NEA isn't a competitor, if anything NEA could be a user except that they deal in high resolution images rather that points that assist engineers.
To put it simply - many other companies have 'similar' offerings - what they don't have is the ability to store/access/sell 3D data from the cloud without any desktop software to run/store the data (I could be very simple in my explanation) and load it, manipulate it, use it in the field in real time - 3D data is obviously massive and 3DP's offering ensures the data is accessible to users on demand.
Please correct me if I'm wrong or elaborate if I've understated it.
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