It's odd that they talk about Segment and GA not having direct competition when their biggest competition is actually also Adobe. Via their acquisitions of Omni

It's odd that they talk about Segment and GA not having direct competition when their biggest competition is actually also Adobe. Via their acquisitions of Omniture and a few other many years ago, they have a very robust marketing cloud offering for analytics, tag management, targeting, ad optimization and all that jazz. Plus enterprise CMS. And they sell it as a package to simplify procurement which is a huge draw. Even though their products all kinda suck.