Performance

• Bloomberg reports that Arc Publishing stands to generate $100 million in annual revenue from 2020-2023, meaning it could become "the Post's third major revenue stream."
• Notable customers of Arc Publishing include The Boston Globe, Tribune Publishing, Raycom Media and, recently, BP, which is the first customer outside of the media industry for Arc.

Positioning/Competitive Landscape

• One of the ways in which Arc Publishing is unique is that it is "one of the few companies that sell publishing tech."
• Additionally, Arc Publishing has "a competitive advantage enhanced by a set of sophisticated machine learning and AI-powered tools."
• Competitors to Arc Publishing include WordPress (Newspack), Vox Media (Chorus), Ghost, and The News Project.

Challenges

• One challenge for Arc Publishing is the overall dominance of WordPress in the CMS market.
• Another challenge for Arc, according to Shailesh Prakash, Chief Information Officer of the Washington Post company, is handling the demand for Arc and ensuring they choose the right client's to work with, as the onboarding process is extensive.