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Group","reachPct":0.04659,"importance":0.0116475,"importanceRank":68,"functions":[{"id":"work-assistants","weight":0.72,"sharePct":0.004,"shareLowPct":0.001,"shareHighPct":0.022,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"agent-platforms","weight":0.07,"sharePct":0.015,"shareLowPct":0.003,"shareHighPct":0.088,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"it-operations","weight":0.07,"sharePct":0.014,"shareLowPct":0.003,"shareHighPct":0.084,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"sales-marketing","weight":0.08,"sharePct":0.023,"shareLowPct":0.005,"shareHighPct":0.138,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"finance-hr-operations","weight":0.06,"sharePct":0.664,"shareLowPct":0.148,"shareHighPct":3.823,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":63,"rankP10":47,"rankP90":69,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":69},{"entityId":"o9-solutions","name":"o9 Solutions","reachPct":0.04625,"importance":0.0115625,"importanceRank":69,"functions":[{"id":"work-assistants","weight":0.72,"sharePct":0.001,"shareLowPct":0,"shareHighPct":0.0072,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"agent-platforms","weight":0.07,"sharePct":0.103,"shareLowPct":0.0054,"shareHighPct":0.5346,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"it-operations","weight":0.07,"sharePct":0.016,"shareLowPct":0.0008,"shareHighPct":0.0812,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"sales-marketing","weight":0.08,"sharePct":0.009,"shareLowPct":0.0002,"shareHighPct":0.0448,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"finance-hr-operations","weight":0.06,"sharePct":0.608,"shareLowPct":0.0314,"shareHighPct":3.0886,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":64,"rankP10":51,"rankP90":69,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":67}],"selection":{"importanceIds":["openai","microsoft","alphabet","anthropic","servicenow","workday","salesforce","sap"],"risingIds":[],"filledFromImportance":["gong","ibm"]},"risingPools":{"growth":3,"shareChange":3,"committed":0},"weightSensitivity":[{"functionId":"work-assistants","end":"low","entered":["palo-alto-networks"],"left":["ibm"]},{"functionId":"work-assistants","end":"high","entered":[],"left":[]},{"functionId":"agent-platforms","end":"low","entered":["palo-alto-networks"],"left":["ibm"]},{"functionId":"agent-platforms","end":"high","entered":[],"left":[]},{"functionId":"it-operations","end":"low","entered":[],"left":[]},{"functionId":"it-operations","end":"high","entered":["palo-alto-networks"],"left":["ibm"]},{"functionId":"sales-marketing","end":"low","entered":["palo-alto-networks"],"left":["ibm"]},{"functionId":"sales-marketing","end":"high","entered":[],"left":[]},{"functionId":"finance-hr-operations","end":"low","entered":["palo-alto-networks"],"left":["ibm"]},{"functionId":"finance-hr-operations","end":"high","entered":[],"left":[]}],"validation":[],"baseline":{"spearman":0.970953598831,"baselineTop10NotSelected":[],"selectedNotInBaselineTop10":[]},"raterAgreement":{"within":0.933333333333,"weightedKappa":0.402730375427,"disagreements":[]}},"inputs":{"openai":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"openai","name":"OpenAI","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":14.374,"central":38.101,"high":48.751,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Tech Times (15 August 2026, opened 23 October 2026), relaying CNBC and Bloomberg and an attendee of OpenAI's 14 August investor meeting, gave annualised recurring revenue of US$40bn, a 20% jump in July 2026, and the CFO's remark that 'The majority of our revenue is now enterprise'; the CFO said OpenAI 'entered the year at 60-40' (the article does not say which side is 60; context implies consumer 60%, enterprise 40%) (T3, via Tech Times). OpenAI publishes no seat or product revenue. Work assistants (ChatGPT Business, Enterprise and Edu seats): enterprise at 52% to 60% of US$40bn is US$21 to 24bn; less direct API sales (Models; assumed 20% of total revenue, US$8bn) and Codex seats (Developer tools; assumed US$3bn to 4bn) leaves US$9 to 13bn; central US$11bn. Low US$3bn: enterprise at 50% of US$40bn is US$20bn, less a 30% API share of total revenue (US$12bn) and US$5bn of Codex: 40 × 0.50 − 40 × 0.30 − 5 = 3. High US$17bn: the 'almost $50bn' September annualised revenue that OpenAI told investors, as Reuters reported it (Zawya copy, byline Jaspreet Singh and Krystal Hu, page undated, https://www.zawya.com/en/special-coverage/openais-september-annualized-revenue-nears-50bln-less-than-previously-indicated-source-says-1586243, T3; opened 23 October 2026 and also recorded as opened by the 22 October models-frontier-labs check), taken as an upper bound for the July base because it is two months later, at 60% enterprise less 20% API and US$3bn of Codex: 50 × 0.60 − 50 × 0.20 − 3 = 17. That page says the figure excludes sales through cloud partners such as AWS, and that OpenAI had earlier told investors at a separate event that its run rate was approaching US$70bn, a gap Reuters attributes mainly to an attempt to compare directly with Anthropic's figures. The US$70bn is not used for this function: cloud-partner sales are mostly API access (counted in Models), whereas ChatGPT Business and Enterprise seats are, as a judgment, sold directly by OpenAI. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 11,000.0, agent-platforms 400.0, it-operations 50.0, sales-marketing 100.0, finance-hr-operations 50.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-15. Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/ Conflicting observation: Channel Insider (9 Oct 2026, crediting the Financial Times) puts July annualised revenue 'closer to $30 billion'; on that base the work-assistants value would be about $6–9bn instead of $11bn, which the stored $3–17bn range covers."},"agent-platforms":{"low":2.199,"central":8.251,"high":25.218,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Tech Times (15 August 2026, opened 23 October 2026), relaying CNBC and Bloomberg and an attendee of OpenAI's 14 August investor meeting, gave annualised recurring revenue of US$40bn, a 20% jump in July 2026, and the CFO's remark that 'The majority of our revenue is now enterprise'; the CFO said OpenAI 'entered the year at 60-40' (the article does not say which side is 60; context implies consumer 60%, enterprise 40%) (T3, via Tech Times). OpenAI publishes no seat or product revenue. Work assistants (ChatGPT Business, Enterprise and Edu seats): enterprise at 52% to 60% of US$40bn is US$21 to 24bn; less direct API sales (Models; assumed 20% of total revenue, US$8bn) and Codex seats (Developer tools; assumed US$3bn to 4bn) leaves US$9 to 13bn; central US$11bn. Low US$3bn: enterprise at 50% of US$40bn is US$20bn, less a 30% API share of total revenue (US$12bn) and US$5bn of Codex: 40 × 0.50 − 40 × 0.30 − 5 = 3. High US$17bn: the 'almost $50bn' September annualised revenue that OpenAI told investors, as Reuters reported it (Zawya copy, byline Jaspreet Singh and Krystal Hu, page undated, https://www.zawya.com/en/special-coverage/openais-september-annualized-revenue-nears-50bln-less-than-previously-indicated-source-says-1586243, T3; opened 23 October 2026 and also recorded as opened by the 22 October models-frontier-labs check), taken as an upper bound for the July base because it is two months later, at 60% enterprise less 20% API and US$3bn of Codex: 50 × 0.60 − 50 × 0.20 − 3 = 17. That page says the figure excludes sales through cloud partners such as AWS, and that OpenAI had earlier told investors at a separate event that its run rate was approaching US$70bn, a gap Reuters attributes mainly to an attempt to compare directly with Anthropic's figures. The US$70bn is not used for this function: cloud-partner sales are mostly API access (counted in Models), whereas ChatGPT Business and Enterprise seats are, as a judgment, sold directly by OpenAI. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 11,000.0, agent-platforms 400.0, it-operations 50.0, sales-marketing 100.0, finance-hr-operations 50.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-15. Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/"},"it-operations":{"low":0.398,"central":1.959,"high":10.708,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Tech Times (15 August 2026, opened 23 October 2026), relaying CNBC and Bloomberg and an attendee of OpenAI's 14 August investor meeting, gave annualised recurring revenue of US$40bn, a 20% jump in July 2026, and the CFO's remark that 'The majority of our revenue is now enterprise'; the CFO said OpenAI 'entered the year at 60-40' (the article does not say which side is 60; context implies consumer 60%, enterprise 40%) (T3, via Tech Times). OpenAI publishes no seat or product revenue. Work assistants (ChatGPT Business, Enterprise and Edu seats): enterprise at 52% to 60% of US$40bn is US$21 to 24bn; less direct API sales (Models; assumed 20% of total revenue, US$8bn) and Codex seats (Developer tools; assumed US$3bn to 4bn) leaves US$9 to 13bn; central US$11bn. Low US$3bn: enterprise at 50% of US$40bn is US$20bn, less a 30% API share of total revenue (US$12bn) and US$5bn of Codex: 40 × 0.50 − 40 × 0.30 − 5 = 3. High US$17bn: the 'almost $50bn' September annualised revenue that OpenAI told investors, as Reuters reported it (Zawya copy, byline Jaspreet Singh and Krystal Hu, page undated, https://www.zawya.com/en/special-coverage/openais-september-annualized-revenue-nears-50bln-less-than-previously-indicated-source-says-1586243, T3; opened 23 October 2026 and also recorded as opened by the 22 October models-frontier-labs check), taken as an upper bound for the July base because it is two months later, at 60% enterprise less 20% API and US$3bn of Codex: 50 × 0.60 − 50 × 0.20 − 3 = 17. That page says the figure excludes sales through cloud partners such as AWS, and that OpenAI had earlier told investors at a separate event that its run rate was approaching US$70bn, a gap Reuters attributes mainly to an attempt to compare directly with Anthropic's figures. The US$70bn is not used for this function: cloud-partner sales are mostly API access (counted in Models), whereas ChatGPT Business and Enterprise seats are, as a judgment, sold directly by OpenAI. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 11,000.0, agent-platforms 400.0, it-operations 50.0, sales-marketing 100.0, finance-hr-operations 50.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-15. Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/"},"sales-marketing":{"low":0.447,"central":4.3,"high":18.344,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Tech Times (15 August 2026, opened 23 October 2026), relaying CNBC and Bloomberg and an attendee of OpenAI's 14 August investor meeting, gave annualised recurring revenue of US$40bn, a 20% jump in July 2026, and the CFO's remark that 'The majority of our revenue is now enterprise'; the CFO said OpenAI 'entered the year at 60-40' (the article does not say which side is 60; context implies consumer 60%, enterprise 40%) (T3, via Tech Times). OpenAI publishes no seat or product revenue. Work assistants (ChatGPT Business, Enterprise and Edu seats): enterprise at 52% to 60% of US$40bn is US$21 to 24bn; less direct API sales (Models; assumed 20% of total revenue, US$8bn) and Codex seats (Developer tools; assumed US$3bn to 4bn) leaves US$9 to 13bn; central US$11bn. Low US$3bn: enterprise at 50% of US$40bn is US$20bn, less a 30% API share of total revenue (US$12bn) and US$5bn of Codex: 40 × 0.50 − 40 × 0.30 − 5 = 3. High US$17bn: the 'almost $50bn' September annualised revenue that OpenAI told investors, as Reuters reported it (Zawya copy, byline Jaspreet Singh and Krystal Hu, page undated, https://www.zawya.com/en/special-coverage/openais-september-annualized-revenue-nears-50bln-less-than-previously-indicated-source-says-1586243, T3; opened 23 October 2026 and also recorded as opened by the 22 October models-frontier-labs check), taken as an upper bound for the July base because it is two months later, at 60% enterprise less 20% API and US$3bn of Codex: 50 × 0.60 − 50 × 0.20 − 3 = 17. That page says the figure excludes sales through cloud partners such as AWS, and that OpenAI had earlier told investors at a separate event that its run rate was approaching US$70bn, a gap Reuters attributes mainly to an attempt to compare directly with Anthropic's figures. The US$70bn is not used for this function: cloud-partner sales are mostly API access (counted in Models), whereas ChatGPT Business and Enterprise seats are, as a judgment, sold directly by OpenAI. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 11,000.0, agent-platforms 400.0, it-operations 50.0, sales-marketing 100.0, finance-hr-operations 50.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-15. Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/"},"finance-hr-operations":{"low":0.442,"central":2.171,"high":11.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Tech Times (15 August 2026, opened 23 October 2026), relaying CNBC and Bloomberg and an attendee of OpenAI's 14 August investor meeting, gave annualised recurring revenue of US$40bn, a 20% jump in July 2026, and the CFO's remark that 'The majority of our revenue is now enterprise'; the CFO said OpenAI 'entered the year at 60-40' (the article does not say which side is 60; context implies consumer 60%, enterprise 40%) (T3, via Tech Times). OpenAI publishes no seat or product revenue. Work assistants (ChatGPT Business, Enterprise and Edu seats): enterprise at 52% to 60% of US$40bn is US$21 to 24bn; less direct API sales (Models; assumed 20% of total revenue, US$8bn) and Codex seats (Developer tools; assumed US$3bn to 4bn) leaves US$9 to 13bn; central US$11bn. Low US$3bn: enterprise at 50% of US$40bn is US$20bn, less a 30% API share of total revenue (US$12bn) and US$5bn of Codex: 40 × 0.50 − 40 × 0.30 − 5 = 3. High US$17bn: the 'almost $50bn' September annualised revenue that OpenAI told investors, as Reuters reported it (Zawya copy, byline Jaspreet Singh and Krystal Hu, page undated, https://www.zawya.com/en/special-coverage/openais-september-annualized-revenue-nears-50bln-less-than-previously-indicated-source-says-1586243, T3; opened 23 October 2026 and also recorded as opened by the 22 October models-frontier-labs check), taken as an upper bound for the July base because it is two months later, at 60% enterprise less 20% API and US$3bn of Codex: 50 × 0.60 − 50 × 0.20 − 3 = 17. That page says the figure excludes sales through cloud partners such as AWS, and that OpenAI had earlier told investors at a separate event that its run rate was approaching US$70bn, a gap Reuters attributes mainly to an attempt to compare directly with Anthropic's figures. The US$70bn is not used for this function: cloud-partner sales are mostly API access (counted in Models), whereas ChatGPT Business and Enterprise seats are, as a judgment, sold directly by OpenAI. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 11,000.0, agent-platforms 400.0, it-operations 50.0, sales-marketing 100.0, finance-hr-operations 50.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-15. Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/"}},"baselineRevenueUsd":{"low":3130000000,"central":11600000000,"high":19600000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"July 2026 run-rate, annualised","periodEnd":"2026-07-31","source":{"url":"https://www.techtimes.com/articles/324562/20260815/openai-enterprise-revenue-tops-consumer-first-time-40-billion-arr-two-quarters-early.htm","title":"OpenAI Enterprise Revenue Tops Consumer for First Time: $40 Billion ARR Two Quarters Early","publisher":"Tech Times","publishedDate":"2026-08-15","accessedDate":"2026-10-23","tier":"T5","locator":"'$40 billion in annualized recurring revenue', a 20% jump in July; CFO at the 14 August investor meeting: 'The majority of our revenue is now enterprise' and 'We entered the year at 60-40'; attributed to an attendee, with CNBC and Bloomberg credited"},"note":"Sum of the company's five part estimates, US$m 3,130 (low), 11,600 (central) and 19,600 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; unite.ai returned HTTP 403 to the 23 October check, so Tech Times replaces it as the primary): Unite.AI, 'OpenAI tells investors enterprise revenue has overtaken its ChatGPT consumer business', 14 August 2026, https://www.unite.ai/openai-tells-investors-enterprise-revenue-has-overtaken-its-chatgpt-consumer-business/"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c79de760ad3d00f2c768588420b7bacf266a8b27eb7dffff199907d5a0ef7650"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c79de760ad3d00f2c768588420b7bacf266a8b27eb7dffff199907d5a0ef7650"}}},"microsoft":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"microsoft","name":"Microsoft","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":18.747,"central":24.939,"high":33.26,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Work assistants: Microsoft's CEO says Microsoft 365 Copilot reached over 30 million paid seats at 30 June 2026 (T2, FY26 Q4 release; 15 million at 31 December 2025 per the January 2026 call, so seats doubled in six months). Seats are not revenue: net revenue per seat is assumed US$20 a month (list US$30 for enterprise and US$21 for business, many seats discounted or bundled; range US$14 to US$30): 30m × 20 × 12 = US$7.2bn (low 30m × 14 × 12 = 5.0bn; high 30m × 30 × 12 = 10.8bn). 'Over 30 million' is a floor and no newer count exists. Other parts are allowances for Copilot Studio and Agent 365 (agent platforms), Security Copilot (IT), and Dynamics 365 Copilot (sales and finance); Microsoft discloses none of them and says only that its AI business is larger than some of its biggest franchises, so its company-wide AI run-rate (mostly Azure) is not used. Central amounts in this function across the company's parts, US$m: work-assistants 7,200.0, agent-platforms 600.0, it-operations 300.0, sales-marketing 250.0, finance-hr-operations 150.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Microsoft); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29. Also opened: Microsoft FY26 Q2 earnings call: prepared remarks (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2, T2); FY2026 fourth-quarter earnings call (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx, T2)."},"agent-platforms":{"low":3.411,"central":12.376,"high":26.095,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Work assistants: Microsoft's CEO says Microsoft 365 Copilot reached over 30 million paid seats at 30 June 2026 (T2, FY26 Q4 release; 15 million at 31 December 2025 per the January 2026 call, so seats doubled in six months). Seats are not revenue: net revenue per seat is assumed US$20 a month (list US$30 for enterprise and US$21 for business, many seats discounted or bundled; range US$14 to US$30): 30m × 20 × 12 = US$7.2bn (low 30m × 14 × 12 = 5.0bn; high 30m × 30 × 12 = 10.8bn). 'Over 30 million' is a floor and no newer count exists. Other parts are allowances for Copilot Studio and Agent 365 (agent platforms), Security Copilot (IT), and Dynamics 365 Copilot (sales and finance); Microsoft discloses none of them and says only that its AI business is larger than some of its biggest franchises, so its company-wide AI run-rate (mostly Azure) is not used. Central amounts in this function across the company's parts, US$m: work-assistants 7,200.0, agent-platforms 600.0, it-operations 300.0, sales-marketing 250.0, finance-hr-operations 150.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Microsoft); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29. Also opened: Microsoft FY26 Q2 earnings call: prepared remarks (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2, T2); FY2026 fourth-quarter earnings call (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx, T2)."},"it-operations":{"low":3.431,"central":11.757,"high":28.556,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Work assistants: Microsoft's CEO says Microsoft 365 Copilot reached over 30 million paid seats at 30 June 2026 (T2, FY26 Q4 release; 15 million at 31 December 2025 per the January 2026 call, so seats doubled in six months). Seats are not revenue: net revenue per seat is assumed US$20 a month (list US$30 for enterprise and US$21 for business, many seats discounted or bundled; range US$14 to US$30): 30m × 20 × 12 = US$7.2bn (low 30m × 14 × 12 = 5.0bn; high 30m × 30 × 12 = 10.8bn). 'Over 30 million' is a floor and no newer count exists. Other parts are allowances for Copilot Studio and Agent 365 (agent platforms), Security Copilot (IT), and Dynamics 365 Copilot (sales and finance); Microsoft discloses none of them and says only that its AI business is larger than some of its biggest franchises, so its company-wide AI run-rate (mostly Azure) is not used. Central amounts in this function across the company's parts, US$m: work-assistants 7,200.0, agent-platforms 600.0, it-operations 300.0, sales-marketing 250.0, finance-hr-operations 150.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Microsoft); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29. Also opened: Microsoft FY26 Q2 earnings call: prepared remarks (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2, T2); FY2026 fourth-quarter earnings call (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx, T2)."},"sales-marketing":{"low":2.809,"central":10.749,"high":27.819,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Work assistants: Microsoft's CEO says Microsoft 365 Copilot reached over 30 million paid seats at 30 June 2026 (T2, FY26 Q4 release; 15 million at 31 December 2025 per the January 2026 call, so seats doubled in six months). Seats are not revenue: net revenue per seat is assumed US$20 a month (list US$30 for enterprise and US$21 for business, many seats discounted or bundled; range US$14 to US$30): 30m × 20 × 12 = US$7.2bn (low 30m × 14 × 12 = 5.0bn; high 30m × 30 × 12 = 10.8bn). 'Over 30 million' is a floor and no newer count exists. Other parts are allowances for Copilot Studio and Agent 365 (agent platforms), Security Copilot (IT), and Dynamics 365 Copilot (sales and finance); Microsoft discloses none of them and says only that its AI business is larger than some of its biggest franchises, so its company-wide AI run-rate (mostly Azure) is not used. Central amounts in this function across the company's parts, US$m: work-assistants 7,200.0, agent-platforms 600.0, it-operations 300.0, sales-marketing 250.0, finance-hr-operations 150.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Microsoft); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29. Also opened: Microsoft FY26 Q2 earnings call: prepared remarks (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2, T2); FY2026 fourth-quarter earnings call (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx, T2)."},"finance-hr-operations":{"low":1.824,"central":6.513,"high":18.846,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Work assistants: Microsoft's CEO says Microsoft 365 Copilot reached over 30 million paid seats at 30 June 2026 (T2, FY26 Q4 release; 15 million at 31 December 2025 per the January 2026 call, so seats doubled in six months). Seats are not revenue: net revenue per seat is assumed US$20 a month (list US$30 for enterprise and US$21 for business, many seats discounted or bundled; range US$14 to US$30): 30m × 20 × 12 = US$7.2bn (low 30m × 14 × 12 = 5.0bn; high 30m × 30 × 12 = 10.8bn). 'Over 30 million' is a floor and no newer count exists. Other parts are allowances for Copilot Studio and Agent 365 (agent platforms), Security Copilot (IT), and Dynamics 365 Copilot (sales and finance); Microsoft discloses none of them and says only that its AI business is larger than some of its biggest franchises, so its company-wide AI run-rate (mostly Azure) is not used. Central amounts in this function across the company's parts, US$m: work-assistants 7,200.0, agent-platforms 600.0, it-operations 300.0, sales-marketing 250.0, finance-hr-operations 150.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Microsoft); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29. Also opened: Microsoft FY26 Q2 earnings call: prepared remarks (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2, T2); FY2026 fourth-quarter earnings call (https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4.aspx, T2)."}},"baselineRevenueUsd":{"low":5330000000,"central":8500000000,"high":14500000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q4 FY2026 (to 30 June 2026), annualised","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft Cloud and AI Strength Fuels Fourth Quarter Results (FY26 Q4 earnings release)","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"CEO quote: Microsoft 365 Copilot reached over 30 million paid seats"},"note":"Sum of the company's five part estimates, US$m 5,330 (low), 8,500 (central) and 14,500 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":2,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"281ebcf4d7f8af189c9bb993aabe9b53c0aba8e7d539f847219e51ab8413c309"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"281ebcf4d7f8af189c9bb993aabe9b53c0aba8e7d539f847219e51ab8413c309"}}},"alphabet":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"alphabet","name":"Alphabet","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":5.803,"central":10.045,"high":18.256,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Alphabet's CEO said on the Q4 2025 call (4 February 2026) that Google had sold more than 8 million paid Gemini Enterprise seats to more than 2,800 companies (T2). The Q2 2026 call gave no newer seat count ('nearly 90% of the Fortune 100 use Gemini Enterprise'). Seats assumed 12 million by Q3 2026 (range 8 to 20 million) at an average US$25 a month (US$21 to 30): 12m × 25 × 12 = US$3.6bn (low 8m × 21 × 12 = 2.0bn; high 20m × 30 × 12 = 7.2bn), split 80% work assistants and 20% agent platforms. Workspace bundle revenue and Google Cloud's security parts are allowances. Only Gemini Enterprise is counted, never Alphabet's total or Google Cloud revenue. Central amounts in this function across the company's parts, US$m: work-assistants 2,900.0, agent-platforms 700.0, it-operations 300.0, sales-marketing 80.0, finance-hr-operations 60.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Google (Alphabet)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-04. Also opened: Q2 2026 earnings call: Remarks from our CEO (https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/, T2)."},"agent-platforms":{"low":8.795,"central":14.438,"high":25.234,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Alphabet's CEO said on the Q4 2025 call (4 February 2026) that Google had sold more than 8 million paid Gemini Enterprise seats to more than 2,800 companies (T2). The Q2 2026 call gave no newer seat count ('nearly 90% of the Fortune 100 use Gemini Enterprise'). Seats assumed 12 million by Q3 2026 (range 8 to 20 million) at an average US$25 a month (US$21 to 30): 12m × 25 × 12 = US$3.6bn (low 8m × 21 × 12 = 2.0bn; high 20m × 30 × 12 = 7.2bn), split 80% work assistants and 20% agent platforms. Workspace bundle revenue and Google Cloud's security parts are allowances. Only Gemini Enterprise is counted, never Alphabet's total or Google Cloud revenue. Central amounts in this function across the company's parts, US$m: work-assistants 2,900.0, agent-platforms 700.0, it-operations 300.0, sales-marketing 80.0, finance-hr-operations 60.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Google (Alphabet)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-04. Also opened: Q2 2026 earnings call: Remarks from our CEO (https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/, T2)."},"it-operations":{"low":3.431,"central":11.757,"high":26.215,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Alphabet's CEO said on the Q4 2025 call (4 February 2026) that Google had sold more than 8 million paid Gemini Enterprise seats to more than 2,800 companies (T2). The Q2 2026 call gave no newer seat count ('nearly 90% of the Fortune 100 use Gemini Enterprise'). Seats assumed 12 million by Q3 2026 (range 8 to 20 million) at an average US$25 a month (US$21 to 30): 12m × 25 × 12 = US$3.6bn (low 8m × 21 × 12 = 2.0bn; high 20m × 30 × 12 = 7.2bn), split 80% work assistants and 20% agent platforms. Workspace bundle revenue and Google Cloud's security parts are allowances. Only Gemini Enterprise is counted, never Alphabet's total or Google Cloud revenue. Central amounts in this function across the company's parts, US$m: work-assistants 2,900.0, agent-platforms 700.0, it-operations 300.0, sales-marketing 80.0, finance-hr-operations 60.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Google (Alphabet)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-04. Also opened: Q2 2026 earnings call: Remarks from our CEO (https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/, T2)."},"sales-marketing":{"low":0.883,"central":3.44,"high":11.784,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Alphabet's CEO said on the Q4 2025 call (4 February 2026) that Google had sold more than 8 million paid Gemini Enterprise seats to more than 2,800 companies (T2). The Q2 2026 call gave no newer seat count ('nearly 90% of the Fortune 100 use Gemini Enterprise'). Seats assumed 12 million by Q3 2026 (range 8 to 20 million) at an average US$25 a month (US$21 to 30): 12m × 25 × 12 = US$3.6bn (low 8m × 21 × 12 = 2.0bn; high 20m × 30 × 12 = 7.2bn), split 80% work assistants and 20% agent platforms. Workspace bundle revenue and Google Cloud's security parts are allowances. Only Gemini Enterprise is counted, never Alphabet's total or Google Cloud revenue. Central amounts in this function across the company's parts, US$m: work-assistants 2,900.0, agent-platforms 700.0, it-operations 300.0, sales-marketing 80.0, finance-hr-operations 60.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Google (Alphabet)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-04. Also opened: Q2 2026 earnings call: Remarks from our CEO (https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/, T2)."},"finance-hr-operations":{"low":0.884,"central":2.605,"high":10.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Alphabet's CEO said on the Q4 2025 call (4 February 2026) that Google had sold more than 8 million paid Gemini Enterprise seats to more than 2,800 companies (T2). The Q2 2026 call gave no newer seat count ('nearly 90% of the Fortune 100 use Gemini Enterprise'). Seats assumed 12 million by Q3 2026 (range 8 to 20 million) at an average US$25 a month (US$21 to 30): 12m × 25 × 12 = US$3.6bn (low 8m × 21 × 12 = 2.0bn; high 20m × 30 × 12 = 7.2bn), split 80% work assistants and 20% agent platforms. Workspace bundle revenue and Google Cloud's security parts are allowances. Only Gemini Enterprise is counted, never Alphabet's total or Google Cloud revenue. Central amounts in this function across the company's parts, US$m: work-assistants 2,900.0, agent-platforms 700.0, it-operations 300.0, sales-marketing 80.0, finance-hr-operations 60.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Google (Alphabet)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-04. Also opened: Q2 2026 earnings call: Remarks from our CEO (https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/, T2)."}},"baselineRevenueUsd":{"low":2120000000,"central":4040000000,"high":8550000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q4 2025 seat count (call of 4 Feb 2026), scaled to Q3 2026","periodEnd":"2025-12-31","source":{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","title":"Q4 2025 earnings call: Remarks from our CEO","publisher":"Google (Alphabet)","publishedDate":"2026-02-04","accessedDate":"2026-10-22","tier":"T5","locator":"'sold more than 8 million paid seats of Gemini Enterprise ... to more than 2,800 companies'"},"note":"Sum of the company's five part estimates, US$m 2,120 (low), 4,040 (central) and 8,550 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"81ad6be203460edb0674fb29d35bd7a4e8507b7403683e692b094ee11e83bf80"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"81ad6be203460edb0674fb29d35bd7a4e8507b7403683e692b094ee11e83bf80"}}},"anthropic":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"anthropic","name":"Anthropic","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":2.605,"central":9.352,"high":23.187,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Anthropic told investors that Q3 2026 revenue was US$16.8bn (FT first, then Reuters and Bloomberg; T3): × 4 = US$67.2bn annualised, including sales through cloud partners. Anthropic's IPO filing, as reported by Reuters, shows 2025 revenue of about US$3.8bn usage-based against US$789m of subscriptions (83% / 17%) and says consumption will stay 'the substantial majority'; 80% usage-based (range 72% to 86%) is assumed for Q3 2026, the same assumption as the Models inputs of this index. Subscriptions are then 20% of US$67.2bn = US$13.4bn. Team and Enterprise seats are assumed 40% of that (range 25% to 60%; consumer Pro and Max plans are the rest), and half of seat use is general knowledge work (range 30% to 70%; coding use counts in Developer tools): 13.4 × 0.40 × 0.50 = US$2.7bn (low 67.2 × 0.14 × 0.25 × 0.30 = 0.7bn; high 67.2 × 0.28 × 0.60 × 0.70 = 7.9bn). Anthropic has not published seat or segment figures. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 2,700.0, agent-platforms 500.0, it-operations 100.0, sales-marketing 60.0, finance-hr-operations 80.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Next Web); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-15. Also opened: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners (https://www.khaleejtimes.com/business/anthropic-ipo-prospectus-lays-bare-deep-dependence-on-big-tech-partners, T3); Anthropic aims to triple annual revenue to over $20 billion by 2026 (https://the-decoder.com/anthropic-aims-to-triple-annual-revenue-to-over-20-billion-by-2026/, T2). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."},"agent-platforms":{"low":2.248,"central":10.313,"high":25.649,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Anthropic told investors that Q3 2026 revenue was US$16.8bn (FT first, then Reuters and Bloomberg; T3): × 4 = US$67.2bn annualised, including sales through cloud partners. Anthropic's IPO filing, as reported by Reuters, shows 2025 revenue of about US$3.8bn usage-based against US$789m of subscriptions (83% / 17%) and says consumption will stay 'the substantial majority'; 80% usage-based (range 72% to 86%) is assumed for Q3 2026, the same assumption as the Models inputs of this index. Subscriptions are then 20% of US$67.2bn = US$13.4bn. Team and Enterprise seats are assumed 40% of that (range 25% to 60%; consumer Pro and Max plans are the rest), and half of seat use is general knowledge work (range 30% to 70%; coding use counts in Developer tools): 13.4 × 0.40 × 0.50 = US$2.7bn (low 67.2 × 0.14 × 0.25 × 0.30 = 0.7bn; high 67.2 × 0.28 × 0.60 × 0.70 = 7.9bn). Anthropic has not published seat or segment figures. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 2,700.0, agent-platforms 500.0, it-operations 100.0, sales-marketing 60.0, finance-hr-operations 80.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Next Web); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-15. Also opened: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners (https://www.khaleejtimes.com/business/anthropic-ipo-prospectus-lays-bare-deep-dependence-on-big-tech-partners, T3); Anthropic aims to triple annual revenue to over $20 billion by 2026 (https://the-decoder.com/anthropic-aims-to-triple-annual-revenue-to-over-20-billion-by-2026/, T2). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."},"it-operations":{"low":0.809,"central":3.919,"high":14.027,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Anthropic told investors that Q3 2026 revenue was US$16.8bn (FT first, then Reuters and Bloomberg; T3): × 4 = US$67.2bn annualised, including sales through cloud partners. Anthropic's IPO filing, as reported by Reuters, shows 2025 revenue of about US$3.8bn usage-based against US$789m of subscriptions (83% / 17%) and says consumption will stay 'the substantial majority'; 80% usage-based (range 72% to 86%) is assumed for Q3 2026, the same assumption as the Models inputs of this index. Subscriptions are then 20% of US$67.2bn = US$13.4bn. Team and Enterprise seats are assumed 40% of that (range 25% to 60%; consumer Pro and Max plans are the rest), and half of seat use is general knowledge work (range 30% to 70%; coding use counts in Developer tools): 13.4 × 0.40 × 0.50 = US$2.7bn (low 67.2 × 0.14 × 0.25 × 0.30 = 0.7bn; high 67.2 × 0.28 × 0.60 × 0.70 = 7.9bn). Anthropic has not published seat or segment figures. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 2,700.0, agent-platforms 500.0, it-operations 100.0, sales-marketing 60.0, finance-hr-operations 80.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Next Web); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-15. Also opened: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners (https://www.khaleejtimes.com/business/anthropic-ipo-prospectus-lays-bare-deep-dependence-on-big-tech-partners, T3); Anthropic aims to triple annual revenue to over $20 billion by 2026 (https://the-decoder.com/anthropic-aims-to-triple-annual-revenue-to-over-20-billion-by-2026/, T2). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."},"sales-marketing":{"low":0.439,"central":2.58,"high":11.692,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Anthropic told investors that Q3 2026 revenue was US$16.8bn (FT first, then Reuters and Bloomberg; T3): × 4 = US$67.2bn annualised, including sales through cloud partners. Anthropic's IPO filing, as reported by Reuters, shows 2025 revenue of about US$3.8bn usage-based against US$789m of subscriptions (83% / 17%) and says consumption will stay 'the substantial majority'; 80% usage-based (range 72% to 86%) is assumed for Q3 2026, the same assumption as the Models inputs of this index. Subscriptions are then 20% of US$67.2bn = US$13.4bn. Team and Enterprise seats are assumed 40% of that (range 25% to 60%; consumer Pro and Max plans are the rest), and half of seat use is general knowledge work (range 30% to 70%; coding use counts in Developer tools): 13.4 × 0.40 × 0.50 = US$2.7bn (low 67.2 × 0.14 × 0.25 × 0.30 = 0.7bn; high 67.2 × 0.28 × 0.60 × 0.70 = 7.9bn). Anthropic has not published seat or segment figures. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 2,700.0, agent-platforms 500.0, it-operations 100.0, sales-marketing 60.0, finance-hr-operations 80.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Next Web); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-15. Also opened: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners (https://www.khaleejtimes.com/business/anthropic-ipo-prospectus-lays-bare-deep-dependence-on-big-tech-partners, T3); Anthropic aims to triple annual revenue to over $20 billion by 2026 (https://the-decoder.com/anthropic-aims-to-triple-annual-revenue-to-over-20-billion-by-2026/, T2). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."},"finance-hr-operations":{"low":0.448,"central":3.474,"high":15.249,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Anthropic told investors that Q3 2026 revenue was US$16.8bn (FT first, then Reuters and Bloomberg; T3): × 4 = US$67.2bn annualised, including sales through cloud partners. Anthropic's IPO filing, as reported by Reuters, shows 2025 revenue of about US$3.8bn usage-based against US$789m of subscriptions (83% / 17%) and says consumption will stay 'the substantial majority'; 80% usage-based (range 72% to 86%) is assumed for Q3 2026, the same assumption as the Models inputs of this index. Subscriptions are then 20% of US$67.2bn = US$13.4bn. Team and Enterprise seats are assumed 40% of that (range 25% to 60%; consumer Pro and Max plans are the rest), and half of seat use is general knowledge work (range 30% to 70%; coding use counts in Developer tools): 13.4 × 0.40 × 0.50 = US$2.7bn (low 67.2 × 0.14 × 0.25 × 0.30 = 0.7bn; high 67.2 × 0.28 × 0.60 × 0.70 = 7.9bn). Anthropic has not published seat or segment figures. Other parts are allowances. Central amounts in this function across the company's parts, US$m: work-assistants 2,700.0, agent-platforms 500.0, it-operations 100.0, sales-marketing 60.0, finance-hr-operations 80.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Next Web); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-15. Also opened: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners (https://www.khaleejtimes.com/business/anthropic-ipo-prospectus-lays-bare-deep-dependence-on-big-tech-partners, T3); Anthropic aims to triple annual revenue to over $20 billion by 2026 (https://the-decoder.com/anthropic-aims-to-triple-annual-revenue-to-over-20-billion-by-2026/, T2). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."}},"baselineRevenueUsd":{"low":840000000,"central":3440000000,"high":10500000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q3 2026, annualised","periodEnd":"2026-09-30","source":{"url":"https://thenextweb.com/news/anthropic-q3-revenue-16-8bn-ipo","title":"Anthropic tells investors Q3 revenue reached $16.8bn, FT reports","publisher":"The Next Web","publishedDate":"2026-10-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 revenue $16.8bn (Q2 about $11.6bn, Q1 about $4.7bn); FT first, then Reuters and Bloomberg; Anthropic has not published the figures. Same page recorded as opened on 22 October 2026 by the models-frontier-labs check pass (a recorded method decision)"},"note":"Sum of the company's five part estimates, US$m 840 (low), 3,440 (central) and 10,500 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Source status (a recorded method decision): thenextweb.com refused the sublayer check on 23 October 2026 (HTTP 403), but the same page is recorded as opened on 22 October 2026 by the models-frontier-labs check pass (sourceSupport record of research/index/inputs/models-frontier-labs/anthropic.json: 'The Next Web 15 Oct 2026 (Q3 2026 revenue $16.8bn told to investors on 14 Oct; FT first, then Reuters and Bloomberg; Q2 about $11.6bn, Q1 $4.7bn; Anthropic has not published it)'), which counts as an opened source. Corroboration opened on 23 October 2026, neither of which gives the Q2 or Q1 amounts: Yahoo Finance's republication of the Financial Times report (https://finance.yahoo.com/technology/ai/articles/anthropic-reports-45-revenue-growth-102235753.html, 15 October 2026: 'third-quarter revenue increased approximately 45% to $16.8 billion', annualised revenue expected to stay below $100bn) and The Decoder (https://the-decoder.com/anthropics-q3-revenue-hits-16-8b-but-growth-slows-ahead-of-planned-november-ipo/, 15 October 2026: 'Third-quarter revenue hit $16.8 billion', shared with potential investors at a private meeting in San Francisco, not published)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8f006e80fcf530e72b51c213b0e4b08c9c0aa8d6f8be0e6749ab4307d1a57672"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8f006e80fcf530e72b51c213b0e4b08c9c0aa8d6f8be0e6749ab4307d1a57672"}}},"servicenow":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"servicenow","name":"ServiceNow","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.26,"central":0.39,"high":0.57,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ServiceNow says its AI crossed US$1bn in annual contract value in Q2 2026 (T2; ACV, not a run-rate, so flagged off-basis; 'ServiceNow AI' is the company's own grouping of Now Assist and related AI products). Customer-service use belongs to Vertical AI: assumed 25% (range 0% to 50%), so US$750m is counted here (low 1,000 × 0.5 = 500; high 1,100 × 1.0 = 1,100, allowing 'crossed' and no customer-service use). Central amounts in this function across the company's parts, US$m: work-assistants 112.5, agent-platforms 112.5, it-operations 412.5, sales-marketing 37.5, finance-hr-operations 75.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ServiceNow); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-22. Annual contract value, not a run-rate: flagged off-basis."},"agent-platforms":{"low":1.559,"central":2.32,"high":3.367,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ServiceNow says its AI crossed US$1bn in annual contract value in Q2 2026 (T2; ACV, not a run-rate, so flagged off-basis; 'ServiceNow AI' is the company's own grouping of Now Assist and related AI products). Customer-service use belongs to Vertical AI: assumed 25% (range 0% to 50%), so US$750m is counted here (low 1,000 × 0.5 = 500; high 1,100 × 1.0 = 1,100, allowing 'crossed' and no customer-service use). Central amounts in this function across the company's parts, US$m: work-assistants 112.5, agent-platforms 112.5, it-operations 412.5, sales-marketing 37.5, finance-hr-operations 75.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ServiceNow); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-22. Annual contract value, not a run-rate: flagged off-basis."},"it-operations":{"low":11.391,"central":16.166,"high":22.046,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ServiceNow says its AI crossed US$1bn in annual contract value in Q2 2026 (T2; ACV, not a run-rate, so flagged off-basis; 'ServiceNow AI' is the company's own grouping of Now Assist and related AI products). Customer-service use belongs to Vertical AI: assumed 25% (range 0% to 50%), so US$750m is counted here (low 1,000 × 0.5 = 500; high 1,100 × 1.0 = 1,100, allowing 'crossed' and no customer-service use). Central amounts in this function across the company's parts, US$m: work-assistants 112.5, agent-platforms 112.5, it-operations 412.5, sales-marketing 37.5, finance-hr-operations 75.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ServiceNow); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-22. Annual contract value, not a run-rate: flagged off-basis."},"sales-marketing":{"low":1.081,"central":1.612,"high":2.347,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ServiceNow says its AI crossed US$1bn in annual contract value in Q2 2026 (T2; ACV, not a run-rate, so flagged off-basis; 'ServiceNow AI' is the company's own grouping of Now Assist and related AI products). Customer-service use belongs to Vertical AI: assumed 25% (range 0% to 50%), so US$750m is counted here (low 1,000 × 0.5 = 500; high 1,100 × 1.0 = 1,100, allowing 'crossed' and no customer-service use). Central amounts in this function across the company's parts, US$m: work-assistants 112.5, agent-platforms 112.5, it-operations 412.5, sales-marketing 37.5, finance-hr-operations 75.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ServiceNow); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-22. Annual contract value, not a run-rate: flagged off-basis."},"finance-hr-operations":{"low":2.195,"central":3.256,"high":4.705,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ServiceNow says its AI crossed US$1bn in annual contract value in Q2 2026 (T2; ACV, not a run-rate, so flagged off-basis; 'ServiceNow AI' is the company's own grouping of Now Assist and related AI products). Customer-service use belongs to Vertical AI: assumed 25% (range 0% to 50%), so US$750m is counted here (low 1,000 × 0.5 = 500; high 1,100 × 1.0 = 1,100, allowing 'crossed' and no customer-service use). Central amounts in this function across the company's parts, US$m: work-assistants 112.5, agent-platforms 112.5, it-operations 412.5, sales-marketing 37.5, finance-hr-operations 75.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ServiceNow); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-22. Annual contract value, not a run-rate: flagged off-basis."}},"baselineRevenueUsd":{"low":500000000,"central":750000000,"high":1100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annual contract value","periodEnd":"2026-06-30","source":{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-Reports-Second-Quarter-2026-Financial-Results-2026.pdf","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026"},"note":"Sum of the company's five part estimates, US$m 500 (low), 750 (central) and 1,100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":2,"levelHigh":3},"it-operations":{"levelLow":2,"levelHigh":4},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1ae22d31da83f2c836d887073ce4821eba427d95e6ffc5c1421122172731c893"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1ae22d31da83f2c836d887073ce4821eba427d95e6ffc5c1421122172731c893"}}},"workday":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"workday","name":"Workday","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.225,"central":0.249,"high":0.274,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Workday's investor deck shows ARR from Agentic AI of about US$600M, up more than 200% year on year, and new ACV from agentic AI of US$100M+ in the quarter (T2; company-defined, rounded, so the range is plus or minus 10%). The split by product area is an assumption: HR and finance agents dominate. Central amounts in this function across the company's parts, US$m: work-assistants 72.0, agent-platforms 60.0, it-operations 30.0, sales-marketing 18.0, finance-hr-operations 420.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Workday); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27. Also opened: Workday fiscal 2026 second-quarter prepared remarks (https://www.workday.com/content/dam/web/en-us/documents/investor/workday-fiscal-2026-second-quarter-prepared-remarks.pdf, T2)."},"agent-platforms":{"low":1.115,"central":1.238,"high":1.36,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Workday's investor deck shows ARR from Agentic AI of about US$600M, up more than 200% year on year, and new ACV from agentic AI of US$100M+ in the quarter (T2; company-defined, rounded, so the range is plus or minus 10%). The split by product area is an assumption: HR and finance agents dominate. Central amounts in this function across the company's parts, US$m: work-assistants 72.0, agent-platforms 60.0, it-operations 30.0, sales-marketing 18.0, finance-hr-operations 420.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Workday); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27. Also opened: Workday fiscal 2026 second-quarter prepared remarks (https://www.workday.com/content/dam/web/en-us/documents/investor/workday-fiscal-2026-second-quarter-prepared-remarks.pdf, T2)."},"it-operations":{"low":1.059,"central":1.176,"high":1.292,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Workday's investor deck shows ARR from Agentic AI of about US$600M, up more than 200% year on year, and new ACV from agentic AI of US$100M+ in the quarter (T2; company-defined, rounded, so the range is plus or minus 10%). The split by product area is an assumption: HR and finance agents dominate. Central amounts in this function across the company's parts, US$m: work-assistants 72.0, agent-platforms 60.0, it-operations 30.0, sales-marketing 18.0, finance-hr-operations 420.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Workday); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27. Also opened: Workday fiscal 2026 second-quarter prepared remarks (https://www.workday.com/content/dam/web/en-us/documents/investor/workday-fiscal-2026-second-quarter-prepared-remarks.pdf, T2)."},"sales-marketing":{"low":0.697,"central":0.774,"high":0.851,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Workday's investor deck shows ARR from Agentic AI of about US$600M, up more than 200% year on year, and new ACV from agentic AI of US$100M+ in the quarter (T2; company-defined, rounded, so the range is plus or minus 10%). The split by product area is an assumption: HR and finance agents dominate. Central amounts in this function across the company's parts, US$m: work-assistants 72.0, agent-platforms 60.0, it-operations 30.0, sales-marketing 18.0, finance-hr-operations 420.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Workday); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27. Also opened: Workday fiscal 2026 second-quarter prepared remarks (https://www.workday.com/content/dam/web/en-us/documents/investor/workday-fiscal-2026-second-quarter-prepared-remarks.pdf, T2)."},"finance-hr-operations":{"low":16.717,"central":18.236,"high":19.7,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Workday's investor deck shows ARR from Agentic AI of about US$600M, up more than 200% year on year, and new ACV from agentic AI of US$100M+ in the quarter (T2; company-defined, rounded, so the range is plus or minus 10%). The split by product area is an assumption: HR and finance agents dominate. Central amounts in this function across the company's parts, US$m: work-assistants 72.0, agent-platforms 60.0, it-operations 30.0, sales-marketing 18.0, finance-hr-operations 420.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Workday); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27. Also opened: Workday fiscal 2026 second-quarter prepared remarks (https://www.workday.com/content/dam/web/en-us/documents/investor/workday-fiscal-2026-second-quarter-prepared-remarks.pdf, T2)."}},"priorShares":{"work-assistants":{"low":0.2,"central":0.266,"high":0.266,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 200m against 600m now on its own measure, a ratio of 0.333; Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled. The function amount is scaled by that ratio, US$m 24.0. The prior part total is the current part total (US$ 28,871m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 9,022m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 24.0 ÷ 9,022. The current share is on the same basis, so the change is -0.02 points."},"agent-platforms":{"low":0.993,"central":1.32,"high":1.32,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 200m against 600m now on its own measure, a ratio of 0.333; Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled. The function amount is scaled by that ratio, US$m 20.0. The prior part total is the current part total (US$ 4,848m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 1,515m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 20.0 ÷ 1,515. The current share is on the same basis, so the change is -0.08 points."},"it-operations":{"low":0.944,"central":1.254,"high":1.254,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 200m against 600m now on its own measure, a ratio of 0.333; Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled. The function amount is scaled by that ratio, US$m 10.0. The prior part total is the current part total (US$ 2,552m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 797m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 10.0 ÷ 797. The current share is on the same basis, so the change is -0.08 points."},"sales-marketing":{"low":0.62,"central":0.826,"high":0.826,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 200m against 600m now on its own measure, a ratio of 0.333; Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled. The function amount is scaled by that ratio, US$m 6.0. The prior part total is the current part total (US$ 2,326m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 727m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 6.0 ÷ 727. The current share is on the same basis, so the change is -0.05 points."},"finance-hr-operations":{"low":15.335,"central":19.452,"high":19.452,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 200m against 600m now on its own measure, a ratio of 0.333; Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled. The function amount is scaled by that ratio, US$m 140.0. The prior part total is the current part total (US$ 2,303m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 720m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 140.0 ÷ 720. The current share is on the same basis, so the change is -1.22 points."}},"activityGrowth":{"current":{"low":540000000,"central":600000000,"high":660000000,"unit":"USD","basis":"Annual recurring revenue from agentic AI, US dollars (company-defined)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T2","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"The company's own figure (T2, Workday): Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent."},"prior":{"low":150000000,"central":200000000,"high":200000000,"unit":"USD","basis":"Annual recurring revenue from agentic AI, US dollars (company-defined)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"Derived by 5LayerCake from the company's stated growth: ARR from agentic AI of about US$600M, 'more than 200% YoY' (T2), so a year earlier it was below 600 / (1 + 2.00) = US$200m (central and high); low 150 allows growth of 300%. The August 2025 remarks give no AI ARR, only that net-new ACV from AI products more than doubled."}},"baselineRevenueUsd":{"low":540000000,"central":600000000,"high":660000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","title":"Q2 FY27 Investor Relations Quarterly","publisher":"Workday","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 'Driving Clear AI Momentum': ARR from Agentic AI about $600M, >200% YoY; more than 5,500 customers use at least one organic agent"},"note":"Sum of the company's five part estimates, US$m 540 (low), 600 (central) and 660 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"34ef9b878111742aeba9585d2998ed07f8925b6a2652a40519d27f1fa195eead"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"34ef9b878111742aeba9585d2998ed07f8925b6a2652a40519d27f1fa195eead"}}},"salesforce":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"salesforce","name":"Salesforce","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.364,"central":0.572,"high":0.911,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Salesforce says Agentforce ARR exceeded US$1.5bn, up over 240% year on year (T2); the metric is the annualised recurring value of AI subscription agreements and from Q2 FY27 includes Slackbot and Headless 360; it is not split by use. The combined Agentforce and Data 360 ARR (nearly US$3.9bn) is not used because Data 360 belongs to Data platforms. Customer-service use belongs to Vertical AI: assumed 45% (range 20% to 65%) of the ARR, so the amount counted here is 1,500 × 0.55 = US$825m (low 1,500 × 0.35 = 525; high 1,650 × 0.80 = 1,320, allowing 'over' US$1.5bn). Central amounts in this function across the company's parts, US$m: work-assistants 165.0, agent-platforms 247.5, it-operations 41.2, sales-marketing 330.0, finance-hr-operations 41.2. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Salesforce); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"agent-platforms":{"low":3.31,"central":5.105,"high":7.925,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Salesforce says Agentforce ARR exceeded US$1.5bn, up over 240% year on year (T2); the metric is the annualised recurring value of AI subscription agreements and from Q2 FY27 includes Slackbot and Headless 360; it is not split by use. The combined Agentforce and Data 360 ARR (nearly US$3.9bn) is not used because Data 360 belongs to Data platforms. Customer-service use belongs to Vertical AI: assumed 45% (range 20% to 65%) of the ARR, so the amount counted here is 1,500 × 0.55 = US$825m (low 1,500 × 0.35 = 525; high 1,650 × 0.80 = 1,320, allowing 'over' US$1.5bn). Central amounts in this function across the company's parts, US$m: work-assistants 165.0, agent-platforms 247.5, it-operations 41.2, sales-marketing 330.0, finance-hr-operations 41.2. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Salesforce); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"it-operations":{"low":1.035,"central":1.617,"high":2.562,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Salesforce says Agentforce ARR exceeded US$1.5bn, up over 240% year on year (T2); the metric is the annualised recurring value of AI subscription agreements and from Q2 FY27 includes Slackbot and Headless 360; it is not split by use. The combined Agentforce and Data 360 ARR (nearly US$3.9bn) is not used because Data 360 belongs to Data platforms. Customer-service use belongs to Vertical AI: assumed 45% (range 20% to 65%) of the ARR, so the amount counted here is 1,500 × 0.55 = US$825m (low 1,500 × 0.35 = 525; high 1,650 × 0.80 = 1,320, allowing 'over' US$1.5bn). Central amounts in this function across the company's parts, US$m: work-assistants 165.0, agent-platforms 247.5, it-operations 41.2, sales-marketing 330.0, finance-hr-operations 41.2. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Salesforce); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"sales-marketing":{"low":9.521,"central":14.189,"high":20.921,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Salesforce says Agentforce ARR exceeded US$1.5bn, up over 240% year on year (T2); the metric is the annualised recurring value of AI subscription agreements and from Q2 FY27 includes Slackbot and Headless 360; it is not split by use. The combined Agentforce and Data 360 ARR (nearly US$3.9bn) is not used because Data 360 belongs to Data platforms. Customer-service use belongs to Vertical AI: assumed 45% (range 20% to 65%) of the ARR, so the amount counted here is 1,500 × 0.55 = US$825m (low 1,500 × 0.35 = 525; high 1,650 × 0.80 = 1,320, allowing 'over' US$1.5bn). Central amounts in this function across the company's parts, US$m: work-assistants 165.0, agent-platforms 247.5, it-operations 41.2, sales-marketing 330.0, finance-hr-operations 41.2. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Salesforce); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"finance-hr-operations":{"low":1.147,"central":1.791,"high":2.835,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Salesforce says Agentforce ARR exceeded US$1.5bn, up over 240% year on year (T2); the metric is the annualised recurring value of AI subscription agreements and from Q2 FY27 includes Slackbot and Headless 360; it is not split by use. The combined Agentforce and Data 360 ARR (nearly US$3.9bn) is not used because Data 360 belongs to Data platforms. Customer-service use belongs to Vertical AI: assumed 45% (range 20% to 65%) of the ARR, so the amount counted here is 1,500 × 0.55 = US$825m (low 1,500 × 0.35 = 525; high 1,650 × 0.80 = 1,320, allowing 'over' US$1.5bn). Central amounts in this function across the company's parts, US$m: work-assistants 165.0, agent-platforms 247.5, it-operations 41.2, sales-marketing 330.0, finance-hr-operations 41.2. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Salesforce); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"}},"priorShares":{"work-assistants":{"low":0.488,"central":0.538,"high":0.538,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 441m against 1,500m now on its own measure, a ratio of 0.294; Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. The function amount is scaled by that ratio, US$m 48.5. The prior part total is the current part total (US$ 28,871m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 9,022m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 48.5 ÷ 9,022. The current share is on the same basis, so the change is +0.03 points. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"agent-platforms":{"low":4.376,"central":4.803,"high":4.803,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 441m against 1,500m now on its own measure, a ratio of 0.294; Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. The function amount is scaled by that ratio, US$m 72.8. The prior part total is the current part total (US$ 4,848m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 1,515m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 72.8 ÷ 1,515. The current share is on the same basis, so the change is +0.30 points. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"it-operations":{"low":1.381,"central":1.521,"high":1.521,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 441m against 1,500m now on its own measure, a ratio of 0.294; Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. The function amount is scaled by that ratio, US$m 12.1. The prior part total is the current part total (US$ 2,552m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 797m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 12.1 ÷ 797. The current share is on the same basis, so the change is +0.10 points. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"sales-marketing":{"low":12.26,"central":13.349,"high":13.349,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 441m against 1,500m now on its own measure, a ratio of 0.294; Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. The function amount is scaled by that ratio, US$m 97.0. The prior part total is the current part total (US$ 2,326m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 727m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 97.0 ÷ 727. The current share is on the same basis, so the change is +0.84 points. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"finance-hr-operations":{"low":1.531,"central":1.685,"high":1.685,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q2 FY2026, ARR at 31 July 2025 (derived)) was 441m against 1,500m now on its own measure, a ratio of 0.294; Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. The function amount is scaled by that ratio, US$m 12.1. The prior part total is the current part total (US$ 2,303m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 720m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 12.1 ÷ 720. The current share is on the same basis, so the change is +0.11 points. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"}},"activityGrowth":{"current":{"low":1500000000,"central":1500000000,"high":1500000000,"unit":"USD","basis":"Agentforce annual recurring revenue, US dollars (the annualised recurring value of Agentforce subscriptions; from Q2 FY27 it includes Slackbot and Headless 360)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T2","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"The company's own figure (T2, Salesforce): 'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; ARR now includes Slackbot and Headless 360; no split by use. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"prior":{"low":400000000,"central":441000000,"high":441000000,"unit":"USD","basis":"Agentforce annual recurring revenue, US dollars (the annualised recurring value of Agentforce subscriptions; from Q2 FY27 it includes Slackbot and Headless 360)","period":"Q2 FY2026, ARR at 31 July 2025 (derived)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"Derived by 5LayerCake from the company's stated growth: Agentforce ARR exceeded US$1.5bn, 'up over 240% Y/Y' (T2), so a year earlier it was at most 1,500 / (1 + 2.40) = US$441m (the low prior uses US$400m, a judgment below that ceiling, because 'over 240%' fixes only an upper bound on the earlier ARR). The release does not say whether prior periods were restated for Slackbot and Headless 360, so the growth may not be exactly like for like. Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"}},"baselineRevenueUsd":{"low":525000000,"central":825000000,"high":1320000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001108524/000110852426000187/crm-q2fy27xexhibit991.htm","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results (Form 8-K, Exhibit 99.1)","publisher":"Salesforce, Inc. (SEC filing)","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; 'Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360'; second quarter fiscal 2027 ended July 31, 2026; no split by use"},"note":"Sum of the company's five part estimates, US$m 525 (low), 825 (central) and 1,320 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Source: the release as filed with the SEC (Form 8-K, Exhibit 99.1, dated 26 August 2026, opened 23 October 2026 as a single document). Secondary citation (the original source; investor.salesforce.com returned HTTP 403 to the 23 October check): the same release on Salesforce's investor site, https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":2,"levelHigh":4},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":2,"levelHigh":4},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6d67cc8dd61a7fa6bd8f9f77c2f9645ebe48b1371039824c5d0c1ea2933d0645"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6d67cc8dd61a7fa6bd8f9f77c2f9645ebe48b1371039824c5d0c1ea2933d0645"}}},"sap":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"sap","name":"SAP","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.125,"central":0.501,"high":1.608,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SAP does not disclose AI revenue; neither its Q2 2026 release nor its 20-F gives an AI figure, and it says Business AI and Joule agents are embedded across the suite (T1/T2). Q2 2026 cloud revenue was EUR 6,281 million (T2), × 4 = EUR 25.1bn, about US$28.9bn at an assumed US$1.15 per euro (not sourced; inside the wide ranges). Applying the AI share of the vendors that do disclose it (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4% of recurring revenue): central 2%, low 0.5%, high 6.5% of US$28.9bn. Central amounts in this function across the company's parts, US$m: work-assistants 144.5, agent-platforms 115.6, it-operations 57.8, sales-marketing 57.8, finance-hr-operations 202.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SAP); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-23. Also opened: SAP SE Annual Report on Form 20-F for fiscal year 2025 (https://www.sec.gov/Archives/edgar/data/1000184/000110465926020058/sap-20251231x20f.htm, T1)."},"agent-platforms":{"low":0.605,"central":2.384,"high":7.353,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SAP does not disclose AI revenue; neither its Q2 2026 release nor its 20-F gives an AI figure, and it says Business AI and Joule agents are embedded across the suite (T1/T2). Q2 2026 cloud revenue was EUR 6,281 million (T2), × 4 = EUR 25.1bn, about US$28.9bn at an assumed US$1.15 per euro (not sourced; inside the wide ranges). Applying the AI share of the vendors that do disclose it (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4% of recurring revenue): central 2%, low 0.5%, high 6.5% of US$28.9bn. Central amounts in this function across the company's parts, US$m: work-assistants 144.5, agent-platforms 115.6, it-operations 57.8, sales-marketing 57.8, finance-hr-operations 202.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SAP); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-23. Also opened: SAP SE Annual Report on Form 20-F for fiscal year 2025 (https://www.sec.gov/Archives/edgar/data/1000184/000110465926020058/sap-20251231x20f.htm, T1)."},"it-operations":{"low":0.574,"central":2.265,"high":7.003,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SAP does not disclose AI revenue; neither its Q2 2026 release nor its 20-F gives an AI figure, and it says Business AI and Joule agents are embedded across the suite (T1/T2). Q2 2026 cloud revenue was EUR 6,281 million (T2), × 4 = EUR 25.1bn, about US$28.9bn at an assumed US$1.15 per euro (not sourced; inside the wide ranges). Applying the AI share of the vendors that do disclose it (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4% of recurring revenue): central 2%, low 0.5%, high 6.5% of US$28.9bn. Central amounts in this function across the company's parts, US$m: work-assistants 144.5, agent-platforms 115.6, it-operations 57.8, sales-marketing 57.8, finance-hr-operations 202.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SAP); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-23. Also opened: SAP SE Annual Report on Form 20-F for fiscal year 2025 (https://www.sec.gov/Archives/edgar/data/1000184/000110465926020058/sap-20251231x20f.htm, T1)."},"sales-marketing":{"low":0.631,"central":2.485,"high":7.647,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SAP does not disclose AI revenue; neither its Q2 2026 release nor its 20-F gives an AI figure, and it says Business AI and Joule agents are embedded across the suite (T1/T2). Q2 2026 cloud revenue was EUR 6,281 million (T2), × 4 = EUR 25.1bn, about US$28.9bn at an assumed US$1.15 per euro (not sourced; inside the wide ranges). Applying the AI share of the vendors that do disclose it (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4% of recurring revenue): central 2%, low 0.5%, high 6.5% of US$28.9bn. Central amounts in this function across the company's parts, US$m: work-assistants 144.5, agent-platforms 115.6, it-operations 57.8, sales-marketing 57.8, finance-hr-operations 202.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SAP); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-23. Also opened: SAP SE Annual Report on Form 20-F for fiscal year 2025 (https://www.sec.gov/Archives/edgar/data/1000184/000110465926020058/sap-20251231x20f.htm, T1)."},"finance-hr-operations":{"low":2.343,"central":8.784,"high":23.831,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SAP does not disclose AI revenue; neither its Q2 2026 release nor its 20-F gives an AI figure, and it says Business AI and Joule agents are embedded across the suite (T1/T2). Q2 2026 cloud revenue was EUR 6,281 million (T2), × 4 = EUR 25.1bn, about US$28.9bn at an assumed US$1.15 per euro (not sourced; inside the wide ranges). Applying the AI share of the vendors that do disclose it (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4% of recurring revenue): central 2%, low 0.5%, high 6.5% of US$28.9bn. Central amounts in this function across the company's parts, US$m: work-assistants 144.5, agent-platforms 115.6, it-operations 57.8, sales-marketing 57.8, finance-hr-operations 202.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SAP); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-23. Also opened: SAP SE Annual Report on Form 20-F for fiscal year 2025 (https://www.sec.gov/Archives/edgar/data/1000184/000110465926020058/sap-20251231x20f.htm, T1)."}},"baselineRevenueUsd":{"low":144000000,"central":578000000,"high":1878000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026 cloud revenue × 4, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001000184/000110465926087251/tm2621275d1_ex99-1.htm","title":"SAP Q2 and half-year 2026 results (Form 6-K, Exhibit 99.1)","publisher":"SAP","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Cloud revenue EUR 6,281 million in Q2 2026 (EUR 5,130 million in Q2 2025); current cloud backlog EUR 22,929 million; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 144 (low), 578 (central) and 1,878 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fa78299cf9cac54a0bcc25bde8dd02729997172a2e1d7140e3cb7e51b84f1663"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fa78299cf9cac54a0bcc25bde8dd02729997172a2e1d7140e3cb7e51b84f1663"}}},"gong":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"gong","name":"Gong","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.026,"central":0.061,"high":0.09,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Gong's ARR exceeded US$500 million at the end of April 2026, with annual growth of 55% (Globes, 12 May 2026, opened 23 October 2026); Calcalist (https://www.calcalistech.com/ctechnews/article/hj4rgjgkzg, 12 May 2026, byline Meir Orbach, opened 23 October 2026) reports Gong's announcement of an ARR run rate of US$500 million with year-over-year growth of more than 55% in the last quarter. These are Gong's own figures as reported by the press (T2). Gong sells AI revenue-intelligence, forecasting and engagement software, all of it AI-built; the part that is AI assistants and agents is assumed 70% (low 30%, high 100%): 500 × 0.70 = US$350m (low 500 × 0.30 = 150; high 520, the ARR with some growth since). Central amounts in this function across the company's parts, US$m: work-assistants 17.5, agent-platforms 17.5, it-operations 3.5, sales-marketing 308.0, finance-hr-operations 3.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Gong); everything built on it is 5LayerCake's own derivation. Source publication date as shown (Globes): 2026-05-12. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"agent-platforms":{"low":0.155,"central":0.361,"high":0.535,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Gong's ARR exceeded US$500 million at the end of April 2026, with annual growth of 55% (Globes, 12 May 2026, opened 23 October 2026); Calcalist (https://www.calcalistech.com/ctechnews/article/hj4rgjgkzg, 12 May 2026, byline Meir Orbach, opened 23 October 2026) reports Gong's announcement of an ARR run rate of US$500 million with year-over-year growth of more than 55% in the last quarter. These are Gong's own figures as reported by the press (T2). Gong sells AI revenue-intelligence, forecasting and engagement software, all of it AI-built; the part that is AI assistants and agents is assumed 70% (low 30%, high 100%): 500 × 0.70 = US$350m (low 500 × 0.30 = 150; high 520, the ARR with some growth since). Central amounts in this function across the company's parts, US$m: work-assistants 17.5, agent-platforms 17.5, it-operations 3.5, sales-marketing 308.0, finance-hr-operations 3.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Gong); everything built on it is 5LayerCake's own derivation. Source publication date as shown (Globes): 2026-05-12. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"it-operations":{"low":0.059,"central":0.137,"high":0.204,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Gong's ARR exceeded US$500 million at the end of April 2026, with annual growth of 55% (Globes, 12 May 2026, opened 23 October 2026); Calcalist (https://www.calcalistech.com/ctechnews/article/hj4rgjgkzg, 12 May 2026, byline Meir Orbach, opened 23 October 2026) reports Gong's announcement of an ARR run rate of US$500 million with year-over-year growth of more than 55% in the last quarter. These are Gong's own figures as reported by the press (T2). Gong sells AI revenue-intelligence, forecasting and engagement software, all of it AI-built; the part that is AI assistants and agents is assumed 70% (low 30%, high 100%): 500 × 0.70 = US$350m (low 500 × 0.30 = 150; high 520, the ARR with some growth since). Central amounts in this function across the company's parts, US$m: work-assistants 17.5, agent-platforms 17.5, it-operations 3.5, sales-marketing 308.0, finance-hr-operations 3.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Gong); everything built on it is 5LayerCake's own derivation. Source publication date as shown (Globes): 2026-05-12. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"sales-marketing":{"low":6.14,"central":13.243,"high":18.486,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Gong's ARR exceeded US$500 million at the end of April 2026, with annual growth of 55% (Globes, 12 May 2026, opened 23 October 2026); Calcalist (https://www.calcalistech.com/ctechnews/article/hj4rgjgkzg, 12 May 2026, byline Meir Orbach, opened 23 October 2026) reports Gong's announcement of an ARR run rate of US$500 million with year-over-year growth of more than 55% in the last quarter. These are Gong's own figures as reported by the press (T2). Gong sells AI revenue-intelligence, forecasting and engagement software, all of it AI-built; the part that is AI assistants and agents is assumed 70% (low 30%, high 100%): 500 × 0.70 = US$350m (low 500 × 0.30 = 150; high 520, the ARR with some growth since). Central amounts in this function across the company's parts, US$m: work-assistants 17.5, agent-platforms 17.5, it-operations 3.5, sales-marketing 308.0, finance-hr-operations 3.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Gong); everything built on it is 5LayerCake's own derivation. Source publication date as shown (Globes): 2026-05-12. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"finance-hr-operations":{"low":0.065,"central":0.152,"high":0.226,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Gong's ARR exceeded US$500 million at the end of April 2026, with annual growth of 55% (Globes, 12 May 2026, opened 23 October 2026); Calcalist (https://www.calcalistech.com/ctechnews/article/hj4rgjgkzg, 12 May 2026, byline Meir Orbach, opened 23 October 2026) reports Gong's announcement of an ARR run rate of US$500 million with year-over-year growth of more than 55% in the last quarter. These are Gong's own figures as reported by the press (T2). Gong sells AI revenue-intelligence, forecasting and engagement software, all of it AI-built; the part that is AI assistants and agents is assumed 70% (low 30%, high 100%): 500 × 0.70 = US$350m (low 500 × 0.30 = 150; high 520, the ARR with some growth since). Central amounts in this function across the company's parts, US$m: work-assistants 17.5, agent-platforms 17.5, it-operations 3.5, sales-marketing 308.0, finance-hr-operations 3.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Gong); everything built on it is 5LayerCake's own derivation. Source publication date as shown (Globes): 2026-05-12. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"}},"priorShares":{"work-assistants":{"low":0.116,"central":0.125,"high":0.125,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (ARR at 30 April 2025 (derived)) was 323m against 500m now on its own measure, a ratio of 0.646; Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. The function amount is scaled by that ratio, US$m 11.3. The prior part total is the current part total (US$ 28,871m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 9,022m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 11.3 ÷ 9,022. The current share is on the same basis, so the change is -0.06 points. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"agent-platforms":{"low":0.693,"central":0.746,"high":0.746,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (ARR at 30 April 2025 (derived)) was 323m against 500m now on its own measure, a ratio of 0.646; Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. The function amount is scaled by that ratio, US$m 11.3. The prior part total is the current part total (US$ 4,848m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 1,515m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 11.3 ÷ 1,515. The current share is on the same basis, so the change is -0.39 points. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"it-operations":{"low":0.263,"central":0.284,"high":0.284,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (ARR at 30 April 2025 (derived)) was 323m against 500m now on its own measure, a ratio of 0.646; Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. The function amount is scaled by that ratio, US$m 2.3. The prior part total is the current part total (US$ 2,552m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 797m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 2.3 ÷ 797. The current share is on the same basis, so the change is -0.15 points. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"sales-marketing":{"low":25.932,"central":27.376,"high":27.376,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (ARR at 30 April 2025 (derived)) was 323m against 500m now on its own measure, a ratio of 0.646; Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. The function amount is scaled by that ratio, US$m 199.0. The prior part total is the current part total (US$ 2,326m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 727m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 199.0 ÷ 727. The current share is on the same basis, so the change is -14.13 points. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"finance-hr-operations":{"low":0.292,"central":0.314,"high":0.314,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (ARR at 30 April 2025 (derived)) was 323m against 500m now on its own measure, a ratio of 0.646; Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. The function amount is scaled by that ratio, US$m 2.3. The prior part total is the current part total (US$ 2,303m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 720m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 2.3 ÷ 720. The current share is on the same basis, so the change is -0.16 points. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"}},"activityGrowth":{"current":{"low":500000000,"central":500000000,"high":520000000,"unit":"USD","basis":"Annual recurring revenue, all products, US dollars","period":"ARR at 30 April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T2","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"Gong's own figure as reported by Globes (T2): ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; Calcalist reports Gong's announcement of 'an annual recurring revenue (ARR) run rate of $500 million' with growth of 'more than 55%' in the last quarter. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"prior":{"low":300000000,"central":323000000,"high":323000000,"unit":"USD","basis":"Annual recurring revenue, all products, US dollars","period":"ARR at 30 April 2025 (derived)","periodEnd":"2025-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"Derived by 5LayerCake from the company's stated growth: ARR above US$500 million with growth of 'over 55% year-over-year' (T2, 12 May 2026), so a year earlier it was at most 500 / 1.55 = US$323m (central and high); low US$300m is the ARR of US$300 million that Gong reported in March 2025 (Globes, opened 23 October 2026: 'In March 2025, the company reported ARR of $300 million'). Whether the 55% refers to ARR or to revenue is not stated. Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"}},"baselineRevenueUsd":{"low":150000000,"central":350000000,"high":520000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR at end of April 2026","periodEnd":"2026-04-30","source":{"url":"https://en.globes.co.il/en/article-gong-arr-exceeds-500m-calming-ai-fears-1001542789","title":"Gong ARR exceeds $500m calming AI fears","publisher":"Globes","publishedDate":"2026-05-12","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'exceeded the $500 million threshold at the end of April', annual growth of 55%; ARR of $300 million reported in March 2025 (byline Assaf Gilead)"},"note":"Sum of the company's five part estimates, US$m 150 (low), 350 (central) and 520 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; gong.io returned HTTP 403 to the 23 October check): Gong, 'Gong Growth Accelerates Past 55% YoY as Enterprises Adopt Revenue AI; ARR Tops $500M', 12 May 2026, https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6bc5276ace06e98ab0578e3268d5b2eecf191d5fc0e33f6ad353e502de21c6a6"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6bc5276ace06e98ab0578e3268d5b2eecf191d5fc0e33f6ad353e502de21c6a6"}}},"ibm":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"ibm","name":"IBM","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.042,"central":0.182,"high":0.466,"unit":"percent","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. IBM's 4Q25 remarks put its cumulative generative-AI book of business at over US$12.5bn, of which Software is more than US$2bn (inception to date since Q3 2023; transactional software revenue plus new SaaS annual contract value) and Consulting more than US$10.5bn (T2). It is a bookings measure, not revenue. The software book grew fastest in the latest quarters, so the latest twelve months are taken as about half of it, US$1.1bn (range US$0.7bn to 1.6bn). Only part is assistants and agents for business work (watsonx Orchestrate and Assistant); the rest is models (watsonx.ai, counted in Models), coding assistants (Developer tools) and data: assumed 30% (range 10% to 55%): 1.1 × 0.30 = US$0.33bn, rounded to 350m (low 0.7 × 0.10 = 70, rounded to 80; high 1.6 × 0.55 = 880, rounded to 900). IBM's 3Q26 remarks give software ARR of US$24.9bn (+8%) but no AI revenue. Central amounts in this function across the company's parts, US$m: work-assistants 52.5, agent-platforms 122.5, it-operations 105.0, sales-marketing 35.0, finance-hr-operations 35.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (IBM); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-28. Also opened: IBM 3Q26 Earnings Prepared Remarks (https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80, T2). Cumulative bookings, not a run-rate: flagged off-basis."},"agent-platforms":{"low":0.589,"central":2.527,"high":6.249,"unit":"percent","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. IBM's 4Q25 remarks put its cumulative generative-AI book of business at over US$12.5bn, of which Software is more than US$2bn (inception to date since Q3 2023; transactional software revenue plus new SaaS annual contract value) and Consulting more than US$10.5bn (T2). It is a bookings measure, not revenue. The software book grew fastest in the latest quarters, so the latest twelve months are taken as about half of it, US$1.1bn (range US$0.7bn to 1.6bn). Only part is assistants and agents for business work (watsonx Orchestrate and Assistant); the rest is models (watsonx.ai, counted in Models), coding assistants (Developer tools) and data: assumed 30% (range 10% to 55%): 1.1 × 0.30 = US$0.33bn, rounded to 350m (low 0.7 × 0.10 = 70, rounded to 80; high 1.6 × 0.55 = 880, rounded to 900). IBM's 3Q26 remarks give software ARR of US$24.9bn (+8%) but no AI revenue. Central amounts in this function across the company's parts, US$m: work-assistants 52.5, agent-platforms 122.5, it-operations 105.0, sales-marketing 35.0, finance-hr-operations 35.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (IBM); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-28. Also opened: IBM 3Q26 Earnings Prepared Remarks (https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80, T2). Cumulative bookings, not a run-rate: flagged off-basis."},"it-operations":{"low":0.971,"central":4.115,"high":9.939,"unit":"percent","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. IBM's 4Q25 remarks put its cumulative generative-AI book of business at over US$12.5bn, of which Software is more than US$2bn (inception to date since Q3 2023; transactional software revenue plus new SaaS annual contract value) and Consulting more than US$10.5bn (T2). It is a bookings measure, not revenue. The software book grew fastest in the latest quarters, so the latest twelve months are taken as about half of it, US$1.1bn (range US$0.7bn to 1.6bn). Only part is assistants and agents for business work (watsonx Orchestrate and Assistant); the rest is models (watsonx.ai, counted in Models), coding assistants (Developer tools) and data: assumed 30% (range 10% to 55%): 1.1 × 0.30 = US$0.33bn, rounded to 350m (low 0.7 × 0.10 = 70, rounded to 80; high 1.6 × 0.55 = 880, rounded to 900). IBM's 3Q26 remarks give software ARR of US$24.9bn (+8%) but no AI revenue. Central amounts in this function across the company's parts, US$m: work-assistants 52.5, agent-platforms 122.5, it-operations 105.0, sales-marketing 35.0, finance-hr-operations 35.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (IBM); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-28. Also opened: IBM 3Q26 Earnings Prepared Remarks (https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80, T2). Cumulative bookings, not a run-rate: flagged off-basis."},"sales-marketing":{"low":0.348,"central":1.505,"high":3.78,"unit":"percent","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. IBM's 4Q25 remarks put its cumulative generative-AI book of business at over US$12.5bn, of which Software is more than US$2bn (inception to date since Q3 2023; transactional software revenue plus new SaaS annual contract value) and Consulting more than US$10.5bn (T2). It is a bookings measure, not revenue. The software book grew fastest in the latest quarters, so the latest twelve months are taken as about half of it, US$1.1bn (range US$0.7bn to 1.6bn). Only part is assistants and agents for business work (watsonx Orchestrate and Assistant); the rest is models (watsonx.ai, counted in Models), coding assistants (Developer tools) and data: assumed 30% (range 10% to 55%): 1.1 × 0.30 = US$0.33bn, rounded to 350m (low 0.7 × 0.10 = 70, rounded to 80; high 1.6 × 0.55 = 880, rounded to 900). IBM's 3Q26 remarks give software ARR of US$24.9bn (+8%) but no AI revenue. Central amounts in this function across the company's parts, US$m: work-assistants 52.5, agent-platforms 122.5, it-operations 105.0, sales-marketing 35.0, finance-hr-operations 35.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (IBM); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-28. Also opened: IBM 3Q26 Earnings Prepared Remarks (https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80, T2). Cumulative bookings, not a run-rate: flagged off-basis."},"finance-hr-operations":{"low":0.351,"central":1.52,"high":3.817,"unit":"percent","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. IBM's 4Q25 remarks put its cumulative generative-AI book of business at over US$12.5bn, of which Software is more than US$2bn (inception to date since Q3 2023; transactional software revenue plus new SaaS annual contract value) and Consulting more than US$10.5bn (T2). It is a bookings measure, not revenue. The software book grew fastest in the latest quarters, so the latest twelve months are taken as about half of it, US$1.1bn (range US$0.7bn to 1.6bn). Only part is assistants and agents for business work (watsonx Orchestrate and Assistant); the rest is models (watsonx.ai, counted in Models), coding assistants (Developer tools) and data: assumed 30% (range 10% to 55%): 1.1 × 0.30 = US$0.33bn, rounded to 350m (low 0.7 × 0.10 = 70, rounded to 80; high 1.6 × 0.55 = 880, rounded to 900). IBM's 3Q26 remarks give software ARR of US$24.9bn (+8%) but no AI revenue. Central amounts in this function across the company's parts, US$m: work-assistants 52.5, agent-platforms 122.5, it-operations 105.0, sales-marketing 35.0, finance-hr-operations 35.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (IBM); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-28. Also opened: IBM 3Q26 Earnings Prepared Remarks (https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80, T2). Cumulative bookings, not a run-rate: flagged off-basis."}},"baselineRevenueUsd":{"low":80000000,"central":350000000,"high":900000000,"unit":"USD","basis":"Bookings, not revenue: IBM's cumulative generative-AI software book of business (transactional software revenue plus new SaaS annual contract value, inception to date since Q3 2023, to 31 December 2025), US dollars; the latest twelve months taken as about half of it by judgment","offBasis":true,"period":"Cumulative software GenAI book to 31 Dec 2025, annual flow","periodEnd":"2025-12-31","source":{"url":"https://www-api.ibm.com/adobe/assets/urn:aaid:aem:6d33af85-88a3-4750-928b-79d7ad7d8b63/original/as/4q25-prepared-remarks.pdf","title":"IBM 4Q25 Earnings Prepared Remarks","publisher":"IBM","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T5","locator":"p.4: 'cumulative GenAI book of business now stands at over $12.5 billion, of which Software is more than $2 billion and Consulting is more than $10.5 billion'"},"note":"Sum of the company's five part estimates, US$m 80 (low), 350 (central) and 900 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Cumulative bookings, not a run-rate: flagged off-basis."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"81a75b89f839bcdae38a44d5cfdabcc86ff0f08b88cd066d274cd911ca0136d8"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"81a75b89f839bcdae38a44d5cfdabcc86ff0f08b88cd066d274cd911ca0136d8"}}},"palo-alto-networks":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"palo-alto-networks","name":"Palo Alto Networks","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.002,"central":0.006,"high":0.021,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. The release lists Cortex as the AI-driven security operations platform but gives no ARR for it or any AI product (T2; the XSIAM ARR reported in coverage of the call was not available from a citable source). Next-Generation Security ARR was US$9.10bn at 31 July 2026 (+63%); AI share (disclosing vendors, ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%): central 2%, low 0.5%, high 6.5%. A security-operations platform is counted only for the AI-driven analyst-assistant and agent part. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.6, it-operations 172.9, sales-marketing 1.8, finance-hr-operations 1.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Palo Alto Networks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-01."},"agent-platforms":{"low":0.019,"central":0.075,"high":0.244,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. The release lists Cortex as the AI-driven security operations platform but gives no ARR for it or any AI product (T2; the XSIAM ARR reported in coverage of the call was not available from a citable source). Next-Generation Security ARR was US$9.10bn at 31 July 2026 (+63%); AI share (disclosing vendors, ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%): central 2%, low 0.5%, high 6.5%. A security-operations platform is counted only for the AI-driven analyst-assistant and agent part. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.6, it-operations 172.9, sales-marketing 1.8, finance-hr-operations 1.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Palo Alto Networks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-01."},"it-operations":{"low":1.804,"central":6.776,"high":19.121,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. The release lists Cortex as the AI-driven security operations platform but gives no ARR for it or any AI product (T2; the XSIAM ARR reported in coverage of the call was not available from a citable source). Next-Generation Security ARR was US$9.10bn at 31 July 2026 (+63%); AI share (disclosing vendors, ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%): central 2%, low 0.5%, high 6.5%. A security-operations platform is counted only for the AI-driven analyst-assistant and agent part. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.6, it-operations 172.9, sales-marketing 1.8, finance-hr-operations 1.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Palo Alto Networks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-01."},"sales-marketing":{"low":0.02,"central":0.078,"high":0.254,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. The release lists Cortex as the AI-driven security operations platform but gives no ARR for it or any AI product (T2; the XSIAM ARR reported in coverage of the call was not available from a citable source). Next-Generation Security ARR was US$9.10bn at 31 July 2026 (+63%); AI share (disclosing vendors, ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%): central 2%, low 0.5%, high 6.5%. A security-operations platform is counted only for the AI-driven analyst-assistant and agent part. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.6, it-operations 172.9, sales-marketing 1.8, finance-hr-operations 1.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Palo Alto Networks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-01."},"finance-hr-operations":{"low":0.02,"central":0.079,"high":0.257,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. The release lists Cortex as the AI-driven security operations platform but gives no ARR for it or any AI product (T2; the XSIAM ARR reported in coverage of the call was not available from a citable source). Next-Generation Security ARR was US$9.10bn at 31 July 2026 (+63%); AI share (disclosing vendors, ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%): central 2%, low 0.5%, high 6.5%. A security-operations platform is counted only for the AI-driven analyst-assistant and agent part. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.6, it-operations 172.9, sales-marketing 1.8, finance-hr-operations 1.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Palo Alto Networks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-01."}},"baselineRevenueUsd":{"low":46000000,"central":182000000,"high":592000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q4 FY2026, ARR","periodEnd":"2026-07-31","source":{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Palo Alto Networks","publishedDate":"2026-09-01","accessedDate":"2026-10-22","tier":"T5","locator":"Next-Generation Security ARR $9.10 billion; Cortex described as the AI-driven security operations platform; no AI-product ARR"},"note":"Sum of the company's five part estimates, US$m 46 (low), 182 (central) and 592 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3c16eb9984c811612297588764bb2c9197a2cf654b6892955a22d498f12d6b8b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3c16eb9984c811612297588764bb2c9197a2cf654b6892955a22d498f12d6b8b"}}},"crowdstrike":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"crowdstrike","name":"CrowdStrike","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.006,"high":0.02,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. CrowdStrike discloses no ARR for Charlotte AI or its agentic security-operations products (T2). ARR was US$5.84bn at 31 July 2026 (+25%); AI share low 0.5%, central 3%, high 10%: 5,840 × 0.03 = US$175m. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.5, it-operations 166.2, sales-marketing 1.8, finance-hr-operations 1.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (CrowdStrike); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26."},"agent-platforms":{"low":0.012,"central":0.072,"high":0.241,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. CrowdStrike discloses no ARR for Charlotte AI or its agentic security-operations products (T2). ARR was US$5.84bn at 31 July 2026 (+25%); AI share low 0.5%, central 3%, high 10%: 5,840 × 0.03 = US$175m. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.5, it-operations 166.2, sales-marketing 1.8, finance-hr-operations 1.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (CrowdStrike); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26."},"it-operations":{"low":1.142,"central":6.515,"high":18.869,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. CrowdStrike discloses no ARR for Charlotte AI or its agentic security-operations products (T2). ARR was US$5.84bn at 31 July 2026 (+25%); AI share low 0.5%, central 3%, high 10%: 5,840 × 0.03 = US$175m. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.5, it-operations 166.2, sales-marketing 1.8, finance-hr-operations 1.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (CrowdStrike); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26."},"sales-marketing":{"low":0.012,"central":0.075,"high":0.251,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. CrowdStrike discloses no ARR for Charlotte AI or its agentic security-operations products (T2). ARR was US$5.84bn at 31 July 2026 (+25%); AI share low 0.5%, central 3%, high 10%: 5,840 × 0.03 = US$175m. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.5, it-operations 166.2, sales-marketing 1.8, finance-hr-operations 1.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (CrowdStrike); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26."},"finance-hr-operations":{"low":0.013,"central":0.076,"high":0.253,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. CrowdStrike discloses no ARR for Charlotte AI or its agentic security-operations products (T2). ARR was US$5.84bn at 31 July 2026 (+25%); AI share low 0.5%, central 3%, high 10%: 5,840 × 0.03 = US$175m. Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 3.5, it-operations 166.2, sales-marketing 1.8, finance-hr-operations 1.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (CrowdStrike); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-26."}},"baselineRevenueUsd":{"low":29000000,"central":175000000,"high":584000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-second-quarter-fiscal-year-2027-financial","title":"CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"CrowdStrike","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $5.84 billion at 31 July 2026; no AI-product ARR"},"note":"Sum of the company's five part estimates, US$m 29 (low), 175 (central) and 584 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c16c135daf45f6945df4338ee24db2aa58624b631bf54b3a1b5fc68c64d0267b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c16c135daf45f6945df4338ee24db2aa58624b631bf54b3a1b5fc68c64d0267b"}}},"adobe":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"adobe","name":"Adobe","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.156,"central":0.343,"high":0.699,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Adobe says AI-first ending ARR now exceeds US$650 million, growing more than 150% year over year (T2), covering all products including Firefly, which belongs to Specialist models, and creative tools, which are outside this sublayer. The part counted here (Acrobat AI Assistant for business, GenStudio and Experience Platform agents) is assumed to be about a third: 650 × 0.34 = US$220m (low 100; high 450). Central amounts in this function across the company's parts, US$m: work-assistants 99.0, agent-platforms 17.6, it-operations 2.2, sales-marketing 99.0, finance-hr-operations 2.2. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Adobe); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated. Also opened: Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1) (https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm, T2)."},"agent-platforms":{"low":0.165,"central":0.363,"high":0.74,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Adobe says AI-first ending ARR now exceeds US$650 million, growing more than 150% year over year (T2), covering all products including Firefly, which belongs to Specialist models, and creative tools, which are outside this sublayer. The part counted here (Acrobat AI Assistant for business, GenStudio and Experience Platform agents) is assumed to be about a third: 650 × 0.34 = US$220m (low 100; high 450). Central amounts in this function across the company's parts, US$m: work-assistants 99.0, agent-platforms 17.6, it-operations 2.2, sales-marketing 99.0, finance-hr-operations 2.2. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Adobe); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated. Also opened: Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1) (https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm, T2)."},"it-operations":{"low":0.039,"central":0.086,"high":0.176,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Adobe says AI-first ending ARR now exceeds US$650 million, growing more than 150% year over year (T2), covering all products including Firefly, which belongs to Specialist models, and creative tools, which are outside this sublayer. The part counted here (Acrobat AI Assistant for business, GenStudio and Experience Platform agents) is assumed to be about a third: 650 × 0.34 = US$220m (low 100; high 450). Central amounts in this function across the company's parts, US$m: work-assistants 99.0, agent-platforms 17.6, it-operations 2.2, sales-marketing 99.0, finance-hr-operations 2.2. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Adobe); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated. Also opened: Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1) (https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm, T2)."},"sales-marketing":{"low":1.981,"central":4.257,"high":8.336,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Adobe says AI-first ending ARR now exceeds US$650 million, growing more than 150% year over year (T2), covering all products including Firefly, which belongs to Specialist models, and creative tools, which are outside this sublayer. The part counted here (Acrobat AI Assistant for business, GenStudio and Experience Platform agents) is assumed to be about a third: 650 × 0.34 = US$220m (low 100; high 450). Central amounts in this function across the company's parts, US$m: work-assistants 99.0, agent-platforms 17.6, it-operations 2.2, sales-marketing 99.0, finance-hr-operations 2.2. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Adobe); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated. Also opened: Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1) (https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm, T2)."},"finance-hr-operations":{"low":0.043,"central":0.096,"high":0.195,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Adobe says AI-first ending ARR now exceeds US$650 million, growing more than 150% year over year (T2), covering all products including Firefly, which belongs to Specialist models, and creative tools, which are outside this sublayer. The part counted here (Acrobat AI Assistant for business, GenStudio and Experience Platform agents) is assumed to be about a third: 650 × 0.34 = US$220m (low 100; high 450). Central amounts in this function across the company's parts, US$m: work-assistants 99.0, agent-platforms 17.6, it-operations 2.2, sales-marketing 99.0, finance-hr-operations 2.2. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Adobe); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated. Also opened: Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1) (https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm, T2)."}},"priorShares":{"work-assistants":{"low":0.422,"central":0.422,"high":0.422,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T5","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q3 FY2025, ARR at 29 August 2025) was 250m against 650m now on its own measure, a ratio of 0.385; Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'. The function amount is scaled by that ratio, US$m 38.1. The prior part total is the current part total (US$ 28,871m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 9,022m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 38.1 ÷ 9,022. The current share is on the same basis, so the change is -0.08 points."},"agent-platforms":{"low":0.447,"central":0.447,"high":0.447,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T5","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q3 FY2025, ARR at 29 August 2025) was 250m against 650m now on its own measure, a ratio of 0.385; Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'. The function amount is scaled by that ratio, US$m 6.8. The prior part total is the current part total (US$ 4,848m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 1,515m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 6.8 ÷ 1,515. The current share is on the same basis, so the change is -0.08 points."},"it-operations":{"low":0.106,"central":0.106,"high":0.106,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T5","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q3 FY2025, ARR at 29 August 2025) was 250m against 650m now on its own measure, a ratio of 0.385; Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'. The function amount is scaled by that ratio, US$m 0.8. The prior part total is the current part total (US$ 2,552m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 797m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 0.8 ÷ 797. The current share is on the same basis, so the change is -0.02 points."},"sales-marketing":{"low":5.239,"central":5.239,"high":5.239,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T5","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q3 FY2025, ARR at 29 August 2025) was 250m against 650m now on its own measure, a ratio of 0.385; Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'. The function amount is scaled by that ratio, US$m 38.1. The prior part total is the current part total (US$ 2,326m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 727m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 38.1 ÷ 727. The current share is on the same basis, so the change is -0.98 points."},"finance-hr-operations":{"low":0.118,"central":0.118,"high":0.118,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T5","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"5LayerCake estimate (T5). Prior share: the company's AI run-rate a year earlier (Q3 FY2025, ARR at 29 August 2025) was 250m against 650m now on its own measure, a ratio of 0.385; Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'. The function amount is scaled by that ratio, US$m 0.8. The prior part total is the current part total (US$ 2,303m) divided by 3.2, the growth in enterprise generative-AI spending from 2024 to 2025 (US$11.5bn to US$37bn, Menlo Ventures, T4, https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/, opened): US$ 720m; no better market growth for the twelve months to mid-2026 has been published, so this is an assumption that every other company grew with the 2025 market. Share = 0.8 ÷ 720. The current share is on the same basis, so the change is -0.02 points."}},"activityGrowth":{"current":{"low":650000000,"central":650000000,"high":650000000,"unit":"USD","basis":"AI-first ending ARR (Firefly, Acrobat AI Assistant, GenStudio and other new AI-first products), US dollars","period":"Q3 FY2026, ARR at 28 August 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"The company's own figure (T2, Adobe): Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)."},"prior":{"low":250000000,"central":250000000,"high":250000000,"unit":"USD","basis":"AI-first ending ARR (Firefly, Acrobat AI Assistant, GenStudio and other new AI-first products), US dollars","period":"Q3 FY2025, ARR at 29 August 2025","periodEnd":"2025-08-29","source":{"url":"https://www.sec.gov/Archives/edgar/data/796343/000079634325000102/adbeex991q325.htm","title":"Adobe Raises FY25 Digital Media ARR Growth, Total Revenue and EPS Targets (Form 8-K, Exhibit 99.1)","publisher":"Adobe","publishedDate":"2025-09-11","accessedDate":"2026-10-22","tier":"T2","locator":"Narayen: 'AI-first ARR already exceeding our $250 million year-end target'; AI-influenced ARR surpassing $5 billion; quarter ended 29 August 2025"},"note":"Adobe's Q3 FY25 release (T2) says AI-first ARR was already 'exceeding our $250 million year-end target' at 29 August 2025; both this and the current 'exceeding $650 million' are floors. The ratio 650 / 250 is +160%, consistent with the stated 'more than 150%'."}},"baselineRevenueUsd":{"low":100000000,"central":220000000,"high":450000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q3 FY2026, ARR at 28 Aug 2026","periodEnd":"2026-08-28","source":{"url":"https://www.adobe.com/cc-shared/assets/investor-relations/pdfs/01906202/c6yetrerew.pdf","title":"Adobe Q3 FY2026 earnings prepared remarks and slides","publisher":"Adobe","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Delivered with the 10 Sept 2026 results release. AI-first ending ARR now exceeding $650 million and growing more than 150% year over year (all products, including Firefly)"},"note":"Sum of the company's five part estimates, US$m 100 (low), 220 (central) and 450 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3396c69ccedc6c0ddeb0954c37c0d00d3ae54f2efe55bd93cbdc57b932b3e54e"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3396c69ccedc6c0ddeb0954c37c0d00d3ae54f2efe55bd93cbdc57b932b3e54e"}}},"glean":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"glean","name":"Glean","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.655,"central":0.727,"high":0.824,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Glean says it reached US$300 million ARR (T2); the company's pricing is partly consumption-based, so the range runs 270 to 340. Split between search-and-assistant use and agents is an assumption. Glean's own press page also announces an earlier US$200 million ARR milestone (page undated, opened); no dated figure from nine to fifteen months before 28 May 2026 was found in an opened source, so no prior share or growth is given. Central amounts in this function across the company's parts, US$m: work-assistants 210.0, agent-platforms 75.0, it-operations 6.0, sales-marketing 4.5, finance-hr-operations 4.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Glean); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-28."},"agent-platforms":{"low":1.394,"central":1.547,"high":1.75,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Glean says it reached US$300 million ARR (T2); the company's pricing is partly consumption-based, so the range runs 270 to 340. Split between search-and-assistant use and agents is an assumption. Glean's own press page also announces an earlier US$200 million ARR milestone (page undated, opened); no dated figure from nine to fifteen months before 28 May 2026 was found in an opened source, so no prior share or growth is given. Central amounts in this function across the company's parts, US$m: work-assistants 210.0, agent-platforms 75.0, it-operations 6.0, sales-marketing 4.5, finance-hr-operations 4.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Glean); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-28."},"it-operations":{"low":0.212,"central":0.235,"high":0.266,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Glean says it reached US$300 million ARR (T2); the company's pricing is partly consumption-based, so the range runs 270 to 340. Split between search-and-assistant use and agents is an assumption. Glean's own press page also announces an earlier US$200 million ARR milestone (page undated, opened); no dated figure from nine to fifteen months before 28 May 2026 was found in an opened source, so no prior share or growth is given. Central amounts in this function across the company's parts, US$m: work-assistants 210.0, agent-platforms 75.0, it-operations 6.0, sales-marketing 4.5, finance-hr-operations 4.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Glean); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-28."},"sales-marketing":{"low":0.174,"central":0.193,"high":0.219,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Glean says it reached US$300 million ARR (T2); the company's pricing is partly consumption-based, so the range runs 270 to 340. Split between search-and-assistant use and agents is an assumption. Glean's own press page also announces an earlier US$200 million ARR milestone (page undated, opened); no dated figure from nine to fifteen months before 28 May 2026 was found in an opened source, so no prior share or growth is given. Central amounts in this function across the company's parts, US$m: work-assistants 210.0, agent-platforms 75.0, it-operations 6.0, sales-marketing 4.5, finance-hr-operations 4.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Glean); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-28."},"finance-hr-operations":{"low":0.176,"central":0.195,"high":0.221,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Glean says it reached US$300 million ARR (T2); the company's pricing is partly consumption-based, so the range runs 270 to 340. Split between search-and-assistant use and agents is an assumption. Glean's own press page also announces an earlier US$200 million ARR milestone (page undated, opened); no dated figure from nine to fifteen months before 28 May 2026 was found in an opened source, so no prior share or growth is given. Central amounts in this function across the company's parts, US$m: work-assistants 210.0, agent-platforms 75.0, it-operations 6.0, sales-marketing 4.5, finance-hr-operations 4.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Glean); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-28."}},"baselineRevenueUsd":{"low":270000000,"central":300000000,"high":340000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR at 28 May 2026","periodEnd":"2026-05-28","source":{"url":"https://www.glean.com/press/glean-surpasses-300m-arr-unrivaled-enterprise-context-fuels-ai-adoption","title":"Glean Surpasses $300M ARR: Unrivaled Enterprise Context Fuels AI Adoption","publisher":"Glean","publishedDate":"2026-05-28","accessedDate":"2026-10-22","tier":"T5","locator":"'Glean today announced it reached $300 million in annual recurring revenue (ARR)'"},"note":"Sum of the company's five part estimates, US$m 270 (low), 300 (central) and 340 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"99cb661203bb5426119ec889d57a2a0ba82f87c8a55f65969e308d7b4c2b1a2b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"99cb661203bb5426119ec889d57a2a0ba82f87c8a55f65969e308d7b4c2b1a2b"}}},"uipath":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"uipath","name":"UiPath","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.01,"central":0.03,"high":0.101,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. UiPath reports ARR of US$1.938bn at 31 July 2026 in its SEC-filed release (T2; re-sourced from the filing on 22 October 2026) but no agentic or AI-only ARR (the release names Maestro products only). Automation and agent platforms are the card's function, so the AI-and-agent portion is assumed 15% (low 5%, high 50%): 1,938 × 0.15 = US$291m. Central amounts in this function across the company's parts, US$m: work-assistants 8.7, agent-platforms 247.3, it-operations 11.6, sales-marketing 8.7, finance-hr-operations 14.6. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (UiPath); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"agent-platforms":{"low":1.761,"central":5.102,"high":15.184,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. UiPath reports ARR of US$1.938bn at 31 July 2026 in its SEC-filed release (T2; re-sourced from the filing on 22 October 2026) but no agentic or AI-only ARR (the release names Maestro products only). Automation and agent platforms are the card's function, so the AI-and-agent portion is assumed 15% (low 5%, high 50%): 1,938 × 0.15 = US$291m. Central amounts in this function across the company's parts, US$m: work-assistants 8.7, agent-platforms 247.3, it-operations 11.6, sales-marketing 8.7, finance-hr-operations 14.6. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (UiPath); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"it-operations":{"low":0.153,"central":0.456,"high":1.503,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. UiPath reports ARR of US$1.938bn at 31 July 2026 in its SEC-filed release (T2; re-sourced from the filing on 22 October 2026) but no agentic or AI-only ARR (the release names Maestro products only). Automation and agent platforms are the card's function, so the AI-and-agent portion is assumed 15% (low 5%, high 50%): 1,938 × 0.15 = US$291m. Central amounts in this function across the company's parts, US$m: work-assistants 8.7, agent-platforms 247.3, it-operations 11.6, sales-marketing 8.7, finance-hr-operations 14.6. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (UiPath); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"sales-marketing":{"low":0.125,"central":0.375,"high":1.239,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. UiPath reports ARR of US$1.938bn at 31 July 2026 in its SEC-filed release (T2; re-sourced from the filing on 22 October 2026) but no agentic or AI-only ARR (the release names Maestro products only). Automation and agent platforms are the card's function, so the AI-and-agent portion is assumed 15% (low 5%, high 50%): 1,938 × 0.15 = US$291m. Central amounts in this function across the company's parts, US$m: work-assistants 8.7, agent-platforms 247.3, it-operations 11.6, sales-marketing 8.7, finance-hr-operations 14.6. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (UiPath); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"finance-hr-operations":{"low":0.211,"central":0.632,"high":2.073,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. UiPath reports ARR of US$1.938bn at 31 July 2026 in its SEC-filed release (T2; re-sourced from the filing on 22 October 2026) but no agentic or AI-only ARR (the release names Maestro products only). Automation and agent platforms are the card's function, so the AI-and-agent portion is assumed 15% (low 5%, high 50%): 1,938 × 0.15 = US$291m. Central amounts in this function across the company's parts, US$m: work-assistants 8.7, agent-platforms 247.3, it-operations 11.6, sales-marketing 8.7, finance-hr-operations 14.6. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (UiPath); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."}},"baselineRevenueUsd":{"low":97000000,"central":291000000,"high":969000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001734722/000173472226000047/path-2026731xex991.htm","title":"UiPath Reports Second Quarter Fiscal 2027 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"UiPath","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Headline: ARR of $1.938 billion, up 12% year over year; revenue $410 million; net retention 109%; no AI-only or agentic ARR"},"note":"Sum of the company's five part estimates, US$m 97 (low), 291 (central) and 969 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"41dac3d543bb053a4b42b54a55d4c29a53e3b90c9207553777fc658ae446444c"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"41dac3d543bb053a4b42b54a55d4c29a53e3b90c9207553777fc658ae446444c"}}},"oracle":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"oracle","name":"Oracle","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.014,"central":0.055,"high":0.357,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Oracle does not disclose AI revenue for its applications. Cloud applications revenue was US$15,888 million in fiscal 2026 (T1, 10-K). Applying the AI share of disclosing vendors (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%) with a lower centre because Oracle's embedded agents are not separately priced: central 1%, low 0.25%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 15.9, agent-platforms 23.8, it-operations 15.9, sales-marketing 31.8, finance-hr-operations 71.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Oracle); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-22."},"agent-platforms":{"low":0.124,"central":0.492,"high":3.112,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Oracle does not disclose AI revenue for its applications. Cloud applications revenue was US$15,888 million in fiscal 2026 (T1, 10-K). Applying the AI share of disclosing vendors (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%) with a lower centre because Oracle's embedded agents are not separately priced: central 1%, low 0.25%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 15.9, agent-platforms 23.8, it-operations 15.9, sales-marketing 31.8, finance-hr-operations 71.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Oracle); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-22."},"it-operations":{"low":0.157,"central":0.623,"high":3.914,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Oracle does not disclose AI revenue for its applications. Cloud applications revenue was US$15,888 million in fiscal 2026 (T1, 10-K). Applying the AI share of disclosing vendors (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%) with a lower centre because Oracle's embedded agents are not separately priced: central 1%, low 0.25%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 15.9, agent-platforms 23.8, it-operations 15.9, sales-marketing 31.8, finance-hr-operations 71.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Oracle); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-22."},"sales-marketing":{"low":0.348,"central":1.367,"high":8.262,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Oracle does not disclose AI revenue for its applications. Cloud applications revenue was US$15,888 million in fiscal 2026 (T1, 10-K). Applying the AI share of disclosing vendors (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%) with a lower centre because Oracle's embedded agents are not separately priced: central 1%, low 0.25%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 15.9, agent-platforms 23.8, it-operations 15.9, sales-marketing 31.8, finance-hr-operations 71.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Oracle); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-22."},"finance-hr-operations":{"low":0.8,"central":3.107,"high":17.239,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Oracle does not disclose AI revenue for its applications. Cloud applications revenue was US$15,888 million in fiscal 2026 (T1, 10-K). Applying the AI share of disclosing vendors (ServiceNow 6.4%, Workday 6.0%, Salesforce 3.2%, Adobe 2.4%) with a lower centre because Oracle's embedded agents are not separately priced: central 1%, low 0.25%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 15.9, agent-platforms 23.8, it-operations 15.9, sales-marketing 31.8, finance-hr-operations 71.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Oracle); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-22."}},"baselineRevenueUsd":{"low":40000000,"central":159000000,"high":1033000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"FY2026 cloud applications revenue","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for the fiscal year ended 31 May 2026","publisher":"Oracle","publishedDate":"2026-06-22","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by offerings: cloud applications $15,888 million (read from the local copy)"},"note":"Sum of the company's five part estimates, US$m 40 (low), 159 (central) and 1,033 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"587b938cb7252ae2ad042c6b0e67b13b7ecbe536bb4a7daabdc6bb13d758766b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"587b938cb7252ae2ad042c6b0e67b13b7ecbe536bb4a7daabdc6bb13d758766b"}}},"intuit":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"intuit","name":"Intuit","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.014,"central":0.069,"high":0.277,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Intuit discloses no AI revenue; the release describes an 'AI-driven expert platform' (T2). Full-year revenue passed US$20bn, of which consumer tax is outside this sublayer; AI share of the business-products part low 0.2%, central 1%, high 4% of US$20bn = US$200m (range 40m to 800m). Central amounts in this function across the company's parts, US$m: work-assistants 20.0, agent-platforms 20.0, it-operations 10.0, sales-marketing 40.0, finance-hr-operations 110.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Intuit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-25."},"agent-platforms":{"low":0.083,"central":0.413,"high":1.63,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Intuit discloses no AI revenue; the release describes an 'AI-driven expert platform' (T2). Full-year revenue passed US$20bn, of which consumer tax is outside this sublayer; AI share of the business-products part low 0.2%, central 1%, high 4% of US$20bn = US$200m (range 40m to 800m). Central amounts in this function across the company's parts, US$m: work-assistants 20.0, agent-platforms 20.0, it-operations 10.0, sales-marketing 40.0, finance-hr-operations 110.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Intuit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-25."},"it-operations":{"low":0.079,"central":0.392,"high":1.549,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Intuit discloses no AI revenue; the release describes an 'AI-driven expert platform' (T2). Full-year revenue passed US$20bn, of which consumer tax is outside this sublayer; AI share of the business-products part low 0.2%, central 1%, high 4% of US$20bn = US$200m (range 40m to 800m). Central amounts in this function across the company's parts, US$m: work-assistants 20.0, agent-platforms 20.0, it-operations 10.0, sales-marketing 40.0, finance-hr-operations 110.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Intuit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-25."},"sales-marketing":{"low":0.349,"central":1.72,"high":6.542,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Intuit discloses no AI revenue; the release describes an 'AI-driven expert platform' (T2). Full-year revenue passed US$20bn, of which consumer tax is outside this sublayer; AI share of the business-products part low 0.2%, central 1%, high 4% of US$20bn = US$200m (range 40m to 800m). Central amounts in this function across the company's parts, US$m: work-assistants 20.0, agent-platforms 20.0, it-operations 10.0, sales-marketing 40.0, finance-hr-operations 110.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Intuit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-25."},"finance-hr-operations":{"low":0.993,"central":4.776,"high":16.71,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Intuit discloses no AI revenue; the release describes an 'AI-driven expert platform' (T2). Full-year revenue passed US$20bn, of which consumer tax is outside this sublayer; AI share of the business-products part low 0.2%, central 1%, high 4% of US$20bn = US$200m (range 40m to 800m). Central amounts in this function across the company's parts, US$m: work-assistants 20.0, agent-platforms 20.0, it-operations 10.0, sales-marketing 40.0, finance-hr-operations 110.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Intuit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-25."}},"baselineRevenueUsd":{"low":40000000,"central":200000000,"high":800000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"FY2026 revenue","periodEnd":"2026-07-31","source":{"url":"https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance","title":"Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance","publisher":"Intuit","publishedDate":"2026-08-25","accessedDate":"2026-10-22","tier":"T5","locator":"'We surpassed $20 billion in revenue for the full year'; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 40 (low), 200 (central) and 800 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"824e663d8164c605433eb826e69c1fe904c6a5559249eeee5822287c920cd99b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"824e663d8164c605433eb826e69c1fe904c6a5559249eeee5822287c920cd99b"}}},"superhuman":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"superhuman","name":"Superhuman (formerly Grammarly)","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.329,"central":0.764,"high":1.485,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Grammarly (now Superhuman) said its annual revenue was above US$700 million in May 2025 (T2; older than 12 months, no newer figure found). The page gives no split between consumer and business. Business-plan share assumed 35% (range 15% to 60% of up to US$800m): 700 × 0.35 = US$245m. Central amounts in this function across the company's parts, US$m: work-assistants 220.5, agent-platforms 12.2, it-operations 2.5, sales-marketing 7.3, finance-hr-operations 2.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Grammarly (now Superhuman)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-05-29."},"agent-platforms":{"low":0.108,"central":0.253,"high":0.494,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Grammarly (now Superhuman) said its annual revenue was above US$700 million in May 2025 (T2; older than 12 months, no newer figure found). The page gives no split between consumer and business. Business-plan share assumed 35% (range 15% to 60% of up to US$800m): 700 × 0.35 = US$245m. Central amounts in this function across the company's parts, US$m: work-assistants 220.5, agent-platforms 12.2, it-operations 2.5, sales-marketing 7.3, finance-hr-operations 2.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Grammarly (now Superhuman)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-05-29."},"it-operations":{"low":0.041,"central":0.096,"high":0.188,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Grammarly (now Superhuman) said its annual revenue was above US$700 million in May 2025 (T2; older than 12 months, no newer figure found). The page gives no split between consumer and business. Business-plan share assumed 35% (range 15% to 60% of up to US$800m): 700 × 0.35 = US$245m. Central amounts in this function across the company's parts, US$m: work-assistants 220.5, agent-platforms 12.2, it-operations 2.5, sales-marketing 7.3, finance-hr-operations 2.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Grammarly (now Superhuman)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-05-29."},"sales-marketing":{"low":0.136,"central":0.316,"high":0.617,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Grammarly (now Superhuman) said its annual revenue was above US$700 million in May 2025 (T2; older than 12 months, no newer figure found). The page gives no split between consumer and business. Business-plan share assumed 35% (range 15% to 60% of up to US$800m): 700 × 0.35 = US$245m. Central amounts in this function across the company's parts, US$m: work-assistants 220.5, agent-platforms 12.2, it-operations 2.5, sales-marketing 7.3, finance-hr-operations 2.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Grammarly (now Superhuman)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-05-29."},"finance-hr-operations":{"low":0.046,"central":0.106,"high":0.208,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Grammarly (now Superhuman) said its annual revenue was above US$700 million in May 2025 (T2; older than 12 months, no newer figure found). The page gives no split between consumer and business. Business-plan share assumed 35% (range 15% to 60% of up to US$800m): 700 × 0.35 = US$245m. Central amounts in this function across the company's parts, US$m: work-assistants 220.5, agent-platforms 12.2, it-operations 2.5, sales-marketing 7.3, finance-hr-operations 2.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Grammarly (now Superhuman)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-05-29."}},"baselineRevenueUsd":{"low":105000000,"central":245000000,"high":480000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Annual revenue, May 2025","periodEnd":"2025-05-29","source":{"url":"https://www.grammarly.com/blog/company/grammarly-announces-growth-financing/","title":"Grammarly announces growth financing","publisher":"Grammarly (now Superhuman)","publishedDate":"2025-05-29","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports annual revenue above $700 million (May 2025); not split by consumer and business"},"note":"Sum of the company's five part estimates, US$m 105 (low), 245 (central) and 480 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b5ea69edd339f227910c9d4d3b4378374e9a4a24535038bf91a089e53a1386d6"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b5ea69edd339f227910c9d4d3b4378374e9a4a24535038bf91a089e53a1386d6"}}},"amazon":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"amazon","name":"Amazon","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.096,"central":0.476,"high":2.245,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Amazon discloses no revenue for Amazon Quick, Bedrock AgentCore or its DevOps agent. AWS's AI business is above a US$25bn annual run rate (T2) but is mostly infrastructure and model services (Models and Cloud). Allowance: central 1% (US$250m), low 0.2%, high 4.8% of US$25bn. Central amounts in this function across the company's parts, US$m: work-assistants 137.5, agent-platforms 75.0, it-operations 25.0, sales-marketing 5.0, finance-hr-operations 7.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Amazon); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-30."},"agent-platforms":{"low":0.313,"central":1.547,"high":7.013,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Amazon discloses no revenue for Amazon Quick, Bedrock AgentCore or its DevOps agent. AWS's AI business is above a US$25bn annual run rate (T2) but is mostly infrastructure and model services (Models and Cloud). Allowance: central 1% (US$250m), low 0.2%, high 4.8% of US$25bn. Central amounts in this function across the company's parts, US$m: work-assistants 137.5, agent-platforms 75.0, it-operations 25.0, sales-marketing 5.0, finance-hr-operations 7.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Amazon); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-30."},"it-operations":{"low":0.197,"central":0.98,"high":4.534,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Amazon discloses no revenue for Amazon Quick, Bedrock AgentCore or its DevOps agent. AWS's AI business is above a US$25bn annual run rate (T2) but is mostly infrastructure and model services (Models and Cloud). Allowance: central 1% (US$250m), low 0.2%, high 4.8% of US$25bn. Central amounts in this function across the company's parts, US$m: work-assistants 137.5, agent-platforms 75.0, it-operations 25.0, sales-marketing 5.0, finance-hr-operations 7.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Amazon); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-30."},"sales-marketing":{"low":0.043,"central":0.215,"high":1.024,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Amazon discloses no revenue for Amazon Quick, Bedrock AgentCore or its DevOps agent. AWS's AI business is above a US$25bn annual run rate (T2) but is mostly infrastructure and model services (Models and Cloud). Allowance: central 1% (US$250m), low 0.2%, high 4.8% of US$25bn. Central amounts in this function across the company's parts, US$m: work-assistants 137.5, agent-platforms 75.0, it-operations 25.0, sales-marketing 5.0, finance-hr-operations 7.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Amazon); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-30."},"finance-hr-operations":{"low":0.065,"central":0.326,"high":1.544,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Amazon discloses no revenue for Amazon Quick, Bedrock AgentCore or its DevOps agent. AWS's AI business is above a US$25bn annual run rate (T2) but is mostly infrastructure and model services (Models and Cloud). Allowance: central 1% (US$250m), low 0.2%, high 4.8% of US$25bn. Central amounts in this function across the company's parts, US$m: work-assistants 137.5, agent-platforms 75.0, it-operations 25.0, sales-marketing 5.0, finance-hr-operations 7.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Amazon); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-30."}},"baselineRevenueUsd":{"low":50000000,"central":250000000,"high":1200000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, AWS AI run-rate","periodEnd":"2026-06-30","source":{"url":"https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report","title":"Amazon second-quarter 2026 results","publisher":"Amazon","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"AWS's AI business above a $25 billion annual run rate (infrastructure and model services); Amazon Quick work companion and Bedrock AgentCore described; no application revenue"},"note":"Sum of the company's five part estimates, US$m 50 (low), 250 (central) and 1,200 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8502a6f2e38072d6018a78f603197b8061b98734cba949cb55734d6ea8ae0fc5"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8502a6f2e38072d6018a78f603197b8061b98734cba949cb55734d6ea8ae0fc5"}}},"perplexity":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"perplexity","name":"Perplexity","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.235,"central":0.592,"high":1.055,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). The Information (via The Decoder) reports annualised revenue above US$750 million (T3). Enterprise share is not disclosed: assumed 25% (range 10% to 45%) because consumer and API revenue are also in the figure: 750 × 0.25 = US$190m. No enterprise-only revenue figure was found in a search on 23 October 2026, so the enterprise share stays an assumption. Central amounts in this function across the company's parts, US$m: work-assistants 171.0, agent-platforms 9.5, it-operations 3.8, sales-marketing 3.8, finance-hr-operations 1.9. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Decoder); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-24."},"agent-platforms":{"low":0.077,"central":0.196,"high":0.35,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). The Information (via The Decoder) reports annualised revenue above US$750 million (T3). Enterprise share is not disclosed: assumed 25% (range 10% to 45%) because consumer and API revenue are also in the figure: 750 × 0.25 = US$190m. No enterprise-only revenue figure was found in a search on 23 October 2026, so the enterprise share stays an assumption. Central amounts in this function across the company's parts, US$m: work-assistants 171.0, agent-platforms 9.5, it-operations 3.8, sales-marketing 3.8, finance-hr-operations 1.9. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Decoder); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-24."},"it-operations":{"low":0.059,"central":0.149,"high":0.266,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). The Information (via The Decoder) reports annualised revenue above US$750 million (T3). Enterprise share is not disclosed: assumed 25% (range 10% to 45%) because consumer and API revenue are also in the figure: 750 × 0.25 = US$190m. No enterprise-only revenue figure was found in a search on 23 October 2026, so the enterprise share stays an assumption. Central amounts in this function across the company's parts, US$m: work-assistants 171.0, agent-platforms 9.5, it-operations 3.8, sales-marketing 3.8, finance-hr-operations 1.9. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Decoder); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-24."},"sales-marketing":{"low":0.065,"central":0.163,"high":0.292,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). The Information (via The Decoder) reports annualised revenue above US$750 million (T3). Enterprise share is not disclosed: assumed 25% (range 10% to 45%) because consumer and API revenue are also in the figure: 750 × 0.25 = US$190m. No enterprise-only revenue figure was found in a search on 23 October 2026, so the enterprise share stays an assumption. Central amounts in this function across the company's parts, US$m: work-assistants 171.0, agent-platforms 9.5, it-operations 3.8, sales-marketing 3.8, finance-hr-operations 1.9. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Decoder); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-24."},"finance-hr-operations":{"low":0.033,"central":0.082,"high":0.148,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). The Information (via The Decoder) reports annualised revenue above US$750 million (T3). Enterprise share is not disclosed: assumed 25% (range 10% to 45%) because consumer and API revenue are also in the figure: 750 × 0.25 = US$190m. No enterprise-only revenue figure was found in a search on 23 October 2026, so the enterprise share stays an assumption. Central amounts in this function across the company's parts, US$m: work-assistants 171.0, agent-platforms 9.5, it-operations 3.8, sales-marketing 3.8, finance-hr-operations 1.9. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Decoder); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-24."}},"baselineRevenueUsd":{"low":75000000,"central":190000000,"high":340000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Aug 2026 report, annualised","periodEnd":"2026-08-23","source":{"url":"https://the-decoder.com/nvidia-in-talks-to-invest-in-perplexity-at-30-billion-plus-valuation/","title":"Nvidia in talks to invest in Perplexity at $30 billion-plus valuation (reporting The Information)","publisher":"The Decoder","publishedDate":"2026-08-24","accessedDate":"2026-10-22","tier":"T5","locator":"Annualised revenue tripled from $250 million to over $750 million; no enterprise split"},"note":"Sum of the company's five part estimates, US$m 75 (low), 190 (central) and 340 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c4789bd34b454f88302d9116427c8002c328c9dd40aa37680818d02fcc20468c"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c4789bd34b454f88302d9116427c8002c328c9dd40aa37680818d02fcc20468c"}}},"clay":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"clay","name":"Clay","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.006,"central":0.014,"high":0.021,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Clay raised US$115M at a US$7.1bn valuation after 4x revenue growth in 2025, with 17k customers (T2); the page gives no ARR. Allowance: valuation of 35 to 120 times revenue implies US$60m to US$200m, central US$130m. Central amounts in this function across the company's parts, US$m: work-assistants 3.9, agent-platforms 13.0, it-operations 1.3, sales-marketing 110.5, finance-hr-operations 1.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Clay); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"agent-platforms":{"low":0.124,"central":0.268,"high":0.412,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Clay raised US$115M at a US$7.1bn valuation after 4x revenue growth in 2025, with 17k customers (T2); the page gives no ARR. Allowance: valuation of 35 to 120 times revenue implies US$60m to US$200m, central US$130m. Central amounts in this function across the company's parts, US$m: work-assistants 3.9, agent-platforms 13.0, it-operations 1.3, sales-marketing 110.5, finance-hr-operations 1.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Clay); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"it-operations":{"low":0.024,"central":0.051,"high":0.078,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Clay raised US$115M at a US$7.1bn valuation after 4x revenue growth in 2025, with 17k customers (T2); the page gives no ARR. Allowance: valuation of 35 to 120 times revenue implies US$60m to US$200m, central US$130m. Central amounts in this function across the company's parts, US$m: work-assistants 3.9, agent-platforms 13.0, it-operations 1.3, sales-marketing 110.5, finance-hr-operations 1.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Clay); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"sales-marketing":{"low":2.25,"central":4.751,"high":7.127,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Clay raised US$115M at a US$7.1bn valuation after 4x revenue growth in 2025, with 17k customers (T2); the page gives no ARR. Allowance: valuation of 35 to 120 times revenue implies US$60m to US$200m, central US$130m. Central amounts in this function across the company's parts, US$m: work-assistants 3.9, agent-platforms 13.0, it-operations 1.3, sales-marketing 110.5, finance-hr-operations 1.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Clay); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"finance-hr-operations":{"low":0.026,"central":0.056,"high":0.087,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Clay raised US$115M at a US$7.1bn valuation after 4x revenue growth in 2025, with 17k customers (T2); the page gives no ARR. Allowance: valuation of 35 to 120 times revenue implies US$60m to US$200m, central US$130m. Central amounts in this function across the company's parts, US$m: work-assistants 3.9, agent-platforms 13.0, it-operations 1.3, sales-marketing 110.5, finance-hr-operations 1.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Clay); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."}},"baselineRevenueUsd":{"low":60000000,"central":130000000,"high":200000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Sep 2026","periodEnd":"2026-09-09","source":{"url":"https://www.clay.com/blog/series-d","title":"Clay raises $115M Series D at a $7.1B valuation","publisher":"Clay","publishedDate":"2026-09-09","accessedDate":"2026-10-22","tier":"T5","locator":"$115M Series D at $7.1B valuation after 4x revenue growth in 2025; more than 17k customers; no ARR on the page"},"note":"Sum of the company's five part estimates, US$m 60 (low), 130 (central) and 200 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"53069a18979bcbc774b269392208a7aa1f28a08b060eaae9a62b8bb92a62fee4"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"53069a18979bcbc774b269392208a7aa1f28a08b060eaae9a62b8bb92a62fee4"}}},"adp":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"adp","name":"ADP","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.011,"central":0.057,"high":0.307,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ADP publishes no AI revenue and its release mentions AI only in general terms (T2). Fiscal 2026 revenue was US$21,947 million (T2, SEC 8-K). Payroll and HR vendors without a stand-alone AI price: AI share low 0.1%, central 0.5%, high 2.7% of US$21.9bn = US$110m (range 22m to 593m). Central amounts in this function across the company's parts, US$m: work-assistants 16.5, agent-platforms 5.5, it-operations 5.5, sales-marketing 5.5, finance-hr-operations 77.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automatic Data Processing); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"agent-platforms":{"low":0.023,"central":0.113,"high":0.609,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ADP publishes no AI revenue and its release mentions AI only in general terms (T2). Fiscal 2026 revenue was US$21,947 million (T2, SEC 8-K). Payroll and HR vendors without a stand-alone AI price: AI share low 0.1%, central 0.5%, high 2.7% of US$21.9bn = US$110m (range 22m to 593m). Central amounts in this function across the company's parts, US$m: work-assistants 16.5, agent-platforms 5.5, it-operations 5.5, sales-marketing 5.5, finance-hr-operations 77.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automatic Data Processing); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"it-operations":{"low":0.043,"central":0.216,"high":1.151,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ADP publishes no AI revenue and its release mentions AI only in general terms (T2). Fiscal 2026 revenue was US$21,947 million (T2, SEC 8-K). Payroll and HR vendors without a stand-alone AI price: AI share low 0.1%, central 0.5%, high 2.7% of US$21.9bn = US$110m (range 22m to 593m). Central amounts in this function across the company's parts, US$m: work-assistants 16.5, agent-platforms 5.5, it-operations 5.5, sales-marketing 5.5, finance-hr-operations 77.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automatic Data Processing); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"sales-marketing":{"low":0.047,"central":0.236,"high":1.262,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ADP publishes no AI revenue and its release mentions AI only in general terms (T2). Fiscal 2026 revenue was US$21,947 million (T2, SEC 8-K). Payroll and HR vendors without a stand-alone AI price: AI share low 0.1%, central 0.5%, high 2.7% of US$21.9bn = US$110m (range 22m to 593m). Central amounts in this function across the company's parts, US$m: work-assistants 16.5, agent-platforms 5.5, it-operations 5.5, sales-marketing 5.5, finance-hr-operations 77.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automatic Data Processing); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"finance-hr-operations":{"low":0.687,"central":3.343,"high":15.716,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ADP publishes no AI revenue and its release mentions AI only in general terms (T2). Fiscal 2026 revenue was US$21,947 million (T2, SEC 8-K). Payroll and HR vendors without a stand-alone AI price: AI share low 0.1%, central 0.5%, high 2.7% of US$21.9bn = US$110m (range 22m to 593m). Central amounts in this function across the company's parts, US$m: work-assistants 16.5, agent-platforms 5.5, it-operations 5.5, sales-marketing 5.5, finance-hr-operations 77.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automatic Data Processing); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."}},"baselineRevenueUsd":{"low":22000000,"central":110000000,"high":593000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000008670/000000867026000025/q4fy26exhibit99.htm","title":"ADP Reports Fourth Quarter and Fiscal 2026 Results; Provides Fiscal 2027 Outlook (Form 8-K, Exhibit 99)","publisher":"Automatic Data Processing","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenues $21,947.4 million (fiscal 2025 $20,560.9 million); no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 22 (low), 110 (central) and 593 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918fe7d5fcf70d25e1a51cfa032c205fe2c5abb21c10445220292b0436149f58"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"918fe7d5fcf70d25e1a51cfa032c205fe2c5abb21c10445220292b0436149f58"}}},"spacex":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"spacex","name":"SpaceX (xAI, Grok)","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.092,"central":0.457,"high":2.391,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SpaceX's Q3 release gives Super Intelligence segment revenue of US$7.6bn (up 830% year on year), driven by new cloud-services agreements, the Cursor acquisition and 'increased Grok adoption across enterprise customers', but does not separate Grok Business and Enterprise seats (T2). Annualised, the segment is US$30.4bn; Grok enterprise assistants and agents are assumed 0.5% of it (range 0.1% to 2.6%): 30,400 × 0.005 = US$152m, rounded to 150m (low 30m; high 800m). Central amounts in this function across the company's parts, US$m: work-assistants 132.0, agent-platforms 12.0, it-operations 1.5, sales-marketing 3.0, finance-hr-operations 1.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SpaceX); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-20."},"agent-platforms":{"low":0.05,"central":0.248,"high":1.306,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SpaceX's Q3 release gives Super Intelligence segment revenue of US$7.6bn (up 830% year on year), driven by new cloud-services agreements, the Cursor acquisition and 'increased Grok adoption across enterprise customers', but does not separate Grok Business and Enterprise seats (T2). Annualised, the segment is US$30.4bn; Grok enterprise assistants and agents are assumed 0.5% of it (range 0.1% to 2.6%): 30,400 × 0.005 = US$152m, rounded to 150m (low 30m; high 800m). Central amounts in this function across the company's parts, US$m: work-assistants 132.0, agent-platforms 12.0, it-operations 1.5, sales-marketing 3.0, finance-hr-operations 1.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SpaceX); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-20."},"it-operations":{"low":0.012,"central":0.059,"high":0.313,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SpaceX's Q3 release gives Super Intelligence segment revenue of US$7.6bn (up 830% year on year), driven by new cloud-services agreements, the Cursor acquisition and 'increased Grok adoption across enterprise customers', but does not separate Grok Business and Enterprise seats (T2). Annualised, the segment is US$30.4bn; Grok enterprise assistants and agents are assumed 0.5% of it (range 0.1% to 2.6%): 30,400 × 0.005 = US$152m, rounded to 150m (low 30m; high 800m). Central amounts in this function across the company's parts, US$m: work-assistants 132.0, agent-platforms 12.0, it-operations 1.5, sales-marketing 3.0, finance-hr-operations 1.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SpaceX); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-20."},"sales-marketing":{"low":0.026,"central":0.129,"high":0.684,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SpaceX's Q3 release gives Super Intelligence segment revenue of US$7.6bn (up 830% year on year), driven by new cloud-services agreements, the Cursor acquisition and 'increased Grok adoption across enterprise customers', but does not separate Grok Business and Enterprise seats (T2). Annualised, the segment is US$30.4bn; Grok enterprise assistants and agents are assumed 0.5% of it (range 0.1% to 2.6%): 30,400 × 0.005 = US$152m, rounded to 150m (low 30m; high 800m). Central amounts in this function across the company's parts, US$m: work-assistants 132.0, agent-platforms 12.0, it-operations 1.5, sales-marketing 3.0, finance-hr-operations 1.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SpaceX); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-20."},"finance-hr-operations":{"low":0.013,"central":0.065,"high":0.346,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. SpaceX's Q3 release gives Super Intelligence segment revenue of US$7.6bn (up 830% year on year), driven by new cloud-services agreements, the Cursor acquisition and 'increased Grok adoption across enterprise customers', but does not separate Grok Business and Enterprise seats (T2). Annualised, the segment is US$30.4bn; Grok enterprise assistants and agents are assumed 0.5% of it (range 0.1% to 2.6%): 30,400 × 0.005 = US$152m, rounded to 150m (low 30m; high 800m). Central amounts in this function across the company's parts, US$m: work-assistants 132.0, agent-platforms 12.0, it-operations 1.5, sales-marketing 3.0, finance-hr-operations 1.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SpaceX); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-20."}},"baselineRevenueUsd":{"low":30000000,"central":150000000,"high":800000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q3 2026, annualised allowance","periodEnd":"2026-09-30","source":{"url":"https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf","title":"SpaceX reports third-quarter 2026 results","publisher":"SpaceX","publishedDate":"2026-10-20","accessedDate":"2026-10-22","tier":"T5","locator":"SI business highlights: increased Grok adoption across enterprise customers; segment revenue not split by product"},"note":"Sum of the company's five part estimates, US$m 30 (low), 150 (central) and 800 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":3},"agent-platforms":{"levelLow":1,"levelHigh":3},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":3},"finance-hr-operations":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4221c7e0cd6334e73965066de01a91080da45e79ffc259c5bd82146ea697b450"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4221c7e0cd6334e73965066de01a91080da45e79ffc259c5bd82146ea697b450"}}},"outreach":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"outreach","name":"Outreach","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.005,"central":0.017,"high":0.052,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Outreach is private and published no total revenue; its September 2026 release reports 480% year-on-year growth in AI ARR and 12 times more AI-credit consumption, and names Databricks, SAP, Siemens and Verizon as customers (T2), without any base figure. Allowance capped at 60% of Gong's ARR above US$500 million (T2, opened; Gong is the category leader): high US$300m, central US$100m (20% of Gong's ARR), low US$30m. Central amounts in this function across the company's parts, US$m: work-assistants 5.0, agent-platforms 8.0, it-operations 1.0, sales-marketing 85.0, finance-hr-operations 1.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Outreach); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"agent-platforms":{"low":0.05,"central":0.165,"high":0.493,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Outreach is private and published no total revenue; its September 2026 release reports 480% year-on-year growth in AI ARR and 12 times more AI-credit consumption, and names Databricks, SAP, Siemens and Verizon as customers (T2), without any base figure. Allowance capped at 60% of Gong's ARR above US$500 million (T2, opened; Gong is the category leader): high US$300m, central US$100m (20% of Gong's ARR), low US$30m. Central amounts in this function across the company's parts, US$m: work-assistants 5.0, agent-platforms 8.0, it-operations 1.0, sales-marketing 85.0, finance-hr-operations 1.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Outreach); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"it-operations":{"low":0.012,"central":0.039,"high":0.117,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Outreach is private and published no total revenue; its September 2026 release reports 480% year-on-year growth in AI ARR and 12 times more AI-credit consumption, and names Databricks, SAP, Siemens and Verizon as customers (T2), without any base figure. Allowance capped at 60% of Gong's ARR above US$500 million (T2, opened; Gong is the category leader): high US$300m, central US$100m (20% of Gong's ARR), low US$30m. Central amounts in this function across the company's parts, US$m: work-assistants 5.0, agent-platforms 8.0, it-operations 1.0, sales-marketing 85.0, finance-hr-operations 1.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Outreach); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"sales-marketing":{"low":1.125,"central":3.655,"high":10.217,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Outreach is private and published no total revenue; its September 2026 release reports 480% year-on-year growth in AI ARR and 12 times more AI-credit consumption, and names Databricks, SAP, Siemens and Verizon as customers (T2), without any base figure. Allowance capped at 60% of Gong's ARR above US$500 million (T2, opened; Gong is the category leader): high US$300m, central US$100m (20% of Gong's ARR), low US$30m. Central amounts in this function across the company's parts, US$m: work-assistants 5.0, agent-platforms 8.0, it-operations 1.0, sales-marketing 85.0, finance-hr-operations 1.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Outreach); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."},"finance-hr-operations":{"low":0.013,"central":0.043,"high":0.13,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Outreach is private and published no total revenue; its September 2026 release reports 480% year-on-year growth in AI ARR and 12 times more AI-credit consumption, and names Databricks, SAP, Siemens and Verizon as customers (T2), without any base figure. Allowance capped at 60% of Gong's ARR above US$500 million (T2, opened; Gong is the category leader): high US$300m, central US$100m (20% of Gong's ARR), low US$30m. Central amounts in this function across the company's parts, US$m: work-assistants 5.0, agent-platforms 8.0, it-operations 1.0, sales-marketing 85.0, finance-hr-operations 1.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Outreach); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-09."}},"baselineRevenueUsd":{"low":30000000,"central":100000000,"high":300000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Sept 2026 release","periodEnd":"2026-09-09","source":{"url":"https://www.outreach.ai/company/newsroom/outreach-reports-12x-ai-usage-growth-as-revenue-teams-move-beyond-insight-to-ai-driven-execution","title":"Outreach reports 12x AI usage growth as revenue teams move beyond insight to AI-driven execution","publisher":"Outreach","publishedDate":"2026-09-09","accessedDate":"2026-10-23","tier":"T5","locator":"'480% YoY AI ARR growth in Q2 of its fiscal year' and '12x growth in consumption of AI credits'; Databricks, SAP, Siemens and Verizon named; no total ARR or revenue figure"},"note":"Sum of the company's five part estimates, US$m 30 (low), 100 (central) and 300 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d784f1ef00c7a3017dd8e8413f29ba468e812815354eb45e2aeac914bfdc198d"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d784f1ef00c7a3017dd8e8413f29ba468e812815354eb45e2aeac914bfdc198d"}}},"kingdee":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"kingdee","name":"Kingdee International","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.014,"central":0.015,"high":0.017,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Kingdee's AI-native products (Lingee and AI Suite) earned about RMB296 million in H1 2026 (T2): 296 × 2 = RMB592m ÷ 6.73 RMB per US dollar (rate implied by Alibaba's RMB 49.5bn = US$7.36bn, 21 Aug 2026) = US$88m. Half-year × 2 understates the current run-rate; high end allows for that. Central amounts in this function across the company's parts, US$m: work-assistants 4.4, agent-platforms 22.0, it-operations 4.4, sales-marketing 4.4, finance-hr-operations 52.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Kingdee International); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-11."},"agent-platforms":{"low":0.413,"central":0.454,"high":0.515,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Kingdee's AI-native products (Lingee and AI Suite) earned about RMB296 million in H1 2026 (T2): 296 × 2 = RMB592m ÷ 6.73 RMB per US dollar (rate implied by Alibaba's RMB 49.5bn = US$7.36bn, 21 Aug 2026) = US$88m. Half-year × 2 understates the current run-rate; high end allows for that. Central amounts in this function across the company's parts, US$m: work-assistants 4.4, agent-platforms 22.0, it-operations 4.4, sales-marketing 4.4, finance-hr-operations 52.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Kingdee International); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-11."},"it-operations":{"low":0.157,"central":0.172,"high":0.196,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Kingdee's AI-native products (Lingee and AI Suite) earned about RMB296 million in H1 2026 (T2): 296 × 2 = RMB592m ÷ 6.73 RMB per US dollar (rate implied by Alibaba's RMB 49.5bn = US$7.36bn, 21 Aug 2026) = US$88m. Half-year × 2 understates the current run-rate; high end allows for that. Central amounts in this function across the company's parts, US$m: work-assistants 4.4, agent-platforms 22.0, it-operations 4.4, sales-marketing 4.4, finance-hr-operations 52.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Kingdee International); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-11."},"sales-marketing":{"low":0.172,"central":0.189,"high":0.215,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Kingdee's AI-native products (Lingee and AI Suite) earned about RMB296 million in H1 2026 (T2): 296 × 2 = RMB592m ÷ 6.73 RMB per US dollar (rate implied by Alibaba's RMB 49.5bn = US$7.36bn, 21 Aug 2026) = US$88m. Half-year × 2 understates the current run-rate; high end allows for that. Central amounts in this function across the company's parts, US$m: work-assistants 4.4, agent-platforms 22.0, it-operations 4.4, sales-marketing 4.4, finance-hr-operations 52.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Kingdee International); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-11."},"finance-hr-operations":{"low":2.088,"central":2.293,"high":2.597,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Kingdee's AI-native products (Lingee and AI Suite) earned about RMB296 million in H1 2026 (T2): 296 × 2 = RMB592m ÷ 6.73 RMB per US dollar (rate implied by Alibaba's RMB 49.5bn = US$7.36bn, 21 Aug 2026) = US$88m. Half-year × 2 understates the current run-rate; high end allows for that. Central amounts in this function across the company's parts, US$m: work-assistants 4.4, agent-platforms 22.0, it-operations 4.4, sales-marketing 4.4, finance-hr-operations 52.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Kingdee International); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-11."}},"baselineRevenueUsd":{"low":80000000,"central":88000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"H1 2026, annualised (× 2)","periodEnd":"2026-06-30","source":{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","title":"Kingdee International Announces 2026 Interim Results","publisher":"Kingdee International","publishedDate":"2026-08-11","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue from AI-native products (Lingee and Kingdee AI Suite) about RMB296 million, +189%"},"note":"Sum of the company's five part estimates, US$m 80 (low), 88 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"54b1faa2ca3ff733eae9ce3cbc427d554e22a8c3416314b8b28a02b9b909b803"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"54b1faa2ca3ff733eae9ce3cbc427d554e22a8c3416314b8b28a02b9b909b803"}}},"docusign":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"docusign","name":"Docusign","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.036,"central":0.092,"high":0.456,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Docusign says Intelligent Agreement Management (IAM) was 15.1% of total ARR at 31 July 2026, up from 12.6% at 30 April 2026, and that its AI agents now execute contract workflows end to end (T2); total ARR is reported only at year end. Total ARR is approximated by revenue US$875.7m × 4 = US$3.50bn, so IAM ARR is about US$529m; the AI share of IAM is assumed 20% (low 8%; high all of IAM). Central amounts in this function across the company's parts, US$m: work-assistants 26.5, agent-platforms 26.5, it-operations 5.3, sales-marketing 5.3, finance-hr-operations 42.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Docusign); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"agent-platforms":{"low":0.217,"central":0.547,"high":2.67,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Docusign says Intelligent Agreement Management (IAM) was 15.1% of total ARR at 31 July 2026, up from 12.6% at 30 April 2026, and that its AI agents now execute contract workflows end to end (T2); total ARR is reported only at year end. Total ARR is approximated by revenue US$875.7m × 4 = US$3.50bn, so IAM ARR is about US$529m; the AI share of IAM is assumed 20% (low 8%; high all of IAM). Central amounts in this function across the company's parts, US$m: work-assistants 26.5, agent-platforms 26.5, it-operations 5.3, sales-marketing 5.3, finance-hr-operations 42.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Docusign); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"it-operations":{"low":0.082,"central":0.208,"high":1.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Docusign says Intelligent Agreement Management (IAM) was 15.1% of total ARR at 31 July 2026, up from 12.6% at 30 April 2026, and that its AI agents now execute contract workflows end to end (T2); total ARR is reported only at year end. Total ARR is approximated by revenue US$875.7m × 4 = US$3.50bn, so IAM ARR is about US$529m; the AI share of IAM is assumed 20% (low 8%; high all of IAM). Central amounts in this function across the company's parts, US$m: work-assistants 26.5, agent-platforms 26.5, it-operations 5.3, sales-marketing 5.3, finance-hr-operations 42.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Docusign); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"sales-marketing":{"low":0.09,"central":0.228,"high":1.127,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Docusign says Intelligent Agreement Management (IAM) was 15.1% of total ARR at 31 July 2026, up from 12.6% at 30 April 2026, and that its AI agents now execute contract workflows end to end (T2); total ARR is reported only at year end. Total ARR is approximated by revenue US$875.7m × 4 = US$3.50bn, so IAM ARR is about US$529m; the AI share of IAM is assumed 20% (low 8%; high all of IAM). Central amounts in this function across the company's parts, US$m: work-assistants 26.5, agent-platforms 26.5, it-operations 5.3, sales-marketing 5.3, finance-hr-operations 42.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Docusign); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"finance-hr-operations":{"low":0.738,"central":1.841,"high":8.559,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. Docusign says Intelligent Agreement Management (IAM) was 15.1% of total ARR at 31 July 2026, up from 12.6% at 30 April 2026, and that its AI agents now execute contract workflows end to end (T2); total ARR is reported only at year end. Total ARR is approximated by revenue US$875.7m × 4 = US$3.50bn, so IAM ARR is about US$529m; the AI share of IAM is assumed 20% (low 8%; high all of IAM). Central amounts in this function across the company's parts, US$m: work-assistants 26.5, agent-platforms 26.5, it-operations 5.3, sales-marketing 5.3, finance-hr-operations 42.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Docusign); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."}},"baselineRevenueUsd":{"low":42000000,"central":106000000,"high":529000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR at 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://s21.q4cdn.com/706790701/files/doc_earnings/2027/q2/earnings-result/2Q27-Earnings-Release.pdf","title":"Docusign Announces Second Quarter Fiscal 2027 Financial Results","publisher":"Docusign","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $875.7 million; IAM 15.1% of total ARR at 31 July 2026; AI agents executing contract workflows"},"note":"Sum of the company's five part estimates, US$m 42 (low), 106 (central) and 529 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"27b48b8d8d3ca980b5fd363c666f75af65a2116b8b5789dc13f96c619c1fc0f7"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"27b48b8d8d3ca980b5fd363c666f75af65a2116b8b5789dc13f96c619c1fc0f7"}}},"yonyou":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"yonyou","name":"Yonyou Network Technology","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.01,"central":0.028,"high":0.093,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Yonyou's half-year forecast notice says AI-related contract signings were RMB910 million (T2; contract value, not revenue, so flagged off-basis). Annualised contract value: 910 × 2 ÷ 6.73 = US$270m (high end); central assumes revenue is about 30% of that, low 11%. Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 20.0, it-operations 8.0, sales-marketing 4.0, finance-hr-operations 40.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Yonyou Network Technology); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15. Annual contract value, not a run-rate: flagged off-basis."},"agent-platforms":{"low":0.155,"central":0.413,"high":1.379,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Yonyou's half-year forecast notice says AI-related contract signings were RMB910 million (T2; contract value, not revenue, so flagged off-basis). Annualised contract value: 910 × 2 ÷ 6.73 = US$270m (high end); central assumes revenue is about 30% of that, low 11%. Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 20.0, it-operations 8.0, sales-marketing 4.0, finance-hr-operations 40.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Yonyou Network Technology); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15. Annual contract value, not a run-rate: flagged off-basis."},"it-operations":{"low":0.118,"central":0.314,"high":1.05,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Yonyou's half-year forecast notice says AI-related contract signings were RMB910 million (T2; contract value, not revenue, so flagged off-basis). Annualised contract value: 910 × 2 ÷ 6.73 = US$270m (high end); central assumes revenue is about 30% of that, low 11%. Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 20.0, it-operations 8.0, sales-marketing 4.0, finance-hr-operations 40.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Yonyou Network Technology); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15. Annual contract value, not a run-rate: flagged off-basis."},"sales-marketing":{"low":0.065,"central":0.172,"high":0.578,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Yonyou's half-year forecast notice says AI-related contract signings were RMB910 million (T2; contract value, not revenue, so flagged off-basis). Annualised contract value: 910 × 2 ÷ 6.73 = US$270m (high end); central assumes revenue is about 30% of that, low 11%. Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 20.0, it-operations 8.0, sales-marketing 4.0, finance-hr-operations 40.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Yonyou Network Technology); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15. Annual contract value, not a run-rate: flagged off-basis."},"finance-hr-operations":{"low":0.658,"central":1.737,"high":5.629,"unit":"percent","basis":"Annual contract value / contract signings in US dollars, annualised (not a run-rate)","offBasis":true,"period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Yonyou's half-year forecast notice says AI-related contract signings were RMB910 million (T2; contract value, not revenue, so flagged off-basis). Annualised contract value: 910 × 2 ÷ 6.73 = US$270m (high end); central assumes revenue is about 30% of that, low 11%. Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 20.0, it-operations 8.0, sales-marketing 4.0, finance-hr-operations 40.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Yonyou Network Technology); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15. Annual contract value, not a run-rate: flagged off-basis."}},"baselineRevenueUsd":{"low":30000000,"central":80000000,"high":270000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"H1 2026 contract signings, annualised","periodEnd":"2026-06-30","source":{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","title":"Yonyou 2026 half-year results forecast (announcement 2026-041)","publisher":"Yonyou Network Technology","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"AI-related contract signings of RMB 910 million in H1 2026 (contract value, not revenue)"},"note":"Sum of the company's five part estimates, US$m 30 (low), 80 (central) and 270 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6f928504c7fc5dec6fd126baeed9b7a554e3168230bc56317f6b801b06dc125f"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6f928504c7fc5dec6fd126baeed9b7a554e3168230bc56317f6b801b06dc125f"}}},"atlassian":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"atlassian","name":"Atlassian","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.024,"central":0.12,"high":0.399,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Atlassian discloses no AI revenue (Rovo is bundled in paid plans). Subscription ARR US$6.6bn (T2); AI share low 0.3%, central 1.5%, high 5%. Atlassian's Q4 FY26 letter (opened) gives no AI revenue; it says over 80% of the Fortune 500 use Rovo, Rovo-assisted actions rose over 50% quarter on quarter, and Rovo adopters grow ARR more than twice as fast as non-adopters. Central amounts in this function across the company's parts, US$m: work-assistants 34.6, agent-platforms 24.8, it-operations 29.7, sales-marketing 5.0, finance-hr-operations 5.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Atlassian); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"agent-platforms":{"low":0.104,"central":0.511,"high":1.682,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Atlassian discloses no AI revenue (Rovo is bundled in paid plans). Subscription ARR US$6.6bn (T2); AI share low 0.3%, central 1.5%, high 5%. Atlassian's Q4 FY26 letter (opened) gives no AI revenue; it says over 80% of the Fortune 500 use Rovo, Rovo-assisted actions rose over 50% quarter on quarter, and Rovo adopters grow ARR more than twice as fast as non-adopters. Central amounts in this function across the company's parts, US$m: work-assistants 34.6, agent-platforms 24.8, it-operations 29.7, sales-marketing 5.0, finance-hr-operations 5.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Atlassian); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"it-operations":{"low":0.237,"central":1.164,"high":3.777,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Atlassian discloses no AI revenue (Rovo is bundled in paid plans). Subscription ARR US$6.6bn (T2); AI share low 0.3%, central 1.5%, high 5%. Atlassian's Q4 FY26 letter (opened) gives no AI revenue; it says over 80% of the Fortune 500 use Rovo, Rovo-assisted actions rose over 50% quarter on quarter, and Rovo adopters grow ARR more than twice as fast as non-adopters. Central amounts in this function across the company's parts, US$m: work-assistants 34.6, agent-platforms 24.8, it-operations 29.7, sales-marketing 5.0, finance-hr-operations 5.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Atlassian); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"sales-marketing":{"low":0.043,"central":0.213,"high":0.706,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Atlassian discloses no AI revenue (Rovo is bundled in paid plans). Subscription ARR US$6.6bn (T2); AI share low 0.3%, central 1.5%, high 5%. Atlassian's Q4 FY26 letter (opened) gives no AI revenue; it says over 80% of the Fortune 500 use Rovo, Rovo-assisted actions rose over 50% quarter on quarter, and Rovo adopters grow ARR more than twice as fast as non-adopters. Central amounts in this function across the company's parts, US$m: work-assistants 34.6, agent-platforms 24.8, it-operations 29.7, sales-marketing 5.0, finance-hr-operations 5.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Atlassian); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"finance-hr-operations":{"low":0.043,"central":0.215,"high":0.713,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Atlassian discloses no AI revenue (Rovo is bundled in paid plans). Subscription ARR US$6.6bn (T2); AI share low 0.3%, central 1.5%, high 5%. Atlassian's Q4 FY26 letter (opened) gives no AI revenue; it says over 80% of the Fortune 500 use Rovo, Rovo-assisted actions rose over 50% quarter on quarter, and Rovo adopters grow ARR more than twice as fast as non-adopters. Central amounts in this function across the company's parts, US$m: work-assistants 34.6, agent-platforms 24.8, it-operations 29.7, sales-marketing 5.0, finance-hr-operations 5.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Atlassian); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."}},"baselineRevenueUsd":{"low":20000000,"central":99000000,"high":330000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q4 FY2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26","title":"Our Q4 FY26 letter to shareholders","publisher":"Atlassian","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Subscription ARR of $6.6B; over 80% of the Fortune 500 use Rovo; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 20 (low), 99 (central) and 330 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6fa27b6a688dd2a448ba8a1fda5b58d889f8c1e2c54008669c2921b7999271fe"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6fa27b6a688dd2a448ba8a1fda5b58d889f8c1e2c54008669c2921b7999271fe"}}},"notion":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"notion","name":"Notion","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.08,"central":0.229,"high":0.57,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Press reports that Notion's ARR has passed US$600 million (a Forbes report of December 2025, relayed by Tech Times on 25 May 2026, which adds that Notion has not publicly confirmed the ARR figure; T3). Notion itself says that at the end of 2025 more than 50% of its ARR came from AI-enabled customers (T2, CFO Rama Katkar, https://www.notion.com/blog/gic-sequoia-index-purchase-notion-shares, 26 January 2026, opened 23 October 2026; the post gives no dollar ARR). The Forbes report was not opened (HTTP 403). AI-attributable revenue is assumed 20% of ARR (range 7% to 50%): 600 × 0.2 = US$120m; Notion Agent, AI Meeting Notes and Enterprise Search remain included in Business and Enterprise plans, and Custom Agents, free through 3 May 2026, use Notion Credits as an add-on from 4 May 2026 (T2, Notion blog 'Introducing Custom Agents', 24 February 2026, https://www.notion.com/blog/introducing-custom-agents, opened 23 October 2026). Central amounts in this function across the company's parts, US$m: work-assistants 66.0, agent-platforms 42.0, it-operations 3.6, sales-marketing 3.6, finance-hr-operations 4.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-25. Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"},"agent-platforms":{"low":0.305,"central":0.866,"high":2.138,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Press reports that Notion's ARR has passed US$600 million (a Forbes report of December 2025, relayed by Tech Times on 25 May 2026, which adds that Notion has not publicly confirmed the ARR figure; T3). Notion itself says that at the end of 2025 more than 50% of its ARR came from AI-enabled customers (T2, CFO Rama Katkar, https://www.notion.com/blog/gic-sequoia-index-purchase-notion-shares, 26 January 2026, opened 23 October 2026; the post gives no dollar ARR). The Forbes report was not opened (HTTP 403). AI-attributable revenue is assumed 20% of ARR (range 7% to 50%): 600 × 0.2 = US$120m; Notion Agent, AI Meeting Notes and Enterprise Search remain included in Business and Enterprise plans, and Custom Agents, free through 3 May 2026, use Notion Credits as an add-on from 4 May 2026 (T2, Notion blog 'Introducing Custom Agents', 24 February 2026, https://www.notion.com/blog/introducing-custom-agents, opened 23 October 2026). Central amounts in this function across the company's parts, US$m: work-assistants 66.0, agent-platforms 42.0, it-operations 3.6, sales-marketing 3.6, finance-hr-operations 4.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-25. Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"},"it-operations":{"low":0.049,"central":0.141,"high":0.352,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Press reports that Notion's ARR has passed US$600 million (a Forbes report of December 2025, relayed by Tech Times on 25 May 2026, which adds that Notion has not publicly confirmed the ARR figure; T3). Notion itself says that at the end of 2025 more than 50% of its ARR came from AI-enabled customers (T2, CFO Rama Katkar, https://www.notion.com/blog/gic-sequoia-index-purchase-notion-shares, 26 January 2026, opened 23 October 2026; the post gives no dollar ARR). The Forbes report was not opened (HTTP 403). AI-attributable revenue is assumed 20% of ARR (range 7% to 50%): 600 × 0.2 = US$120m; Notion Agent, AI Meeting Notes and Enterprise Search remain included in Business and Enterprise plans, and Custom Agents, free through 3 May 2026, use Notion Credits as an add-on from 4 May 2026 (T2, Notion blog 'Introducing Custom Agents', 24 February 2026, https://www.notion.com/blog/introducing-custom-agents, opened 23 October 2026). Central amounts in this function across the company's parts, US$m: work-assistants 66.0, agent-platforms 42.0, it-operations 3.6, sales-marketing 3.6, finance-hr-operations 4.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-25. Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"},"sales-marketing":{"low":0.054,"central":0.155,"high":0.386,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Press reports that Notion's ARR has passed US$600 million (a Forbes report of December 2025, relayed by Tech Times on 25 May 2026, which adds that Notion has not publicly confirmed the ARR figure; T3). Notion itself says that at the end of 2025 more than 50% of its ARR came from AI-enabled customers (T2, CFO Rama Katkar, https://www.notion.com/blog/gic-sequoia-index-purchase-notion-shares, 26 January 2026, opened 23 October 2026; the post gives no dollar ARR). The Forbes report was not opened (HTTP 403). AI-attributable revenue is assumed 20% of ARR (range 7% to 50%): 600 × 0.2 = US$120m; Notion Agent, AI Meeting Notes and Enterprise Search remain included in Business and Enterprise plans, and Custom Agents, free through 3 May 2026, use Notion Credits as an add-on from 4 May 2026 (T2, Notion blog 'Introducing Custom Agents', 24 February 2026, https://www.notion.com/blog/introducing-custom-agents, opened 23 October 2026). Central amounts in this function across the company's parts, US$m: work-assistants 66.0, agent-platforms 42.0, it-operations 3.6, sales-marketing 3.6, finance-hr-operations 4.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-25. Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"},"finance-hr-operations":{"low":0.073,"central":0.208,"high":0.519,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Press reports that Notion's ARR has passed US$600 million (a Forbes report of December 2025, relayed by Tech Times on 25 May 2026, which adds that Notion has not publicly confirmed the ARR figure; T3). Notion itself says that at the end of 2025 more than 50% of its ARR came from AI-enabled customers (T2, CFO Rama Katkar, https://www.notion.com/blog/gic-sequoia-index-purchase-notion-shares, 26 January 2026, opened 23 October 2026; the post gives no dollar ARR). The Forbes report was not opened (HTTP 403). AI-attributable revenue is assumed 20% of ARR (range 7% to 50%): 600 × 0.2 = US$120m; Notion Agent, AI Meeting Notes and Enterprise Search remain included in Business and Enterprise plans, and Custom Agents, free through 3 May 2026, use Notion Credits as an add-on from 4 May 2026 (T2, Notion blog 'Introducing Custom Agents', 24 February 2026, https://www.notion.com/blog/introducing-custom-agents, opened 23 October 2026). Central amounts in this function across the company's parts, US$m: work-assistants 66.0, agent-platforms 42.0, it-operations 3.6, sales-marketing 3.6, finance-hr-operations 4.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Times); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-25. Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"}},"baselineRevenueUsd":{"low":42000000,"central":120000000,"high":300000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR passed US$600m, press report of December 2025","periodEnd":"2025-12-31","source":{"url":"https://www.techtimes.com/articles/317092/20260525/notion-opens-workspace-claude-code-cursor-codex-native-ai-agents.htm","title":"Notion Opens Workspace to Claude Code, Cursor, and Codex as Native AI Agents","publisher":"Tech Times","publishedDate":"2026-05-25","accessedDate":"2026-10-23","tier":"T5","locator":"ARR 'has surpassed $600 million' and 'more than half now coming from AI-enabled customers', both attributed to a Forbes report of December 2025; 'Notion has not publicly confirmed the ARR figure'"},"note":"Sum of the company's five part estimates, US$m 42 (low), 120 (central) and 300 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; reworked.co returned HTTP 403 to the 23 October check, and it had described the ARR as Notion's own statement, which the opened pages do not support): Reworked, 'Notion custom agents reach general availability', 6 May 2026, https://www.reworked.co/digital-workplace/notion-custom-agents-reach-general-availability/"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e73e24c282f247c7a883238109224fe015803d987d4d1eab390f43fa583d6afa"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e73e24c282f247c7a883238109224fe015803d987d4d1eab390f43fa583d6afa"}}},"automation-anywhere":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"automation-anywhere","name":"Automation Anywhere","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.002,"central":0.008,"high":0.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Automation Anywhere is private and gives no dollar figures; its June 2025 release says growth and profitability on demand for agentic process automation (T2). Judged at 6% of UiPath's US$1.938bn ARR (T2, opened): central US$120m (low 1.5%, high 21%: 30m to 400m). It acquired Aisera, announced November 2025, whose revenue is counted here. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 105.6, it-operations 4.8, sales-marketing 2.4, finance-hr-operations 4.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automation Anywhere); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-11."},"agent-platforms":{"low":0.554,"central":2.178,"high":6.909,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Automation Anywhere is private and gives no dollar figures; its June 2025 release says growth and profitability on demand for agentic process automation (T2). Judged at 6% of UiPath's US$1.938bn ARR (T2, opened): central US$120m (low 1.5%, high 21%: 30m to 400m). It acquired Aisera, announced November 2025, whose revenue is counted here. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 105.6, it-operations 4.8, sales-marketing 2.4, finance-hr-operations 4.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automation Anywhere); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-11."},"it-operations":{"low":0.047,"central":0.188,"high":0.624,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Automation Anywhere is private and gives no dollar figures; its June 2025 release says growth and profitability on demand for agentic process automation (T2). Judged at 6% of UiPath's US$1.938bn ARR (T2, opened): central US$120m (low 1.5%, high 21%: 30m to 400m). It acquired Aisera, announced November 2025, whose revenue is counted here. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 105.6, it-operations 4.8, sales-marketing 2.4, finance-hr-operations 4.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automation Anywhere); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-11."},"sales-marketing":{"low":0.026,"central":0.103,"high":0.343,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Automation Anywhere is private and gives no dollar figures; its June 2025 release says growth and profitability on demand for agentic process automation (T2). Judged at 6% of UiPath's US$1.938bn ARR (T2, opened): central US$120m (low 1.5%, high 21%: 30m to 400m). It acquired Aisera, announced November 2025, whose revenue is counted here. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 105.6, it-operations 4.8, sales-marketing 2.4, finance-hr-operations 4.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automation Anywhere); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-11."},"finance-hr-operations":{"low":0.052,"central":0.208,"high":0.691,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Automation Anywhere is private and gives no dollar figures; its June 2025 release says growth and profitability on demand for agentic process automation (T2). Judged at 6% of UiPath's US$1.938bn ARR (T2, opened): central US$120m (low 1.5%, high 21%: 30m to 400m). It acquired Aisera, announced November 2025, whose revenue is counted here. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 105.6, it-operations 4.8, sales-marketing 2.4, finance-hr-operations 4.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Automation Anywhere); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-11."}},"baselineRevenueUsd":{"low":30000000,"central":120000000,"high":400000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, June 2025 release","periodEnd":"2025-03-31","source":{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","title":"Automation Anywhere Reports Strong Q1 Fiscal Year 2026 Growth and Profitability","publisher":"Automation Anywhere","publishedDate":"2025-06-11","accessedDate":"2026-10-22","tier":"T5","locator":"Company reports growth in ARR and profitability on demand for its Agentic Process Automation system; no dollar figure"},"note":"Sum of the company's five part estimates, US$m 30 (low), 120 (central) and 400 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e2b1443e7a531d39a85b55ef1c21f32c9c1100e6172994e9f876e00443002dcd"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e2b1443e7a531d39a85b55ef1c21f32c9c1100e6172994e9f876e00443002dcd"}}},"salesloft":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"salesloft","name":"Salesloft (with Clari)","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.006,"central":0.019,"high":0.05,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Forrester put the combined ARR of Clari and Salesloft (merged 3 December 2025) at about US$450m (T4, August 2025, so older than 12 months). The AI assistant and agent part is assumed 15% (low 5%, high 40%): 450 × 0.15 = US$68m. Central amounts in this function across the company's parts, US$m: work-assistants 5.4, agent-platforms 3.4, it-operations 0.7, sales-marketing 57.8, finance-hr-operations 0.7. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Forrester); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-08-14."},"agent-platforms":{"low":0.023,"central":0.07,"high":0.185,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Forrester put the combined ARR of Clari and Salesloft (merged 3 December 2025) at about US$450m (T4, August 2025, so older than 12 months). The AI assistant and agent part is assumed 15% (low 5%, high 40%): 450 × 0.15 = US$68m. Central amounts in this function across the company's parts, US$m: work-assistants 5.4, agent-platforms 3.4, it-operations 0.7, sales-marketing 57.8, finance-hr-operations 0.7. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Forrester); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-08-14."},"it-operations":{"low":0.009,"central":0.027,"high":0.071,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Forrester put the combined ARR of Clari and Salesloft (merged 3 December 2025) at about US$450m (T4, August 2025, so older than 12 months). The AI assistant and agent part is assumed 15% (low 5%, high 40%): 450 × 0.15 = US$68m. Central amounts in this function across the company's parts, US$m: work-assistants 5.4, agent-platforms 3.4, it-operations 0.7, sales-marketing 57.8, finance-hr-operations 0.7. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Forrester); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-08-14."},"sales-marketing":{"low":0.818,"central":2.485,"high":6.32,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Forrester put the combined ARR of Clari and Salesloft (merged 3 December 2025) at about US$450m (T4, August 2025, so older than 12 months). The AI assistant and agent part is assumed 15% (low 5%, high 40%): 450 × 0.15 = US$68m. Central amounts in this function across the company's parts, US$m: work-assistants 5.4, agent-platforms 3.4, it-operations 0.7, sales-marketing 57.8, finance-hr-operations 0.7. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Forrester); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-08-14."},"finance-hr-operations":{"low":0.01,"central":0.03,"high":0.078,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Forrester put the combined ARR of Clari and Salesloft (merged 3 December 2025) at about US$450m (T4, August 2025, so older than 12 months). The AI assistant and agent part is assumed 15% (low 5%, high 40%): 450 × 0.15 = US$68m. Central amounts in this function across the company's parts, US$m: work-assistants 5.4, agent-platforms 3.4, it-operations 0.7, sales-marketing 57.8, finance-hr-operations 0.7. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Forrester); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-08-14."}},"baselineRevenueUsd":{"low":22000000,"central":68000000,"high":180000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Combined ARR, Aug 2025","periodEnd":"2025-08-14","source":{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","title":"Clari-Salesloft Merger: A Bold, High-Stakes Bid For Market Dominance","publisher":"Forrester","publishedDate":"2025-08-14","accessedDate":"2026-10-22","tier":"T5","locator":"'A combined ARR of about $450 million' and over 5,000 customers for Clari and Salesloft together (the merger closed on 3 December 2025)"},"note":"Sum of the company's five part estimates, US$m 22 (low), 68 (central) and 180 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7ecc71681607defc888f43393e78c00ac3c8ce96cc3e5dbc384a2825e2e6205d"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7ecc71681607defc888f43393e78c00ac3c8ce96cc3e5dbc384a2825e2e6205d"}}},"bytedance":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"bytedance","name":"ByteDance","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.042,"central":0.208,"high":1.031,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ByteDance has passed US$4bn of annual recurring revenue from its large language models, which TechRound (31 July 2026, opened 23 October 2026) attributes to the South China Morning Post citing unnamed sources (T3); DIGITIMES (https://www.digitimes.com/news/a20260731VL212/bytedance-revenue-software-commercial-sales.html, 31 July 2026, opened 23 October 2026, summary page only) headlines it as AI revenue hitting a US$4B run rate. The SCMP article itself was not opened (HTTP 403). Doubao and enterprise services sold through Volcano Engine are named as important sources (Models); the article gives no Lark or Feishu revenue and says Lark's product team is joining the team behind the Doubao chatbot while its sales, marketing and customer-service teams move to Volcano Engine. Allowance for Lark's AI assistants and agents: central 2.5% of US$4bn = US$100m (range 0.5% to 12.5%: 20m to 500m). Central amounts in this function across the company's parts, US$m: work-assistants 60.0, agent-platforms 20.0, it-operations 5.0, sales-marketing 10.0, finance-hr-operations 5.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (TechRound); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-31. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"},"agent-platforms":{"low":0.083,"central":0.413,"high":2.029,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ByteDance has passed US$4bn of annual recurring revenue from its large language models, which TechRound (31 July 2026, opened 23 October 2026) attributes to the South China Morning Post citing unnamed sources (T3); DIGITIMES (https://www.digitimes.com/news/a20260731VL212/bytedance-revenue-software-commercial-sales.html, 31 July 2026, opened 23 October 2026, summary page only) headlines it as AI revenue hitting a US$4B run rate. The SCMP article itself was not opened (HTTP 403). Doubao and enterprise services sold through Volcano Engine are named as important sources (Models); the article gives no Lark or Feishu revenue and says Lark's product team is joining the team behind the Doubao chatbot while its sales, marketing and customer-service teams move to Volcano Engine. Allowance for Lark's AI assistants and agents: central 2.5% of US$4bn = US$100m (range 0.5% to 12.5%: 20m to 500m). Central amounts in this function across the company's parts, US$m: work-assistants 60.0, agent-platforms 20.0, it-operations 5.0, sales-marketing 10.0, finance-hr-operations 5.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (TechRound); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-31. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"},"it-operations":{"low":0.039,"central":0.196,"high":0.972,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ByteDance has passed US$4bn of annual recurring revenue from its large language models, which TechRound (31 July 2026, opened 23 October 2026) attributes to the South China Morning Post citing unnamed sources (T3); DIGITIMES (https://www.digitimes.com/news/a20260731VL212/bytedance-revenue-software-commercial-sales.html, 31 July 2026, opened 23 October 2026, summary page only) headlines it as AI revenue hitting a US$4B run rate. The SCMP article itself was not opened (HTTP 403). Doubao and enterprise services sold through Volcano Engine are named as important sources (Models); the article gives no Lark or Feishu revenue and says Lark's product team is joining the team behind the Doubao chatbot while its sales, marketing and customer-service teams move to Volcano Engine. Allowance for Lark's AI assistants and agents: central 2.5% of US$4bn = US$100m (range 0.5% to 12.5%: 20m to 500m). Central amounts in this function across the company's parts, US$m: work-assistants 60.0, agent-platforms 20.0, it-operations 5.0, sales-marketing 10.0, finance-hr-operations 5.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (TechRound); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-31. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"},"sales-marketing":{"low":0.086,"central":0.43,"high":2.113,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ByteDance has passed US$4bn of annual recurring revenue from its large language models, which TechRound (31 July 2026, opened 23 October 2026) attributes to the South China Morning Post citing unnamed sources (T3); DIGITIMES (https://www.digitimes.com/news/a20260731VL212/bytedance-revenue-software-commercial-sales.html, 31 July 2026, opened 23 October 2026, summary page only) headlines it as AI revenue hitting a US$4B run rate. The SCMP article itself was not opened (HTTP 403). Doubao and enterprise services sold through Volcano Engine are named as important sources (Models); the article gives no Lark or Feishu revenue and says Lark's product team is joining the team behind the Doubao chatbot while its sales, marketing and customer-service teams move to Volcano Engine. Allowance for Lark's AI assistants and agents: central 2.5% of US$4bn = US$100m (range 0.5% to 12.5%: 20m to 500m). Central amounts in this function across the company's parts, US$m: work-assistants 60.0, agent-platforms 20.0, it-operations 5.0, sales-marketing 10.0, finance-hr-operations 5.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (TechRound); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-31. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"},"finance-hr-operations":{"low":0.043,"central":0.217,"high":1.076,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026. ByteDance has passed US$4bn of annual recurring revenue from its large language models, which TechRound (31 July 2026, opened 23 October 2026) attributes to the South China Morning Post citing unnamed sources (T3); DIGITIMES (https://www.digitimes.com/news/a20260731VL212/bytedance-revenue-software-commercial-sales.html, 31 July 2026, opened 23 October 2026, summary page only) headlines it as AI revenue hitting a US$4B run rate. The SCMP article itself was not opened (HTTP 403). Doubao and enterprise services sold through Volcano Engine are named as important sources (Models); the article gives no Lark or Feishu revenue and says Lark's product team is joining the team behind the Doubao chatbot while its sales, marketing and customer-service teams move to Volcano Engine. Allowance for Lark's AI assistants and agents: central 2.5% of US$4bn = US$100m (range 0.5% to 12.5%: 20m to 500m). Central amounts in this function across the company's parts, US$m: work-assistants 60.0, agent-platforms 20.0, it-operations 5.0, sales-marketing 10.0, finance-hr-operations 5.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (TechRound); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-31. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"}},"baselineRevenueUsd":{"low":20000000,"central":100000000,"high":500000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, July 2026","periodEnd":"2026-07-31","source":{"url":"https://techround.co.uk/news/tiktok-bytedance-ai-revenue-4-billion/","title":"TikTok Parent ByteDance Has Officially Passed The $4 Billion Mark In AI Revenue","publisher":"TechRound","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"'has officially passed $4 billion in annual recurring revenue from its LLMs' (South China Morning Post citing unnamed sources, reached in July); Lark's product team joins the Doubao chatbot team; Lark's sales, marketing and customer service teams move to Volcano Engine"},"note":"Sum of the company's five part estimates, US$m 20 (low), 100 (central) and 500 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'ByteDance makes about $4bn a year from AI and folds Lark into the Doubao group' (reporting SCMP), 30 July 2026, https://thenextweb.com/news/bytedance-4-billion-ai-revenue-lark-doubao-restructure"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e37b24b78f621e6dc44d583482378c8d6f4b2132b96ef50cbe6fbff4c0224052"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e37b24b78f621e6dc44d583482378c8d6f4b2132b96ef50cbe6fbff4c0224052"}}},"darktrace":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"darktrace","name":"Darktrace","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.002,"high":0.009,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Darktrace's last public ARR was US$782.2m (T1, June 2024, older than 12 months). Its detection and response products are AI-branded but are not assistants or agents in the card's sense: share low 2%, central 8%, high 35%. Darktrace was taken private in October 2024 and no newer ARR was found in a search on 23 October 2026, so the June 2024 figure is the latest; the engine widens it for age. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.3, it-operations 59.8, sales-marketing 0.6, finance-hr-operations 0.6. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Darktrace); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-18."},"agent-platforms":{"low":0.007,"central":0.026,"high":0.113,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Darktrace's last public ARR was US$782.2m (T1, June 2024, older than 12 months). Its detection and response products are AI-branded but are not assistants or agents in the card's sense: share low 2%, central 8%, high 35%. Darktrace was taken private in October 2024 and no newer ARR was found in a search on 23 October 2026, so the June 2024 figure is the latest; the engine widens it for age. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.3, it-operations 59.8, sales-marketing 0.6, finance-hr-operations 0.6. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Darktrace); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-18."},"it-operations":{"low":0.606,"central":2.345,"high":9.458,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Darktrace's last public ARR was US$782.2m (T1, June 2024, older than 12 months). Its detection and response products are AI-branded but are not assistants or agents in the card's sense: share low 2%, central 8%, high 35%. Darktrace was taken private in October 2024 and no newer ARR was found in a search on 23 October 2026, so the June 2024 figure is the latest; the engine widens it for age. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.3, it-operations 59.8, sales-marketing 0.6, finance-hr-operations 0.6. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Darktrace); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-18."},"sales-marketing":{"low":0.007,"central":0.027,"high":0.118,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Darktrace's last public ARR was US$782.2m (T1, June 2024, older than 12 months). Its detection and response products are AI-branded but are not assistants or agents in the card's sense: share low 2%, central 8%, high 35%. Darktrace was taken private in October 2024 and no newer ARR was found in a search on 23 October 2026, so the June 2024 figure is the latest; the engine widens it for age. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.3, it-operations 59.8, sales-marketing 0.6, finance-hr-operations 0.6. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Darktrace); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-18."},"finance-hr-operations":{"low":0.007,"central":0.027,"high":0.119,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"5LayerCake estimate (T5), full-inputs pass of 22 October 2026 (newer evidence searched for; the value is anchored as stated). Darktrace's last public ARR was US$782.2m (T1, June 2024, older than 12 months). Its detection and response products are AI-branded but are not assistants or agents in the card's sense: share low 2%, central 8%, high 35%. Darktrace was taken private in October 2024 and no newer ARR was found in a search on 23 October 2026, so the June 2024 figure is the latest; the engine widens it for age. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.3, it-operations 59.8, sales-marketing 0.6, finance-hr-operations 0.6. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Darktrace); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-18."}},"baselineRevenueUsd":{"low":16000000,"central":63000000,"high":274000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR at 30 June 2024 (last public)","periodEnd":"2024-06-30","source":{"url":"https://ir.darktrace.com/financial-results/download/dt20240718/2024-07-18-q4-2024-trading-update.pdf","title":"Darktrace Q4 FY2024 trading update","publisher":"Darktrace","publishedDate":"2024-07-18","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $782.2 million at 30 June 2024 (last public figure; taken private by Thoma Bravo in October 2024)"},"note":"Sum of the company's five part estimates, US$m 16 (low), 63 (central) and 274 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f080067253271d1b4678049abe24d6351b84b0430d97abbcbf72b1283b5518c6"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f080067253271d1b4678049abe24d6351b84b0430d97abbcbf72b1283b5518c6"}}},"mistral":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"mistral","name":"Mistral AI","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.097,"central":0.242,"high":0.387,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Mistral's CEO told the FT its annualised run rate was north of US$400 million (T3, via PYMNTS). Most of it is API and private deployments (Models); Le Chat Enterprise and agent tools are assumed to be 25% (range 10% to 40%): 400 × 0.25 = US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 70.0, agent-platforms 20.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 4.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (PYMNTS); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-11."},"agent-platforms":{"low":0.165,"central":0.413,"high":0.658,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Mistral's CEO told the FT its annualised run rate was north of US$400 million (T3, via PYMNTS). Most of it is API and private deployments (Models); Le Chat Enterprise and agent tools are assumed to be 25% (range 10% to 40%): 400 × 0.25 = US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 70.0, agent-platforms 20.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 4.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (PYMNTS); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-11."},"it-operations":{"low":0.047,"central":0.118,"high":0.188,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Mistral's CEO told the FT its annualised run rate was north of US$400 million (T3, via PYMNTS). Most of it is API and private deployments (Models); Le Chat Enterprise and agent tools are assumed to be 25% (range 10% to 40%): 400 × 0.25 = US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 70.0, agent-platforms 20.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 4.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (PYMNTS); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-11."},"sales-marketing":{"low":0.052,"central":0.129,"high":0.206,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Mistral's CEO told the FT its annualised run rate was north of US$400 million (T3, via PYMNTS). Most of it is API and private deployments (Models); Le Chat Enterprise and agent tools are assumed to be 25% (range 10% to 40%): 400 × 0.25 = US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 70.0, agent-platforms 20.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 4.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (PYMNTS); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-11."},"finance-hr-operations":{"low":0.07,"central":0.174,"high":0.278,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Mistral's CEO told the FT its annualised run rate was north of US$400 million (T3, via PYMNTS). Most of it is API and private deployments (Models); Le Chat Enterprise and agent tools are assumed to be 25% (range 10% to 40%): 400 × 0.25 = US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 70.0, agent-platforms 20.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 4.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (PYMNTS); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-11."}},"baselineRevenueUsd":{"low":40000000,"central":100000000,"high":160000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Jan 2026 sales × 12","periodEnd":"2026-01-31","source":{"url":"https://www.pymnts.com/artificial-intelligence-2/2026/mistral-pushes-eu-ai-freedom-as-revenues-top-400-million/","title":"Mistral Pushes EU AI Freedom as Revenues Top $400 Million","publisher":"PYMNTS","publishedDate":"2026-02-11","accessedDate":"2026-10-22","tier":"T5","locator":"CEO to the FT: annualised run rate (prior month × 12) 'north of $400 million'; more than 100 large enterprise customers"},"note":"Sum of the company's five part estimates, US$m 40 (low), 100 (central) and 160 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ca0ac05c8551e45751787163bfb8f461c8b936dce7173ccdfd6b8f07e8025bfb"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ca0ac05c8551e45751787163bfb8f461c8b936dce7173ccdfd6b8f07e8025bfb"}}},"sentinelone":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"sentinelone","name":"SentinelOne","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0,"central":0.002,"high":0.006,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. SentinelOne's release gives no AI-product ARR. ARR US$1,218m (T2); AI share low 1%, central 5%, high 15% (Purple AI and AI SIEM). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.2, it-operations 57.9, sales-marketing 0.6, finance-hr-operations 0.6. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SentinelOne); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27."},"agent-platforms":{"low":0.005,"central":0.025,"high":0.075,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. SentinelOne's release gives no AI-product ARR. ARR US$1,218m (T2); AI share low 1%, central 5%, high 15% (Purple AI and AI SIEM). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.2, it-operations 57.9, sales-marketing 0.6, finance-hr-operations 0.6. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SentinelOne); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27."},"it-operations":{"low":0.455,"central":2.271,"high":6.517,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. SentinelOne's release gives no AI-product ARR. ARR US$1,218m (T2); AI share low 1%, central 5%, high 15% (Purple AI and AI SIEM). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.2, it-operations 57.9, sales-marketing 0.6, finance-hr-operations 0.6. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SentinelOne); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27."},"sales-marketing":{"low":0.005,"central":0.026,"high":0.079,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. SentinelOne's release gives no AI-product ARR. ARR US$1,218m (T2); AI share low 1%, central 5%, high 15% (Purple AI and AI SIEM). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.2, it-operations 57.9, sales-marketing 0.6, finance-hr-operations 0.6. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SentinelOne); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27."},"finance-hr-operations":{"low":0.005,"central":0.026,"high":0.079,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. SentinelOne's release gives no AI-product ARR. ARR US$1,218m (T2); AI share low 1%, central 5%, high 15% (Purple AI and AI SIEM). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.6, agent-platforms 1.2, it-operations 57.9, sales-marketing 0.6, finance-hr-operations 0.6. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (SentinelOne); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-27."}},"baselineRevenueUsd":{"low":12000000,"central":61000000,"high":183000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 FY2027, ARR","periodEnd":"2026-07-31","source":{"url":"https://s28.q4cdn.com/399982429/files/doc_financials/2027/q2/SentinelOne-Q2-27-Earnings-Press-Release.pdf","title":"SentinelOne Announces Second Quarter Fiscal Year 2027 Financial Results","publisher":"SentinelOne","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,218 million at 31 July 2026; no AI-product ARR in the release"},"note":"Sum of the company's five part estimates, US$m 12 (low), 61 (central) and 183 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"91dc34d612fef4268157027b9c34649c9353b3bbb96cd5824923af8d21bc9572"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"91dc34d612fef4268157027b9c34649c9353b3bbb96cd5824923af8d21bc9572"}}},"otter-ai":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"otter-ai","name":"Otter.ai","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.156,"central":0.281,"high":0.436,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Otter says it passed US$100 million ARR in March 2025 and repeated it in December 2025 (T2; no newer figure). Allowing growth since, and some consumer revenue: central US$90m, range 50m to 140m. Central amounts in this function across the company's parts, US$m: work-assistants 81.0, agent-platforms 2.7, it-operations 0.9, sales-marketing 4.5, finance-hr-operations 0.9. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Otter.ai); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-12-22."},"agent-platforms":{"low":0.031,"central":0.056,"high":0.087,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Otter says it passed US$100 million ARR in March 2025 and repeated it in December 2025 (T2; no newer figure). Allowing growth since, and some consumer revenue: central US$90m, range 50m to 140m. Central amounts in this function across the company's parts, US$m: work-assistants 81.0, agent-platforms 2.7, it-operations 0.9, sales-marketing 4.5, finance-hr-operations 0.9. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Otter.ai); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-12-22."},"it-operations":{"low":0.02,"central":0.035,"high":0.055,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Otter says it passed US$100 million ARR in March 2025 and repeated it in December 2025 (T2; no newer figure). Allowing growth since, and some consumer revenue: central US$90m, range 50m to 140m. Central amounts in this function across the company's parts, US$m: work-assistants 81.0, agent-platforms 2.7, it-operations 0.9, sales-marketing 4.5, finance-hr-operations 0.9. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Otter.ai); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-12-22."},"sales-marketing":{"low":0.108,"central":0.193,"high":0.301,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Otter says it passed US$100 million ARR in March 2025 and repeated it in December 2025 (T2; no newer figure). Allowing growth since, and some consumer revenue: central US$90m, range 50m to 140m. Central amounts in this function across the company's parts, US$m: work-assistants 81.0, agent-platforms 2.7, it-operations 0.9, sales-marketing 4.5, finance-hr-operations 0.9. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Otter.ai); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-12-22."},"finance-hr-operations":{"low":0.022,"central":0.039,"high":0.061,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Otter says it passed US$100 million ARR in March 2025 and repeated it in December 2025 (T2; no newer figure). Allowing growth since, and some consumer revenue: central US$90m, range 50m to 140m. Central amounts in this function across the company's parts, US$m: work-assistants 81.0, agent-platforms 2.7, it-operations 0.9, sales-marketing 4.5, finance-hr-operations 0.9. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Otter.ai); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-12-22."}},"baselineRevenueUsd":{"low":50000000,"central":90000000,"high":140000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR passed US$100m in March 2025","periodEnd":"2025-03-31","source":{"url":"https://otter.ai/blog/otter-ai-caps-transformational-2025-with-100m-arr-milestone-industry-first-ai-meeting-agents-and-global-enterprise-expansion","title":"Otter.ai Caps Transformational 2025 with $100M ARR Milestone","publisher":"Otter.ai","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"Company says it passed $100 million ARR in March 2025; over 35 million users"},"note":"Sum of the company's five part estimates, US$m 50 (low), 90 (central) and 140 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"bbb625e24ce75e02a2eb7be7bfd00f8c694d21a993fdd3b474476311b6bb14af"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"bbb625e24ce75e02a2eb7be7bfd00f8c694d21a993fdd3b474476311b6bb14af"}}},"highradius":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"highradius","name":"HighRadius","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.002,"central":0.006,"high":0.021,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. HighRadius is private and published no revenue; its release describes AI agents for order-to-cash, close, AP and treasury (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened): central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 4.8, it-operations 1.2, sales-marketing 1.2, finance-hr-operations 51.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HighRadius); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-02-26."},"agent-platforms":{"low":0.033,"central":0.099,"high":0.329,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. HighRadius is private and published no revenue; its release describes AI agents for order-to-cash, close, AP and treasury (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened): central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 4.8, it-operations 1.2, sales-marketing 1.2, finance-hr-operations 51.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HighRadius); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-02-26."},"it-operations":{"low":0.016,"central":0.047,"high":0.157,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. HighRadius is private and published no revenue; its release describes AI agents for order-to-cash, close, AP and treasury (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened): central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 4.8, it-operations 1.2, sales-marketing 1.2, finance-hr-operations 51.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HighRadius); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-02-26."},"sales-marketing":{"low":0.017,"central":0.052,"high":0.172,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. HighRadius is private and published no revenue; its release describes AI agents for order-to-cash, close, AP and treasury (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened): central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 4.8, it-operations 1.2, sales-marketing 1.2, finance-hr-operations 51.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HighRadius); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-02-26."},"finance-hr-operations":{"low":0.749,"central":2.214,"high":7.019,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. HighRadius is private and published no revenue; its release describes AI agents for order-to-cash, close, AP and treasury (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened): central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 1.8, agent-platforms 4.8, it-operations 1.2, sales-marketing 1.2, finance-hr-operations 51.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HighRadius); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-02-26."}},"baselineRevenueUsd":{"low":20000000,"central":60000000,"high":200000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Feb 2025","periodEnd":"2025-02-26","source":{"url":"https://www.highradius.com/about/news/highradius-announces-goal-of-releasing-autonomous-finance-platform/","title":"HighRadius announces a 2027 goal of releasing a fully autonomous finance platform","publisher":"HighRadius","publishedDate":"2025-02-26","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for order-to-cash, close, AP and treasury; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 20 (low), 60 (central) and 200 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f9a2274e01f588974515277c43d54d81262c9dc34e7c1e7a388a058b6271d4ae"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f9a2274e01f588974515277c43d54d81262c9dc34e7c1e7a388a058b6271d4ae"}}},"n8n":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"n8n","name":"n8n","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.003,"central":0.008,"high":0.017,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. n8n says it has more than 1,400 enterprise customers and a US$5.2bn valuation after SAP's investment (T2); it published no revenue. Allowance: central US$120m (a valuation multiple of about 40), range 40m to 250m. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 110.4, it-operations 2.4, sales-marketing 2.4, finance-hr-operations 2.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (n8n); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-12."},"agent-platforms":{"low":0.771,"central":2.277,"high":4.63,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. n8n says it has more than 1,400 enterprise customers and a US$5.2bn valuation after SAP's investment (T2); it published no revenue. Allowance: central US$120m (a valuation multiple of about 40), range 40m to 250m. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 110.4, it-operations 2.4, sales-marketing 2.4, finance-hr-operations 2.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (n8n); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-12."},"it-operations":{"low":0.031,"central":0.094,"high":0.196,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. n8n says it has more than 1,400 enterprise customers and a US$5.2bn valuation after SAP's investment (T2); it published no revenue. Allowance: central US$120m (a valuation multiple of about 40), range 40m to 250m. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 110.4, it-operations 2.4, sales-marketing 2.4, finance-hr-operations 2.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (n8n); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-12."},"sales-marketing":{"low":0.034,"central":0.103,"high":0.215,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. n8n says it has more than 1,400 enterprise customers and a US$5.2bn valuation after SAP's investment (T2); it published no revenue. Allowance: central US$120m (a valuation multiple of about 40), range 40m to 250m. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 110.4, it-operations 2.4, sales-marketing 2.4, finance-hr-operations 2.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (n8n); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-12."},"finance-hr-operations":{"low":0.035,"central":0.104,"high":0.217,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. n8n says it has more than 1,400 enterprise customers and a US$5.2bn valuation after SAP's investment (T2); it published no revenue. Allowance: central US$120m (a valuation multiple of about 40), range 40m to 250m. Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 110.4, it-operations 2.4, sales-marketing 2.4, finance-hr-operations 2.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (n8n); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-12."}},"baselineRevenueUsd":{"low":40000000,"central":120000000,"high":250000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, May 2026","periodEnd":"2026-05-12","source":{"url":"https://blog.n8n.io/n8n-sap/","title":"Announcing SAP's strategic investment in n8n","publisher":"n8n","publishedDate":"2026-05-12","accessedDate":"2026-10-22","tier":"T5","locator":"Investment values n8n at $5.2bn; more than 1,400 enterprise customers; 1.7 million monthly active builders"},"note":"Sum of the company's five part estimates, US$m 40 (low), 120 (central) and 250 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d6812ca611165cb25254d5e88ae43acecb8786056bc1b6799e32c31da39ace7c"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d6812ca611165cb25254d5e88ae43acecb8786056bc1b6799e32c31da39ace7c"}}},"hubspot":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"hubspot","name":"HubSpot","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.008,"central":0.029,"high":0.094,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. HubSpot reports no AI revenue; its release says only that its agents are delivering measurable outcomes for go-to-market teams (T2). Q2 2026 revenue US$911.7m × 4 = US$3,647m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is largely customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 8.2, agent-platforms 8.2, it-operations 1.1, sales-marketing 35.8, finance-hr-operations 1.6. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HubSpot); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"agent-platforms":{"low":0.046,"central":0.17,"high":0.561,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. HubSpot reports no AI revenue; its release says only that its agents are delivering measurable outcomes for go-to-market teams (T2). Q2 2026 revenue US$911.7m × 4 = US$3,647m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is largely customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 8.2, agent-platforms 8.2, it-operations 1.1, sales-marketing 35.8, finance-hr-operations 1.6. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HubSpot); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"it-operations":{"low":0.012,"central":0.043,"high":0.143,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. HubSpot reports no AI revenue; its release says only that its agents are delivering measurable outcomes for go-to-market teams (T2). Q2 2026 revenue US$911.7m × 4 = US$3,647m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is largely customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 8.2, agent-platforms 8.2, it-operations 1.1, sales-marketing 35.8, finance-hr-operations 1.6. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HubSpot); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"sales-marketing":{"low":0.424,"central":1.537,"high":4.912,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. HubSpot reports no AI revenue; its release says only that its agents are delivering measurable outcomes for go-to-market teams (T2). Q2 2026 revenue US$911.7m × 4 = US$3,647m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is largely customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 8.2, agent-platforms 8.2, it-operations 1.1, sales-marketing 35.8, finance-hr-operations 1.6. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HubSpot); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"finance-hr-operations":{"low":0.02,"central":0.072,"high":0.237,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. HubSpot reports no AI revenue; its release says only that its agents are delivering measurable outcomes for go-to-market teams (T2). Q2 2026 revenue US$911.7m × 4 = US$3,647m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is largely customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 8.2, agent-platforms 8.2, it-operations 1.1, sales-marketing 35.8, finance-hr-operations 1.6. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (HubSpot); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."}},"baselineRevenueUsd":{"low":15000000,"central":55000000,"high":182000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001404655/000119312526335148/hubs-ex99_1.htm","title":"HubSpot Reports Q2 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"HubSpot","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $911.7 million, up 20%; subscription revenue $894.0 million; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 15 (low), 55 (central) and 182 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c5d0eb9d8ad889e6607ad6ee88a725ef749dbe6f49d50a1a59cc76cc75b98eb0"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c5d0eb9d8ad889e6607ad6ee88a725ef749dbe6f49d50a1a59cc76cc75b98eb0"}}},"infor":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"infor","name":"Infor","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.002,"central":0.009,"high":0.052,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Infor is private (Koch) and publishes no revenue; its release introduces industry AI agents (T2). Judged at 17% of Glean's US$300 million ARR (T2, opened), with a wide range because it is a large ERP vendor: central US$50m (low 3%, high 100%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 12.5, it-operations 5.0, sales-marketing 2.5, finance-hr-operations 27.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Infor); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-25."},"agent-platforms":{"low":0.052,"central":0.258,"high":1.527,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Infor is private (Koch) and publishes no revenue; its release introduces industry AI agents (T2). Judged at 17% of Glean's US$300 million ARR (T2, opened), with a wide range because it is a large ERP vendor: central US$50m (low 3%, high 100%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 12.5, it-operations 5.0, sales-marketing 2.5, finance-hr-operations 27.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Infor); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-25."},"it-operations":{"low":0.039,"central":0.196,"high":1.164,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Infor is private (Koch) and publishes no revenue; its release introduces industry AI agents (T2). Judged at 17% of Glean's US$300 million ARR (T2, opened), with a wide range because it is a large ERP vendor: central US$50m (low 3%, high 100%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 12.5, it-operations 5.0, sales-marketing 2.5, finance-hr-operations 27.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Infor); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-25."},"sales-marketing":{"low":0.022,"central":0.107,"high":0.642,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Infor is private (Koch) and publishes no revenue; its release introduces industry AI agents (T2). Judged at 17% of Glean's US$300 million ARR (T2, opened), with a wide range because it is a large ERP vendor: central US$50m (low 3%, high 100%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 12.5, it-operations 5.0, sales-marketing 2.5, finance-hr-operations 27.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Infor); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-25."},"finance-hr-operations":{"low":0.241,"central":1.194,"high":6.761,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Infor is private (Koch) and publishes no revenue; its release introduces industry AI agents (T2). Judged at 17% of Glean's US$300 million ARR (T2, opened), with a wide range because it is a large ERP vendor: central US$50m (low 3%, high 100%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 12.5, it-operations 5.0, sales-marketing 2.5, finance-hr-operations 27.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Infor); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-25."}},"baselineRevenueUsd":{"low":10000000,"central":50000000,"high":300000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Feb 2026","periodEnd":"2026-02-25","source":{"url":"https://www.infor.com/news/infor-unveils-built-for-industry-ai-agents-revolutionize-operational-workflows","title":"Infor Unveils Built-for-Industry AI Agents to Revolutionize Operational Workflows","publisher":"Infor","publishedDate":"2026-02-25","accessedDate":"2026-10-22","tier":"T5","locator":"Industry AI agents for operations; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 50 (central) and 300 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"de4339bf48ffe2c0271fd4d86e5cc2d3aee109458663ed5f923c909769134619"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"de4339bf48ffe2c0271fd4d86e5cc2d3aee109458663ed5f923c909769134619"}}},"writer":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"writer","name":"Writer","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.055,"central":0.125,"high":0.277,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Writer published no revenue; its November 2024 round was US$200m at a US$1.9bn valuation, with hundreds of large companies as customers (T3). At 20 to 40 times revenue the valuation implies about US$50 to 95m a year then; allowing growth since, central US$90m, range 40m to 200m. All of Writer's revenue is enterprise AI assistants and agents. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 45.0, it-operations 1.8, sales-marketing 4.5, finance-hr-operations 2.7. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Pulse 2.0); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-11-19."},"agent-platforms":{"low":0.415,"central":0.928,"high":2.04,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Writer published no revenue; its November 2024 round was US$200m at a US$1.9bn valuation, with hundreds of large companies as customers (T3). At 20 to 40 times revenue the valuation implies about US$50 to 95m a year then; allowing growth since, central US$90m, range 40m to 200m. All of Writer's revenue is enterprise AI assistants and agents. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 45.0, it-operations 1.8, sales-marketing 4.5, finance-hr-operations 2.7. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Pulse 2.0); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-11-19."},"it-operations":{"low":0.031,"central":0.071,"high":0.157,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Writer published no revenue; its November 2024 round was US$200m at a US$1.9bn valuation, with hundreds of large companies as customers (T3). At 20 to 40 times revenue the valuation implies about US$50 to 95m a year then; allowing growth since, central US$90m, range 40m to 200m. All of Writer's revenue is enterprise AI assistants and agents. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 45.0, it-operations 1.8, sales-marketing 4.5, finance-hr-operations 2.7. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Pulse 2.0); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-11-19."},"sales-marketing":{"low":0.086,"central":0.193,"high":0.429,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Writer published no revenue; its November 2024 round was US$200m at a US$1.9bn valuation, with hundreds of large companies as customers (T3). At 20 to 40 times revenue the valuation implies about US$50 to 95m a year then; allowing growth since, central US$90m, range 40m to 200m. All of Writer's revenue is enterprise AI assistants and agents. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 45.0, it-operations 1.8, sales-marketing 4.5, finance-hr-operations 2.7. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Pulse 2.0); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-11-19."},"finance-hr-operations":{"low":0.052,"central":0.117,"high":0.26,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Writer published no revenue; its November 2024 round was US$200m at a US$1.9bn valuation, with hundreds of large companies as customers (T3). At 20 to 40 times revenue the valuation implies about US$50 to 95m a year then; allowing growth since, central US$90m, range 40m to 200m. All of Writer's revenue is enterprise AI assistants and agents. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 45.0, it-operations 1.8, sales-marketing 4.5, finance-hr-operations 2.7. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Pulse 2.0); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-11-19."}},"baselineRevenueUsd":{"low":40000000,"central":90000000,"high":200000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance from Nov 2024 round","periodEnd":"2024-11-19","source":{"url":"https://pulse2.com/writer-enterprise-focused-generative-ai-platform-raises-200-million-series-c-at-1-9-billion-valuation","title":"Writer: Enterprise-Focused Generative AI Platform Raises $200 Million (Series C) At $1.9 Billion Valuation","publisher":"Pulse 2.0","publishedDate":"2024-11-19","accessedDate":"2026-10-22","tier":"T5","locator":"Series C of $200 million at a $1.9 billion valuation; 'hundreds of the world's largest companies' use Writer; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 40 (low), 90 (central) and 200 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0aee01187c681b181036d61602c5cf530365b7ea698c8e9fbd287c4fb7f8706b"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0aee01187c681b181036d61602c5cf530365b7ea698c8e9fbd287c4fb7f8706b"}}},"freshworks":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"freshworks","name":"Freshworks","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.003,"central":0.012,"high":0.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Freshworks reports no AI revenue; Freddy AI Copilot is attached to over 71% of new enterprise deals (T2). Q2 revenue US$237.4m × 4 = US$950m; AI share low 1.5%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 3.4, agent-platforms 4.8, it-operations 33.6, sales-marketing 3.8, finance-hr-operations 2.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Freshworks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-04."},"agent-platforms":{"low":0.029,"central":0.099,"high":0.235,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Freshworks reports no AI revenue; Freddy AI Copilot is attached to over 71% of new enterprise deals (T2). Q2 revenue US$237.4m × 4 = US$950m; AI share low 1.5%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 3.4, agent-platforms 4.8, it-operations 33.6, sales-marketing 3.8, finance-hr-operations 2.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Freshworks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-04."},"it-operations":{"low":0.388,"central":1.317,"high":3.072,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Freshworks reports no AI revenue; Freddy AI Copilot is attached to over 71% of new enterprise deals (T2). Q2 revenue US$237.4m × 4 = US$950m; AI share low 1.5%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 3.4, agent-platforms 4.8, it-operations 33.6, sales-marketing 3.8, finance-hr-operations 2.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Freshworks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-04."},"sales-marketing":{"low":0.048,"central":0.165,"high":0.391,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Freshworks reports no AI revenue; Freddy AI Copilot is attached to over 71% of new enterprise deals (T2). Q2 revenue US$237.4m × 4 = US$950m; AI share low 1.5%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 3.4, agent-platforms 4.8, it-operations 33.6, sales-marketing 3.8, finance-hr-operations 2.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Freshworks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-04."},"finance-hr-operations":{"low":0.03,"central":0.104,"high":0.247,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Freshworks reports no AI revenue; Freddy AI Copilot is attached to over 71% of new enterprise deals (T2). Q2 revenue US$237.4m × 4 = US$950m; AI share low 1.5%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 3.4, agent-platforms 4.8, it-operations 33.6, sales-marketing 3.8, finance-hr-operations 2.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Freshworks); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-04."}},"baselineRevenueUsd":{"low":14000000,"central":48000000,"high":114000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/987526491/files/doc_earnings/2026/q2/earnings-result/Earnings-Release-Q2-2026.pdf","title":"Freshworks Announces Second Quarter 2026 Results","publisher":"Freshworks","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $237.4 million; Freddy AI Copilot attached to over 71% of new enterprise deals; AI Agent Studio and MCP Gateway for Freshservice"},"note":"Sum of the company's five part estimates, US$m 14 (low), 48 (central) and 114 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":3},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0853fb1fd387c5e65f6f4469a09d3cd1cea9c25e1dc478a95fcc18fedf8d7908"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0853fb1fd387c5e65f6f4469a09d3cd1cea9c25e1dc478a95fcc18fedf8d7908"}}},"monday-com":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"monday-com","name":"monday.com","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.035,"central":0.088,"high":0.212,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. monday.com says ARR from AI products doubled from Q1 and was 17% of net new ARR in Q2 (T2), without a dollar figure. Q2 revenue US$364.6m × 4 = US$1,458m; assumed AI ARR share low 2%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 25.5, agent-platforms 29.2, it-operations 3.7, sales-marketing 10.9, finance-hr-operations 3.7. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (monday.com); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-10."},"agent-platforms":{"low":0.24,"central":0.602,"high":1.432,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. monday.com says ARR from AI products doubled from Q1 and was 17% of net new ARR in Q2 (T2), without a dollar figure. Q2 revenue US$364.6m × 4 = US$1,458m; assumed AI ARR share low 2%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 25.5, agent-platforms 29.2, it-operations 3.7, sales-marketing 10.9, finance-hr-operations 3.7. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (monday.com); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-10."},"it-operations":{"low":0.057,"central":0.143,"high":0.342,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. monday.com says ARR from AI products doubled from Q1 and was 17% of net new ARR in Q2 (T2), without a dollar figure. Q2 revenue US$364.6m × 4 = US$1,458m; assumed AI ARR share low 2%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 25.5, agent-platforms 29.2, it-operations 3.7, sales-marketing 10.9, finance-hr-operations 3.7. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (monday.com); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-10."},"sales-marketing":{"low":0.188,"central":0.471,"high":1.121,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. monday.com says ARR from AI products doubled from Q1 and was 17% of net new ARR in Q2 (T2), without a dollar figure. Q2 revenue US$364.6m × 4 = US$1,458m; assumed AI ARR share low 2%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 25.5, agent-platforms 29.2, it-operations 3.7, sales-marketing 10.9, finance-hr-operations 3.7. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (monday.com); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-10."},"finance-hr-operations":{"low":0.063,"central":0.158,"high":0.379,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. monday.com says ARR from AI products doubled from Q1 and was 17% of net new ARR in Q2 (T2), without a dollar figure. Q2 revenue US$364.6m × 4 = US$1,458m; assumed AI ARR share low 2%, central 5%, high 12%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 25.5, agent-platforms 29.2, it-operations 3.7, sales-marketing 10.9, finance-hr-operations 3.7. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (monday.com); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-10."}},"baselineRevenueUsd":{"low":29000000,"central":73000000,"high":175000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://monday.com/p/press-release/monday-com-announces-second-quarter-2026-results/","title":"monday.com Announces Second Quarter 2026 Results","publisher":"monday.com","publishedDate":"2026-08-10","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 revenue $364.6 million; 'ARR from AI products doubled from Q1, representing 17% of net new ARR'"},"note":"Sum of the company's five part estimates, US$m 29 (low), 73 (central) and 175 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"46bc7d04339d87f8f55d0ffef3867775cc0a64c5a6936f889a8eb140ccce71e8"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"46bc7d04339d87f8f55d0ffef3867775cc0a64c5a6936f889a8eb140ccce71e8"}}},"torq":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"torq","name":"Torq","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.001,"central":0.003,"high":0.007,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Torq raised US$140m at a US$1.2bn valuation in January 2026, taking total funding to US$332m (Tech Startups, 12 January 2026, opened 23 October 2026; T3). Torq's own post of 20 January 2026 (https://torq.io/blog/torq-unicorn-week-series-d/, opened 23 October 2026; T2) cites Bloomberg for the raise and quotes its CEO saying its agents are 'deeply embedded in the SOCs of Fortune 500 leaders'. No ARR was found. At 15 to 40 times revenue the valuation implies US$30 to 80m; central US$45m, range 15m to 100m. Its AI security-operations platform is counted in IT and service operations. Central amounts in this function across the company's parts, US$m: work-assistants 0.9, agent-platforms 4.5, it-operations 38.2, sales-marketing 0.5, finance-hr-operations 0.9. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Startups); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-12. Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"},"agent-platforms":{"low":0.031,"central":0.093,"high":0.206,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Torq raised US$140m at a US$1.2bn valuation in January 2026, taking total funding to US$332m (Tech Startups, 12 January 2026, opened 23 October 2026; T3). Torq's own post of 20 January 2026 (https://torq.io/blog/torq-unicorn-week-series-d/, opened 23 October 2026; T2) cites Bloomberg for the raise and quotes its CEO saying its agents are 'deeply embedded in the SOCs of Fortune 500 leaders'. No ARR was found. At 15 to 40 times revenue the valuation implies US$30 to 80m; central US$45m, range 15m to 100m. Its AI security-operations platform is counted in IT and service operations. Central amounts in this function across the company's parts, US$m: work-assistants 0.9, agent-platforms 4.5, it-operations 38.2, sales-marketing 0.5, finance-hr-operations 0.9. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Startups); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-12. Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"},"it-operations":{"low":0.505,"central":1.499,"high":3.271,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Torq raised US$140m at a US$1.2bn valuation in January 2026, taking total funding to US$332m (Tech Startups, 12 January 2026, opened 23 October 2026; T3). Torq's own post of 20 January 2026 (https://torq.io/blog/torq-unicorn-week-series-d/, opened 23 October 2026; T2) cites Bloomberg for the raise and quotes its CEO saying its agents are 'deeply embedded in the SOCs of Fortune 500 leaders'. No ARR was found. At 15 to 40 times revenue the valuation implies US$30 to 80m; central US$45m, range 15m to 100m. Its AI security-operations platform is counted in IT and service operations. Central amounts in this function across the company's parts, US$m: work-assistants 0.9, agent-platforms 4.5, it-operations 38.2, sales-marketing 0.5, finance-hr-operations 0.9. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Startups); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-12. Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"},"sales-marketing":{"low":0.006,"central":0.019,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Torq raised US$140m at a US$1.2bn valuation in January 2026, taking total funding to US$332m (Tech Startups, 12 January 2026, opened 23 October 2026; T3). Torq's own post of 20 January 2026 (https://torq.io/blog/torq-unicorn-week-series-d/, opened 23 October 2026; T2) cites Bloomberg for the raise and quotes its CEO saying its agents are 'deeply embedded in the SOCs of Fortune 500 leaders'. No ARR was found. At 15 to 40 times revenue the valuation implies US$30 to 80m; central US$45m, range 15m to 100m. Its AI security-operations platform is counted in IT and service operations. Central amounts in this function across the company's parts, US$m: work-assistants 0.9, agent-platforms 4.5, it-operations 38.2, sales-marketing 0.5, finance-hr-operations 0.9. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Startups); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-12. Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"},"finance-hr-operations":{"low":0.013,"central":0.039,"high":0.087,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Torq raised US$140m at a US$1.2bn valuation in January 2026, taking total funding to US$332m (Tech Startups, 12 January 2026, opened 23 October 2026; T3). Torq's own post of 20 January 2026 (https://torq.io/blog/torq-unicorn-week-series-d/, opened 23 October 2026; T2) cites Bloomberg for the raise and quotes its CEO saying its agents are 'deeply embedded in the SOCs of Fortune 500 leaders'. No ARR was found. At 15 to 40 times revenue the valuation implies US$30 to 80m; central US$45m, range 15m to 100m. Its AI security-operations platform is counted in IT and service operations. Central amounts in this function across the company's parts, US$m: work-assistants 0.9, agent-platforms 4.5, it-operations 38.2, sales-marketing 0.5, finance-hr-operations 0.9. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (Tech Startups); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-01-12. Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"}},"baselineRevenueUsd":{"low":15000000,"central":45000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Jan 2026 round","periodEnd":"2026-01-12","source":{"url":"https://techstartups.com/2026/01/12/israeli-cybersecurity-startup-torq-raises-140m-at-1-2b-valuation-to-expand-ai-security-platform/","title":"Israeli cybersecurity startup Torq raises $140M at $1.2B valuation to expand AI security platform","publisher":"Tech Startups","publishedDate":"2026-01-12","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $140 million in a Series D round', valuation $1.2 billion, led by Merlin Ventures; 'Torq has now secured $332 million since launching in 2020'; 'Fortune 100 firms are now using Torq's AI agents'; no ARR figure (byline Nickie Louise)"},"note":"Sum of the company's five part estimates, US$m 15 (low), 45 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; securityweek.com returned HTTP 403 to the 23 October check): SecurityWeek, 'Torq raises $140 million at $1.2 billion valuation', https://www.securityweek.com/torq-raises-140-million-at-1-2-billion-valuation/"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c1b80432f739ce60c37fa36dd1dd5f3f1bfda021262ed6562494dc0650446810"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c1b80432f739ce60c37fa36dd1dd5f3f1bfda021262ed6562494dc0650446810"}}},"cohere":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"cohere","name":"Cohere","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.043,"central":0.13,"high":0.259,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Cohere told investors its 2025 ARR was US$240 million (T3, BetaKit/The Logic, from a CNBC-obtained memo). Most of it is private model deployments (Models); the North agent and assistant platform is assumed to be 30% (range 10% to 60%): 240 × 0.3 = US$72m, rounded to 75. Central amounts in this function across the company's parts, US$m: work-assistants 37.5, agent-platforms 30.0, it-operations 2.2, sales-marketing 2.2, finance-hr-operations 3.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (BetaKit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-13."},"agent-platforms":{"low":0.207,"central":0.619,"high":1.23,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Cohere told investors its 2025 ARR was US$240 million (T3, BetaKit/The Logic, from a CNBC-obtained memo). Most of it is private model deployments (Models); the North agent and assistant platform is assumed to be 30% (range 10% to 60%): 240 × 0.3 = US$72m, rounded to 75. Central amounts in this function across the company's parts, US$m: work-assistants 37.5, agent-platforms 30.0, it-operations 2.2, sales-marketing 2.2, finance-hr-operations 3.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (BetaKit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-13."},"it-operations":{"low":0.029,"central":0.088,"high":0.176,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Cohere told investors its 2025 ARR was US$240 million (T3, BetaKit/The Logic, from a CNBC-obtained memo). Most of it is private model deployments (Models); the North agent and assistant platform is assumed to be 30% (range 10% to 60%): 240 × 0.3 = US$72m, rounded to 75. Central amounts in this function across the company's parts, US$m: work-assistants 37.5, agent-platforms 30.0, it-operations 2.2, sales-marketing 2.2, finance-hr-operations 3.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (BetaKit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-13."},"sales-marketing":{"low":0.032,"central":0.097,"high":0.193,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Cohere told investors its 2025 ARR was US$240 million (T3, BetaKit/The Logic, from a CNBC-obtained memo). Most of it is private model deployments (Models); the North agent and assistant platform is assumed to be 30% (range 10% to 60%): 240 × 0.3 = US$72m, rounded to 75. Central amounts in this function across the company's parts, US$m: work-assistants 37.5, agent-platforms 30.0, it-operations 2.2, sales-marketing 2.2, finance-hr-operations 3.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (BetaKit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-13."},"finance-hr-operations":{"low":0.043,"central":0.13,"high":0.26,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Cohere told investors its 2025 ARR was US$240 million (T3, BetaKit/The Logic, from a CNBC-obtained memo). Most of it is private model deployments (Models); the North agent and assistant platform is assumed to be 30% (range 10% to 60%): 240 × 0.3 = US$72m, rounded to 75. Central amounts in this function across the company's parts, US$m: work-assistants 37.5, agent-platforms 30.0, it-operations 2.2, sales-marketing 2.2, finance-hr-operations 3.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (BetaKit); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-13."}},"baselineRevenueUsd":{"low":25000000,"central":75000000,"high":150000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Year-end 2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://betakit.com/cohere-reportedly-soars-past-revenue-target-with-240-million-usd-arr/","title":"Cohere reportedly soars past revenue target, with $240-million USD ARR","publisher":"BetaKit","publishedDate":"2026-02-13","accessedDate":"2026-10-22","tier":"T5","locator":"ARR of $240 million in 2025 per an investor memo obtained by CNBC; no product split"},"note":"Sum of the company's five part estimates, US$m 25 (low), 75 (central) and 150 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"848bd971abdfca814c747f3754f8ca1f53f04f927dc97f603a31092eb142a140"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"848bd971abdfca814c747f3754f8ca1f53f04f927dc97f603a31092eb142a140"}}},"alibaba":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"alibaba","name":"Alibaba","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.021,"central":0.125,"high":0.62,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Alibaba reports AI-related product revenue of RMB 12,376 million (US$1,824 million at RMB 6.7851 to US$1.00) in the quarter to 30 June 2026 (T2, its results release filed as Form 6-K Exhibit 99.1 on 20 August 2026, opened 23 October 2026), which the release reports under AI Cloud and Compute Services (Models and Cloud). × 4 = RMB 49.5bn, or US$7.30bn at the release's own rate (Digital Commerce 360, not opened, had given the run rate as above RMB 49.5bn, US$7.36bn). The release gives no DingTalk AI revenue. Judged at 0.8% of that run-rate (US$7.30bn): about US$58m, rounded to a central US$60m (low 0.14%, high 4%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Alibaba); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-20. Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"},"agent-platforms":{"low":0.041,"central":0.248,"high":1.225,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Alibaba reports AI-related product revenue of RMB 12,376 million (US$1,824 million at RMB 6.7851 to US$1.00) in the quarter to 30 June 2026 (T2, its results release filed as Form 6-K Exhibit 99.1 on 20 August 2026, opened 23 October 2026), which the release reports under AI Cloud and Compute Services (Models and Cloud). × 4 = RMB 49.5bn, or US$7.30bn at the release's own rate (Digital Commerce 360, not opened, had given the run rate as above RMB 49.5bn, US$7.36bn). The release gives no DingTalk AI revenue. Judged at 0.8% of that run-rate (US$7.30bn): about US$58m, rounded to a central US$60m (low 0.14%, high 4%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Alibaba); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-20. Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"},"it-operations":{"low":0.02,"central":0.118,"high":0.585,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Alibaba reports AI-related product revenue of RMB 12,376 million (US$1,824 million at RMB 6.7851 to US$1.00) in the quarter to 30 June 2026 (T2, its results release filed as Form 6-K Exhibit 99.1 on 20 August 2026, opened 23 October 2026), which the release reports under AI Cloud and Compute Services (Models and Cloud). × 4 = RMB 49.5bn, or US$7.30bn at the release's own rate (Digital Commerce 360, not opened, had given the run rate as above RMB 49.5bn, US$7.36bn). The release gives no DingTalk AI revenue. Judged at 0.8% of that run-rate (US$7.30bn): about US$58m, rounded to a central US$60m (low 0.14%, high 4%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Alibaba); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-20. Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"},"sales-marketing":{"low":0.022,"central":0.129,"high":0.642,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Alibaba reports AI-related product revenue of RMB 12,376 million (US$1,824 million at RMB 6.7851 to US$1.00) in the quarter to 30 June 2026 (T2, its results release filed as Form 6-K Exhibit 99.1 on 20 August 2026, opened 23 October 2026), which the release reports under AI Cloud and Compute Services (Models and Cloud). × 4 = RMB 49.5bn, or US$7.30bn at the release's own rate (Digital Commerce 360, not opened, had given the run rate as above RMB 49.5bn, US$7.36bn). The release gives no DingTalk AI revenue. Judged at 0.8% of that run-rate (US$7.30bn): about US$58m, rounded to a central US$60m (low 0.14%, high 4%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Alibaba); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-20. Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"},"finance-hr-operations":{"low":0.044,"central":0.261,"high":1.289,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Alibaba reports AI-related product revenue of RMB 12,376 million (US$1,824 million at RMB 6.7851 to US$1.00) in the quarter to 30 June 2026 (T2, its results release filed as Form 6-K Exhibit 99.1 on 20 August 2026, opened 23 October 2026), which the release reports under AI Cloud and Compute Services (Models and Cloud). × 4 = RMB 49.5bn, or US$7.30bn at the release's own rate (Digital Commerce 360, not opened, had given the run rate as above RMB 49.5bn, US$7.36bn). The release gives no DingTalk AI revenue. Judged at 0.8% of that run-rate (US$7.30bn): about US$58m, rounded to a central US$60m (low 0.14%, high 4%: 10m to 300m). Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Alibaba); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-20. Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"}},"baselineRevenueUsd":{"low":10000000,"central":60000000,"high":300000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Q1 FY2027","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1577552/000110465926099220/tm2623667d1_ex99-1.htm","title":"Alibaba Group Announces June Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Alibaba Group Holding Limited (SEC filing)","publishedDate":"2026-08-20","accessedDate":"2026-10-23","tier":"T5","locator":"AI Cloud and Compute Services: 'AI-related product revenue ... achieving RMB12,376 million (US$1,824 million)'; translated at RMB6.7851 to US$1.00, the rate on June 30, 2026; quarter ended June 30, 2026; no DingTalk AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 60 (central) and 300 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; digitalcommerce360.com returned HTTP 403 to the 23 October check): Digital Commerce 360, 'Alibaba revenue, quarter to June 2026', 21 August 2026, https://www.digitalcommerce360.com/article/alibaba-revenue/"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b4ab1bb9bf85669ae61f832a416b2450d64f611e36d461e44c516b706a7021f7"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b4ab1bb9bf85669ae61f832a416b2450d64f611e36d461e44c516b706a7021f7"}}},"tencent":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"tencent","name":"Tencent","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.021,"central":0.125,"high":0.62,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Tencent has begun rolling out the Dayuan agent in WeCom (T3) but discloses no revenue for it. Judged equal to Alibaba's DingTalk allowance, US$60m (10m to 300m), because both sell enterprise messaging suites in China with AI agents just launched. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Star (Malaysia)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-25."},"agent-platforms":{"low":0.041,"central":0.248,"high":1.225,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Tencent has begun rolling out the Dayuan agent in WeCom (T3) but discloses no revenue for it. Judged equal to Alibaba's DingTalk allowance, US$60m (10m to 300m), because both sell enterprise messaging suites in China with AI agents just launched. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Star (Malaysia)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-25."},"it-operations":{"low":0.02,"central":0.118,"high":0.585,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Tencent has begun rolling out the Dayuan agent in WeCom (T3) but discloses no revenue for it. Judged equal to Alibaba's DingTalk allowance, US$60m (10m to 300m), because both sell enterprise messaging suites in China with AI agents just launched. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Star (Malaysia)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-25."},"sales-marketing":{"low":0.022,"central":0.129,"high":0.642,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Tencent has begun rolling out the Dayuan agent in WeCom (T3) but discloses no revenue for it. Judged equal to Alibaba's DingTalk allowance, US$60m (10m to 300m), because both sell enterprise messaging suites in China with AI agents just launched. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Star (Malaysia)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-25."},"finance-hr-operations":{"low":0.044,"central":0.261,"high":1.289,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Tencent has begun rolling out the Dayuan agent in WeCom (T3) but discloses no revenue for it. Judged equal to Alibaba's DingTalk allowance, US$60m (10m to 300m), because both sell enterprise messaging suites in China with AI agents just launched. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 12.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 6.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (The Star (Malaysia)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-25."}},"baselineRevenueUsd":{"low":10000000,"central":60000000,"high":300000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, June 2026","periodEnd":"2026-06-25","source":{"url":"https://www.thestar.com.my/tech/tech-news/2026/06/25/tencent-testing-new-ai-agent-for-wechat-workplace-app","title":"Tencent testing new AI agent for WeChat workplace app","publisher":"The Star (Malaysia)","publishedDate":"2026-06-25","accessedDate":"2026-10-22","tier":"T5","locator":"Tencent rolling out the Dayuan agent to select WeCom users; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 60 (central) and 300 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7b0afdda5c6a653ea0bf16ac5c84daf7d8ecd0a0fa0f0bc3cf1f7beeef97758f"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7b0afdda5c6a653ea0bf16ac5c84daf7d8ecd0a0fa0f0bc3cf1f7beeef97758f"}}},"zoom":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"zoom","name":"Zoom Communications","kind":"public","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.024,"central":0.121,"high":0.478,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zoom's Q1 FY2027 results release (Form 8-K, Exhibit 99.1, 21 May 2026, opened 23 October 2026) has its CEO say that AI Companion paid users are growing 184% year over year (the release says 'paid users', not paid monthly active users) and gives no AI revenue (T2); AI Companion is assumed to be mostly included in plans at no extra charge (the release does not say). Q1 FY2027 revenue US$1.239bn × 4 = US$4.96bn; AI share low 0.2%, central 1%, high 4% (half the lowest share of the disclosing vendors). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 35.0, agent-platforms 5.0, it-operations 2.5, sales-marketing 5.0, finance-hr-operations 2.5. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zoom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-21. Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"},"agent-platforms":{"low":0.021,"central":0.103,"high":0.407,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zoom's Q1 FY2027 results release (Form 8-K, Exhibit 99.1, 21 May 2026, opened 23 October 2026) has its CEO say that AI Companion paid users are growing 184% year over year (the release says 'paid users', not paid monthly active users) and gives no AI revenue (T2); AI Companion is assumed to be mostly included in plans at no extra charge (the release does not say). Q1 FY2027 revenue US$1.239bn × 4 = US$4.96bn; AI share low 0.2%, central 1%, high 4% (half the lowest share of the disclosing vendors). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 35.0, agent-platforms 5.0, it-operations 2.5, sales-marketing 5.0, finance-hr-operations 2.5. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zoom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-21. Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"},"it-operations":{"low":0.02,"central":0.098,"high":0.387,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zoom's Q1 FY2027 results release (Form 8-K, Exhibit 99.1, 21 May 2026, opened 23 October 2026) has its CEO say that AI Companion paid users are growing 184% year over year (the release says 'paid users', not paid monthly active users) and gives no AI revenue (T2); AI Companion is assumed to be mostly included in plans at no extra charge (the release does not say). Q1 FY2027 revenue US$1.239bn × 4 = US$4.96bn; AI share low 0.2%, central 1%, high 4% (half the lowest share of the disclosing vendors). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 35.0, agent-platforms 5.0, it-operations 2.5, sales-marketing 5.0, finance-hr-operations 2.5. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zoom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-21. Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"},"sales-marketing":{"low":0.043,"central":0.215,"high":0.846,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zoom's Q1 FY2027 results release (Form 8-K, Exhibit 99.1, 21 May 2026, opened 23 October 2026) has its CEO say that AI Companion paid users are growing 184% year over year (the release says 'paid users', not paid monthly active users) and gives no AI revenue (T2); AI Companion is assumed to be mostly included in plans at no extra charge (the release does not say). Q1 FY2027 revenue US$1.239bn × 4 = US$4.96bn; AI share low 0.2%, central 1%, high 4% (half the lowest share of the disclosing vendors). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 35.0, agent-platforms 5.0, it-operations 2.5, sales-marketing 5.0, finance-hr-operations 2.5. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zoom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-21. Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"},"finance-hr-operations":{"low":0.022,"central":0.109,"high":0.428,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zoom's Q1 FY2027 results release (Form 8-K, Exhibit 99.1, 21 May 2026, opened 23 October 2026) has its CEO say that AI Companion paid users are growing 184% year over year (the release says 'paid users', not paid monthly active users) and gives no AI revenue (T2); AI Companion is assumed to be mostly included in plans at no extra charge (the release does not say). Q1 FY2027 revenue US$1.239bn × 4 = US$4.96bn; AI share low 0.2%, central 1%, high 4% (half the lowest share of the disclosing vendors). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 35.0, agent-platforms 5.0, it-operations 2.5, sales-marketing 5.0, finance-hr-operations 2.5. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zoom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-21. Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"}},"baselineRevenueUsd":{"low":10000000,"central":50000000,"high":198000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q1 FY2027, annualised","periodEnd":"2026-04-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1585521/000158552126000069/zm-20260430ex991.htm","title":"Zoom Communications Reports Financial Results for the First Quarter of Fiscal Year 2027 (Form 8-K, Exhibit 99.1)","publisher":"Zoom Communications, Inc. (SEC filing)","publishedDate":"2026-05-21","accessedDate":"2026-10-23","tier":"T5","locator":"'Total revenue for the first quarter was $1,239.0 million, up 5.5% year over year'; CEO: 'AI Companion paid users growing 184% year over year'; first fiscal quarter ended April 30, 2026; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 50 (central) and 198 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; uctoday.com returned HTTP 403 to the 23 October check): UC Today, 'Zoom Reports $1.24bn Q1 Revenue as AI Companion Users Surge 184%', 26 May 2026, https://www.uctoday.com/zoom-reports-1-24bn-q1-revenue-as-ai-companion-users-surge-184"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d8a2c5447aaadf3b5751f715ff89a3476b2e779f02afb6040bb63cafdab33fdc"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d8a2c5447aaadf3b5751f715ff89a3476b2e779f02afb6040bb63cafdab33fdc"}}},"celonis":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"celonis","name":"Celonis (with Make)","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.007,"central":0.021,"high":0.087,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Celonis (with Make) publishes no revenue; its July 2026 release names customers running AI agents on the platform (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened) (low 7%, high 83%): central US$60m (20m to 250m). Central amounts in this function across the company's parts, US$m: work-assistants 6.0, agent-platforms 33.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 15.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Celonis); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-16."},"agent-platforms":{"low":0.228,"central":0.681,"high":2.776,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Celonis (with Make) publishes no revenue; its July 2026 release names customers running AI agents on the platform (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened) (low 7%, high 83%): central US$60m (20m to 250m). Central amounts in this function across the company's parts, US$m: work-assistants 6.0, agent-platforms 33.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 15.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Celonis); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-16."},"it-operations":{"low":0.039,"central":0.118,"high":0.488,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Celonis (with Make) publishes no revenue; its July 2026 release names customers running AI agents on the platform (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened) (low 7%, high 83%): central US$60m (20m to 250m). Central amounts in this function across the company's parts, US$m: work-assistants 6.0, agent-platforms 33.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 15.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Celonis); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-16."},"sales-marketing":{"low":0.043,"central":0.129,"high":0.535,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Celonis (with Make) publishes no revenue; its July 2026 release names customers running AI agents on the platform (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened) (low 7%, high 83%): central US$60m (20m to 250m). Central amounts in this function across the company's parts, US$m: work-assistants 6.0, agent-platforms 33.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 15.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Celonis); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-16."},"finance-hr-operations":{"low":0.218,"central":0.651,"high":2.659,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Celonis (with Make) publishes no revenue; its July 2026 release names customers running AI agents on the platform (T2). Judged at 20% of Glean's US$300 million ARR (T2, opened) (low 7%, high 83%): central US$60m (20m to 250m). Central amounts in this function across the company's parts, US$m: work-assistants 6.0, agent-platforms 33.0, it-operations 3.0, sales-marketing 3.0, finance-hr-operations 15.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Celonis); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-16."}},"baselineRevenueUsd":{"low":20000000,"central":60000000,"high":250000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, July 2026","periodEnd":"2026-07-16","source":{"url":"https://www.celonis.com/news/press/global-enterprises-trust-celonis-to-transform-operations-industrialize-their-ai-and-achieve-billions-in-value","title":"Global Enterprises Trust Celonis to Transform Operations, Industrialize their AI, and Achieve Billions in Value","publisher":"Celonis","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T5","locator":"Named customers deploying AI agents on the Celonis platform; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 20 (low), 60 (central) and 250 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9d7799efcc0a11123242d1f5d5687c5b68cd81efb2d63ffe5c221ad8f5663beb"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9d7799efcc0a11123242d1f5d5687c5b68cd81efb2d63ffe5c221ad8f5663beb"}}},"fireflies-ai":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"fireflies-ai","name":"Fireflies.ai","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.044,"central":0.132,"high":0.353,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Fireflies says it is profitable, has 20 million users across 500,000 organisations and a US$1bn valuation (T2, Fireflies' own blog post of 12 June 2025, opened 23 October 2026); it published no revenue. Its valuation at 20 to 60 times revenue implies US$17 to 50m; allowing growth since and the 75%-of-Fortune-500 usage claim, central US$45m, range 15m to 120m (Otter, a comparable, says US$100m ARR). Central amounts in this function across the company's parts, US$m: work-assistants 38.2, agent-platforms 1.3, it-operations 0.5, sales-marketing 3.6, finance-hr-operations 1.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Fireflies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-12. Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"},"agent-platforms":{"low":0.009,"central":0.028,"high":0.074,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Fireflies says it is profitable, has 20 million users across 500,000 organisations and a US$1bn valuation (T2, Fireflies' own blog post of 12 June 2025, opened 23 October 2026); it published no revenue. Its valuation at 20 to 60 times revenue implies US$17 to 50m; allowing growth since and the 75%-of-Fortune-500 usage claim, central US$45m, range 15m to 120m (Otter, a comparable, says US$100m ARR). Central amounts in this function across the company's parts, US$m: work-assistants 38.2, agent-platforms 1.3, it-operations 0.5, sales-marketing 3.6, finance-hr-operations 1.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Fireflies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-12. Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"},"it-operations":{"low":0.006,"central":0.018,"high":0.047,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Fireflies says it is profitable, has 20 million users across 500,000 organisations and a US$1bn valuation (T2, Fireflies' own blog post of 12 June 2025, opened 23 October 2026); it published no revenue. Its valuation at 20 to 60 times revenue implies US$17 to 50m; allowing growth since and the 75%-of-Fortune-500 usage claim, central US$45m, range 15m to 120m (Otter, a comparable, says US$100m ARR). Central amounts in this function across the company's parts, US$m: work-assistants 38.2, agent-platforms 1.3, it-operations 0.5, sales-marketing 3.6, finance-hr-operations 1.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Fireflies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-12. Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"},"sales-marketing":{"low":0.052,"central":0.155,"high":0.412,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Fireflies says it is profitable, has 20 million users across 500,000 organisations and a US$1bn valuation (T2, Fireflies' own blog post of 12 June 2025, opened 23 October 2026); it published no revenue. Its valuation at 20 to 60 times revenue implies US$17 to 50m; allowing growth since and the 75%-of-Fortune-500 usage claim, central US$45m, range 15m to 120m (Otter, a comparable, says US$100m ARR). Central amounts in this function across the company's parts, US$m: work-assistants 38.2, agent-platforms 1.3, it-operations 0.5, sales-marketing 3.6, finance-hr-operations 1.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Fireflies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-12. Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"},"finance-hr-operations":{"low":0.02,"central":0.059,"high":0.156,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Fireflies says it is profitable, has 20 million users across 500,000 organisations and a US$1bn valuation (T2, Fireflies' own blog post of 12 June 2025, opened 23 October 2026); it published no revenue. Its valuation at 20 to 60 times revenue implies US$17 to 50m; allowing growth since and the 75%-of-Fortune-500 usage claim, central US$45m, range 15m to 120m (Otter, a comparable, says US$100m ARR). Central amounts in this function across the company's parts, US$m: work-assistants 38.2, agent-platforms 1.3, it-operations 0.5, sales-marketing 3.6, finance-hr-operations 1.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Fireflies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-12. Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"}},"baselineRevenueUsd":{"low":15000000,"central":45000000,"high":120000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, June 2025 release","periodEnd":"2025-06-12","source":{"url":"https://fireflies.ai/blog/fireflies-1-billion-valuation","title":"Fireflies reaches $1 billion valuation, partners with Perplexity to bring real-time web search to meetings","publisher":"Fireflies.ai","publishedDate":"2025-06-12","accessedDate":"2026-10-23","tier":"T5","locator":"'a valuation of over $1 billion following its first tender offer'; 'serving 20 million people across more than 500,000 organizations globally'; 'maintains profitability since 2023'; used by people at 75% of Fortune 500 companies; no revenue figure (byline Edidiong Ekong)"},"note":"Sum of the company's five part estimates, US$m 15 (low), 45 (central) and 120 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; afrotech.com returned HTTP 403 to the 23 October check): AfroTech, 'Fireflies.ai reaches a $1 billion valuation', 16 June 2025, https://afrotech.com/fireflies-1b-valuation-new-ai-meeting-tool"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8eb2b1aaf4c9b1bcde2ce9b6fc365b9f5501a2762358253e8446ec9dadd155d1"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8eb2b1aaf4c9b1bcde2ce9b6fc365b9f5501a2762358253e8446ec9dadd155d1"}}},"bill-holdings":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"bill-holdings","name":"BILL Holdings","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.006,"high":0.021,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. BILL discloses no AI revenue; its release cites 'increasing adoption of our AI capabilities' (T2). Fiscal 2026 revenue was US$1,653.2 million (SEC 8-K); AI share low 0.6%, central 2.4%, high 9%: 1,653 × 0.024 = US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 1.6, agent-platforms 2.4, it-operations 0.8, sales-marketing 1.2, finance-hr-operations 34.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BILL Holdings); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-19."},"agent-platforms":{"low":0.012,"central":0.05,"high":0.185,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. BILL discloses no AI revenue; its release cites 'increasing adoption of our AI capabilities' (T2). Fiscal 2026 revenue was US$1,653.2 million (SEC 8-K); AI share low 0.6%, central 2.4%, high 9%: 1,653 × 0.024 = US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 1.6, agent-platforms 2.4, it-operations 0.8, sales-marketing 1.2, finance-hr-operations 34.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BILL Holdings); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-19."},"it-operations":{"low":0.008,"central":0.031,"high":0.117,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. BILL discloses no AI revenue; its release cites 'increasing adoption of our AI capabilities' (T2). Fiscal 2026 revenue was US$1,653.2 million (SEC 8-K); AI share low 0.6%, central 2.4%, high 9%: 1,653 × 0.024 = US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 1.6, agent-platforms 2.4, it-operations 0.8, sales-marketing 1.2, finance-hr-operations 34.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BILL Holdings); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-19."},"sales-marketing":{"low":0.013,"central":0.052,"high":0.193,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. BILL discloses no AI revenue; its release cites 'increasing adoption of our AI capabilities' (T2). Fiscal 2026 revenue was US$1,653.2 million (SEC 8-K); AI share low 0.6%, central 2.4%, high 9%: 1,653 × 0.024 = US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 1.6, agent-platforms 2.4, it-operations 0.8, sales-marketing 1.2, finance-hr-operations 34.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BILL Holdings); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-19."},"finance-hr-operations":{"low":0.373,"central":1.476,"high":5.32,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. BILL discloses no AI revenue; its release cites 'increasing adoption of our AI capabilities' (T2). Fiscal 2026 revenue was US$1,653.2 million (SEC 8-K); AI share low 0.6%, central 2.4%, high 9%: 1,653 × 0.024 = US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 1.6, agent-platforms 2.4, it-operations 0.8, sales-marketing 1.2, finance-hr-operations 34.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BILL Holdings); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-19."}},"baselineRevenueUsd":{"low":10000000,"central":40000000,"high":150000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"FY2026 revenue, AI share assumed","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026057932/bill-20260630xexx991.htm","title":"BILL Reports Fourth Quarter and Fiscal Year 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"BILL Holdings","publishedDate":"2026-08-19","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2026 total revenue $1,653.2 million (fiscal 2025 $1,462.6 million); no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 40 (central) and 150 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"52879180b4a59370065c4d4a4d17a40e56e50969dfb60bf1d4a71eafed49f8fa"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"52879180b4a59370065c4d4a4d17a40e56e50969dfb60bf1d4a71eafed49f8fa"}}},"zapier":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"zapier","name":"Zapier","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.003,"central":0.01,"high":0.035,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zapier is private and published no revenue; its site presents AI workflows and agents (T2). Judged at 20% of ClickUp's US$300 million ARR (T2, opened), a work-automation platform of similar breadth whose AI is an add-on: central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 3.0, agent-platforms 51.0, it-operations 1.8, sales-marketing 2.4, finance-hr-operations 1.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zapier); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"agent-platforms":{"low":0.353,"central":1.052,"high":3.422,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zapier is private and published no revenue; its site presents AI workflows and agents (T2). Judged at 20% of ClickUp's US$300 million ARR (T2, opened), a work-automation platform of similar breadth whose AI is an add-on: central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 3.0, agent-platforms 51.0, it-operations 1.8, sales-marketing 2.4, finance-hr-operations 1.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zapier); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"it-operations":{"low":0.024,"central":0.071,"high":0.235,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zapier is private and published no revenue; its site presents AI workflows and agents (T2). Judged at 20% of ClickUp's US$300 million ARR (T2, opened), a work-automation platform of similar breadth whose AI is an add-on: central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 3.0, agent-platforms 51.0, it-operations 1.8, sales-marketing 2.4, finance-hr-operations 1.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zapier); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"sales-marketing":{"low":0.034,"central":0.103,"high":0.343,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zapier is private and published no revenue; its site presents AI workflows and agents (T2). Judged at 20% of ClickUp's US$300 million ARR (T2, opened), a work-automation platform of similar breadth whose AI is an add-on: central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 3.0, agent-platforms 51.0, it-operations 1.8, sales-marketing 2.4, finance-hr-operations 1.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zapier); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"finance-hr-operations":{"low":0.026,"central":0.078,"high":0.26,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zapier is private and published no revenue; its site presents AI workflows and agents (T2). Judged at 20% of ClickUp's US$300 million ARR (T2, opened), a work-automation platform of similar breadth whose AI is an add-on: central US$60m (low 7%, high 67%: 20m to 200m). Central amounts in this function across the company's parts, US$m: work-assistants 3.0, agent-platforms 51.0, it-operations 1.8, sales-marketing 2.4, finance-hr-operations 1.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zapier); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."}},"baselineRevenueUsd":{"low":20000000,"central":60000000,"high":200000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance","periodEnd":"2026-10-22","source":{"url":"https://zapier.com/","title":"Zapier: Automate AI Workflows, Agents, and Apps","publisher":"Zapier","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Product page: AI workflows and agents across thousands of apps; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 20 (low), 60 (central) and 200 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b68effc186204b31c8d9924b0dc6b4a84a41700f2a422457c3d0c089d1bfd26f"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b68effc186204b31c8d9924b0dc6b4a84a41700f2a422457c3d0c089d1bfd26f"}}},"sixsense":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"sixsense","name":"6sense","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.005,"high":0.017,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. 6sense is private and published no revenue; its release of 14 July 2026 (opened 23 October 2026) launches an MCP server that makes its intelligence callable from Claude, ChatGPT, Writer and Agentforce (T2), and its Summer 2026 product update page (https://6sense.com/product-updates/summer-release-2026/, undated, opened 23 October 2026) lists the same server; neither gives revenue or customer counts. Judged at 10% of Glean's US$300 million ARR (T2, opened) (low 2.7%, high 33%): central US$30m (8m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.5, agent-platforms 2.4, it-operations 0.3, sales-marketing 25.5, finance-hr-operations 0.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (6sense); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-14. Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"},"agent-platforms":{"low":0.013,"central":0.05,"high":0.165,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. 6sense is private and published no revenue; its release of 14 July 2026 (opened 23 October 2026) launches an MCP server that makes its intelligence callable from Claude, ChatGPT, Writer and Agentforce (T2), and its Summer 2026 product update page (https://6sense.com/product-updates/summer-release-2026/, undated, opened 23 October 2026) lists the same server; neither gives revenue or customer counts. Judged at 10% of Glean's US$300 million ARR (T2, opened) (low 2.7%, high 33%): central US$30m (8m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.5, agent-platforms 2.4, it-operations 0.3, sales-marketing 25.5, finance-hr-operations 0.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (6sense); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-14. Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"},"it-operations":{"low":0.003,"central":0.012,"high":0.039,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. 6sense is private and published no revenue; its release of 14 July 2026 (opened 23 October 2026) launches an MCP server that makes its intelligence callable from Claude, ChatGPT, Writer and Agentforce (T2), and its Summer 2026 product update page (https://6sense.com/product-updates/summer-release-2026/, undated, opened 23 October 2026) lists the same server; neither gives revenue or customer counts. Judged at 10% of Glean's US$300 million ARR (T2, opened) (low 2.7%, high 33%): central US$30m (8m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.5, agent-platforms 2.4, it-operations 0.3, sales-marketing 25.5, finance-hr-operations 0.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (6sense); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-14. Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"},"sales-marketing":{"low":0.295,"central":1.096,"high":3.564,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. 6sense is private and published no revenue; its release of 14 July 2026 (opened 23 October 2026) launches an MCP server that makes its intelligence callable from Claude, ChatGPT, Writer and Agentforce (T2), and its Summer 2026 product update page (https://6sense.com/product-updates/summer-release-2026/, undated, opened 23 October 2026) lists the same server; neither gives revenue or customer counts. Judged at 10% of Glean's US$300 million ARR (T2, opened) (low 2.7%, high 33%): central US$30m (8m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.5, agent-platforms 2.4, it-operations 0.3, sales-marketing 25.5, finance-hr-operations 0.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (6sense); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-14. Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"},"finance-hr-operations":{"low":0.003,"central":0.013,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. 6sense is private and published no revenue; its release of 14 July 2026 (opened 23 October 2026) launches an MCP server that makes its intelligence callable from Claude, ChatGPT, Writer and Agentforce (T2), and its Summer 2026 product update page (https://6sense.com/product-updates/summer-release-2026/, undated, opened 23 October 2026) lists the same server; neither gives revenue or customer counts. Judged at 10% of Glean's US$300 million ARR (T2, opened) (low 2.7%, high 33%): central US$30m (8m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.5, agent-platforms 2.4, it-operations 0.3, sales-marketing 25.5, finance-hr-operations 0.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (6sense); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-14. Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"}},"baselineRevenueUsd":{"low":8000000,"central":30000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, July 2026 release","periodEnd":"2026-07-14","source":{"url":"https://6sense.com/newsroom/6sense-launches-mcp-server-bringing-proprietary-gtm-intelligence-into-any-ai-agent/","title":"6sense Launches MCP Server, Bringing Proprietary GTM Intelligence Into Any AI Agent","publisher":"6sense","publishedDate":"2026-07-14","accessedDate":"2026-10-23","tier":"T5","locator":"MCP server 'callable from any MCP-compatible AI agent, including Claude, ChatGPT, Writer, and Agentforce'; open beta for Revenue Marketing customers, general availability planned for August 2026; no revenue or customer-count figure"},"note":"Sum of the company's five part estimates, US$m 8 (low), 30 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source, a copy of 6sense's 10 August 2026 release; 01net.it returned HTTP 403 to the 23 October check): '6sense Brings Intelligence Directly Into AI Agents and Entire GTM Stack with Latest Product Releases', https://www.01net.it/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"99702cf562f766cf98e2b7be996daadafe4a43bcd272cf2ce5d631d888d2c511"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"99702cf562f766cf98e2b7be996daadafe4a43bcd272cf2ce5d631d888d2c511"}}},"eightfold-ai":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"eightfold-ai","name":"Eightfold AI","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.004,"central":0.011,"high":0.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Eightfold sells AI talent agents and published no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened), a smaller AI-native platform sold to large employers: central US$40m (low 5%, high 33%: 15m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 3.2, agent-platforms 6.0, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 30.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Eightfold AI); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15."},"agent-platforms":{"low":0.046,"central":0.124,"high":0.309,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Eightfold sells AI talent agents and published no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened), a smaller AI-native platform sold to large employers: central US$40m (low 5%, high 33%: 15m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 3.2, agent-platforms 6.0, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 30.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Eightfold AI); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15."},"it-operations":{"low":0.006,"central":0.016,"high":0.039,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Eightfold sells AI talent agents and published no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened), a smaller AI-native platform sold to large employers: central US$40m (low 5%, high 33%: 15m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 3.2, agent-platforms 6.0, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 30.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Eightfold AI); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15."},"sales-marketing":{"low":0.006,"central":0.017,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Eightfold sells AI talent agents and published no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened), a smaller AI-native platform sold to large employers: central US$40m (low 5%, high 33%: 15m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 3.2, agent-platforms 6.0, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 30.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Eightfold AI); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15."},"finance-hr-operations":{"low":0.492,"central":1.303,"high":3.194,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Eightfold sells AI talent agents and published no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened), a smaller AI-native platform sold to large employers: central US$40m (low 5%, high 33%: 15m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 3.2, agent-platforms 6.0, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 30.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Eightfold AI); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-15."}},"baselineRevenueUsd":{"low":15000000,"central":40000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, July 2026","periodEnd":"2026-07-15","source":{"url":"https://eightfold.ai/company/press/press-releases/eightfold-ai-grows-talent-agents-to-2-0/","title":"Eightfold AI Grows Talent Agents to 2.0 with Candidate Agent","publisher":"Eightfold AI","publishedDate":"2026-07-15","accessedDate":"2026-10-22","tier":"T5","locator":"Talent Agents 2.0 release; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 15 (low), 40 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7bc65ae1f324c6a9603abf888443326efee203aac3cca4cdc1699c871ede8311"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7bc65ae1f324c6a9603abf888443326efee203aac3cca4cdc1699c871ede8311"}}},"paychex":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"paychex","name":"Paychex","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.002,"central":0.009,"high":0.054,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Paychex discloses no AI revenue (WISE engine launched). Fiscal 2026 revenue US$6.5bn (T1); AI share low 0.1%, central 0.5%, high 3% (payroll vendors without a stand-alone AI price). Central amounts in this function across the company's parts, US$m: work-assistants 2.6, agent-platforms 1.7, it-operations 1.3, sales-marketing 1.0, finance-hr-operations 26.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Paychex); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-24."},"agent-platforms":{"low":0.007,"central":0.034,"high":0.201,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Paychex discloses no AI revenue (WISE engine launched). Fiscal 2026 revenue US$6.5bn (T1); AI share low 0.1%, central 0.5%, high 3% (payroll vendors without a stand-alone AI price). Central amounts in this function across the company's parts, US$m: work-assistants 2.6, agent-platforms 1.7, it-operations 1.3, sales-marketing 1.0, finance-hr-operations 26.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Paychex); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-24."},"it-operations":{"low":0.011,"central":0.052,"high":0.305,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Paychex discloses no AI revenue (WISE engine launched). Fiscal 2026 revenue US$6.5bn (T1); AI share low 0.1%, central 0.5%, high 3% (payroll vendors without a stand-alone AI price). Central amounts in this function across the company's parts, US$m: work-assistants 2.6, agent-platforms 1.7, it-operations 1.3, sales-marketing 1.0, finance-hr-operations 26.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Paychex); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-24."},"sales-marketing":{"low":0.009,"central":0.043,"high":0.251,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Paychex discloses no AI revenue (WISE engine launched). Fiscal 2026 revenue US$6.5bn (T1); AI share low 0.1%, central 0.5%, high 3% (payroll vendors without a stand-alone AI price). Central amounts in this function across the company's parts, US$m: work-assistants 2.6, agent-platforms 1.7, it-operations 1.3, sales-marketing 1.0, finance-hr-operations 26.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Paychex); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-24."},"finance-hr-operations":{"low":0.245,"central":1.146,"high":6.413,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Paychex discloses no AI revenue (WISE engine launched). Fiscal 2026 revenue US$6.5bn (T1); AI share low 0.1%, central 0.5%, high 3% (payroll vendors without a stand-alone AI price). Central amounts in this function across the company's parts, US$m: work-assistants 2.6, agent-platforms 1.7, it-operations 1.3, sales-marketing 1.0, finance-hr-operations 26.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T1 (Paychex); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06-24."}},"baselineRevenueUsd":{"low":7000000,"central":33000000,"high":195000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"FY2026 revenue","periodEnd":"2026-05-31","source":{"url":"https://investor.paychex.com/sec-filings/all-sec-filings/content/0001193125-26-280314/0001193125-26-280314.pdf","title":"Paychex fiscal 2026 results (Form 8-K, earnings release)","publisher":"Paychex","publishedDate":"2026-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue increased 17% to $6.5 billion; WISE Workforce Intelligence Engine launched"},"note":"Sum of the company's five part estimates, US$m 7 (low), 33 (central) and 195 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"de0240bd1e9892e78d7b327d143066ac40942f794abbd50c908cd362a482d113"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"de0240bd1e9892e78d7b327d143066ac40942f794abbd50c908cd362a482d113"}}},"ukg":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"ukg","name":"UKG","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.008,"high":0.042,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. UKG is private and published no revenue; the Nucleus Research note (T4) describes its Bryte assistants and agents across HR, workforce management and payroll. Judged at 5% of Workday's agentic AI ARR of about US$600m (T2, opened), because UKG sells to a similar HR and payroll base with less advanced agents: central US$30m (low 0.8%, high 25%: 5m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 1.8, it-operations 0.9, sales-marketing 0.9, finance-hr-operations 24.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Nucleus Research); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06."},"agent-platforms":{"low":0.006,"central":0.037,"high":0.185,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. UKG is private and published no revenue; the Nucleus Research note (T4) describes its Bryte assistants and agents across HR, workforce management and payroll. Judged at 5% of Workday's agentic AI ARR of about US$600m (T2, opened), because UKG sells to a similar HR and payroll base with less advanced agents: central US$30m (low 0.8%, high 25%: 5m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 1.8, it-operations 0.9, sales-marketing 0.9, finance-hr-operations 24.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Nucleus Research); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06."},"it-operations":{"low":0.006,"central":0.035,"high":0.176,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. UKG is private and published no revenue; the Nucleus Research note (T4) describes its Bryte assistants and agents across HR, workforce management and payroll. Judged at 5% of Workday's agentic AI ARR of about US$600m (T2, opened), because UKG sells to a similar HR and payroll base with less advanced agents: central US$30m (low 0.8%, high 25%: 5m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 1.8, it-operations 0.9, sales-marketing 0.9, finance-hr-operations 24.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Nucleus Research); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06."},"sales-marketing":{"low":0.006,"central":0.039,"high":0.193,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. UKG is private and published no revenue; the Nucleus Research note (T4) describes its Bryte assistants and agents across HR, workforce management and payroll. Judged at 5% of Workday's agentic AI ARR of about US$600m (T2, opened), because UKG sells to a similar HR and payroll base with less advanced agents: central US$30m (low 0.8%, high 25%: 5m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 1.8, it-operations 0.9, sales-marketing 0.9, finance-hr-operations 24.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Nucleus Research); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06."},"finance-hr-operations":{"low":0.175,"central":1.042,"high":5.002,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. UKG is private and published no revenue; the Nucleus Research note (T4) describes its Bryte assistants and agents across HR, workforce management and payroll. Judged at 5% of Workday's agentic AI ARR of about US$600m (T2, opened), because UKG sells to a similar HR and payroll base with less advanced agents: central US$30m (low 0.8%, high 25%: 5m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 2.4, agent-platforms 1.8, it-operations 0.9, sales-marketing 0.9, finance-hr-operations 24.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T4 (Nucleus Research); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-06."}},"baselineRevenueUsd":{"low":5000000,"central":30000000,"high":150000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, June 2026 analyst note","periodEnd":"2026-06-30","source":{"url":"https://nucleusresearch.com/wp-content/uploads/2026/06/26107-UKG-Spring-Global-Analyst-Day-2026-updates.pdf","title":"UKG Spring Global Analyst Day 2026 updates","publisher":"Nucleus Research","publishedDate":"2026-06","accessedDate":"2026-10-22","tier":"T5","locator":"Bryte AI architecture as the intelligence layer for assistive and agentic experiences across UKG products; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 5 (low), 30 (central) and 150 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f78d87f90409facab61d8927862c18972f6894e29352fb2f901386d7a8bc343f"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f78d87f90409facab61d8927862c18972f6894e29352fb2f901386d7a8bc343f"}}},"rippling":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"rippling","name":"Rippling","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.007,"central":0.028,"high":0.104,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Rippling launched Rippling AI in March 2026 and publishes no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened) (low 3%, high 50%): central US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 4.0, it-operations 8.0, sales-marketing 2.0, finance-hr-operations 18.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Rippling); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-03-18."},"agent-platforms":{"low":0.021,"central":0.083,"high":0.309,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Rippling launched Rippling AI in March 2026 and publishes no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened) (low 3%, high 50%): central US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 4.0, it-operations 8.0, sales-marketing 2.0, finance-hr-operations 18.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Rippling); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-03-18."},"it-operations":{"low":0.079,"central":0.314,"high":1.166,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Rippling launched Rippling AI in March 2026 and publishes no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened) (low 3%, high 50%): central US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 4.0, it-operations 8.0, sales-marketing 2.0, finance-hr-operations 18.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Rippling); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-03-18."},"sales-marketing":{"low":0.022,"central":0.086,"high":0.322,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Rippling launched Rippling AI in March 2026 and publishes no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened) (low 3%, high 50%): central US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 4.0, it-operations 8.0, sales-marketing 2.0, finance-hr-operations 18.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Rippling); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-03-18."},"finance-hr-operations":{"low":0.197,"central":0.782,"high":2.869,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Rippling launched Rippling AI in March 2026 and publishes no revenue (T2). Judged at 13% of Glean's US$300 million ARR (T2, opened) (low 3%, high 50%): central US$40m (10m to 150m). Central amounts in this function across the company's parts, US$m: work-assistants 8.0, agent-platforms 4.0, it-operations 8.0, sales-marketing 2.0, finance-hr-operations 18.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Rippling); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-03-18."}},"baselineRevenueUsd":{"low":10000000,"central":40000000,"high":150000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Mar 2026 launch","periodEnd":"2026-03-18","source":{"url":"https://www.rippling.com/blog/introducing-rippling-ai","title":"Rippling AI: Built to Do the Work, Not Just Talk About It","publisher":"Rippling","publishedDate":"2026-03-18","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of Rippling AI across HR, IT and finance; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 40 (central) and 150 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c8d5912f48697808d2dfe781fe1fec4994adcf03d79bb37edbe2a7a809c92fdf"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c8d5912f48697808d2dfe781fe1fec4994adcf03d79bb37edbe2a7a809c92fdf"}}},"granola":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"granola","name":"Granola","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.031,"central":0.125,"high":0.311,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Granola published no revenue. Allowance based on a US$1.5bn valuation after a US$125M Series C (T2); at 15 to 150 times revenue that implies about US$10m to US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 2.4, it-operations 0.4, sales-marketing 0.8, finance-hr-operations 0.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Granola); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"agent-platforms":{"low":0.012,"central":0.05,"high":0.124,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Granola published no revenue. Allowance based on a US$1.5bn valuation after a US$125M Series C (T2); at 15 to 150 times revenue that implies about US$10m to US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 2.4, it-operations 0.4, sales-marketing 0.8, finance-hr-operations 0.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Granola); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"it-operations":{"low":0.004,"central":0.016,"high":0.039,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Granola published no revenue. Allowance based on a US$1.5bn valuation after a US$125M Series C (T2); at 15 to 150 times revenue that implies about US$10m to US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 2.4, it-operations 0.4, sales-marketing 0.8, finance-hr-operations 0.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Granola); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"sales-marketing":{"low":0.009,"central":0.034,"high":0.086,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Granola published no revenue. Allowance based on a US$1.5bn valuation after a US$125M Series C (T2); at 15 to 150 times revenue that implies about US$10m to US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 2.4, it-operations 0.4, sales-marketing 0.8, finance-hr-operations 0.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Granola); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."},"finance-hr-operations":{"low":0.004,"central":0.017,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Granola published no revenue. Allowance based on a US$1.5bn valuation after a US$125M Series C (T2); at 15 to 150 times revenue that implies about US$10m to US$100m. Central amounts in this function across the company's parts, US$m: work-assistants 36.0, agent-platforms 2.4, it-operations 0.4, sales-marketing 0.8, finance-hr-operations 0.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Granola); everything built on it is 5LayerCake's own derivation. Source publication date as shown: undated."}},"baselineRevenueUsd":{"low":10000000,"central":40000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Mar 2026","periodEnd":"2026-03-25","source":{"url":"https://www.granola.ai/blog/series-c","title":"Granola raises $125M to put your company's context to work","publisher":"Granola","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Series C; Team Spaces, enterprise API and admin controls on Business and Enterprise plans; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 40 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"896d514be50b965c7e1e52c4a58ffcaa0185264c3371e57d73174ade701049d3"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"896d514be50b965c7e1e52c4a58ffcaa0185264c3371e57d73174ade701049d3"}}},"phenom":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"phenom","name":"Phenom","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.003,"central":0.01,"high":0.028,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Phenom sells AI agents for hiring and published no revenue (T2). Judged at 12% of Glean's US$300 million ARR (T2, opened): central US$35m (low 3%, high 33%: 10m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.8, agent-platforms 5.2, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 26.2. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Phenom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-02."},"agent-platforms":{"low":0.031,"central":0.108,"high":0.309,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Phenom sells AI agents for hiring and published no revenue (T2). Judged at 12% of Glean's US$300 million ARR (T2, opened): central US$35m (low 3%, high 33%: 10m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.8, agent-platforms 5.2, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 26.2. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Phenom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-02."},"it-operations":{"low":0.004,"central":0.014,"high":0.039,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Phenom sells AI agents for hiring and published no revenue (T2). Judged at 12% of Glean's US$300 million ARR (T2, opened): central US$35m (low 3%, high 33%: 10m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.8, agent-platforms 5.2, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 26.2. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Phenom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-02."},"sales-marketing":{"low":0.004,"central":0.015,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Phenom sells AI agents for hiring and published no revenue (T2). Judged at 12% of Glean's US$300 million ARR (T2, opened): central US$35m (low 3%, high 33%: 10m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.8, agent-platforms 5.2, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 26.2. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Phenom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-02."},"finance-hr-operations":{"low":0.328,"central":1.14,"high":3.189,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Phenom sells AI agents for hiring and published no revenue (T2). Judged at 12% of Glean's US$300 million ARR (T2, opened): central US$35m (low 3%, high 33%: 10m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.8, agent-platforms 5.2, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 26.2. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Phenom); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-02."}},"baselineRevenueUsd":{"low":10000000,"central":35000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Sep 2026","periodEnd":"2026-09-02","source":{"url":"https://www.phenom.com/press-release/phenom-ai-agents-hiring-hr","title":"Test Phenom AI Agents for Hiring, Development and Retention at HR's Biggest Fall Events","publisher":"Phenom","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"AI agents for hiring, development and retention; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 10 (low), 35 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1646cb957d18dadc8e2a4418b1ec5cd983c8b6ea68e09036c7ab245a15de20f5"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1646cb957d18dadc8e2a4418b1ec5cd983c8b6ea68e09036c7ab245a15de20f5"}}},"dropbox":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"dropbox","name":"Dropbox","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.025,"central":0.118,"high":0.478,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Dropbox discloses no Dash revenue. Total ARR US$2.566bn (T2); AI share low 0.3%, central 1.5%, high 6%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 34.2, agent-platforms 3.8, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 0.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Dropbox); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"agent-platforms":{"low":0.017,"central":0.078,"high":0.317,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Dropbox discloses no Dash revenue. Total ARR US$2.566bn (T2); AI share low 0.3%, central 1.5%, high 6%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 34.2, agent-platforms 3.8, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 0.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Dropbox); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"it-operations":{"low":0.003,"central":0.015,"high":0.06,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Dropbox discloses no Dash revenue. Total ARR US$2.566bn (T2); AI share low 0.3%, central 1.5%, high 6%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 34.2, agent-platforms 3.8, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 0.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Dropbox); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"sales-marketing":{"low":0.003,"central":0.016,"high":0.066,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Dropbox discloses no Dash revenue. Total ARR US$2.566bn (T2); AI share low 0.3%, central 1.5%, high 6%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 34.2, agent-platforms 3.8, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 0.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Dropbox); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."},"finance-hr-operations":{"low":0.003,"central":0.016,"high":0.067,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Dropbox discloses no Dash revenue. Total ARR US$2.566bn (T2); AI share low 0.3%, central 1.5%, high 6%. The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 34.2, agent-platforms 3.8, it-operations 0.4, sales-marketing 0.4, finance-hr-operations 0.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Dropbox); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-06."}},"baselineRevenueUsd":{"low":8240000,"central":39140000,"high":158620000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, ARR","periodEnd":"2026-06-30","source":{"url":"https://investors.dropbox.com/node/14156/pdf","title":"Dropbox Announces Second Quarter 2026 Results","publisher":"Dropbox","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Total ARR $2.566 billion; Dash named; no Dash revenue"},"note":"Sum of the company's five part estimates, US$m 8 (low), 39 (central) and 159 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8d5e0edd8189eefc45bcf71e610562dddc9aa082ea2b4c11a0b13762e6dd4370"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8d5e0edd8189eefc45bcf71e610562dddc9aa082ea2b4c11a0b13762e6dd4370"}}},"apollo-io":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"apollo-io","name":"Apollo.io","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.003,"central":0.008,"high":0.021,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Apollo says it is approaching US$200m ARR with nearly 100,000 paying customers (T2, its own release of 3 February 2026, opened 23 October 2026); its post on the Pocus acquisition (https://www.apollo.io/magazine/apollo-acquires-pocus, undated, March 2026, opened 23 October 2026) says Apollo powers go-to-market for over 600K companies. Most of that is contact data and outreach software; the AI assistant and agent part is assumed 15% (low 5%, high 40%): 190 × 0.15 = US$28m. Central amounts in this function across the company's parts, US$m: work-assistants 2.2, agent-platforms 1.4, it-operations 0.3, sales-marketing 23.8, finance-hr-operations 0.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Apollo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-03. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"},"agent-platforms":{"low":0.01,"central":0.029,"high":0.078,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Apollo says it is approaching US$200m ARR with nearly 100,000 paying customers (T2, its own release of 3 February 2026, opened 23 October 2026); its post on the Pocus acquisition (https://www.apollo.io/magazine/apollo-acquires-pocus, undated, March 2026, opened 23 October 2026) says Apollo powers go-to-market for over 600K companies. Most of that is contact data and outreach software; the AI assistant and agent part is assumed 15% (low 5%, high 40%): 190 × 0.15 = US$28m. Central amounts in this function across the company's parts, US$m: work-assistants 2.2, agent-platforms 1.4, it-operations 0.3, sales-marketing 23.8, finance-hr-operations 0.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Apollo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-03. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"},"it-operations":{"low":0.004,"central":0.011,"high":0.03,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Apollo says it is approaching US$200m ARR with nearly 100,000 paying customers (T2, its own release of 3 February 2026, opened 23 October 2026); its post on the Pocus acquisition (https://www.apollo.io/magazine/apollo-acquires-pocus, undated, March 2026, opened 23 October 2026) says Apollo powers go-to-market for over 600K companies. Most of that is contact data and outreach software; the AI assistant and agent part is assumed 15% (low 5%, high 40%): 190 × 0.15 = US$28m. Central amounts in this function across the company's parts, US$m: work-assistants 2.2, agent-platforms 1.4, it-operations 0.3, sales-marketing 23.8, finance-hr-operations 0.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Apollo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-03. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"},"sales-marketing":{"low":0.368,"central":1.023,"high":2.73,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Apollo says it is approaching US$200m ARR with nearly 100,000 paying customers (T2, its own release of 3 February 2026, opened 23 October 2026); its post on the Pocus acquisition (https://www.apollo.io/magazine/apollo-acquires-pocus, undated, March 2026, opened 23 October 2026) says Apollo powers go-to-market for over 600K companies. Most of that is contact data and outreach software; the AI assistant and agent part is assumed 15% (low 5%, high 40%): 190 × 0.15 = US$28m. Central amounts in this function across the company's parts, US$m: work-assistants 2.2, agent-platforms 1.4, it-operations 0.3, sales-marketing 23.8, finance-hr-operations 0.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Apollo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-03. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"},"finance-hr-operations":{"low":0.004,"central":0.012,"high":0.033,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Apollo says it is approaching US$200m ARR with nearly 100,000 paying customers (T2, its own release of 3 February 2026, opened 23 October 2026); its post on the Pocus acquisition (https://www.apollo.io/magazine/apollo-acquires-pocus, undated, March 2026, opened 23 October 2026) says Apollo powers go-to-market for over 600K companies. Most of that is contact data and outreach software; the AI assistant and agent part is assumed 15% (low 5%, high 40%): 190 × 0.15 = US$28m. Central amounts in this function across the company's parts, US$m: work-assistants 2.2, agent-platforms 1.4, it-operations 0.3, sales-marketing 23.8, finance-hr-operations 0.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Apollo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-02-03. Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"}},"baselineRevenueUsd":{"low":10000000,"central":28000000,"high":76000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"ARR approaching US$200m, Feb 2026","periodEnd":"2026-02-03","source":{"url":"https://www.apollo.io/newsroom/announcements/apollo-appoints-matt-curl-as-chief-executive-officer-co-founder-tim-zheng-to-continue-as-chairman","title":"Apollo Appoints Matt Curl as Chief Executive Officer; Co-Founder Tim Zheng to Continue as Chairman","publisher":"Apollo.io","publishedDate":"2026-02-03","accessedDate":"2026-10-23","tier":"T5","locator":"Dateline San Francisco, Feb. 3, 2026: 'approaching $200M in annual recurring revenue'; 'nearly 100,000 paying customers'; 'grown more than 5x since its Series D'"},"note":"Sum of the company's five part estimates, US$m 10 (low), 28 (central) and 76 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5). Secondary citation (the original source; thenextweb.com returned HTTP 403 to the 23 October check): The Next Web, 'Apollo.io acquires Pocus as it pushes to build an AI-native operating system for sales teams', 20 March 2026, https://thenextweb.com/news/apollo-acquires-pocus-revenue-intelligence-gtm"},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a1c4c24eb0f181f832d844cb5bfa7b46e0dfbc132f240d90412a8af7ed0182fd"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a1c4c24eb0f181f832d844cb5bfa7b46e0dfbc132f240d90412a8af7ed0182fd"}}},"zoominfo":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"zoominfo","name":"ZoomInfo (GTM)","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.004,"high":0.014,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. ZoomInfo reports no AI revenue (GTM.AI launched; net revenue retention 89%) (T2). Q2 2026 revenue US$310.4m × 4 = US$1,242m; AI share (disclosing vendors, see Asana): central 2%, low 0.5%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 1.2, it-operations 0.5, sales-marketing 21.2, finance-hr-operations 0.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ZoomInfo Technologies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"agent-platforms":{"low":0.006,"central":0.026,"high":0.083,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. ZoomInfo reports no AI revenue (GTM.AI launched; net revenue retention 89%) (T2). Q2 2026 revenue US$310.4m × 4 = US$1,242m; AI share (disclosing vendors, see Asana): central 2%, low 0.5%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 1.2, it-operations 0.5, sales-marketing 21.2, finance-hr-operations 0.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ZoomInfo Technologies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"it-operations":{"low":0.005,"central":0.02,"high":0.063,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. ZoomInfo reports no AI revenue (GTM.AI launched; net revenue retention 89%) (T2). Q2 2026 revenue US$310.4m × 4 = US$1,242m; AI share (disclosing vendors, see Asana): central 2%, low 0.5%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 1.2, it-operations 0.5, sales-marketing 21.2, finance-hr-operations 0.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ZoomInfo Technologies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"sales-marketing":{"low":0.221,"central":0.914,"high":2.901,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. ZoomInfo reports no AI revenue (GTM.AI launched; net revenue retention 89%) (T2). Q2 2026 revenue US$310.4m × 4 = US$1,242m; AI share (disclosing vendors, see Asana): central 2%, low 0.5%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 1.2, it-operations 0.5, sales-marketing 21.2, finance-hr-operations 0.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ZoomInfo Technologies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"finance-hr-operations":{"low":0.008,"central":0.033,"high":0.105,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. ZoomInfo reports no AI revenue (GTM.AI launched; net revenue retention 89%) (T2). Q2 2026 revenue US$310.4m × 4 = US$1,242m; AI share (disclosing vendors, see Asana): central 2%, low 0.5%, high 6.5%. Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 1.2, it-operations 0.5, sales-marketing 21.2, finance-hr-operations 0.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (ZoomInfo Technologies); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."}},"baselineRevenueUsd":{"low":6000000,"central":25000000,"high":81000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001794515/000179451526000054/gtm-8kex991x20260805.htm","title":"ZoomInfo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"ZoomInfo Technologies","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"GAAP revenue $310.4 million, up 1.2%; GTM.AI launched; net revenue retention 89%; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 6 (low), 25 (central) and 81 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8209d5c055fd9eafc2c8bfdba3480e8631b0b949242a003061307f575cf332a0"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8209d5c055fd9eafc2c8bfdba3480e8631b0b949242a003061307f575cf332a0"}}},"klaviyo":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"klaviyo","name":"Klaviyo","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.004,"high":0.013,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Klaviyo reports no AI revenue; it names Composer and Customer Agent (T2). Q2 2026 revenue US$370.6m × 4 = US$1,482m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is partly customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 2.2, it-operations 0.4, sales-marketing 17.6, finance-hr-operations 0.7. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Klaviyo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"agent-platforms":{"low":0.012,"central":0.045,"high":0.152,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Klaviyo reports no AI revenue; it names Composer and Customer Agent (T2). Q2 2026 revenue US$370.6m × 4 = US$1,482m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is partly customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 2.2, it-operations 0.4, sales-marketing 17.6, finance-hr-operations 0.7. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Klaviyo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"it-operations":{"low":0.005,"central":0.017,"high":0.058,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Klaviyo reports no AI revenue; it names Composer and Customer Agent (T2). Q2 2026 revenue US$370.6m × 4 = US$1,482m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is partly customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 2.2, it-operations 0.4, sales-marketing 17.6, finance-hr-operations 0.7. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Klaviyo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"sales-marketing":{"low":0.208,"central":0.757,"high":2.501,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Klaviyo reports no AI revenue; it names Composer and Customer Agent (T2). Q2 2026 revenue US$370.6m × 4 = US$1,482m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is partly customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 2.2, it-operations 0.4, sales-marketing 17.6, finance-hr-operations 0.7. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Klaviyo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."},"finance-hr-operations":{"low":0.008,"central":0.029,"high":0.096,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Klaviyo reports no AI revenue; it names Composer and Customer Agent (T2). Q2 2026 revenue US$370.6m × 4 = US$1,482m; AI share low 0.4%, central 1.5%, high 5%, lower than the disclosing vendors' because the Customer Agent is partly customer service (Vertical AI). Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 2.2, it-operations 0.4, sales-marketing 17.6, finance-hr-operations 0.7. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Klaviyo); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-08-05."}},"baselineRevenueUsd":{"low":6000000,"central":22000000,"high":74000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Q2 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001835830/000183583026000039/confidentialfiscalq22026ea.htm","title":"Klaviyo Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Klaviyo","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue $370.6 million, up 26%; more than 205,000 customers; Composer and Customer Agent named; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 6 (low), 22 (central) and 74 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"298c6baac227c7cc45c91d3b1cd59bceac60574314a45f30e1917c4864f84f93"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"298c6baac227c7cc45c91d3b1cd59bceac60574314a45f30e1917c4864f84f93"}}},"bmc-helix":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"bmc-helix","name":"BMC Helix","kind":"private","commercialActivityVerified":true,"shares":{"work-assistants":{"low":0.002,"central":0.009,"high":0.035,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. BMC Helix is private and published no revenue; its HelixGPT release notes show AI agents and Agent Studio available to SaaS subscribers (26.3.01 on 22 September 2026) (T2). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 2.5, it-operations 18.8, sales-marketing 0.5, finance-hr-operations 0.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BMC Helix); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-19."},"agent-platforms":{"low":0.01,"central":0.052,"high":0.206,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. BMC Helix is private and published no revenue; its HelixGPT release notes show AI agents and Agent Studio available to SaaS subscribers (26.3.01 on 22 September 2026) (T2). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 2.5, it-operations 18.8, sales-marketing 0.5, finance-hr-operations 0.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BMC Helix); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-19."},"it-operations":{"low":0.148,"central":0.735,"high":2.876,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. BMC Helix is private and published no revenue; its HelixGPT release notes show AI agents and Agent Studio available to SaaS subscribers (26.3.01 on 22 September 2026) (T2). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 2.5, it-operations 18.8, sales-marketing 0.5, finance-hr-operations 0.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BMC Helix); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-19."},"sales-marketing":{"low":0.004,"central":0.021,"high":0.086,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. BMC Helix is private and published no revenue; its HelixGPT release notes show AI agents and Agent Studio available to SaaS subscribers (26.3.01 on 22 September 2026) (T2). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 2.5, it-operations 18.8, sales-marketing 0.5, finance-hr-operations 0.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BMC Helix); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-19."},"finance-hr-operations":{"low":0.007,"central":0.033,"high":0.13,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. BMC Helix is private and published no revenue; its HelixGPT release notes show AI agents and Agent Studio available to SaaS subscribers (26.3.01 on 22 September 2026) (T2). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 2.5, agent-platforms 2.5, it-operations 18.8, sales-marketing 0.5, finance-hr-operations 0.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (BMC Helix); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-10-19."}},"baselineRevenueUsd":{"low":5000000,"central":25000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Oct 2026","periodEnd":"2026-09-22","source":{"url":"https://docs.helixops.ai/bin/view/Service-Management/Employee-Digital-Workplace/BMC-HelixGPT/helixgpt263/","title":"BMC HelixGPT 26.3 release notes","publisher":"BMC Helix","publishedDate":"2026-10-19","accessedDate":"2026-10-22","tier":"T5","locator":"Page last updated 19 October 2026: 26.3.01 available to SaaS subscribers from 22 September 2026; Agent Studio, MCP and A2A features; no customer or revenue figure"},"note":"Sum of the company's five part estimates, US$m 5 (low), 25 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d3d4e4660f10273812d770688d88fba27bc7d9e15080511be6193381d52c6e80"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d3d4e4660f10273812d770688d88fba27bc7d9e15080511be6193381d52c6e80"}}},"coupa":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"coupa","name":"Coupa","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.004,"high":0.017,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Coupa is private (Thoma Bravo) and published no revenue; at its May 2026 conference it launched Coupa Compose, an agent platform with outcome-based pricing (T3). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 3.8, it-operations 0.8, sales-marketing 0.5, finance-hr-operations 18.8. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (SiliconANGLE); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-14."},"agent-platforms":{"low":0.015,"central":0.077,"high":0.309,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Coupa is private (Thoma Bravo) and published no revenue; at its May 2026 conference it launched Coupa Compose, an agent platform with outcome-based pricing (T3). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 3.8, it-operations 0.8, sales-marketing 0.5, finance-hr-operations 18.8. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (SiliconANGLE); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-14."},"it-operations":{"low":0.006,"central":0.029,"high":0.117,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Coupa is private (Thoma Bravo) and published no revenue; at its May 2026 conference it launched Coupa Compose, an agent platform with outcome-based pricing (T3). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 3.8, it-operations 0.8, sales-marketing 0.5, finance-hr-operations 18.8. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (SiliconANGLE); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-14."},"sales-marketing":{"low":0.004,"central":0.021,"high":0.086,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Coupa is private (Thoma Bravo) and published no revenue; at its May 2026 conference it launched Coupa Compose, an agent platform with outcome-based pricing (T3). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 3.8, it-operations 0.8, sales-marketing 0.5, finance-hr-operations 18.8. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (SiliconANGLE); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-14."},"finance-hr-operations":{"low":0.164,"central":0.814,"high":3.179,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Coupa is private (Thoma Bravo) and published no revenue; at its May 2026 conference it launched Coupa Compose, an agent platform with outcome-based pricing (T3). Judged at 8% of Glean's US$300 million ARR (T2, opened) (low 1.7%, high 33%): central US$25m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 1.2, agent-platforms 3.8, it-operations 0.8, sales-marketing 0.5, finance-hr-operations 18.8. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T3 (SiliconANGLE); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-05-14."}},"baselineRevenueUsd":{"low":5000000,"central":25000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, May 2026","periodEnd":"2026-05-14","source":{"url":"https://siliconangle.com/2026/05/14/10t-bet-coupa-leverages-data-build-case-ai-autonomous-spend-management/","title":"SiliconANGLE report on the Coupa Inspire 2026 keynote: Coupa Compose and AI agents for spend management","publisher":"SiliconANGLE","publishedDate":"2026-05-14","accessedDate":"2026-10-22","tier":"T5","locator":"Coupa Compose with outcome-based pricing; customer example AstraZeneca; no revenue or customer figure"},"note":"Sum of the company's five part estimates, US$m 5 (low), 25 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"80fd1aba3befc48f55c36ad7b7d07fc9ac02c15b476750243026ac7b67dd696d"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"80fd1aba3befc48f55c36ad7b7d07fc9ac02c15b476750243026ac7b67dd696d"}}},"airtable":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"airtable","name":"Airtable","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.005,"central":0.031,"high":0.125,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Airtable is private and published no revenue; its CEO letter presents an AI-native platform with agents (T2). Allowance: central US$30m, range 5m to 120m (about 8% of monday.com's annualised revenue at the top). Central amounts in this function across the company's parts, US$m: work-assistants 9.0, agent-platforms 16.5, it-operations 0.9, sales-marketing 1.5, finance-hr-operations 2.1. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Airtable); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-24."},"agent-platforms":{"low":0.057,"central":0.34,"high":1.348,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Airtable is private and published no revenue; its CEO letter presents an AI-native platform with agents (T2). Allowance: central US$30m, range 5m to 120m (about 8% of monday.com's annualised revenue at the top). Central amounts in this function across the company's parts, US$m: work-assistants 9.0, agent-platforms 16.5, it-operations 0.9, sales-marketing 1.5, finance-hr-operations 2.1. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Airtable); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-24."},"it-operations":{"low":0.006,"central":0.035,"high":0.141,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Airtable is private and published no revenue; its CEO letter presents an AI-native platform with agents (T2). Allowance: central US$30m, range 5m to 120m (about 8% of monday.com's annualised revenue at the top). Central amounts in this function across the company's parts, US$m: work-assistants 9.0, agent-platforms 16.5, it-operations 0.9, sales-marketing 1.5, finance-hr-operations 2.1. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Airtable); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-24."},"sales-marketing":{"low":0.011,"central":0.064,"high":0.257,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Airtable is private and published no revenue; its CEO letter presents an AI-native platform with agents (T2). Allowance: central US$30m, range 5m to 120m (about 8% of monday.com's annualised revenue at the top). Central amounts in this function across the company's parts, US$m: work-assistants 9.0, agent-platforms 16.5, it-operations 0.9, sales-marketing 1.5, finance-hr-operations 2.1. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Airtable); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-24."},"finance-hr-operations":{"low":0.015,"central":0.091,"high":0.364,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Airtable is private and published no revenue; its CEO letter presents an AI-native platform with agents (T2). Allowance: central US$30m, range 5m to 120m (about 8% of monday.com's annualised revenue at the top). Central amounts in this function across the company's parts, US$m: work-assistants 9.0, agent-platforms 16.5, it-operations 0.9, sales-marketing 1.5, finance-hr-operations 2.1. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Airtable); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2025-06-24."}},"baselineRevenueUsd":{"low":5000000,"central":30000000,"high":120000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, June 2025 letter","periodEnd":"2025-06-24","source":{"url":"https://www.airtable.com/newsroom/introducing-the-ai-native-airtable","title":"The AI-Native Airtable Has Arrived: A Letter from our CEO","publisher":"Airtable","publishedDate":"2025-06-24","accessedDate":"2026-10-22","tier":"T5","locator":"Airtable refounded as an AI-native platform with the Omni app builder and AI agents; no revenue figure"},"note":"Sum of the company's five part estimates, US$m 5 (low), 30 (central) and 120 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"eef93507f630b25c32451a0396e146dc82503868f09b84789de67a6d0a6f1e00"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"eef93507f630b25c32451a0396e146dc82503868f09b84789de67a6d0a6f1e00"}}},"zscaler":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"zscaler","name":"Zscaler","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0,"central":0.001,"high":0.003,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zscaler's shareholder letter launches Agentic SecOps with no ARR yet (T2). Total ARR is about US$3.8bn (the same letter). Allowance for the new product: central 0.5% of ARR (US$19m), low 0.1% (4m), high 2.6% (100m). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.2, agent-platforms 0.6, it-operations 17.7, sales-marketing 0.2, finance-hr-operations 0.4. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zscaler); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"agent-platforms":{"low":0.002,"central":0.012,"high":0.062,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zscaler's shareholder letter launches Agentic SecOps with no ARR yet (T2). Total ARR is about US$3.8bn (the same letter). Allowance for the new product: central 0.5% of ARR (US$19m), low 0.1% (4m), high 2.6% (100m). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.2, agent-platforms 0.6, it-operations 17.7, sales-marketing 0.2, finance-hr-operations 0.4. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zscaler); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"it-operations":{"low":0.147,"central":0.692,"high":3.54,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zscaler's shareholder letter launches Agentic SecOps with no ARR yet (T2). Total ARR is about US$3.8bn (the same letter). Allowance for the new product: central 0.5% of ARR (US$19m), low 0.1% (4m), high 2.6% (100m). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.2, agent-platforms 0.6, it-operations 17.7, sales-marketing 0.2, finance-hr-operations 0.4. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zscaler); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"sales-marketing":{"low":0.002,"central":0.008,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zscaler's shareholder letter launches Agentic SecOps with no ARR yet (T2). Total ARR is about US$3.8bn (the same letter). Allowance for the new product: central 0.5% of ARR (US$19m), low 0.1% (4m), high 2.6% (100m). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.2, agent-platforms 0.6, it-operations 17.7, sales-marketing 0.2, finance-hr-operations 0.4. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zscaler); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."},"finance-hr-operations":{"low":0.003,"central":0.016,"high":0.087,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. Zscaler's shareholder letter launches Agentic SecOps with no ARR yet (T2). Total ARR is about US$3.8bn (the same letter). Allowance for the new product: central 0.5% of ARR (US$19m), low 0.1% (4m), high 2.6% (100m). The AI shares that Salesforce, ServiceNow, Workday and Adobe disclose (opened this pass: 2.4% to 6.4% of recurring revenue) bound the high end; the centre is lower because this company's AI features are bundled or new. Central amounts in this function across the company's parts, US$m: work-assistants 0.2, agent-platforms 0.6, it-operations 17.7, sales-marketing 0.2, finance-hr-operations 0.4. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Zscaler); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-09-03."}},"baselineRevenueUsd":{"low":4000000,"central":19000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, Q4 FY2026","periodEnd":"2026-07-31","source":{"url":"https://ir.zscaler.com/static-files/955e533b-f05c-447e-b2aa-a2f447726159","title":"Zscaler Q4 Fiscal 2026 Shareholder Letter","publisher":"Zscaler","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Launch of the Agentic SecOps solution; ARR growth of 25%; no AI-product ARR"},"note":"Sum of the company's five part estimates, US$m 4 (low), 19 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5b9d58d7be8aee61ee234fb21d36bd48c55facb241969b7d4bcd5dbbfce45f4c"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5b9d58d7be8aee61ee234fb21d36bd48c55facb241969b7d4bcd5dbbfce45f4c"}}},"sage":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"sage","name":"Sage Group","kind":"public","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0.001,"central":0.004,"high":0.022,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Sage reports no AI revenue; its trading update mentions AI only in general terms (T2). Nine-month revenue £2,062m × 12/9 = £2,749m, about US$3.6bn at an assumed US$1.30 per pound (not sourced; inside the wide range); AI share low 0.1%, central 0.5%, high 3% (accounting and payroll vendors without a stand-alone AI price): 3,574 × 0.005 = US$18m. Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 0.7, it-operations 0.4, sales-marketing 0.5, finance-hr-operations 15.3. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Sage Group (copy of the RNS announcement on Investegate)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"agent-platforms":{"low":0.003,"central":0.015,"high":0.088,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Sage reports no AI revenue; its trading update mentions AI only in general terms (T2). Nine-month revenue £2,062m × 12/9 = £2,749m, about US$3.6bn at an assumed US$1.30 per pound (not sourced; inside the wide range); AI share low 0.1%, central 0.5%, high 3% (accounting and payroll vendors without a stand-alone AI price): 3,574 × 0.005 = US$18m. Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 0.7, it-operations 0.4, sales-marketing 0.5, finance-hr-operations 15.3. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Sage Group (copy of the RNS announcement on Investegate)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"it-operations":{"low":0.003,"central":0.014,"high":0.084,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Sage reports no AI revenue; its trading update mentions AI only in general terms (T2). Nine-month revenue £2,062m × 12/9 = £2,749m, about US$3.6bn at an assumed US$1.30 per pound (not sourced; inside the wide range); AI share low 0.1%, central 0.5%, high 3% (accounting and payroll vendors without a stand-alone AI price): 3,574 × 0.005 = US$18m. Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 0.7, it-operations 0.4, sales-marketing 0.5, finance-hr-operations 15.3. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Sage Group (copy of the RNS announcement on Investegate)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"sales-marketing":{"low":0.005,"central":0.023,"high":0.138,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Sage reports no AI revenue; its trading update mentions AI only in general terms (T2). Nine-month revenue £2,062m × 12/9 = £2,749m, about US$3.6bn at an assumed US$1.30 per pound (not sourced; inside the wide range); AI share low 0.1%, central 0.5%, high 3% (accounting and payroll vendors without a stand-alone AI price): 3,574 × 0.005 = US$18m. Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 0.7, it-operations 0.4, sales-marketing 0.5, finance-hr-operations 15.3. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Sage Group (copy of the RNS announcement on Investegate)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."},"finance-hr-operations":{"low":0.148,"central":0.664,"high":3.823,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"5LayerCake estimate (T5), re-screen of 22 October 2026 (a recorded method decision), light tier of the full-inputs pass. Sage reports no AI revenue; its trading update mentions AI only in general terms (T2). Nine-month revenue £2,062m × 12/9 = £2,749m, about US$3.6bn at an assumed US$1.30 per pound (not sourced; inside the wide range); AI share low 0.1%, central 0.5%, high 3% (accounting and payroll vendors without a stand-alone AI price): 3,574 × 0.005 = US$18m. Central amounts in this function across the company's parts, US$m: work-assistants 1.1, agent-platforms 0.7, it-operations 0.4, sales-marketing 0.5, finance-hr-operations 15.3. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (Sage Group (copy of the RNS announcement on Investegate)); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2026-07-29."}},"baselineRevenueUsd":{"low":4000000,"central":18000000,"high":107000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Nine months to 30 June 2026, annualised","periodEnd":"2026-06-30","source":{"url":"https://www.investegate.co.uk/announcement/rns/sage-group--sge/trading-update-for-nine-months-ended-30-june-2026/9692278","title":"Trading update for nine months ended 30 June 2026 (RNS announcement)","publisher":"Sage Group (copy of the RNS announcement on Investegate)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Total underlying revenue £2,062 million for the nine months, up 11%; AI mentioned only in general terms; no AI revenue figure"},"note":"Sum of the company's five part estimates, US$m 4 (low), 18 (central) and 107 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dd229ce0e7f2bbea2ce432b1170505c8e539811a1950ee56b483e3092e828067"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dd229ce0e7f2bbea2ce432b1170505c8e539811a1950ee56b483e3092e828067"}}},"o9-solutions":{"schema":"5lc-index-inputs/1","key":"applications-enterprise-agents","entityId":"o9-solutions","name":"o9 Solutions","kind":"private","commercialActivityVerified":false,"shares":{"work-assistants":{"low":0,"central":0.001,"high":0.007,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. o9 reports ARR growth (37% in Q2 2024, T2) without dollar figures. Judged at 7% of Glean's US$300 million ARR (T2, opened) (low 2%, high 33%): central US$20m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 0.4, agent-platforms 5.0, it-operations 0.4, sales-marketing 0.2, finance-hr-operations 14.0. Part total for work-assistants: US$ 28,871m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 10% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (o9 Solutions); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-10."},"agent-platforms":{"low":0.026,"central":0.103,"high":0.514,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. o9 reports ARR growth (37% in Q2 2024, T2) without dollar figures. Judged at 7% of Glean's US$300 million ARR (T2, opened) (low 2%, high 33%): central US$20m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 0.4, agent-platforms 5.0, it-operations 0.4, sales-marketing 0.2, finance-hr-operations 14.0. Part total for agent-platforms: US$ 4,848m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (o9 Solutions); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-10."},"it-operations":{"low":0.004,"central":0.016,"high":0.078,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. o9 reports ARR growth (37% in Q2 2024, T2) without dollar figures. Judged at 7% of Glean's US$300 million ARR (T2, opened) (low 2%, high 33%): central US$20m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 0.4, agent-platforms 5.0, it-operations 0.4, sales-marketing 0.2, finance-hr-operations 14.0. Part total for it-operations: US$ 2,552m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (o9 Solutions); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-10."},"sales-marketing":{"low":0.002,"central":0.009,"high":0.043,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. o9 reports ARR growth (37% in Q2 2024, T2) without dollar figures. Judged at 7% of Glean's US$300 million ARR (T2, opened) (low 2%, high 33%): central US$20m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 0.4, agent-platforms 5.0, it-operations 0.4, sales-marketing 0.2, finance-hr-operations 14.0. Part total for sales-marketing: US$ 2,326m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (o9 Solutions); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-10."},"finance-hr-operations":{"low":0.153,"central":0.608,"high":2.967,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"5LayerCake estimate (T5), light tier of the full-inputs pass of 22 October 2026: the screening value is kept, anchored as stated. o9 reports ARR growth (37% in Q2 2024, T2) without dollar figures. Judged at 7% of Glean's US$300 million ARR (T2, opened) (low 2%, high 33%): central US$20m (5m to 100m). Central amounts in this function across the company's parts, US$m: work-assistants 0.4, agent-platforms 5.0, it-operations 0.4, sales-marketing 0.2, finance-hr-operations 14.0. Part total for finance-hr-operations: US$ 2,303m (the same in every file of this sublayer: the sum of the central estimates of all register companies, screened-out ones included, plus a 15% allowance for companies outside the register), so share = company run-rate in the function ÷ part total; low and high move this company's estimate with the others at central. Source tier: the figure quoted is T2 (o9 Solutions); everything built on it is 5LayerCake's own derivation. Source publication date as shown: 2024-07-10."}},"baselineRevenueUsd":{"low":5000000,"central":20000000,"high":100000000,"unit":"USD","basis":"AI assistant and agent revenue in this sublayer, annualised run-rate, US dollars (sum of the five parts)","period":"Allowance, July 2024","periodEnd":"2024-06-30","source":{"url":"https://o9solutions.com/news/o9-reports-37-annual-recurring-revenue-growth-2","title":"o9 Reports 37% Annual Recurring Revenue Growth","publisher":"o9 Solutions","publishedDate":"2024-07-10","accessedDate":"2026-10-22","tier":"T5","locator":"ARR growth of 37% in Q2 2024; no dollar figure"},"note":"Sum of the company's five part estimates, US$m 5 (low), 20 (central) and 100 (high); each part is derived as stated in the share notes (5LayerCake estimate, T5)."},"screening":{"work-assistants":{"levelLow":1,"levelHigh":2},"agent-platforms":{"levelLow":1,"levelHigh":2},"it-operations":{"levelLow":1,"levelHigh":2},"sales-marketing":{"levelLow":1,"levelHigh":2},"finance-hr-operations":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"76a67fd6ca84a60e44167f5d93dbe4b6c52666b877c0decff61099d276d87969"},"consistency":{"by":"Claude check pass, Claude Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"76a67fd6ca84a60e44167f5d93dbe4b6c52666b877c0decff61099d276d87969"}}}},"ratings":{"openai":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"openai","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo lists Salesforce Agentforce, Writer and Glean among agent platforms; spend is spread across vendors (Horizontal AI section). Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo puts enterprise LLM API share at Anthropic 40%, OpenAI 27%, Google 21%: agent quality depends on models that differ modestly. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo says startups take 78% of sales AI spend: a fragmented field with many vendors. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}},"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo names copilot spend 'led by ChatGPT Enterprise, Claude for Work, and Microsoft Copilot' (Horizontal AI section): several qualified rivals. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Microsoft 365 Copilot has over 30 million paid seats (prepared remarks). Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet's CEO says Gemini Enterprise sold more than 8 million paid seats to over 2,800 companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft had 15 million paid Copilot seats in January 2026 (30 million by July): large seat rollouts complete within months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIOs bought ChatGPT Enterprise partly because employees love it, 'the brand name they know': a small preference gap. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Microsoft 365 Copilot has over 30 million paid seats (prepared remarks). Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"openai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Copilots were US$7.2bn of 2025 horizontal AI spend, led by ChatGPT Enterprise, Claude for Work and Microsoft Copilot. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Google says Gemini Enterprise works in Microsoft 365 and SharePoint and connects to Salesforce and SAP data. (Full date shown.)"},{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum (Apr 2026): Glean, a model-neutral rival, reached US$200m ARR; its gap to Copilot is 'narrowing, but not closed'. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI reports over 7m ChatGPT for Work seats, up 40% in two months, and enterprise seats up 9x in a year (company figures): assistants roll out within months. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"ChatGPT Enterprise seats grew 9x in a year, and OpenAI says consumer familiarity shortens pilots (company claim via Constellation). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"}]}},"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Gemini Enterprise bundles Gemini models, a no-code agent workbench and prebuilt agents for employees. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]}}}}},"microsoft":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"microsoft","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo lists Salesforce Agentforce, Writer and Glean among agent platforms; spend is spread across vendors (Horizontal AI section). Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne says it was again a Leader in Gartner's 2025 Magic Quadrant for Endpoint Protection Platforms. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says Charlotte AI turns hours of routine investigation into minutes (company claim). Date: SEC filing date."},{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","date":"2026-09-01","support":"Palo Alto Networks says Next-Generation Security ARR grew 63% to US$9.10bn, with 70,000+ customers. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.claimsjournal.com/news/national/2024/08/27/325933.htm?print","date":"2024-08-27","support":"Reuters (via Claims Journal): analysts cite 'high costs' of switching between large cybersecurity providers. Date: full date taken from the page URL."},{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says its single-sensor deployment avoids 'lengthy implementation periods' (company claim): rival switches take months. Date: SEC filing date."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."},{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","date":"2026-09-01","support":"Palo Alto Networks says Next-Generation Security ARR grew 63% to US$9.10bn, with 70,000+ customers. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}},"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo names copilot spend 'led by ChatGPT Enterprise, Claude for Work, and Microsoft Copilot' (Horizontal AI section): several qualified rivals. Date: full date on source."},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI says ChatGPT for Work has over 7 million seats, up 40% in two months. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet's CEO says Gemini Enterprise sold more than 8 million paid seats to over 2,800 companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."},{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: AI app procurement 'now mirrors traditional software buying', so a vendor change runs through normal multi-month buying cycles. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://futurumgroup.com/insights/glean-doubles-arr-to-200m-can-its-knowledge-graph-beat-copilot/","date":"2026-04-03","support":"Analyst notes Microsoft 365 Copilot benefits from native integration with Microsoft's productivity tools: a small edge rivals lack. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet's CEO says Gemini Enterprise sold more than 8 million paid seats to over 2,800 companies. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"microsoft","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Copilots were US$7.2bn of 2025 horizontal AI spend, led by ChatGPT Enterprise, Claude for Work and Microsoft Copilot. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Google says Gemini Enterprise works in Microsoft 365 and SharePoint and connects to Salesforce and SAP data. (Full date shown.)"},{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum (Apr 2026): Glean, a model-neutral rival, reached US$200m ARR; its gap to Copilot is 'narrowing, but not closed'. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI reports over 7m ChatGPT for Work seats, up 40% in two months, and enterprise seats up 9x in a year (company figures): assistants roll out within months. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum: Copilot gains from native integration with everyday productivity tools; Glean's gap is 'narrowing, but not closed'. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","date":"2026-07-29","support":"Microsoft says Microsoft 365 Copilot reached over 30 million paid seats by 30 June 2026 (company figure). (Full date shown.)"}]}},"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Gemini Enterprise bundles Gemini models, a no-code agent workbench and prebuilt agents for employees. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"},{"url":"https://www.sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne (July 2025): a Gartner endpoint-protection Leader for the fifth year, previewing agentic Purple AI. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/identity-security/the-dawn-of-agentic-ai-in-security-operations-at-rsac-2025","date":"2025-04-28","support":"Google (Apr 2025): an always-on alert-triage agent in Google Security Operations, built on Gemini, was entering preview. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Included agents are built for the E5 bundle's products, so moving means changing parts of the security stack. (Full date shown.)"},{"url":"https://www.darktrace.com/darktrace-autonomous-response","date":"undated","support":"Darktrace says autonomous response works with Defender for Endpoint and CrowdStrike, and customers reach full autonomy within weeks (company claim). (Page shows no date: undated.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]}}}}},"alphabet":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"alphabet","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo lists Salesforce Agentforce, Writer and Glean among agent platforms; spend is spread across vendors (Horizontal AI section). Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."},{"url":"https://sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne says it was again a Leader in Gartner's 2025 Magic Quadrant for Endpoint Protection Platforms. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says Charlotte AI turns hours of routine investigation into minutes (company claim). Date: SEC filing date."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.claimsjournal.com/news/national/2024/08/27/325933.htm?print","date":"2024-08-27","support":"Reuters (via Claims Journal): analysts cite 'high costs' of switching between large cybersecurity providers. Date: full date taken from the page URL."},{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says its single-sensor deployment avoids 'lengthy implementation periods' (company claim): rival switches take months. Date: SEC filing date."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."},{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","date":"2026-09-01","support":"Palo Alto Networks says Next-Generation Security ARR grew 63% to US$9.10bn, with 70,000+ customers. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo says startups take 78% of sales AI spend: a fragmented field with many vendors. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}},"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo names copilot spend 'led by ChatGPT Enterprise, Claude for Work, and Microsoft Copilot' (Horizontal AI section): several qualified rivals. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Microsoft 365 Copilot has over 30 million paid seats (prepared remarks). Date: full date on source."},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI says ChatGPT for Work has over 7 million seats, up 40% in two months. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft had 15 million paid Copilot seats in January 2026 (30 million by July): large seat rollouts complete within months. Date: full date on source."},{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: AI app procurement 'now mirrors traditional software buying', so a vendor change runs through normal multi-month buying cycles. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Microsoft 365 Copilot has over 30 million paid seats (prepared remarks). Date: full date on source."},{"url":"https://futurumgroup.com/insights/glean-doubles-arr-to-200m-can-its-knowledge-graph-beat-copilot/","date":"2026-04-03","support":"Analyst notes Microsoft 365 Copilot benefits from native integration with Microsoft's productivity tools: a small edge rivals lack. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"alphabet","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Copilots were US$7.2bn of 2025 horizontal AI spend, led by ChatGPT Enterprise, Claude for Work and Microsoft Copilot. (Full date shown.)"},{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum (Apr 2026): Glean, a model-neutral rival, reached US$200m ARR; its gap to Copilot is 'narrowing, but not closed'. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI reports over 7m ChatGPT for Work seats, up 40% in two months, and enterprise seats up 9x in a year (company figures): assistants roll out within months. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"}]}},"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"},{"url":"https://www.sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne (July 2025): a Gartner endpoint-protection Leader for the fifth year, previewing agentic Purple AI. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Included agents are built for the E5 bundle's products, so moving means changing parts of the security stack. (Full date shown.)"},{"url":"https://www.darktrace.com/darktrace-autonomous-response","date":"undated","support":"Darktrace says autonomous response works with Defender for Endpoint and CrowdStrike, and customers reach full autonomy within weeks (company claim). (Page shows no date: undated.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]}}}}},"anthropic":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"anthropic","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo lists Salesforce Agentforce, Writer and Glean among agent platforms; spend is spread across vendors (Horizontal AI section). Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo puts enterprise LLM API share at Anthropic 40%, OpenAI 27%, Google 21%: agent quality depends on models that differ modestly. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo says startups take 78% of sales AI spend: a fragmented field with many vendors. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}},"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo names copilot spend 'led by ChatGPT Enterprise, Claude for Work, and Microsoft Copilot' (Horizontal AI section): several qualified rivals. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Microsoft 365 Copilot has over 30 million paid seats (prepared remarks). Date: full date on source."},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI says ChatGPT for Work has over 7 million seats, up 40% in two months. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft had 15 million paid Copilot seats in January 2026 (30 million by July): large seat rollouts complete within months. Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo puts enterprise LLM API share at Anthropic 40%, OpenAI 27%, Google 21%: model capability is close among the leaders. Date: full date on source."},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI says ChatGPT for Work has over 7 million seats, up 40% in two months. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"anthropic","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","dachiReview":true,"functions":{"work-assistants":{"alternatives":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Copilots were US$7.2bn of 2025 horizontal AI spend, led by ChatGPT Enterprise, Claude for Work and Microsoft Copilot. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Google says Gemini Enterprise works in Microsoft 365 and SharePoint and connects to Salesforce and SAP data. (Full date shown.)"},{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum (Apr 2026): Glean, a model-neutral rival, reached US$200m ARR; its gap to Copilot is 'narrowing, but not closed'. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/openai-touts-enterprise-mojo-1-million-business-customers","date":"2025-11-05","support":"OpenAI reports over 7m ChatGPT for Work seats, up 40% in two months, and enterprise seats up 9x in a year (company figures): assistants roll out within months. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Enterprise LLM spend shares: Anthropic about 40% (12% in 2023), OpenAI 27% (50% in 2023), Google 21%. Indirect: model spend, not assistant seats. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://claude.com/blog/claude-now-available-in-microsoft-365-copilot","date":"2025-09-24","support":"Claude models sit inside Microsoft 365 Copilot beside OpenAI's, so Microsoft customers can substitute between them. (Full date shown.)"}]}},"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Gemini Enterprise bundles Gemini models, a no-code agent workbench and prebuilt agents for employees. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"},{"url":"https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation","date":"2026-02-12","support":"Anthropic (Feb 2026) says 500+ customers spend over US$1m a year and 8 of the Fortune 10 use Claude; Cowork plugins cover sales, legal, finance. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Admins switch on Anthropic models in the Microsoft 365 admin center; users can choose OpenAI or Claude in Researcher. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]}}}}},"servicenow":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"servicenow","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htm","date":"2026-03-06","support":"Workday's 10-K names Oracle, SAP, ADP, Dayforce, Microsoft, ServiceNow and UKG among competitors. Date: SEC filing date."},{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":3,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo says incumbents hold ground in IT, 'where reliability and deep integrations outweigh speed'. Date: full date on source."},{"url":"https://s205.q4cdn.com/537566246/files/doc_news/ServiceNow-completes-acquisition-of-Moveworks-2025.pdf","date":"2025-12-15","support":"ServiceNow completed its Moveworks acquisition (5.5 million employee users), absorbing a leading independent IT assistant. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). Date: full date on source."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says it is a Leader in Gartner's 2026 Magic Quadrant for IT Service Management Platforms. Date: full date on source."},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says it is a Leader in Gartner's 2026 ITSM Platforms Magic Quadrant (report dated 27 July 2026). Undated page."},{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is 'taking share in Dynamics 365 with built-in agents': customers do switch CRM suppliers. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"servicenow","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":2,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Gemini Enterprise lists partner workflows with Box, OpenText, Salesforce, ServiceNow and Workday. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR passed US$1.5bn (up over 240%); the figure now includes Slackbot and Headless 360. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Google says Gemini Enterprise works in Microsoft 365 and SharePoint and connects to Salesforce and SAP data. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":3,"evidence":[{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"},{"url":"https://info.easyvista.com/easyvista-2026-gartner-magic-quadrant-for-itsm-platforms","date":"undated","support":"EasyVista says it is a vendor recognized in the 2026 Gartner ITSM platforms quadrant (citation dated 27 July 2026; page gives no quadrant). (Page shows no date: undated.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). (Page shows no date: undated.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]}}}}},"workday":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"workday","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"A2A lets agents work across vendors 'without being locked into a single vendor's ecosystem', which keeps rebuilds to months. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htm","date":"2026-03-06","support":"Workday's 10-K names Oracle, SAP, ADP, Dayforce, Microsoft, ServiceNow and UKG among competitors. Date: SEC filing date."},{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.brynmawr.edu/inside/offices-services/library-information-technology-services/projects-partnerships/workday","date":"undated","support":"A college's Workday Phase 1A implementation ran from September 2024 to February 2026, about 18 months. Undated page."},{"url":"https://www.sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htm","date":"2026-03-06","support":"Workday's 10-K: after losing a financials customer 'there is a long duration' before re-approaching it. Date: SEC filing date."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://s21.q4cdn.com/950027458/files/content_files/Q2-FY27-Investor-Relations-Quarterly_vFINALFINAL.pdf","date":"undated","support":"Workday says agentic AI ARR is about US$600m (+200%) and 5,500+ customers use its agents (Q2 FY27 deck). Undated page."}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says it is a Leader in Gartner's 2026 Magic Quadrant for IT Service Management Platforms. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"workday","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":2,"evidence":[{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Google says Gemini Enterprise works in Microsoft 365 and SharePoint and connects to Salesforce and SAP data. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). 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(Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). 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(Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. 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(Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. 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(Full date shown.)"}]}}}}},"sap":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"sap","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://blog.n8n.io/n8n-sap/","date":"2026-05-12","support":"n8n says it has 1,400+ enterprise customers and is embedded in SAP's Joule Studio. 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Date: SEC filing date."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://www.theregister.com/2025/03/20/sap_sees_little_progress_in","date":"2025-03-20","support":"The Register (Gartner data): customers need 'a couple of years at least for a large ERP migration'. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says it is a Leader in Gartner's 2026 Magic Quadrant for IT Service Management Platforms. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). 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Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is 'taking share in Dynamics 365 with built-in agents': customers do switch CRM suppliers. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. 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(Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). 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(Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). 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(Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. 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(Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"}]}}}}},"gong":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"gong","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. 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Date: page's last-updated date."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","date":"2025-08-14","support":"Forrester: merged Clari-Salesloft (about US$450m ARR) 'neither closes the gap to Gong' in conversation intelligence. Date: full date on source."},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. 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(Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"}]}}}}},"ibm":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"ibm","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo lists Salesforce Agentforce, Writer and Glean among agent platforms; spend is spread across vendors (Horizontal AI section). Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://a16z.com/ai-enterprise-2025/","date":"2025-06-10","support":"CIO survey: agentic workflows make switching harder; changing models 'can take a lot of engineering time'. Months, not weeks. Date: full date on source."},{"url":"https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80","date":"undated","support":"IBM says watsonx Orchestrate supports agent orchestration with 'flexibility without lock-in' (3Q26 remarks). Undated page."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4","date":"2026-07-29","support":"Microsoft's CEO says Agent 365 has nearly 40 million agents registered across tens of thousands of companies. Date: full date on source."},{"url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx","date":"2026-08-26","support":"Salesforce says Agentforce ARR exceeded US$1.5 billion, up over 240% year on year: a rival platform at scale. Date: full date on source."}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://cintra.co.uk/blog/a-guide-to-switching-payroll-companies/","date":"2024-12-15","support":"Payroll firm says switching payroll providers generally takes two to six months, longer for larger employers. Date: full date on source."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://www.ibm.com/downloads/documents/us-en/17f55bddaac4eb80","date":"undated","support":"IBM says watsonx Orchestrate supports agent orchestration with 'flexibility without lock-in' (3Q26 remarks). Undated page."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Menlo says startups take 78% of sales AI spend: a fragmented field with many vendors. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."},{"url":"https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/","date":"2026-02-04","support":"Alphabet says Gemini Enterprise sold 8 million+ paid seats within four months of launch: a rival supplier ramps in months, not years. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"ibm","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/ai-machine-learning/introducing-gemini-enterprise","date":"2025-10-09","support":"Gemini Enterprise bundles Gemini models, a no-code agent workbench and prebuilt agents for employees. (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]}},"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). (Page shows no date: undated.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]}},"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://mediacenter.adp.com/2026-01-28-ADP-R-Accelerates-AI-Leadership-with-Launch-of-New-AI-Agents-Designed-to-Solve-Workforce-Challenges","date":"2026-01-28","support":"ADP (Jan 2026) launched persona-based ADP Assist agents for payroll and HR; it reports 1.1m+ clients. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://cpatrendlines.com/?p=144490","date":"2025-06-27","support":"CPA Trendlines (June 2025): Intuit launched QuickBooks agents (reminders, reconciliation, cash-flow forecasts) within days of Xero buying Melio. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. 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(Full date shown.)"}]}}}}},"palo-alto-networks":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"palo-alto-networks","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne says it was again a Leader in Gartner's 2025 Magic Quadrant for Endpoint Protection Platforms. Date: full date on source."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. 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Date: SEC filing date."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says Charlotte AI turns hours of routine investigation into minutes (company claim). Date: SEC filing date."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"palo-alto-networks","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne (July 2025): a Gartner endpoint-protection Leader for the fifth year, previewing agentic Purple AI. 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(Full date shown.)"},{"url":"https://www.darktrace.com/darktrace-autonomous-response","date":"undated","support":"Darktrace says autonomous response works with Defender for Endpoint and CrowdStrike, and customers reach full autonomy within weeks (company claim). (Page shows no date: undated.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. 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Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"crowdstrike","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"},{"url":"https://www.sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne (July 2025): a Gartner endpoint-protection Leader for the fifth year, previewing agentic Purple AI. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/identity-security/the-dawn-of-agentic-ai-in-security-operations-at-rsac-2025","date":"2025-04-28","support":"Google (Apr 2025): an always-on alert-triage agent in Google Security Operations, built on Gemini, was entering preview. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Included agents are built for the E5 bundle's products, so moving means changing parts of the security stack. (Full date shown.)"},{"url":"https://www.darktrace.com/darktrace-autonomous-response","date":"undated","support":"Darktrace says autonomous response works with Defender for Endpoint and CrowdStrike, and customers reach full autonomy within weeks (company claim). (Page shows no date: undated.)"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}}}}},"adobe":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"adobe","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. 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Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"adobe","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0000796343/000079634326000147/adbeex991q326.htm","date":"2026-09-10","support":"Adobe (Sept 2026): AI-first ARR grew over 150% year on year; no dollar base disclosed. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). 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(Full date shown.)"}]}}}}},"glean":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"glean","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://futurumgroup.com/insights/glean-doubles-arr-to-200m-can-its-knowledge-graph-beat-copilot/","date":"2026-04-03","support":"Futurum: Microsoft 365 Copilot is Glean's most-cited competitor; Salesforce and ServiceNow make similar claims. Date: full date on source."},{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. 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(Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AgentCore Gateway connects to existing MCP servers; consumption pricing, no upfront cost. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens","date":"2026-05-05","support":"IBM says next-generation watsonx Orchestrate will deploy agents from any source under one control plane (private preview). (Full date shown.)"},{"url":"https://futurumgroup.com/?p=88444","date":"2026-04-03","support":"Futurum: Copilot gains from native integration with everyday productivity tools; Glean's gap is 'narrowing, but not closed'. (Full date shown.)"}]}}}}},"uipath":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"uipath","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":2,"evidence":[{"url":"https://fintech.global/2025/07/18/ssc-blue-prism-recognised-as-rpa-leader-in-2025/","date":"2025-07-18","support":"SS&C Blue Prism was again a Leader in Gartner's 2025 RPA Magic Quadrant, which evaluated 13 vendors. Date: full date on source."},{"url":"https://automationanywhere.com/company/press-room/automation-anywhere-reports-strong-q1-fiscal-year-2026-growth-and-profitability","date":"2025-06-11","support":"Automation Anywhere says it has over 4,000 customers and strong agentic-automation bookings. 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Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"uipath","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. 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(Page shows no date: undated.)"}]}}}}},"oracle":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"oracle","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","date":"2026-06-22","support":"Oracle's 10-K names Microsoft, Salesforce, SAP, Workday, IBM, Alphabet and Amazon among competitors. 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Date: full date on source."}]}},"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). 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Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"oracle","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. 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(Full date shown.)"}]}}}}},"adp":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"adp","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://appsruntheworld.com/top-10-hcm-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): Workday led HCM with 9.8% of US$58.7bn in 2024; Microsoft, UKG, SAP, ADP, Oracle follow; top 10 hold 45.6%. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/8670/000000867026000030/adp-20260630.htm","date":"2026-08-05","support":"ADP's 10-K calls its industries 'highly competitive'; it serves 1.1 million+ clients. 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(Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://techcrunch.com/2025/08/05/clay-confirms-it-closed-100m-round-at-3-1b-valuation/","date":"2025-08-05","support":"TechCrunch: Clay raised US$100m at a US$3.1bn valuation; claimed customers include OpenAI, Anthropic, Canva, Intercom and Rippling. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]}}}}},"kingdee":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"kingdee","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","date":"2026-07-15","support":"Yonyou says its AI-related contract signings reached RMB910m in H1 2026 and it launched the YonClaw agent. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.theregister.com/2025/03/20/sap_sees_little_progress_in","date":"2025-03-20","support":"The Register (Gartner data): customers need 'a couple of years at least for a large ERP migration'. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://static.cninfo.com.cn/finalpage/2026-07-15/1225423076.PDF","date":"2026-07-15","support":"Yonyou says its AI-related contract signings reached RMB910m in H1 2026 and it launched the YonClaw agent. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"kingdee","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.news.cn/digital/20260127/da33c01741a74964802d6898cde37f16/c.html","date":"2026-01-27","support":"Xinhua: Yonyou's BIP has replaced SAP and Oracle systems at over 160 large Chinese companies (company-reported). (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.cio.com/article/4000543/","date":"2025-06-04","support":"Gartner: only 39% of about 35,000 SAP ECC customers had moved to S/4HANA by end-2024; clients expect 3 to 7-year projects. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.news.cn/digital/20260127/da33c01741a74964802d6898cde37f16/c.html","date":"2026-01-27","support":"Xinhua: Yonyou's BIP has replaced SAP and Oracle systems at over 160 large Chinese companies (company-reported). (Full date shown.)"},{"url":"https://global.kingdee.com/2025/01/16/kingdee-no-1-in-the-chinese-market-for-saas-cloud-services/","date":"2025-01-16","support":"Kingdee cites IDC 2024H1 as ranking it first in China's SaaS ERM (cloud ERP) market (company claim). (Full date shown.)"}]}}}}},"docusign":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"docusign","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.docusign.com/company/news-center/docusign-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contract-life-cycle-management-for-the-sixth-consecutive-year","date":"2025-11-14","support":"Docusign says it is in the Leaders quadrant of Gartner's 2025 CLM Magic Quadrant, alongside other Leaders. Date: full date on source."},{"url":"https://ironcladapp.com/resources/articles/clm-implementation-time-what-to-expect-and-what-slows-you-down","date":"2026-09-16","support":"CLM rival Ironclad says multi-workflow launches take 'a few weeks to a few months'; enterprise rollouts several months. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://ironcladapp.com/resources/articles/clm-implementation-time-what-to-expect-and-what-slows-you-down","date":"2026-09-16","support":"CLM rival Ironclad says multi-workflow launches take 'a few weeks to a few months'; enterprise rollouts several months. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.docusign.com/company/news-center/docusign-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contract-life-cycle-management-for-the-sixth-consecutive-year","date":"2025-11-14","support":"Docusign says it is in the Leaders quadrant of Gartner's 2025 CLM Magic Quadrant, alongside other Leaders. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"docusign","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.docusign.com/company/news-center/docusign-unveils-ai-assistant-and-agents-to-power-the-next-era-of-agreement-work","date":"2026-05-21","support":"Docusign (May 2026): Iris agents for agreements, about 40,000 IAM customers, links to Claude, Gemini, ChatGPT, Copilot, Salesforce and SAP. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"}]}}}}},"yonyou":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"yonyou","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://investor.kingdee.com/static/temp/KingdeeInternationalAnnounces2026_1786444287826.pdf","date":"2026-08-11","support":"Kingdee says IDC ranks it first in China's SaaS ERM and AI-enhanced ERP cloud markets; AI-native revenue +189%. 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Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"yonyou","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://global.kingdee.com/2025/01/16/kingdee-no-1-in-the-chinese-market-for-saas-cloud-services/","date":"2025-01-16","support":"Kingdee cites IDC 2024H1 as ranking it first in China's SaaS ERM (cloud ERP) market (company claim). (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.cio.com/article/4000543/","date":"2025-06-04","support":"Gartner: only 39% of about 35,000 SAP ECC customers had moved to S/4HANA by end-2024; clients expect 3 to 7-year projects. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.news.cn/digital/20260127/da33c01741a74964802d6898cde37f16/c.html","date":"2026-01-27","support":"Xinhua: Yonyou's BIP has replaced SAP and Oracle systems at over 160 large Chinese companies (company-reported). (Full date shown.)"},{"url":"https://global.kingdee.com/2025/01/16/kingdee-no-1-in-the-chinese-market-for-saas-cloud-services/","date":"2025-01-16","support":"Kingdee cites IDC 2024H1 as ranking it first in China's SaaS ERM (cloud ERP) market (company claim). (Full date shown.)"}]}}}}},"atlassian":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"atlassian","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says it is a Leader in Gartner's 2026 Magic Quadrant for IT Service Management Platforms. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://diginomica.com/chevron-rolls-out-servicenow-global-it-operations-just-7-months","date":"2020-05-26","support":"Chevron replaced a highly customised BMC Remedy with ServiceNow in 7 months for about 86,000 users. Date: full date on source."},{"url":"https://s21.q4cdn.com/987526491/files/doc_news/Freshworks-Named-a-Leader-in-the-2026-Gartner-Magic-Quadrant-for-IT-Service-Management-Platforms-2026.pdf","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"atlassian","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://info.easyvista.com/easyvista-2026-gartner-magic-quadrant-for-itsm-platforms","date":"undated","support":"EasyVista says it is a vendor recognized in the 2026 Gartner ITSM platforms quadrant (citation dated 27 July 2026; page gives no quadrant). (Page shows no date: undated.)"},{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). (Page shows no date: undated.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"}]}}}}},"notion":{},"automation-anywhere":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"automation-anywhere","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":2,"evidence":[{"url":"https://fintech.global/2025/07/18/ssc-blue-prism-recognised-as-rpa-leader-in-2025/","date":"2025-07-18","support":"SS&C Blue Prism was again a Leader in Gartner's 2025 RPA Magic Quadrant, which evaluated 13 vendors. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1734722/000173472226000012/path-20260131.htm","date":"2026-03-25","support":"UiPath's 10-K reports about 10,747 customers and competition from RPA and adjacent automation platforms. Date: SEC filing date."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://iopex.com/case-studies/global-media-agency-migrates-automation-bots-from-uipath-to-power-automate","date":"2026-02-03","support":"Case study: an agency moved 100+ bots from UiPath to Power Automate in under five months. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1734722/000173472226000012/path-20260131.htm","date":"2026-03-25","support":"UiPath's 10-K reports about 10,747 customers and competition from RPA and adjacent automation platforms. Date: SEC filing date."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"automation-anywhere","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://www.uipath.com/de/newsroom/uipath-erneut-als-fuehrender-anbieter-im-gartner-magic-quadrant","date":"2025-07-02","support":"Gartner evaluated 13 vendors in its 2025 RPA quadrant (RPA market about US$3.8bn in 2024); UiPath says it led on execution. (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.uipath.com/de/newsroom/uipath-erneut-als-fuehrender-anbieter-im-gartner-magic-quadrant","date":"2025-07-02","support":"UiPath says it offers an open multi-agent framework that integrates third-party frameworks, so agents are not tied to one vendor. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"}]}}}}},"salesloft":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"salesloft","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. Date: full date on source."},{"url":"https://www.outreach.ai/resources/blog/gartner-magic-quadrant-2025","date":"2025-12-18","support":"Outreach says it was named a Leader in Gartner's 2025 Revenue Action Orchestration Magic Quadrant. Date: full date on source."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.unifygtm.com/explore/sales-engagement-platform-migration-plan","date":"2026-09-01","support":"Vendor guide: 'A full sales engagement platform migration takes 4 to 6 weeks'. Date: page's last-updated date."},{"url":"https://www.nooks.ai/blog-posts/a-step-by-step-migration-guide-to-leaving-outreach-or-salesloft-without-breaking-pipeline","date":"2026-08-14","support":"Vendor blog: a customer leaving Outreach/Salesloft 'fully transitioned in just 2.5 weeks'. Date: full date on source."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.forrester.com/blogs/clari-salesloft-merger-a-bold-high-stakes-bid-for-market-dominance/","date":"2025-08-14","support":"Forrester: merged Clari-Salesloft (about US$450m ARR) 'neither closes the gap to Gong' in conversation intelligence. Date: full date on source."},{"url":"https://www.gong.io/press/gong-growth-accelerates-past-55-yoy-arr-tops-500m","date":"2026-05-12","support":"Gong says ARR passed US$500m with more than 5,000 customers; half run several Gong products. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"salesloft","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://www.outreach.ai/resources/blog/gartner-magic-quadrant-2025","date":"2025-12-18","support":"Outreach says Gartner named it a Leader in the 2025 Revenue Action Orchestration quadrant. (Full date shown.)"},{"url":"https://www.constellationr.com/insights/news/hubspot-launches-breeze-ai-agents-breeze-intelligence-data-enrichment","date":"2024-09-18","support":"HubSpot's Breeze launch (Sept 2024) added agents for content, social media, prospecting and customer interactions inside its CRM. (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://techcrunch.com/2025/08/05/clay-confirms-it-closed-100m-round-at-3-1b-valuation/","date":"2025-08-05","support":"TechCrunch: Clay raised US$100m at a US$3.1bn valuation; claimed customers include OpenAI, Anthropic, Canva, Intercom and Rippling. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. (Full date shown.)"},{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). 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(Full date shown.)"}]}}}}},"bytedance":{},"darktrace":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"darktrace","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sophos.com/en-us/news/sweet-16-sophos-named-a-leader-again-in-the-2025-gartner-magic-quadrant-for-endpoint-protection-platforms","date":"undated","support":"Sophos says it is a Leader among 15 vendors in Gartner's 2025 Endpoint Protection Magic Quadrant (report dated 14 July 2025). Undated page."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. 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Date: full date on source."},{"url":"https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results","date":"2026-09-01","support":"Palo Alto Networks says Next-Generation Security ARR grew 63% to US$9.10bn, with 70,000+ customers. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"darktrace","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"},{"url":"https://www.sentinelone.com/press/sentinelone-named-a-leader-in-2025-gartner-magic-quadrant-for-5th-consecutive-year","date":"2025-07-15","support":"SentinelOne (July 2025): a Gartner endpoint-protection Leader for the fifth year, previewing agentic Purple AI. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/identity-security/the-dawn-of-agentic-ai-in-security-operations-at-rsac-2025","date":"2025-04-28","support":"Google (Apr 2025): an always-on alert-triage agent in Google Security Operations, built on Gemini, was entering preview. 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(Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}}}}},"mistral":{},"sentinelone":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"sentinelone","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sophos.com/en-us/news/sweet-16-sophos-named-a-leader-again-in-the-2025-gartner-magic-quadrant-for-endpoint-protection-platforms","date":"undated","support":"Sophos says it is a Leader among 15 vendors in Gartner's 2025 Endpoint Protection Magic Quadrant (report dated 14 July 2025). Undated page."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. 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(Full date shown.)"},{"url":"https://www.paloaltonetworks.com/company/press/2025/palo-alto-networks-unveils-cortex-agentix-to-build--deploy-and-govern-the-agentic-workforce-of-the-future","date":"2025-10-28","support":"Palo Alto Networks (Oct 2025): Cortex AgentiX, successor to XSOAR, has 1,000+ integrations and is live in XSIAM and Cortex Cloud. (Full date shown.)"},{"url":"https://cloud.google.com/blog/products/identity-security/the-dawn-of-agentic-ai-in-security-operations-at-rsac-2025","date":"2025-04-28","support":"Google (Apr 2025): an always-on alert-triage agent in Google Security Operations, built on Gemini, was entering preview. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. 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(Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}}}}},"otter-ai":{},"highradius":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"highradius","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.silicon.co.uk/press-release/esker-named-a-leader-in-first-ever-gartner-magic-quadrant-for-accounts-payable-applications","date":"2025-03-24","support":"Esker says it is a Leader among 14 vendors in Gartner's first AP Magic Quadrant and is in the Invoice-to-Cash report. Date: full date on source."},{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. 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(Full date shown.)"},{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"},{"url":"https://news.sap.com/2026/05/sap-sapphire-sap-unveils-autonomous-enterprise/","date":"2026-05-12","support":"SAP says 50+ Joule Assistants and 200+ agents run on its Business AI Platform; on-premises customers gain select AI scenarios if they commit to SAP Cloud ERP. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026058238/bill-20260630.htm","date":"undated","support":"BILL's FY2026 10-K mentions onboarding implementation support but gives no switching time; thin evidence. (Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 91% of finance and operations AI spend, though total dollars are still small. (Full date shown.)"},{"url":"https://www.sec.gov/Archives/edgar/data/0001786352/000162828026058238/bill-20260630.htm","date":"undated","support":"BILL's FY2026 10-K names no rivals but lists enterprise-focused firms, SMB-adjacent firms, point solutions and new AI-powered entrants. (Page shows no date: undated.)"}]}}}}},"n8n":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"n8n","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"agent-platforms":{"alternatives":{"level":1,"evidence":[{"url":"https://linuxfoundation.org/press/a2a-protocol-surpasses-150-organizations-lands-in-major-cloud-platforms-and-sees-enterprise-production-use-in-first-year","date":"2026-04-09","support":"Over 150 organisations, including AWS, Google, IBM, Microsoft, Salesforce, SAP and ServiceNow, support the A2A agent standard: many platforms. Date: full date on source."},{"url":"https://iopex.com/case-studies/global-media-agency-migrates-automation-bots-from-uipath-to-power-automate","date":"2026-02-03","support":"Case study: an agency moved 100+ bots from UiPath to Power Automate in under five months. 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(Page shows no date: undated.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"},{"url":"https://www.microsoft.com/en-us/microsoft-365/blog/2025/09/24/expanding-model-choice-in-microsoft-365-copilot/","date":"2025-09-24","support":"Copilot Studio offers Claude Sonnet 4 and Opus 4.1 beside OpenAI models; builders can mix Anthropic, OpenAI and Azure catalog models. (Full date shown.)"},{"url":"https://www.uipath.com/de/newsroom/uipath-erneut-als-fuehrender-anbieter-im-gartner-magic-quadrant","date":"2025-07-02","support":"Gartner evaluated 13 vendors in its 2025 RPA quadrant (RPA market about US$3.8bn in 2024); UiPath says it led on execution. (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. (Full date shown.)"}]}}}}},"hubspot":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"hubspot","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."},{"url":"https://www.gong.io/press/gong-named-a-leader-in-2026-gartner-magic-quadrant-for-revenue-action-orchestration-for-second-consecutive-year","date":"2026-10-16","support":"Gong says Gartner evaluated 13 revenue-orchestration vendors in 2026 and named four Leaders. Date: full date on source."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sonata-software.com/sites/default/files/pdf/2025-05/SFR150-Flyer_0.pdf","date":"undated","support":"Microsoft partner markets a Salesforce-to-Dynamics 365 move 'in Just 150 Days' (vendor claim; file path suggests May 2025). Undated page."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.cxtoday.com/crm/salesforce-still-dominates-the-crm-space-leads-on-revenue-for-the-12th-straight-year/","date":"2025-05-19","support":"IDC data via CX Today: Salesforce 20.7% CRM share in 2024; Microsoft next (US$5.45bn), then Oracle, Adobe, SAP. Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"hubspot","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says the first RAO quadrant emerged from the merger of the sales-engagement and revenue-intelligence markets. 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(Full date shown.)"}]}}}}},"infor":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"infor","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":2,"evidence":[{"url":"https://www.appsruntheworld.com/oracle-surpasses-sap-to-become-no-1-erp-apps-provider/","date":"2025-04-13","support":"Apps Run The World (T4), 2024 ERP share: Oracle 6.63%, SAP 6.57%, Intuit 4.3%, Microsoft 3.4%, Sage 1.7%, Infor 1.4%. Date: full date on source."},{"url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm","date":"2026-06-22","support":"Oracle's 10-K names Microsoft, Salesforce, SAP, Workday, IBM, Alphabet and Amazon among competitors. 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(Full date shown.)"},{"url":"https://newsroom.workday.com/2025-10-15-Workday-Recognized-as-a-Leader-in-2025-Gartner-R-Magic-Quadrant-TM-for-Cloud-ERP-for-Service-Centric-Enterprises-for-Fourth-Consecutive-Year","date":"2025-10-15","support":"Workday (Oct 2025) lists finance agents (Financial Close, Contract Intelligence, Planning), says 11,000+ organizations use it, and is a Gartner Cloud ERP Leader. (Full date shown.)"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.cio.com/article/4000543/","date":"2025-06-04","support":"Gartner: only 39% of about 35,000 SAP ECC customers had moved to S/4HANA by end-2024; clients expect 3 to 7-year projects. 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(Full date shown.)"}]}}}}},"writer":{},"freshworks":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"freshworks","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.appsruntheworld.com/top-10-it-service-management-software-vendors-and-market-forecast/","date":"2025-07-23","support":"Apps Run The World (T4): ServiceNow held 44.4% of a US$11.4bn ITSM market in 2024; Atlassian, BMC, GoTo and Ivanti follow. Date: full date on source."},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says it is a Leader in Gartner's 2026 ITSM Platforms Magic Quadrant (report dated 27 July 2026). 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(Page shows no date: undated.)"},{"url":"https://newsroom.servicenow.com/press-releases/details/2025/ServiceNow-completes-acquisition-of-Moveworks/default.aspx","date":"2025-12-15","support":"ServiceNow bought Moveworks (about 5.5m employee users, 100+ integrations), which had sold an independent AI employee assistant. (Full date shown.)"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.valiantys.com/en/resources/customer-story/capital-markets-powerhouse-makes-transition-from-servicenow-to-jira-service-management/","date":"undated","support":"An Atlassian partner reports a 500-agent ServiceNow-to-Jira move took 2 months, against a typical 8 months (vendor-partner case study). (Page shows no date: undated.)"},{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Freshworks says Freshservice customers go live in under 90 days on average (company claim). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.freshworks.com/pressrelease/freshworks-named-a-leader-in-the-2026-gartner-magic-quadrant-for-it-service-management-platforms/","date":"2026-07-29","support":"Gartner's 2026 ITSM platforms quadrant names Freshworks a Leader; Gartner sizes ITSM near US$9bn in 2025 (Freshworks release). (Full date shown.)"},{"url":"https://www.atlassian.com/gartner/magic-quadrant-itsm-platforms","date":"undated","support":"Atlassian says Gartner named it a Leader in the 2026 ITSM platforms quadrant (report dated 27 July 2026). (Page shows no date: undated.)"}]}}}}},"monday-com":{},"torq":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"torq","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"it-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","date":"2026-03-05","support":"CrowdStrike's 10-K says Charlotte AI turns hours of routine investigation into minutes (company claim). Date: SEC filing date."},{"url":"https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2","date":"2026-01-28","support":"Microsoft says it is rolling out Security Copilot to all E5 customers and added a dozen security agents. 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(Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.microsoft.com/en-us/security/blog/2025/11/18/agents-built-into-your-workflow-get-security-copilot-with-microsoft-365-e5/","date":"2025-11-18","support":"Microsoft (Nov 2025): Security Copilot is included in Microsoft 365 E5 with 37 existing and 40+ new agents built around Defender, Entra, Intune and Purview. (Full date shown.)"},{"url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-unleashes-agentic-security-workforce-to-transform-security-operations","date":"2025-09-16","support":"CrowdStrike (Sept 2025): seven agents ship with Falcon modules and all platform customers get Charlotte AI; Google, Salesforce and ServiceNow agents connect to it. (Full date shown.)"}]}}}}},"cohere":{},"alibaba":{},"tencent":{},"zoom":{},"celonis":{},"fireflies-ai":{},"bill-holdings":{"a":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"bill-holdings","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"finance-hr-operations":{"alternatives":{"level":1,"evidence":[{"url":"https://ramp.com/switch-from-bill","date":"2026-08-26","support":"Ramp says 20,000+ businesses have switched from BILL; its partner offer expects onboarding within 90 days of referral. Date: page's last-updated date."},{"url":"https://www.silicon.co.uk/press-release/esker-named-a-leader-in-first-ever-gartner-magic-quadrant-for-accounts-payable-applications","date":"2025-03-24","support":"Esker says it is a Leader among 14 vendors in Gartner's first AP Magic Quadrant and is in the Invoice-to-Cash report. 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(Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Only 16% of enterprise deployments qualify as true agents; most production systems are fixed-sequence or routing workflows. Rebuild time is an inference. (Full date shown.)"},{"url":"https://zapier.com/blog/best-automation-software/","date":"undated","support":"Zapier's roundup compares ten automation platforms, incl. Power Automate, n8n, UiPath, Automation Anywhere, Workato, ServiceNow (a vendor view). (Page shows no date: undated.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"Agent platforms took US$750m (10%) of horizontal AI spend, with Agentforce, Writer and Glean named as examples. (Full date shown.)"},{"url":"https://aws.amazon.com/about-aws/whats-new/2025/10/amazon-bedrock-agentcore-available","date":"2025-10-13","support":"AWS says AgentCore runs agents built on any open-source framework and any model, including OpenAI's Agents SDK. 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Date: full date on source."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-enterprise-agents","entityId":"apollo-io","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"sales-marketing":{"alternatives":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gartner's first Revenue Action Orchestration quadrant (Dec 2025) evaluated 12 vendors, three of them Leaders including Gong (Gong's release). (Full date shown.)"},{"url":"https://salesloft.com/company/newsroom/clari-salesloft-gartner-magic-quadrant-2025","date":"2025-12-16","support":"Clari was named a Leader and Salesloft a Visionary in the first RAO quadrant; the two have merged (Salesloft release). 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(Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]},"switchingTime":{"level":1,"evidence":[{"url":"https://6sense.com/newsroom/6sense-brings-intelligence-directly-into-ai-agents-and-entire-gtm-stack-with-latest-product-releases/","date":"2026-08-10","support":"6sense's MCP server (Aug 2026) feeds its intelligence into agents such as Claude, ChatGPT, Writer and Agentforce, so tools can be mixed (company release). (Full date shown.)"},{"url":"https://www.apollo.io/newsroom/announcements/apollo-launches-ai-assistant-powering-end-to-end-agentic-workflows-in-the-first-ai-native-all-in-one-gtm-platform","date":"2026-03-04","support":"Apollo launched an AI assistant (Mar 2026) as an 'agentic GTM' platform with 240M contacts and nearly 20,000 weekly users (company claims). (Full date shown.)"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.gong.io/press/gong-named-a-leader-in-2025-gartner-magic-quadrant-for-revenue-action-orchestration","date":"2025-12-18","support":"Gong says it ranked first on all four Critical Capabilities use cases and highest on Ability to Execute (company claim). (Full date shown.)"},{"url":"https://menlovc.com/perspective/2025-the-state-of-generative-AI-in-the-enterprise/","date":"2025-12-09","support":"AI-native startups hold 78% of AI sales-tool spend, so incumbents face many startup rivals. (Full date shown.)"}]}}}}},"zoominfo":{},"klaviyo":{},"bmc-helix":{},"coupa":{},"airtable":{},"zscaler":{},"sage":{},"o9-solutions":{}},"validation":[]}