StreetLight Data Due Diligence

Run due diligence on StreetLight Data: check compliance and get alerts when suppliers change.

United States · www.streetlightdata.com · 19 vendors

StreetLight Data is a technology company that provides a mobility analytics platform, StreetLight InSight®, which leverages big data and machine learning to offer insights into transportation patterns. The platform delivers on-demand data and analytics for vehicular, bicycle, and pedestrian travel. It assists government agencies, businesses, and consultants in making data-driven decisions for transportation planning, infrastructure optimization, and policy development across North America.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 19 sub-vendors.

Insights

Last updated 2026-04-14 · revision 1

19 direct vendors, 189 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

3 in-scope frameworks identified; showing 3.

GDPR (source) — No public evidence

Evidence: https://www.streetlightdata.com/streetlight-data-privacy-principles/, https://www.streetlightdata.com/website-privacy-notice/

SOC 2 (source) — No public evidence

Evidence: https://www.streetlightdata.com/self-service-location-intelligence-platform/, https://www.streetlightdata.com/traffic-data-api/

ISO 27001 (source) — No public evidence

Evidence: https://www.streetlightdata.com/streetlight-data-privacy-principles/

Financials

Three-year financials

Financial Resilience Score: 7/10

StreetLight Data benefits from the full financial backing of its parent, Jacobs Solutions Inc. (NYSE: J), a publicly traded global engineering firm with approximately $14–16 billion in annual revenue and investment-grade credit. This effectively eliminates going-concern risk and provides StreetLight with capital access, distribution infrastructure, and strategic support that a standalone company of its size would not enjoy. The parent backstop is the single most significant factor underpinning financial resilience. The company operates a SaaS subscription model (StreetLight InSight®) serving primarily government agencies — state DOTs, MPOs, and federal bodies — which are characterized by multi-year budget cycles, stable procurement processes, and relatively low churn. SaaS businesses of this type typically achieve gross margins of 60–80%+, and the institutional government customer base provides revenue predictability that is structurally superior to project-based or transactional models. The Infrastructure Investment and Jobs Act (IIJA) represents a meaningful near-term tailwind for transportation analytics spending. Operational growth indicators are strong: the platform scaled from approximately 6,000 monthly projects at the time of acquisition in early 2022 to 10,000+ monthly analyses and over 1 million cumulative projects by 2024–2025, suggesting continued revenue growth post-acquisition. Market leadership, first-mover advantage, and the deepest mobility data repository in the U.S. market provide competitive moat and pricing power. Key risks that temper the score include data privacy regulatory exposure (CCPA, potential federal U.S. privacy law), dependency on third-party data providers, growing competition from well-funded rivals (Replica/Google-backed, HERE, TomTom), geographic concentration in North America, and the complete absence of public financial transparency which prevents independent verification of financial health at the subsidiary level.

Key strengths: Wholly-owned subsidiary of Jacobs Solutions Inc. (NYSE: J), ~$14–16B revenue parent with investment-grade credit — eliminates going-concern and capital access risk, SaaS subscription model (StreetLight InSight®) with high recurring revenue predictability and typical 60–80%+ gross margins, Predominantly government/public-sector customer base (state DOTs, MPOs, federal agencies) with stable multi-year procurement cycles and low churn, Market leadership and first-mover advantage as pioneer of mobility SaaS analytics (2015); covers 100% of U.S. Traffic Analysis Zones and 5M+ miles of roadway, Strong operational growth trajectory: ~6,000 monthly projects at acquisition (early 2022) to 10,000+ monthly analyses and 1M+ cumulative projects by 2024–2025, IIJA/Infrastructure Investment and Jobs Act provides structural tailwind for transportation analytics spending, Strategic cross-selling synergies within Jacobs' global engineering client base accelerate growth without proportional sales cost increases, Diversified blue-chip customer base spanning government, large engineering consultants (AECOM, Parsons, HDR, Kimley-Horn), and private sector (Ford, Uber, Siemens, Bloomberg)

Risk factors: Data privacy and regulatory risk: business model depends on processing location data from millions of mobile devices; evolving CCPA, potential federal U.S. privacy law, and GDPR exposure could restrict data sourcing or require costly compliance changes, Third-party data sourcing dependency: reliance on mobile network operators, app SDK providers, connected vehicle OEMs, and partners (e.g., TomTom); loss of a key data partner or price increases could affect product quality or margins, Competitive pressure from well-funded rivals including Replica (Google-backed), Streetlytics, HERE Technologies, and TomTom (also a partner), Government budget risk: significant revenue tied to public-sector transportation budgets subject to federal funding cycles and potential future cuts, Geographic concentration: platform primarily focused on U.S. and Canada; international expansion is nascent, limiting diversification, Post-acquisition integration risk: potential cultural friction, talent retention challenges, and product roadmap prioritization conflicts within a large engineering conglomerate, Complete financial opacity as a private subsidiary: no public audited financials available, preventing independent verification of financial performance

Revenue by geography

Revenue by product/service

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