Use Cases
Do competitive research using 10Ks
Features
Categories
Overview
Competitive analysts and researchers in financial services or public companies can search through 10-K filings to uncover competitors' strategies, risks, and financials. Perplexity extracts and synthesizes key insights from dense SEC documents instantly.
Your search
Start with a detailed prompt framing Perplexity as a competitive analyst, then upload or reference specific 10-K filings for companies like Apple or Tesla.
You are a competitive analyst for NVIDIA. Pull the most recent 10-K and 10-Q SEC filings from AMD and Intel
Highlight sections relevant to marketing, including:
Marketing strategies and spend
Brand positioning and advertising campaigns
Customer acquisition and retention initiatives
New product launches and go-to-market plans
Digital marketing and e-commerce developments.
Summarize key marketing insights and trends from these filings for competitive benchmarking. Output the results in an interactive dashboard that I can share with my colleagues at NVIDIA.
Select Web and Finance as sources. Finance toggle looks through 10-Ks listed on SEC’s webpage.
Perplexity's answer
Perplexity delivers a structured report with side-by-side comparisons, highlighting differences in revenue sources, competitive threats, and forward-looking statements, saving hours of manual review.
This reveals hidden opportunities, like one competitor's heavier R&D focus, directly actionable for strategy.
Tips
Use the Finance toggle to search across mandatory securities filings of public companies
Ask for visualizations: "Generate a chart of R&D expenses over 3 years."