Recurly vs Home Depot (The)
Side-by-side comparison of AI visibility scores, market position, and capabilities
San Francisco subscription billing platform at $15B annual payment volume/100M+ subscribers; $1.3B revenue recovered in 2024 with Prive/Redfast acquisitions and Compass AI suite; $39.
About
Recurly is a San Francisco, California-based subscription billing and revenue management platform — backed with $39.2 million in total funding — providing digital media, streaming, SaaS, publishing, education, and consumer goods companies including Sling, Twitch, BarkBox, FabFitFun, Paramount, Lucid, and Sprout Social with subscription lifecycle management that processes $15 billion in annual payment volume across 100 million+ active subscribers and recovered $1.3 billion in customer revenues through payment retry and dunning tools in 2024. In 2024, Recurly appointed Joe Rohrlich (formerly CEO of Top Hat and Chief Revenue Officer at Bazaarvoice) as CEO for the next growth phase, and acquired Prive (Shopify-first subscription management) and Redfast (subscriber engagement and retention tools) to create the first subscription management suite integrating billing, payments, analytics, real-time engagement, and e-commerce subscriptions. Recurly Compass (AI-driven analytics and insights suite) launched in 2024. Founded September 2009 by Isaac Hall, Dan Burkhart, and Tim Van Loan.
World's largest home improvement retailer; $159.5B FY2024 revenue; $18.25B SRS Distribution acquisition expands Pro specialty distribution by $50B TAM; Pro now ~50% of revenues.
About
The Home Depot is the world's largest home improvement retailer, founded in 1978 by Bernie Marcus, Arthur Blank, Ron Brill, and Pat Farrah in Atlanta, Georgia, and now headquartered in Atlanta and trading on NYSE (HD). The company operates approximately 2,340 stores across the United States, Canada, and Mexico and generated approximately $159.5 billion in total revenues for fiscal year 2024 (ending January 2025) under CEO Ted Decker. The strategic anchor of 2024 was the completed $18.25 billion acquisition of SRS Distribution—a leading professional roofing, pool, and landscaping products distributor—which dramatically expands Home Depot's reach into the professional contractor market and extends its addressable market by an estimated $50 billion in professional specialty trade distribution.
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