The hottest Market Growth Substack posts right now

A data-centered ranking of mid-size cyber firms (50–500 employees) surfaces the fastest-growing vendors and is a practical starting point for investors.
Most of the listed companies kept expanding—121 grew in the past year—and the group attracted heavy venture funding, with 39 firms raising over $4B in 2025 and $11.5B raised in total.
Some firms graduated out of the mid-size category by exceeding 500 employees, while 29 companies saw headcount declines in 2025, often because they were acquired.

Viking has built a successful cruise business, focusing on premium river and ocean cruises. They have a strong market share and generate impressive revenues, growing faster than many competitors.
Their river cruises make up a large part of their business, but they plan to expand their ocean cruises due to higher profitability. Viking currently has ambitious growth plans to increase capacity and explore new travel options.
Viking's marketing strategy is focused and effective. They have a strong brand presence and a loyal customer base, which helps them book a lot of reservations well in advance.

When exploring a new category, focus on its potential future size, not just its past or present size.
Conducting a 'Size of Prize' analysis is crucial for understanding market potential and driving growth.
Running this analysis adds credibility, clarity, conviction, and accelerates outcomes, leading to increased market cap growth.

Public relations grew significantly during the COVID-19 pandemic, but now it's slowing down, especially in London where the number of practitioners is rising fast compared to other regions.
Many PR professionals moved out of London to smaller cities during the pandemic, but as remote work decreases, people are returning to the capital, leading to a strong community outside London but still much smaller.
Diversity in public relations is key, as it should reflect the communities it serves. The rising cost of living in London makes it hard for newcomers, which raises questions about how to support more equitable growth across the UK.

Spatial revenue for 10X Genomics is increasing, while single cell revenue growth is slowing down.
There may not be much growth expected in single cell applications for 10X Genomics, but spatial sequencing shows potential for growth.
10X Genomics faces competition in the single cell market, but may retain a significant market share.

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The company is revolutionizing the satellite imagery industry with open data and licensing.
Their self-service tasking and transparent pricing aim to shake up the industry norms.
The team's approach focuses on changing the industry for the better, embracing courage and novel strategies.

Qi-An-Xin turned a profit in 2022 despite challenges by cutting costs and increasing efficiency, leading to revenue growth and improved profit margins.
The company's critical infrastructure clients have become a significant source of revenue growth, with a focus on key industries and promoting safety solutions.
Qi-An-Xin's network security products saw strong growth in 2022, positioning the company as an industry leader with innovative products and services.

By 2050, every home in the UK should be as energy efficient as possible by minimizing energy usage for heating.
Not every home may reach the highest energy efficiency ratings due to factors like age and build design, so focus on incremental improvements.
To advance energy efficiency, consider policy requirements tied to housing tenures to drive investments and increase market demand.