Spatial information has influenced government policy formation, business strategy implementation, and our everyday life enormously. Digital earth enterprises providing global spatial data services emerge as spatial data industry grows rapidly. So it is highly desirable to grasp recent trends in the industry and find critical success factors (CSFs) for the digital earth firms. The purpose of this study is to compare strategies of digital earth enterprises and find CSFs for them. In addition, strategy analysis framework elaborations, systematic analysis of spatial data industry and market segmentation based on value chain are also performed to trace and cope with the volatile industry environment. Derived CSFs are as follows. First, acquisition of differentiated high quality spatial data is needed. Second, customer oriented convergent contents should be developed. Third, advanced platform functionalities must be provided to consumers. Finally, construction of efficient and effective global value chain is desirable.