Knowde vs Rockwell Automation
Side-by-side comparison of AI visibility scores, market position, and capabilities
Knowde is a San Francisco-based digital marketplace and AI platform for the chemical and ingredient industry; raised $183M including $60M Series C in Aug 2024 from Blue Cloud Ventures and Point72;
About
Knowde is a San Francisco-based technology company founded to digitally transform the $5 trillion global chemicals and ingredients industry. The company operates the world's largest digital catalog of chemicals, ingredients, and polymers, enabling manufacturers, formulators, and procurement teams to search, sample, quote, and purchase from over 8,000 suppliers through a single platform. Knowde combines a comprehensive product database with AI-powered data management tools that help chemical suppliers clean, structure, and publish complex product information — making it discoverable and actionable for buyers across industries including consumer goods, coatings, adhesives, pharmaceuticals, and food and beverage.
$8.3B revenue FY2024 (-8.8% YoY); Q3 FY2025 $2,144M (+5% YoY recovery); Total ARR +16% FY2024, +7% Q3 FY2025; North America best-performing market; industrial automation leader
About
Rockwell Automation is the world's largest company dedicated solely to industrial automation and digital transformation, founded in 1903 and headquartered in Milwaukee, Wisconsin. The company's mission is to expand human possibility by connecting people's ingenuity with the potential of technology to build a more productive and sustainable world. Its core technology portfolio spans programmable logic controllers (PLCs), industrial networking, motion control, and safety systems that form the backbone of manufacturing operations globally.\n\nRockwell's product and software platform — marketed under the Logix, FactoryTalk, and Plex brands — covers everything from discrete and process automation hardware to cloud-based MES, ERP, and AI-driven analytics for smart manufacturing. The Plex acquisition brought cloud-native manufacturing execution and ERP capabilities into the portfolio, expanding Rockwell's appeal to mid-market manufacturers. Annual recurring revenue (ARR) grew 16% in FY2024, reflecting strong adoption of its software and subscription offerings across the installed base.\n\nRockwell reported $8.3 billion in revenue for FY2024 and showed 5% year-over-year recovery in Q3 FY2025 after inventory correction headwinds in prior periods. North America remains its strongest and most profitable market. The company is investing heavily in industrial AI and edge computing to capitalize on the fourth industrial revolution, competing with Siemens, ABB, and Honeywell. Its dominant North American installed base and deep customer switching costs provide significant pricing power and long-term revenue visibility.
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