools free?

Some limited free. Full — paid.


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