HomeApp Categories: Penetration and Retention
How Winner-Take-All Each Category Leader Is (Within-Category Penetration × New-Customer Share × Switcher Capture)
How Winner-Take-All Each Category Leader Is (Within-Category Penetration × New-Customer Share × Switcher Capture)#
Coding, search and content are each dominated by one player that wins 73% to 91% of new customers; only video generation's throne is wobbling.Draft, pending review
How to read this chart
Leaders of five representative categories. Cursor, Perplexity and Canva take 73% to 91% of new customers; Midjourney still has 47% penetration but lost 18 points in a year and wins only 18% of new customers, overtaken by HeyGen at 21%; Intercom takes just 22% of new customers, so the agent-support throne is still open.
Source: Cursor public benchmarks; FinSight compilation · Updated 2026-09-04
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