{"schema":"5lc-index-ledger/1","key":"applications-vertical-ai","layer":"applications","sublayer":"vertical-ai","asOf":"2026-10-22","about":"5LC Importance Index ledger for one sublayer: the measure card, the current ten with any editorial overrides and their reasons, the computed result for every scored company (Importance = share of AI output × years to replace, Reach, replacement years, Rising, the Monte Carlo rank simulation and its stability class, validation, the revenue baseline and rater agreement), each scored company's sourced inputs and irreplaceability ratings, and the sublayer's validation cases with their sources. Monte Carlo frequencies describe the stated input ranges, not true probabilities. Omitted: the free-text notes of the internal check passes and of rating reconciliations, and the location of the internal card review; references to local evidence files and to internal method decisions are replaced by plain descriptions.","roster":{"members":[{"entityId":"palantir","slot":"importance","since":"2026-10-22"},{"entityId":"thomson-reuters","slot":"importance","since":"2026-10-22"},{"entityId":"pagaya","slot":"importance","since":"2026-10-22"},{"entityId":"blue-yonder","slot":"importance","since":"2026-10-22"},{"entityId":"hitachi","slot":"importance","since":"2026-10-22"},{"entityId":"upstart","slot":"importance","since":"2026-10-22"},{"entityId":"siemens","slot":"importance","since":"2026-10-22"},{"entityId":"amadeus","slot":"importance","since":"2026-10-22"},{"entityId":"wolters-kluwer","slot":"importance","since":"2026-10-22"},{"entityId":"samsara","slot":"rising","since":"2026-10-22"}],"pending":{},"lastRun":"2026-10-22","resultsDate":"2026-10-22"},"card":{"schema":"5lc-index-card/1","key":"applications-vertical-ai","layer":"applications","sublayer":"vertical-ai","version":1,"scope":"AI applications built for one industry or profession, including predictive analytics, computer vision and generative tools, in healthcare and life sciences, legal, financial services and insurance, customer service, government, retail and other services, and industry and infrastructure; horizontal assistants and agents count in Enterprise agents, coding tools in Developer tools, consumer products in Consumer, search and ads, commercial data platforms in Data platforms, and image, video, voice and avatar tools built on their maker's own models in Models · Specialist models; AI-ranked advertising is not counted in this layer.","outputMeasure":"Revenue from AI applications, including predictive analytics and computer vision, built for one industry or profession.","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","hardToReplace":"Mostly easy to replace: several vendors serve each profession, and a hospital or legal practice can change tool within a contract cycle. The exceptions are tools tied to systems of record or proprietary content, such as hospital record systems and legal databases, where switching takes years.","functions":[{"id":"healthcare-life-sciences","name":"Healthcare and life sciences","why":"Clinical notes, imaging, billing and drug-development tools.","weight":{"low":0.07,"central":0.1,"high":0.18},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Worldwide Digital Transformation Spending Guide V1 2026, AI growth in DX software 2024-2029 by sector: Retail and Services US$187bn, Financial Services US$151bn, Manufacturing and Resources US$114bn, Healthcare US$66bn, Infrastructure and Energy US$63bn, Public Sector US$52bn"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"legal","name":"Legal","why":"Legal research, drafting and document review.","weight":{"low":0.01,"central":0.02,"high":0.05},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Retail and Services US$187bn of US$633bn AI growth 2024-2029; legal is estimated at 8% of that sector (professional services about 30%, legal about a quarter of it)"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"financial-services","name":"Financial services and insurance","why":"The sector with the highest share of AI in its software spending.","weight":{"low":0.17,"central":0.22,"high":0.28},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Financial Services US$151bn of US$633bn AI growth in DX software 2024-2029, with the highest existing AI share of any sector"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"customer-service","name":"Customer service","why":"Agents that answer a business's customers; counted as a profession.","weight":{"low":0.05,"central":0.07,"high":0.12},"weightSource":{"url":"https://www.idc.com/resource-center/blog/idcs-global-outlook-on-ai-and-generative-ai-spending/","title":"IDC's Global Outlook on AI and Generative AI Spending – Use Case Insights","publisher":"IDC (Mariana Fang)","publishedDate":"2024-08-19","accessedDate":"2026-10-22","tier":"T4","locator":"Worldwide AI and Generative AI Spending Guide 2024 V2: \"the AI-enabled Customer Service and Self Service use case, commanding an impressive $16.7 billion in spending in 2024\"; total from IDC's industry outlook of 21 August 2024 (https://www.idc.com/resource-center/blog/idcs-worldwide-ai-and-generative-ai-spending-industry-outlook/): \"the global Artificial Intelligence market stands at nearly $235 billion\""},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"government-public","name":"Government and public sector","why":"Defence, intelligence and public-service applications.","weight":{"low":0.05,"central":0.08,"high":0.11},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Public Sector US$52bn of US$633bn AI growth in DX software 2024-2029"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"retail-services","name":"Retail, property and other services","why":"Retail planning, property and professional-service tools.","weight":{"low":0.17,"central":0.25,"high":0.32},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Retail and Services US$187bn of US$633bn AI growth in DX software 2024-2029, less the estimated legal part; AI projected at 42% of the sector's DX software spend by 2029"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"},{"id":"industry-infrastructure","name":"Industry, energy and infrastructure","why":"Factory, construction, energy, telecom and transport tools.","weight":{"low":0.18,"central":0.26,"high":0.32},"weightSource":{"url":"https://www.idc.com/resource-center/blog/dx-software-in-transition-ai-investment-trends-by-sector/","title":"DX Software in Transition: AI Investment Trends by Sector","publisher":"IDC (Mariya Yahnyuk)","publishedDate":"2026-07-01","accessedDate":"2026-10-22","tier":"T4","locator":"Manufacturing and Resources US$114bn plus Infrastructure and Energy US$63bn of US$633bn AI growth in DX software 2024-2029"},"shareData":"AI product revenue each company reports in the vertical; estimates for undisclosed products and incumbents' AI lines, labelled"}],"risingFloorPct":1,"validationCaseIds":[],"knownGaps":["The weights use IDC's sector mix of AI growth in digital-transformation software for 2024 to 2029, which covers all kinds of AI, including in-house builds; no public source measures vertical AI vendors' revenue by industry.","Legal is not sized by IDC; its weight is an estimated part of Retail and Services. IDC's sector groupings are not published in detail, so which industries sit in Retail and Services or Industry and Infrastructure is partly estimated.","Customer service is carved out of the industry totals at its 2024 share of all AI spending, the latest use-case figure IDC published openly.","Incumbents such as Epic, Thomson Reuters, RELX, Wolters Kluwer, Veeva, FICO and Siemens rarely report AI revenue separately, so their AI lines are estimated.","Spending on generative-AI applications alone has a very different mix (healthcare and legal much larger); see the notes."],"approval":{"approver":"Claude (delegated by Dachi)","date":"2026-10-22","sha256":"e4724af7cd3336272dd5a712b68fcf187741fbbe933bac4959ee5b5c5df598fb","delegatedOn":"2026-10-22"}},"result":{"schema":"5lc-index-result/1","key":"applications-vertical-ai","asOf":"2026-10-22","methodVersion":"1.1","methodSha256":"3cabed6b38514c263d8b86a494e8cc19cdbd0b2a1013543dc024192c49f7a6a6","cardSha256":"e4724af7cd3336272dd5a712b68fcf187741fbbe933bac4959ee5b5c5df598fb","validationSha256":"409931bb458f38b02342c9bf43e61eab299e47d8679912af2c96074ec556f17e","inputsSha256":"5e75307be236a0757c4999c5f05c65f32ce8b1dbde44489435392e325099f107","unscreened":[],"companies":[{"entityId":"palantir","name":"Palantir","reachPct":10.2428,"importance":8.1577575393,"importanceRank":1,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":4.616,"shareLowPct":1.822,"shareHighPct":7.896,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":3.178,"shareLowPct":1.412,"shareHighPct":5.65,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":43.279,"shareLowPct":21.858,"shareHighPct":43.279,"stale":false,"offBasis":false,"level":3.16666666667,"years":1.1224620483119663,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":13.798,"shareLowPct":6.052,"shareHighPct":22.997,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":8.347,"shareLowPct":3.514,"shareHighPct":13.179,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":35.7142857143,"risingEligible":true,"risingComponents":{"growth":71.4285714286,"committed":0},"mc":{"medianRank":1,"rankP10":1,"rankP90":1,"pTop8":1,"pSelected":1,"stability":"firm"},"baselineRevenueRank":13},{"entityId":"thomson-reuters","name":"Thomson Reuters","reachPct":2.64889,"importance":1.28556175461,"importanceRank":2,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":20.182,"shareLowPct":10.091,"shareHighPct":40.364,"stale":false,"offBasis":false,"level":2.5,"years":0.7071067811865475,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":8.981,"shareLowPct":4.478,"shareHighPct":17.962,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{"growth":57.1428571429},"mc":{"medianRank":3,"rankP10":2,"rankP90":8,"pTop8":0.9221,"pSelected":0.9459,"stability":"firm"},"baselineRevenueRank":21},{"entityId":"pagaya","name":"Pagaya","reachPct":2.27304,"importance":1.13652,"importanceRank":3,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":10.332,"shareLowPct":6.349,"shareHighPct":10.332,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{"growth":14.2857142857},"mc":{"medianRank":9,"rankP10":5,"rankP90":15,"pTop8":0.4314,"pSelected":0.5469,"stability":"borderline"},"baselineRevenueRank":43},{"entityId":"blue-yonder","name":"Blue Yonder","reachPct":2.20094,"importance":1.10047,"importanceRank":4,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":6.73,"shareLowPct":1.535,"shareHighPct":12.893,"stale":true,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.994,"shareLowPct":0.4532,"shareHighPct":3.8248,"stale":true,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":25,"risingEligible":true,"risingComponents":{"growth":0,"committed":50},"mc":{"medianRank":7,"rankP10":3,"rankP90":17,"pTop8":0.5845,"pSelected":0.6568,"stability":"likely"},"baselineRevenueRank":48},{"entityId":"hitachi","name":"Hitachi","reachPct":2.10626,"importance":1.05313,"importanceRank":5,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":8.101,"shareLowPct":3.242,"shareHighPct":16.201,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":7,"rankP10":3,"rankP90":18,"pTop8":0.5896,"pSelected":0.6495,"stability":"likely"},"baselineRevenueRank":41},{"entityId":"upstart","name":"Upstart","reachPct":2.16282,"importance":0.963426782782,"importanceRank":6,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":9.831,"shareLowPct":8.453,"shareHighPct":9.831,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{"growth":42.8571428571},"mc":{"medianRank":11,"rankP10":6,"rankP90":18,"pTop8":0.3041,"pSelected":0.4045,"stability":"borderline"},"baselineRevenueRank":47},{"entityId":"siemens","name":"Siemens","reachPct":1.61488,"importance":0.94651506597,"importanceRank":7,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.037,"shareLowPct":0.607,"shareHighPct":9.718,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":5.043,"shareLowPct":1.441,"shareHighPct":15.12,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":5,"rankP10":2,"rankP90":16,"pTop8":0.7008,"pSelected":0.7407,"stability":"likely"},"baselineRevenueRank":11},{"entityId":"amadeus","name":"Amadeus IT Group","reachPct":1.37975,"importance":0.869188034294,"importanceRank":8,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":5.519,"shareLowPct":1.84,"shareHighPct":14.694,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":8,"rankP10":3,"rankP90":22,"pTop8":0.5407,"pSelected":0.594,"stability":"borderline"},"baselineRevenueRank":14},{"entityId":"wolters-kluwer","name":"Wolters Kluwer","reachPct":1.95612,"importance":0.865627426745,"importanceRank":9,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":1.178,"shareLowPct":0.219,"shareHighPct":3.644,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":4.333,"shareLowPct":1.091,"shareHighPct":10.818,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":1.003,"shareLowPct":0.275,"shareHighPct":2.747,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":6.124,"shareLowPct":2.033,"shareHighPct":15.759,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":7,"rankP10":3,"rankP90":17,"pTop8":0.5867,"pSelected":0.6555,"stability":"likely"},"baselineRevenueRank":16},{"entityId":"ccc-intelligent-solutions","name":"CCC Intelligent Solutions","reachPct":0.8888,"importance":0.705441027496,"importanceRank":10,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":4.04,"shareLowPct":2.02,"shareHighPct":7.267,"stale":false,"offBasis":false,"level":2.66666666667,"years":0.7937005259859335,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":15,"rankP10":7,"rankP90":27,"pTop8":0.1506,"pSelected":0.2024,"stability":"borderline"},"baselineRevenueRank":52},{"entityId":"verisk","name":"Verisk","reachPct":0.70224,"importance":0.70224,"importanceRank":11,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":3.192,"shareLowPct":1.137,"shareHighPct":7.973,"stale":false,"offBasis":false,"level":3,"years":1,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":12,"rankP10":4,"rankP90":28,"pTop8":0.3313,"pSelected":0.3888,"stability":"borderline"},"baselineRevenueRank":33},{"entityId":"applied-intuition","name":"Applied Intuition","reachPct":1.34742,"importance":0.67371,"importanceRank":12,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":1.311,"shareLowPct":0.219,"shareHighPct":2.186,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":4.779,"shareLowPct":3.075,"shareHighPct":6.15,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{"growth":92.8571428571},"mc":{"medianRank":20,"rankP10":13,"rankP90":29,"pTop8":0.0097,"pSelected":0.0217,"stability":"borderline"},"baselineRevenueRank":59},{"entityId":"visa","name":"Visa","reachPct":1.18074,"importance":0.662667919462,"importanceRank":13,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":5.367,"shareLowPct":1.073,"shareHighPct":16.102,"stale":false,"offBasis":false,"level":2.16666666667,"years":0.5612310241559831,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":12,"rankP10":3,"rankP90":33,"pTop8":0.3729,"pSelected":0.417,"stability":"borderline"},"baselineRevenueRank":5},{"entityId":"mastercard","name":"Mastercard","reachPct":1.1819,"importance":0.623792607382,"importanceRank":14,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":4.795,"shareLowPct":1.031,"shareHighPct":13.701,"stale":false,"offBasis":false,"level":2.16666666667,"years":0.5612310241559831,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0.508,"shareLowPct":0.121,"shareHighPct":1.452,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":14,"rankP10":4,"rankP90":32,"pTop8":0.2954,"pSelected":0.3441,"stability":"borderline"},"baselineRevenueRank":4},{"entityId":"samsara","name":"Samsara","reachPct":2.18374,"importance":0.612791318345,"importanceRank":15,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":8.399,"shareLowPct":4.665,"shareHighPct":14.936,"stale":false,"offBasis":false,"level":1.16666666667,"years":0.2806155120779916,"disagreement":false}],"rising":64.2857142857,"risingEligible":true,"risingComponents":{"growth":28.5714285714,"committed":100},"mc":{"medianRank":17,"rankP10":8,"rankP90":28,"pTop8":0.1059,"pSelected":1,"stability":"firm"},"baselineRevenueRank":40},{"entityId":"fico","name":"FICO","reachPct":0.95392,"importance":0.600931943956,"importanceRank":16,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":4.336,"shareLowPct":1.822,"shareHighPct":9.442,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":17,"rankP10":8,"rankP90":33,"pTop8":0.1293,"pSelected":0.1735,"stability":"borderline"},"baselineRevenueRank":37},{"entityId":"relx","name":"RELX (LexisNexis, Elsevier, Risk)","reachPct":1.02474,"importance":0.549346812836,"importanceRank":17,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":1.616,"shareLowPct":0.559,"shareHighPct":4.167,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":15.394,"shareLowPct":6.152,"shareHighPct":26.939,"stale":false,"offBasis":false,"level":2.66666666667,"years":0.7937005259859335,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":2.373,"shareLowPct":0.946,"shareHighPct":5.212,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.415,"shareLowPct":0.164,"shareHighPct":0.918,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":17,"rankP10":9,"rankP90":27,"pTop8":0.0846,"pSelected":0.1309,"stability":"borderline"},"baselineRevenueRank":9},{"entityId":"realpage","name":"RealPage","reachPct":0.96825,"importance":0.543411939139,"importanceRank":18,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":3.873,"shareLowPct":0.871,"shareHighPct":12.104,"stale":false,"offBasis":false,"level":2.16666666667,"years":0.5612310241559831,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":16,"rankP10":4,"rankP90":42,"pTop8":0.2627,"pSelected":0.2977,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"sabre","name":"Sabre","reachPct":0.85925,"importance":0.54129358106,"importanceRank":19,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":3.437,"shareLowPct":0.678,"shareHighPct":8.279,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":22,"rankP10":9,"rankP90":45,"pTop8":0.0906,"pSelected":0.1189,"stability":"borderline"},"baselineRevenueRank":35},{"entityId":"pros-holdings","name":"PROS","reachPct":0.9985,"importance":0.49925,"importanceRank":20,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":3.994,"shareLowPct":1.4282,"shareHighPct":7.0198,"stale":true,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":28,"rankP10":14,"rankP90":49,"pTop8":0.0206,"pSelected":0.0315,"stability":"borderline"},"baselineRevenueRank":65},{"entityId":"eliseai","name":"EliseAI","reachPct":1.11355,"importance":0.491280714366,"importanceRank":21,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.243,"shareLowPct":0.061,"shareHighPct":0.607,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":4.357,"shareLowPct":3.147,"shareHighPct":5.084,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":true,"risingComponents":{"growth":92.8571428571},"mc":{"medianRank":30,"rankP10":20,"rankP90":41,"pTop8":0.0001,"pSelected":0.0004,"stability":"borderline"},"baselineRevenueRank":69},{"entityId":"iflytek","name":"iFLYTEK","reachPct":1.26472,"importance":0.490639000638,"importanceRank":22,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":2.199,"shareLowPct":0.753,"shareHighPct":3.912,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":2.925,"shareLowPct":0.916,"shareHighPct":5.908,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":3.814,"shareLowPct":1.082,"shareHighPct":7.661,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.235,"shareLowPct":0.242,"shareHighPct":3.631,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.87,"shareLowPct":0.185,"shareHighPct":2.645,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":true,"risingComponents":{},"mc":{"medianRank":20,"rankP10":13,"rankP90":28,"pTop8":0.0119,"pSelected":0.0259,"stability":"borderline"},"baselineRevenueRank":32},{"entityId":"slb","name":"SLB","reachPct":0.76076,"importance":0.479248768958,"importanceRank":23,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.926,"shareLowPct":0.729,"shareHighPct":6.089,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":28,"rankP10":14,"rankP90":50,"pTop8":0.0157,"pSelected":0.0268,"stability":"borderline"},"baselineRevenueRank":36},{"entityId":"iqvia","name":"IQVIA","reachPct":0.6365,"importance":0.450073466225,"importanceRank":24,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":6.365,"shareLowPct":1.276,"shareHighPct":19.096,"stale":false,"offBasis":false,"level":2.5,"years":0.7071067811865475,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":19,"rankP10":6,"rankP90":44,"pTop8":0.1964,"pSelected":0.232,"stability":"borderline"},"baselineRevenueRank":3},{"entityId":"hikvision","name":"Hikvision","reachPct":0.92708,"importance":0.449836212276,"importanceRank":25,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":4.393,"shareLowPct":1.093,"shareHighPct":13.18,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.214,"shareLowPct":0.554,"shareHighPct":6.633,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":21,"rankP10":10,"rankP90":37,"pTop8":0.0603,"pSelected":0.0895,"stability":"borderline"},"baselineRevenueRank":8},{"entityId":"experian","name":"Experian","reachPct":0.9056,"importance":0.434575,"importanceRank":26,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.729,"shareLowPct":0.243,"shareHighPct":1.822,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":3.785,"shareLowPct":1.264,"shareHighPct":7.881,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":28,"rankP10":16,"rankP90":46,"pTop8":0.0065,"pSelected":0.013,"stability":"borderline"},"baselineRevenueRank":10},{"entityId":"manhattan-associates","name":"Manhattan Associates","reachPct":0.8655,"importance":0.43275,"importanceRank":27,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":3.462,"shareLowPct":1.162,"shareHighPct":8.642,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":27,"rankP10":13,"rankP90":48,"pTop8":0.0291,"pSelected":0.0458,"stability":"borderline"},"baselineRevenueRank":50},{"entityId":"honeywell","name":"Honeywell","reachPct":0.91364,"importance":0.40698035242,"importanceRank":28,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":3.514,"shareLowPct":0.879,"shareHighPct":10.543,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":26,"rankP10":10,"rankP90":52,"pTop8":0.0613,"pSelected":0.0849,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"momenta","name":"Momenta","reachPct":0.56654,"importance":0.400604275813,"importanceRank":29,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.179,"shareLowPct":1.248,"shareHighPct":3.119,"stale":false,"offBasis":false,"level":2.5,"years":0.7071067811865475,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":37,"rankP10":25,"rankP90":53,"pTop8":0,"pSelected":0.0002,"stability":"borderline"},"baselineRevenueRank":66},{"entityId":"huawei","name":"Huawei (Qiankun ADS)","reachPct":0.60528,"importance":0.381302506539,"importanceRank":30,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.328,"shareLowPct":0.58,"shareHighPct":6.985,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":28,"rankP10":13,"rankP90":55,"pTop8":0.0339,"pSelected":0.0501,"stability":"borderline"},"baselineRevenueRank":19},{"entityId":"emerson","name":"Emerson (AspenTech)","reachPct":0.67626,"importance":0.379538092396,"importanceRank":31,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.601,"shareLowPct":0.87,"shareHighPct":6.932,"stale":false,"offBasis":false,"level":2.16666666667,"years":0.5612310241559831,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":30,"rankP10":14,"rankP90":55,"pTop8":0.0232,"pSelected":0.0339,"stability":"borderline"},"baselineRevenueRank":20},{"entityId":"equifax","name":"Equifax","reachPct":0.68662,"importance":0.34331,"importanceRank":32,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":3.121,"shareLowPct":0.96,"shareHighPct":6.723,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":36,"rankP10":22,"rankP90":61,"pTop8":0.0003,"pSelected":0.0007,"stability":"borderline"},"baselineRevenueRank":17},{"entityId":"autodesk","name":"Autodesk","reachPct":0.65338,"importance":0.32669,"importanceRank":33,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.513,"shareLowPct":0.72,"shareHighPct":7.187,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":34,"rankP10":17,"rankP90":61,"pTop8":0.0056,"pSelected":0.0095,"stability":"borderline"},"baselineRevenueRank":12},{"entityId":"schneider-electric","name":"Schneider Electric (AVEVA)","reachPct":0.65104,"importance":0.32552,"importanceRank":34,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.504,"shareLowPct":0.624,"shareHighPct":6.255,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":37,"rankP10":21,"rankP90":66,"pTop8":0.0012,"pSelected":0.0025,"stability":"borderline"},"baselineRevenueRank":30},{"entityId":"relex-solutions","name":"RELEX Solutions","reachPct":0.72625,"importance":0.323507597024,"importanceRank":35,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":2.905,"shareLowPct":0.92,"shareHighPct":8.715,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":33,"rankP10":16,"rankP90":61,"pTop8":0.0155,"pSelected":0.0232,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"cognex","name":"Cognex","reachPct":0.79716,"importance":0.316353155647,"importanceRank":36,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":3.066,"shareLowPct":1.019,"shareHighPct":6.132,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":41,"rankP10":24,"rankP90":66,"pTop8":0.0009,"pSelected":0.0014,"stability":"borderline"},"baselineRevenueRank":51},{"entityId":"nice","name":"NICE (NiCE)","reachPct":0.70517,"importance":0.313977084936,"importanceRank":37,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":1.504,"shareLowPct":0.749,"shareHighPct":2.253,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":5.347,"shareLowPct":4.8123,"shareHighPct":5.8817,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":41,"rankP10":30,"rankP90":54,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":34},{"entityId":"alphasense","name":"AlphaSense","reachPct":0.70686,"importance":0.280517576899,"importanceRank":38,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":3.213,"shareLowPct":2.966,"shareHighPct":3.46,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":50,"rankP10":39,"rankP90":61,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":62},{"entityId":"transunion","name":"TransUnion","reachPct":0.61254,"importance":0.269295,"importanceRank":39,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":2.112,"shareLowPct":0.65,"shareHighPct":4.555,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.077,"shareLowPct":0.022,"shareHighPct":0.164,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0.412,"shareLowPct":0.121,"shareHighPct":0.896,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.149,"shareLowPct":0.044,"shareHighPct":0.325,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":45,"rankP10":29,"rankP90":65,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":22},{"entityId":"ptc","name":"PTC","reachPct":0.33124,"importance":0.262905362228,"importanceRank":40,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.274,"shareLowPct":0.422,"shareHighPct":3.391,"stale":false,"offBasis":false,"level":2.66666666667,"years":0.7937005259859335,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":44,"rankP10":25,"rankP90":70,"pTop8":0.0002,"pSelected":0.0003,"stability":"borderline"},"baselineRevenueRank":39},{"entityId":"dassault-systemes","name":"Dassault Systèmes (Medidata, 3DEXPERIENCE)","reachPct":0.42778,"importance":0.256059591134,"importanceRank":41,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":1.033,"shareLowPct":0.255,"shareHighPct":2.587,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.248,"shareLowPct":0.351,"shareHighPct":3.497,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":42,"rankP10":25,"rankP90":65,"pTop8":0.0004,"pSelected":0.001,"stability":"borderline"},"baselineRevenueRank":15},{"entityId":"microsoft","name":"Microsoft (Dragon Copilot, Dynamics 365)","reachPct":0.73822,"importance":0.25501672037,"importanceRank":42,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":5.831,"shareLowPct":1.458,"shareHighPct":14.577,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":2.216,"shareLowPct":0.739,"shareHighPct":5.908,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":38,"rankP10":22,"rankP90":60,"pTop8":0.0006,"pSelected":0.002,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"bloomberg","name":"Bloomberg L.P.","reachPct":0.3787,"importance":0.254470388567,"importanceRank":43,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.018,"shareLowPct":0.004,"shareHighPct":0.091,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0.606,"shareLowPct":0.152,"shareHighPct":1.818,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"financial-services","weight":0.22,"sharePct":1.589,"shareLowPct":0.318,"shareHighPct":5.297,"stale":false,"offBasis":false,"level":2.5,"years":0.7071067811865475,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0.022,"shareLowPct":0.004,"shareHighPct":0.111,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"government-public","weight":0.08,"sharePct":0.016,"shareLowPct":0.003,"shareHighPct":0.082,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0.036,"shareLowPct":0.007,"shareHighPct":0.182,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.013,"shareLowPct":0.003,"shareHighPct":0.066,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":38,"rankP10":19,"rankP90":68,"pTop8":0.0041,"pSelected":0.0076,"stability":"borderline"},"baselineRevenueRank":6},{"entityId":"heartflow","name":"HeartFlow","reachPct":0.311,"importance":0.246840863582,"importanceRank":44,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.11,"shareLowPct":2.855,"shareHighPct":3.183,"stale":false,"offBasis":false,"level":2.66666666667,"years":0.7937005259859335,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":51,"rankP10":38,"rankP90":64,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"hexagon","name":"Hexagon","reachPct":0.546,"importance":0.243215350052,"importanceRank":45,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.1,"shareLowPct":0.422,"shareHighPct":5.043,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":52,"rankP10":30,"rankP90":78,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":26},{"entityId":"appfolio","name":"AppFolio","reachPct":0.61125,"importance":0.242574723254,"importanceRank":46,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":2.445,"shareLowPct":0.823,"shareHighPct":5.979,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":49,"rankP10":30,"rankP90":74,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":53},{"entityId":"rockwell-automation","name":"Rockwell Automation","reachPct":0.4797,"importance":0.23985,"importanceRank":47,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.845,"shareLowPct":0.527,"shareHighPct":4.744,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":49,"rankP10":29,"rankP90":76,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"tempus","name":"Tempus AI","reachPct":0.4531,"importance":0.22655,"importanceRank":48,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":4.531,"shareLowPct":2.308,"shareHighPct":8.503,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":49,"rankP10":30,"rankP90":71,"pTop8":0.0002,"pSelected":0.0003,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"ge-vernova","name":"GE Vernova","reachPct":0.44538,"importance":0.22269,"importanceRank":49,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.713,"shareLowPct":0.431,"shareHighPct":5.131,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":49,"rankP10":28,"rankP90":77,"pTop8":0.0001,"pSelected":0.0001,"stability":"borderline"},"baselineRevenueRank":54},{"entityId":"axon","name":"Axon Enterprise","reachPct":0.34976,"importance":0.220334993205,"importanceRank":50,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":4.372,"shareLowPct":2.186,"shareHighPct":7.65,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":59,"rankP10":41,"rankP90":76,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"soundhound-ai","name":"SoundHound AI","reachPct":0.63175,"importance":0.20868383906,"importanceRank":51,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":1.64,"shareLowPct":0.886,"shareHighPct":2.363,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.501,"shareLowPct":0.726,"shareHighPct":2.663,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.545,"shareLowPct":0.22,"shareHighPct":0.966,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":57,"rankP10":45,"rankP90":69,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":68},{"entityId":"entrata","name":"Entrata","reachPct":0.5205,"importance":0.206560561888,"importanceRank":52,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":2.082,"shareLowPct":0.702,"shareHighPct":4.866,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":57,"rankP10":37,"rankP90":80,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":63},{"entityId":"genesys","name":"Genesys","reachPct":0.51695,"importance":0.205151743454,"importanceRank":53,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":7.385,"shareLowPct":5.17,"shareHighPct":10.339,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":56,"rankP10":38,"rankP90":73,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"amdocs","name":"Amdocs","reachPct":0.32214,"importance":0.202935483506,"importanceRank":54,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.239,"shareLowPct":0.413,"shareHighPct":3.303,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":55,"rankP10":32,"rankP90":80,"pTop8":0,"pSelected":0.0001,"stability":"borderline"},"baselineRevenueRank":27},{"entityId":"salesforce","name":"Salesforce (Agentforce Service, Fin)","reachPct":0.64106,"importance":0.201921247061,"importanceRank":55,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":9.158,"shareLowPct":5.908,"shareHighPct":14.032,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":56,"rankP10":40,"rankP90":71,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":45},{"entityId":"motive","name":"Motive","reachPct":0.6396,"importance":0.201461375878,"importanceRank":56,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":2.46,"shareLowPct":0.562,"shareHighPct":4.006,"stale":true,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":67,"rankP10":50,"rankP90":86,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":64},{"entityId":"anduril","name":"Anduril Industries","reachPct":0.21856,"importance":0.194714823836,"importanceRank":57,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":2.732,"shareLowPct":0.546,"shareHighPct":6.557,"stale":false,"offBasis":false,"level":2.83333333333,"years":0.890898718138281,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":61,"rankP10":37,"rankP90":86,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"ant-group","name":"Ant Group (Ant Digital Technologies)","reachPct":0.5066,"importance":0.193041003899,"importanceRank":58,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":2.055,"shareLowPct":0.685,"shareHighPct":5.48,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0.218,"shareLowPct":0.073,"shareHighPct":0.581,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":53,"rankP10":32,"rankP90":76,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"yardi","name":"Yardi","reachPct":0.48425,"importance":0.192174739854,"importanceRank":59,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.937,"shareLowPct":0.484,"shareHighPct":5.81,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":55,"rankP10":32,"rankP90":82,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"trimble","name":"Trimble","reachPct":0.41106,"importance":0.183106413539,"importanceRank":60,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.581,"shareLowPct":0.351,"shareHighPct":3.778,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":64,"rankP10":40,"rankP90":87,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":28},{"entityId":"dahua","name":"Dahua Technology","reachPct":0.44596,"importance":0.173660568584,"importanceRank":61,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":2.175,"shareLowPct":0.557,"shareHighPct":6.579,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.046,"shareLowPct":0.272,"shareHighPct":3.172,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":56,"rankP10":38,"rankP90":75,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":25},{"entityId":"bentley-systems","name":"Bentley Systems","reachPct":0.27404,"importance":0.172634382256,"importanceRank":62,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.054,"shareLowPct":0.264,"shareHighPct":2.372,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":68,"rankP10":46,"rankP90":88,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":42},{"entityId":"sp-global","name":"S&P Global","reachPct":0.38368,"importance":0.170910010088,"importanceRank":63,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":1.744,"shareLowPct":0.346,"shareHighPct":4.887,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":62,"rankP10":37,"rankP90":88,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":23},{"entityId":"socure","name":"Socure","reachPct":0.48158,"importance":0.170264241842,"importanceRank":64,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":2.189,"shareLowPct":1.554,"shareHighPct":2.571,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":71,"rankP10":59,"rankP90":82,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"motorola-solutions","name":"Motorola Solutions","reachPct":0.32872,"importance":0.16436,"importanceRank":65,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":4.109,"shareLowPct":1.366,"shareHighPct":9.585,"stale":false,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":67,"rankP10":42,"rankP90":88,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":24},{"entityId":"verint","name":"Verint","reachPct":0.41356,"importance":0.164121394763,"importanceRank":66,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":5.908,"shareLowPct":3.2494,"shareHighPct":8.5676,"stale":true,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":67,"rankP10":49,"rankP90":83,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"unitedhealth-group","name":"UnitedHealth Group (Optum)","reachPct":0.3681,"importance":0.163969909073,"importanceRank":67,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.681,"shareLowPct":0.522,"shareHighPct":18.379,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":41,"rankP10":17,"rankP90":79,"pTop8":0.016,"pSelected":0.0239,"stability":"borderline"},"baselineRevenueRank":1},{"entityId":"ge-healthcare","name":"GE HealthCare","reachPct":0.3608,"importance":0.160718128752,"importanceRank":68,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.608,"shareLowPct":0.644,"shareHighPct":12.099,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":52,"rankP10":25,"rankP90":84,"pTop8":0.003,"pSelected":0.0046,"stability":"borderline"},"baselineRevenueRank":2},{"entityId":"abb","name":"ABB","reachPct":0.3471,"importance":0.154615472533,"importanceRank":69,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.335,"shareLowPct":0.334,"shareHighPct":4.331,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":63,"rankP10":37,"rankP90":88,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"ibm","name":"IBM (Maximo)","reachPct":0.34268,"importance":0.152646586366,"importanceRank":70,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.318,"shareLowPct":0.439,"shareHighPct":3.514,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":68,"rankP10":43,"rankP90":88,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"flock-safety","name":"Flock Safety","reachPct":0.34976,"importance":0.138802347984,"importanceRank":71,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":4.372,"shareLowPct":2.186,"shareHighPct":5.464,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":81,"rankP10":66,"rankP90":93,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"baker-hughes","name":"Baker Hughes","reachPct":0.34268,"importance":0.135992648122,"importanceRank":72,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":1.318,"shareLowPct":0.351,"shareHighPct":3.514,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":72,"rankP10":48,"rankP90":92,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"epic","name":"Epic Systems","reachPct":0.2417,"importance":0.135649538539,"importanceRank":73,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":2.417,"shareLowPct":0.802,"shareHighPct":8.054,"stale":false,"offBasis":false,"level":2.16666666667,"years":0.5612310241559831,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":60,"rankP10":34,"rankP90":86,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":18},{"entityId":"veeva","name":"Veeva Systems","reachPct":0.1701,"importance":0.13500845947,"importanceRank":74,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":1.701,"shareLowPct":0.425,"shareHighPct":5.952,"stale":false,"offBasis":false,"level":2.66666666667,"years":0.7937005259859335,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":60,"rankP10":33,"rankP90":87,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"moodys","name":"Moody's","reachPct":0.28424,"importance":0.126614525822,"importanceRank":75,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":1.292,"shareLowPct":0.261,"shareHighPct":3.623,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":74,"rankP10":49,"rankP90":95,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":29},{"entityId":"hithink-royalflush","name":"Hithink RoyalFlush","reachPct":0.31064,"importance":0.123277565696,"importanceRank":76,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":1.412,"shareLowPct":0.565,"shareHighPct":2.401,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":81,"rankP10":64,"rankP90":95,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":56},{"entityId":"philips","name":"Philips","reachPct":0.3037,"importance":0.120523424871,"importanceRank":77,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.037,"shareLowPct":0.607,"shareHighPct":9.718,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":66,"rankP10":37,"rankP90":91,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"mri-software","name":"MRI Software","reachPct":0.3025,"importance":0.120047204555,"importanceRank":78,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.21,"shareLowPct":0.387,"shareHighPct":2.953,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":78,"rankP10":58,"rankP90":95,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"r1-rcm","name":"R1 RCM","reachPct":0.2308,"importance":0.1154,"importanceRank":79,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":2.308,"shareLowPct":0.0854,"shareHighPct":6.5346,"stale":true,"offBasis":false,"level":2,"years":0.5,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":74,"rankP10":47,"rankP90":98,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"abridge","name":"Abridge","reachPct":0.3644,"importance":0.114778807645,"importanceRank":80,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.644,"shareLowPct":1.822,"shareHighPct":6.681,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":77,"rankP10":61,"rankP90":91,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"bloomreach","name":"Bloomreach","reachPct":0.363,"importance":0.114337835278,"importanceRank":81,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.452,"shareLowPct":0.29,"shareHighPct":3.631,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":79,"rankP10":59,"rankP90":98,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"zendesk","name":"Zendesk","reachPct":0.3619,"importance":0.113991356989,"importanceRank":82,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":5.17,"shareLowPct":3.693,"shareHighPct":7.385,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":79,"rankP10":67,"rankP90":89,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"waystar","name":"Waystar","reachPct":0.3097,"importance":0.109495485067,"importanceRank":83,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":3.097,"shareLowPct":1.215,"shareHighPct":8.503,"stale":false,"offBasis":false,"level":1.5,"years":0.3535533905932738,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":72,"rankP10":48,"rankP90":91,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":49},{"entityId":"alphabet","name":"Alphabet (Isomorphic Labs, Google Cloud)","reachPct":0.39472,"importance":0.108759738315,"importanceRank":84,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.243,"shareLowPct":0.036,"shareHighPct":1.215,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.141,"shareLowPct":0.028,"shareHighPct":0.558,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":2.216,"shareLowPct":0.591,"shareHighPct":5.908,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.219,"shareLowPct":0.044,"shareHighPct":0.863,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0.484,"shareLowPct":0.097,"shareHighPct":1.912,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.176,"shareLowPct":0.035,"shareHighPct":0.694,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":64,"rankP10":50,"rankP90":77,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"amazon","name":"Amazon (Amazon Connect)","reachPct":0.33447,"importance":0.103772428011,"importanceRank":85,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.243,"shareLowPct":0.036,"shareHighPct":1.215,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":4.431,"shareLowPct":0.5908,"shareHighPct":15.6562,"stale":true,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":69,"rankP10":43,"rankP90":92,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"scale-ai","name":"Scale AI","reachPct":0.21856,"importance":0.0973574119182,"importanceRank":86,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":2.732,"shareLowPct":1.639,"shareHighPct":4.372,"stale":false,"offBasis":false,"level":1.83333333333,"years":0.4454493590691404,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":89,"rankP10":76,"rankP90":99,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"shopify","name":"Shopify","reachPct":0.345,"importance":0.0968123516669,"importanceRank":87,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.38,"shareLowPct":0.242,"shareHighPct":7.286,"stale":false,"offBasis":false,"level":1.16666666667,"years":0.2806155120779916,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":64,"rankP10":34,"rankP90":94,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":7},{"entityId":"c3ai","name":"C3 AI","reachPct":0.33376,"importance":0.08344,"importanceRank":88,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0.182,"shareLowPct":0.061,"shareHighPct":0.425,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.177,"shareLowPct":0.056,"shareHighPct":0.353,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.601,"shareLowPct":0.219,"shareHighPct":1.202,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.879,"shareLowPct":0.351,"shareHighPct":1.406,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":87,"rankP10":78,"rankP90":95,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"sensetime","name":"SenseTime","reachPct":0.25942,"importance":0.0828294721903,"importanceRank":89,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":1.53,"shareLowPct":0.546,"shareHighPct":3.279,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.527,"shareLowPct":0.176,"shareHighPct":1.318,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":86,"rankP10":74,"rankP90":97,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":57},{"entityId":"algolia","name":"Algolia","reachPct":0.3025,"importance":0.075625,"importanceRank":90,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":1.21,"shareLowPct":0.484,"shareHighPct":2.663,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":90,"rankP10":76,"rankP90":102,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":67},{"entityId":"constructor-io","name":"Constructor","reachPct":0.242,"importance":0.0605,"importanceRank":91,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0.968,"shareLowPct":0.363,"shareHighPct":2.179,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":92,"rankP10":78,"rankP90":104,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"halliburton","name":"Halliburton","reachPct":0.22854,"importance":0.057135,"importanceRank":92,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.879,"shareLowPct":0.22,"shareHighPct":2.636,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":91,"rankP10":73,"rankP90":105,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"horizon-robotics","name":"Horizon Robotics","reachPct":0.22854,"importance":0.057135,"importanceRank":93,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.879,"shareLowPct":0.264,"shareHighPct":1.933,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":95,"rankP10":82,"rankP90":106,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":61},{"entityId":"itron","name":"Itron","reachPct":0.22854,"importance":0.057135,"importanceRank":94,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.879,"shareLowPct":0.22,"shareHighPct":2.196,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":94,"rankP10":78,"rankP90":106,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"nemetschek","name":"Nemetschek","reachPct":0.22854,"importance":0.057135,"importanceRank":95,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.879,"shareLowPct":0.22,"shareHighPct":2.196,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":94,"rankP10":78,"rankP90":106,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":46},{"entityId":"tyler-technologies","name":"Tyler Technologies","reachPct":0.08744,"importance":0.0550837483013,"importanceRank":96,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":1.093,"shareLowPct":0.328,"shareHighPct":2.842,"stale":false,"offBasis":false,"level":2.33333333333,"years":0.6299605249459811,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":99,"rankP10":83,"rankP90":109,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"oracle","name":"Oracle (Oracle Health)","reachPct":0.1336,"importance":0.0530191951359,"importanceRank":97,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":1.336,"shareLowPct":0.34,"shareHighPct":4.677,"stale":false,"offBasis":false,"level":1.66666666667,"years":0.3968502629929668,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":91,"rankP10":70,"rankP90":106,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"cognite","name":"Cognite","reachPct":0.20566,"importance":0.051415,"importanceRank":98,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.791,"shareLowPct":0.351,"shareHighPct":1.318,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":100,"rankP10":90,"rankP90":107,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":70},{"entityId":"procore","name":"Procore","reachPct":0.20566,"importance":0.051415,"importanceRank":99,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.791,"shareLowPct":0.246,"shareHighPct":1.889,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":96,"rankP10":83,"rankP90":107,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":44},{"entityId":"lseg","name":"LSEG","reachPct":0.20196,"importance":0.05049,"importanceRank":100,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.918,"shareLowPct":0.177,"shareHighPct":2.684,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":94,"rankP10":77,"rankP90":107,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"quantexa","name":"Quantexa","reachPct":0.199,"importance":0.04975,"importanceRank":101,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.706,"shareLowPct":0.1058,"shareHighPct":1.5532,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.546,"shareLowPct":0.0548,"shareHighPct":1.2022,"stale":true,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":98,"rankP10":87,"rankP90":107,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":71},{"entityId":"servicenow","name":"ServiceNow (customer service)","reachPct":0.15512,"importance":0.0488597383148,"importanceRank":102,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":2.216,"shareLowPct":0.886,"shareHighPct":4.431,"stale":false,"offBasis":false,"level":1.33333333333,"years":0.3149802624729905,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":100,"rankP10":89,"rankP90":108,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"feedzai","name":"Feedzai","reachPct":0.15532,"importance":0.03883,"importanceRank":103,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.706,"shareLowPct":0.353,"shareHighPct":1.412,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":103,"rankP10":93,"rankP90":108,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"guidewire","name":"Guidewire","reachPct":0.15532,"importance":0.03883,"importanceRank":104,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.706,"shareLowPct":0.177,"shareHighPct":1.766,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":101,"rankP10":89,"rankP90":109,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"intapp","name":"Intapp","reachPct":0.1521,"importance":0.038025,"importanceRank":105,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0.758,"shareLowPct":0.303,"shareHighPct":1.515,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"financial-services","weight":0.22,"sharePct":0.127,"shareLowPct":0.049,"shareHighPct":0.254,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0.436,"shareLowPct":0.169,"shareHighPct":0.871,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":103,"rankP10":96,"rankP90":108,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"glodon","name":"Glodon","reachPct":0.14846,"importance":0.037115,"importanceRank":106,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.571,"shareLowPct":0.158,"shareHighPct":1.494,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":102,"rankP10":90,"rankP90":109,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":55},{"entityId":"hundsun","name":"Hundsun Technologies","reachPct":0.1243,"importance":0.031075,"importanceRank":107,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.565,"shareLowPct":0.212,"shareHighPct":1.412,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":105,"rankP10":95,"rankP90":110,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":58},{"entityId":"factset","name":"FactSet","reachPct":0.1166,"importance":0.02915,"importanceRank":108,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.53,"shareLowPct":0.085,"shareHighPct":1.766,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":104,"rankP10":90,"rankP90":110,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":38},{"entityId":"msci","name":"MSCI","reachPct":0.10098,"importance":0.025245,"importanceRank":109,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.459,"shareLowPct":0.071,"shareHighPct":1.977,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":103,"rankP10":88,"rankP90":111,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":31},{"entityId":"megvii","name":"Megvii","reachPct":0.0855,"importance":0.021375,"importanceRank":110,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0.383,"shareLowPct":0.197,"shareHighPct":0.962,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0.211,"shareLowPct":0.105,"shareHighPct":0.518,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":109,"rankP10":104,"rankP90":111,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":null},{"entityId":"ncino","name":"nCino","reachPct":0.06204,"importance":0.01551,"importanceRank":111,"functions":[{"id":"healthcare-life-sciences","weight":0.1,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"legal","weight":0.02,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"financial-services","weight":0.22,"sharePct":0.282,"shareLowPct":0.085,"shareHighPct":0.918,"stale":false,"offBasis":false,"level":1,"years":0.25,"disagreement":false,"defaultLevel":true},{"id":"customer-service","weight":0.07,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"government-public","weight":0.08,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"retail-services","weight":0.25,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false},{"id":"industry-infrastructure","weight":0.26,"sharePct":0,"shareLowPct":0,"shareHighPct":0,"stale":false,"offBasis":false,"level":null,"years":null,"disagreement":false}],"rising":null,"risingEligible":false,"risingComponents":{},"mc":{"medianRank":110,"rankP10":104,"rankP90":111,"pTop8":0,"pSelected":0,"stability":"borderline"},"baselineRevenueRank":60}],"selection":{"importanceIds":["palantir","thomson-reuters","pagaya","blue-yonder","hitachi","upstart","siemens","amadeus"],"risingIds":["samsara"],"filledFromImportance":["wolters-kluwer"]},"risingPools":{"growth":8,"shareChange":0,"committed":3},"weightSensitivity":[{"functionId":"healthcare-life-sciences","end":"low","entered":[],"left":[]},{"functionId":"healthcare-life-sciences","end":"high","entered":["iqvia"],"left":["amadeus"]},{"functionId":"legal","end":"low","entered":[],"left":[]},{"functionId":"legal","end":"high","entered":["relx"],"left":["amadeus"]},{"functionId":"financial-services","end":"low","entered":[],"left":[]},{"functionId":"financial-services","end":"high","entered":["ccc-intelligent-solutions","verisk"],"left":["amadeus","wolters-kluwer"]},{"functionId":"customer-service","end":"low","entered":[],"left":[]},{"functionId":"customer-service","end":"high","entered":[],"left":[]},{"functionId":"government-public","end":"low","entered":[],"left":[]},{"functionId":"government-public","end":"high","entered":[],"left":[]},{"functionId":"retail-services","end":"low","entered":["ccc-intelligent-solutions","verisk"],"left":["amadeus","wolters-kluwer"]},{"functionId":"retail-services","end":"high","entered":[],"left":[]},{"functionId":"industry-infrastructure","end":"low","entered":["ccc-intelligent-solutions","verisk"],"left":["hitachi","siemens"]},{"functionId":"industry-infrastructure","end":"high","entered":["applied-intuition"],"left":["wolters-kluwer"]}],"validation":[],"baseline":{"spearman":0.27555331992,"baselineTop10NotSelected":["unitedhealth-group","ge-healthcare","iqvia","mastercard","visa","bloomberg","shopify","hikvision","relx","experian"],"selectedNotInBaselineTop10":["palantir","thomson-reuters","pagaya","blue-yonder","hitachi","upstart","siemens","amadeus","wolters-kluwer","samsara"]},"raterAgreement":{"within":0.754385964912,"weightedKappa":0.53357400722,"disagreements":[]}},"inputs":{"palantir":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"palantir","name":"Palantir","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":1.822,"central":4.616,"high":7.896,"unit":"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/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Note 12, Segment and Geographic Information, p.19: Government revenue $990,032K in Q2 2026 ($552,983K in Q2 2025), Commercial revenue $945,432K ($450,714K); MD&A: revenue is subscriptions to its software platforms; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Palantir's 10-Q (T1) reports Government segment revenue of US$990.032M and Commercial segment revenue of US$945.432M for Q2 2026; x4 = US$3,960M and US$3,782M annualised. It sells subscriptions to its software platforms (Palantir Cloud, on-premises software, professional services) and reports no revenue by platform or any AI-only revenue; the FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm, Item 1, T1) describes four principal software platforms (Gotham, Foundry, Apollo and AIP), says 'Customers may bundle these platforms together as a single ecosystem' (Item 1, Our Platforms; cached copy .cache/sec/palantir/0001321655-26-000011.txt, line 178), and describes AIP, its generative-AI platform, as integrating 'trusted data from relevant sources within an organization's Ontology' into business logic, models and optimizers, and the Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm, Item 2 MD&A, Our Customers, p. 23, T1) says 'We manage customers at the account level, not by industry or sector', so an AI-only part and an industry split cannot be read from the filings. Method (T5): commercial revenue is allocated by an assumed industry mix, because neither the 10-Q nor the 10-K gives revenue by industry: industry 25% (US$945M), retail and other services 15% (US$567M), financial services 12% (US$454M), health 10% (US$378M), rounded to the nearest US$10M; the remaining 38% is horizontal enterprise use and not counted here. Ranges (T5 judgement, not a disclosed split): because the industry mix is not observed, each commercial range is set at about 0.4 times (low) and 1.6 to 1.8 times (high) the revenue allocated to the part: health 150-650 on US$378m (0.40-1.72 times; 4.0-17.2% of annualised commercial revenue), financial services 200-800 on US$454m (0.44-1.76 times), retail and other services 250-950 on US$567m (0.44-1.68 times) and industry 400-1,500 on US$945m (0.42-1.59 times). Each range is for its own part only: the four high ends together (US$3,900m) would exceed the US$3,782m of annualised commercial revenue (US$945.432M × 4), so they cannot all hold at once. AI-related annualised run-rate in Healthcare and life sciences: US$380m (range 150-650). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.616% (range 1.822-7.896%). Source published date: 2026-08-04."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001321655/000132165526000039/a2026q2ex991pressrelease.htm","title":"Palantir Technologies Q2 2026 results (Exhibit 99.1)","publisher":"Palantir Technologies Inc. (SEC Form 8-K)","publishedDate":"2026-08-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1.935 billion (+93%); US government $809 million, US commercial $764 million; total government $990 million and commercial $945 million (Form 10-Q, Note 12); 220 deals of $1M+; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.412,"central":3.178,"high":5.65,"unit":"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/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Note 12, Segment and Geographic Information, p.19: Government revenue $990,032K in Q2 2026 ($552,983K in Q2 2025), Commercial revenue $945,432K ($450,714K); MD&A: revenue is subscriptions to its software platforms; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Palantir's 10-Q (T1) reports Government segment revenue of US$990.032M and Commercial segment revenue of US$945.432M for Q2 2026; x4 = US$3,960M and US$3,782M annualised. It sells subscriptions to its software platforms (Palantir Cloud, on-premises software, professional services) and reports no revenue by platform or any AI-only revenue; the FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm, Item 1, T1) describes four principal software platforms (Gotham, Foundry, Apollo and AIP), says 'Customers may bundle these platforms together as a single ecosystem' (Item 1, Our Platforms; cached copy .cache/sec/palantir/0001321655-26-000011.txt, line 178), and describes AIP, its generative-AI platform, as integrating 'trusted data from relevant sources within an organization's Ontology' into business logic, models and optimizers, and the Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm, Item 2 MD&A, Our Customers, p. 23, T1) says 'We manage customers at the account level, not by industry or sector', so an AI-only part and an industry split cannot be read from the filings. Method (T5): commercial revenue is allocated by an assumed industry mix, because neither the 10-Q nor the 10-K gives revenue by industry: industry 25% (US$945M), retail and other services 15% (US$567M), financial services 12% (US$454M), health 10% (US$378M), rounded to the nearest US$10M; the remaining 38% is horizontal enterprise use and not counted here. Ranges (T5 judgement, not a disclosed split): because the industry mix is not observed, each commercial range is set at about 0.4 times (low) and 1.6 to 1.8 times (high) the revenue allocated to the part: health 150-650 on US$378m (0.40-1.72 times; 4.0-17.2% of annualised commercial revenue), financial services 200-800 on US$454m (0.44-1.76 times), retail and other services 250-950 on US$567m (0.44-1.68 times) and industry 400-1,500 on US$945m (0.42-1.59 times). Each range is for its own part only: the four high ends together (US$3,900m) would exceed the US$3,782m of annualised commercial revenue (US$945.432M × 4), so they cannot all hold at once. AI-related annualised run-rate in Financial services and insurance: US$450m (range 200-800). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.178% (range 1.412-5.65%). Source published date: 2026-08-04."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001321655/000132165526000039/a2026q2ex991pressrelease.htm","title":"Palantir Technologies Q2 2026 results (Exhibit 99.1)","publisher":"Palantir Technologies Inc. (SEC Form 8-K)","publishedDate":"2026-08-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1.935 billion (+93%); US government $809 million, US commercial $764 million; total government $990 million and commercial $945 million (Form 10-Q, Note 12); 220 deals of $1M+; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":21.858,"central":43.279,"high":43.279,"unit":"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/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Note 12, Segment and Geographic Information, p.19: Government revenue $990,032K in Q2 2026 ($552,983K in Q2 2025), Commercial revenue $945,432K ($450,714K); MD&A: revenue is subscriptions to its software platforms; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Palantir's 10-Q (T1) reports Government segment revenue of US$990.032M and Commercial segment revenue of US$945.432M for Q2 2026; x4 = US$3,960M and US$3,782M annualised. It sells subscriptions to its software platforms (Palantir Cloud, on-premises software, professional services) and reports no revenue by platform or any AI-only revenue; the FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm, Item 1, T1) describes four principal software platforms (Gotham, Foundry, Apollo and AIP), says 'Customers may bundle these platforms together as a single ecosystem' (Item 1, Our Platforms; cached copy .cache/sec/palantir/0001321655-26-000011.txt, line 178), and describes AIP, its generative-AI platform, as integrating 'trusted data from relevant sources within an organization's Ontology' into business logic, models and optimizers, and the Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm, Item 2 MD&A, Our Customers, p. 23, T1) says 'We manage customers at the account level, not by industry or sector', so an AI-only part and an industry split cannot be read from the filings. Method (T5): all government segment revenue is treated as AI-related at the central and high values, because the 10-K describes Gotham, Foundry and AIP as platforms for models, optimisers and LLM-driven agents and sells them with AIP; the low value counts half of it (US$1,980M, rounded to US$2,000M) for plain data-integration work. Government customers include non-US agencies (the filing gives no US versus non-US split for government), so the whole segment is counted here. Cross-check: the Q2 2026 press release says US government revenue was US$809M, up 90% year on year (Exhibit 99.1, https://www.sec.gov/Archives/edgar/data/0001321655/000132165526000039/a2026q2ex991pressrelease.htm). AI-related annualised run-rate in Government and public sector: US$3,960m (range 2,000-3,960). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 43.279% (range 21.858-43.279%). Source published date: 2026-08-04."},"retail-services":{"low":6.052,"central":13.798,"high":22.997,"unit":"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/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Note 12, Segment and Geographic Information, p.19: Government revenue $990,032K in Q2 2026 ($552,983K in Q2 2025), Commercial revenue $945,432K ($450,714K); MD&A: revenue is subscriptions to its software platforms; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Palantir's 10-Q (T1) reports Government segment revenue of US$990.032M and Commercial segment revenue of US$945.432M for Q2 2026; x4 = US$3,960M and US$3,782M annualised. It sells subscriptions to its software platforms (Palantir Cloud, on-premises software, professional services) and reports no revenue by platform or any AI-only revenue; the FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm, Item 1, T1) describes four principal software platforms (Gotham, Foundry, Apollo and AIP), says 'Customers may bundle these platforms together as a single ecosystem' (Item 1, Our Platforms; cached copy .cache/sec/palantir/0001321655-26-000011.txt, line 178), and describes AIP, its generative-AI platform, as integrating 'trusted data from relevant sources within an organization's Ontology' into business logic, models and optimizers, and the Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm, Item 2 MD&A, Our Customers, p. 23, T1) says 'We manage customers at the account level, not by industry or sector', so an AI-only part and an industry split cannot be read from the filings. Method (T5): commercial revenue is allocated by an assumed industry mix, because neither the 10-Q nor the 10-K gives revenue by industry: industry 25% (US$945M), retail and other services 15% (US$567M), financial services 12% (US$454M), health 10% (US$378M), rounded to the nearest US$10M; the remaining 38% is horizontal enterprise use and not counted here. Ranges (T5 judgement, not a disclosed split): because the industry mix is not observed, each commercial range is set at about 0.4 times (low) and 1.6 to 1.8 times (high) the revenue allocated to the part: health 150-650 on US$378m (0.40-1.72 times; 4.0-17.2% of annualised commercial revenue), financial services 200-800 on US$454m (0.44-1.76 times), retail and other services 250-950 on US$567m (0.44-1.68 times) and industry 400-1,500 on US$945m (0.42-1.59 times). Each range is for its own part only: the four high ends together (US$3,900m) would exceed the US$3,782m of annualised commercial revenue (US$945.432M × 4), so they cannot all hold at once. AI-related annualised run-rate in Retail, property and other services: US$570m (range 250-950). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 13.798% (range 6.052-22.997%). Source published date: 2026-08-04."},"industry-infrastructure":{"low":3.514,"central":8.347,"high":13.179,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Note 12, Segment and Geographic Information, p.19: Government revenue $990,032K in Q2 2026 ($552,983K in Q2 2025), Commercial revenue $945,432K ($450,714K); MD&A: revenue is subscriptions to its software platforms; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Palantir's 10-Q (T1) reports Government segment revenue of US$990.032M and Commercial segment revenue of US$945.432M for Q2 2026; x4 = US$3,960M and US$3,782M annualised. It sells subscriptions to its software platforms (Palantir Cloud, on-premises software, professional services) and reports no revenue by platform or any AI-only revenue; the FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm, Item 1, T1) describes four principal software platforms (Gotham, Foundry, Apollo and AIP), says 'Customers may bundle these platforms together as a single ecosystem' (Item 1, Our Platforms; cached copy .cache/sec/palantir/0001321655-26-000011.txt, line 178), and describes AIP, its generative-AI platform, as integrating 'trusted data from relevant sources within an organization's Ontology' into business logic, models and optimizers, and the Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm, Item 2 MD&A, Our Customers, p. 23, T1) says 'We manage customers at the account level, not by industry or sector', so an AI-only part and an industry split cannot be read from the filings. Method (T5): commercial revenue is allocated by an assumed industry mix, because neither the 10-Q nor the 10-K gives revenue by industry: industry 25% (US$945M), retail and other services 15% (US$567M), financial services 12% (US$454M), health 10% (US$378M), rounded to the nearest US$10M; the remaining 38% is horizontal enterprise use and not counted here. Ranges (T5 judgement, not a disclosed split): because the industry mix is not observed, each commercial range is set at about 0.4 times (low) and 1.6 to 1.8 times (high) the revenue allocated to the part: health 150-650 on US$378m (0.40-1.72 times; 4.0-17.2% of annualised commercial revenue), financial services 200-800 on US$454m (0.44-1.76 times), retail and other services 250-950 on US$567m (0.44-1.68 times) and industry 400-1,500 on US$945m (0.42-1.59 times). Each range is for its own part only: the four high ends together (US$3,900m) would exceed the US$3,782m of annualised commercial revenue (US$945.432M × 4), so they cannot all hold at once. AI-related annualised run-rate in Industry, energy and infrastructure: US$950m (range 400-1,500). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 8.347% (range 3.514-13.179%). Source published date: 2026-08-04."}},"activityGrowth":{"current":{"low":3960128000,"central":3960128000,"high":3960128000,"unit":"USD","basis":"Government segment revenue, latest quarter x 4, US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Note 12, Segment and Geographic Information: Government revenue $990,032K, three months ended June 30, 2026"},"note":"US$990.032M x 4 = US$3,960.128M. Government is the part of Palantir counted in full in this sublayer (53% of Q2 2026 revenue by segment); commercial revenue grew faster (US$945.4M, up 110%) but only part of it is counted here, so the government line is used."},"prior":{"low":2211932000,"central":2211932000,"high":2211932000,"unit":"USD","basis":"Government segment revenue, latest quarter x 4, US dollars","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Note 12, Segment and Geographic Information: Government revenue $552,983K, three months ended June 30, 2025"},"note":"US$552.983M x 4 = US$2,211.932M (prior-year column of the same 10-Q). Growth 79%."}},"committedExpansion":{"low":0.633,"central":0.633,"high":0.633,"unit":"ratio","basis":"Remaining performance obligations at 30 June 2026 / revenue of Q2 2026 x 4 (whole company)","period":"RPO at 30 June 2026","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Note 3, Contract Liabilities and Remaining Performance Obligations (RPO $4.9 billion, about 43% to be recognised within 12 months); Condensed Consolidated Statements of Operations (Q2 2026 revenue $1,935,464K)"},"note":"US$4.9bn RPO (T1, rounded to US$0.1bn in the filing) / US$7,741.9M (US$1,935.464M x 4) = 0.633. The ratio covers all of Palantir (government and commercial), because RPO is not split by segment or product in the 10-Q."},"baselineRevenueUsd":{"low":7741856000,"central":7741856000,"high":7741856000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes commercial work outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000041/pltr-20260630.htm","title":"Palantir Technologies Form 10-Q for the quarter ended June 30, 2026","publisher":"Palantir Technologies Inc. (SEC Form 10-Q)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Condensed Consolidated Statements of Operations: revenue $1,935,464K, three months ended June 30, 2026"},"note":"US$1,935.464M x 4. FY2025 revenue was US$4,475.4M (10-K). Total company revenue, because the 10-Q does not separate AI-related revenue."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3},"financial-services":{"levelLow":1,"levelHigh":3},"government-public":{"levelLow":2,"levelHigh":4},"retail-services":{"levelLow":1,"levelHigh":3},"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a44b343edc1c31516b21c9898aa1e99afd0e419f4acde89349c6b42251620317"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a44b343edc1c31516b21c9898aa1e99afd0e419f4acde89349c6b42251620317"}}},"thomson-reuters":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"thomson-reuters","name":"Thomson Reuters","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue (US$m): Legal Professionals 772, Corporates 537, Tax Audit & Accounting Professionals 311, Reuters 229, Global Print 111, total 1,954; growth 'primarily driven by Westlaw and CoCounsel'; no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"low":10.091,"central":20.182,"high":40.364,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.marketbeat.com/earnings/reports/2026-8-5-thomson-reuters-corp-can-stock/","title":"Thomson Reuters Q2 2026 earnings call transcript (5 August 2026)","publisher":"MarketBeat (transcript of the company's call)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"CFO prepared remarks: 'the percent of our annualized contract value or ACV from products that are GenAI-enabled was 32%' (30% in the prior quarter); consolidated, no segment split; input tier T2, derived by 5LayerCake for Legal"},"note":"5LayerCake estimate (T5). Thomson Reuters' Q2 2026 release (T1) gives revenue for Legal Professionals US$772M, Corporates US$537M and Tax, Audit & Accounting Professionals US$311M (x4 = US$3,088M, 2,148M and 1,244M). On the Q2 2026 call (the company's statement, T2) the CFO said 32% of annualised contract value (ACV) came from GenAI-enabled products (30% a quarter earlier, 24% at Q3 2025, 22% at Q2 2025); the figure is consolidated and gives no segment split or revenue, and 'GenAI-enabled' is not defined. Method (T5): AI-related revenue = 32% (applied to every segment) x segment revenue x an assumed 50% attribution to the AI features, because AI-enabled products are sold as a premium tier but their ACV also includes content that is not AI (range 25-100% attribution, so 8-32% of revenue). Legal Professionals counts fully in Legal; Corporates is assumed to split 50% Legal (in-house legal) and 50% retail and other services (tax, compliance, e-invoicing); Tax, Audit & Accounting counts in retail and other services. Legal: (3,088 + 0.5 x 2,148) x 16% = US$666M. Release: https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm. AI-related annualised run-rate in Legal: US$666m (range 333-1,332). Share = company ÷ function total of US$3,300m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 20.182% (range 10.091-40.364%). Source published date: 2026-08-05."},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue (US$m): Legal Professionals 772, Corporates 537, Tax Audit & Accounting Professionals 311, Reuters 229, Global Print 111, total 1,954; growth 'primarily driven by Westlaw and CoCounsel'; no AI revenue figure; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue (US$m): Legal Professionals 772, Corporates 537, Tax Audit & Accounting Professionals 311, Reuters 229, Global Print 111, total 1,954; growth 'primarily driven by Westlaw and CoCounsel'; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue (US$m): Legal Professionals 772, Corporates 537, Tax Audit & Accounting Professionals 311, Reuters 229, Global Print 111, total 1,954; growth 'primarily driven by Westlaw and CoCounsel'; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":4.478,"central":8.981,"high":17.962,"unit":"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.marketbeat.com/earnings/reports/2026-8-5-thomson-reuters-corp-can-stock/","title":"Thomson Reuters Q2 2026 earnings call transcript (5 August 2026)","publisher":"MarketBeat (transcript of the company's call)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"CFO prepared remarks: 'the percent of our annualized contract value or ACV from products that are GenAI-enabled was 32%' (30% in the prior quarter); consolidated, no segment split; input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Thomson Reuters' Q2 2026 release (T1) gives revenue for Legal Professionals US$772M, Corporates US$537M and Tax, Audit & Accounting Professionals US$311M (x4 = US$3,088M, 2,148M and 1,244M). On the Q2 2026 call (the company's statement, T2) the CFO said 32% of annualised contract value (ACV) came from GenAI-enabled products (30% a quarter earlier, 24% at Q3 2025, 22% at Q2 2025); the figure is consolidated and gives no segment split or revenue, and 'GenAI-enabled' is not defined. Method (T5): AI-related revenue = 32% (applied to every segment) x segment revenue x an assumed 50% attribution to the AI features, because AI-enabled products are sold as a premium tier but their ACV also includes content that is not AI (range 25-100% attribution, so 8-32% of revenue). Legal Professionals counts fully in Legal; Corporates is assumed to split 50% Legal (in-house legal) and 50% retail and other services (tax, compliance, e-invoicing); Tax, Audit & Accounting counts in retail and other services. Retail and other services: (0.5 x 2,148 + 1,244) x 16% = US$371M. Release: https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm. AI-related annualised run-rate in Retail, property and other services: US$371m (range 185-742). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 8.981% (range 4.478-17.962%). Source published date: 2026-08-05."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue (US$m): Legal Professionals 772, Corporates 537, Tax Audit & Accounting Professionals 311, Reuters 229, Global Print 111, total 1,954; growth 'primarily driven by Westlaw and CoCounsel'; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":2073600000,"central":2073600000,"high":2073600000,"unit":"USD","basis":"Annualised revenue of GenAI-enabled products: stated share of ACV x Big 3 segment revenue (latest quarter x 4), US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.marketbeat.com/earnings/reports/2026-8-5-thomson-reuters-corp-can-stock/","title":"Thomson Reuters Q2 2026 earnings call transcript (5 August 2026)","publisher":"MarketBeat (transcript of the company's call)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T2","locator":"CFO prepared remarks: 'the percent of our annualized contract value or ACV from products that are GenAI-enabled was 32%' (30% in the prior quarter); consolidated, no segment split"},"note":"32% (call, T2) x US$6,480M (Big 3 revenue US$1,620M x 4, release, T1) = US$2,074M. This is the revenue of the products that carry GenAI, before the 50% attribution used for the share, so it measures activity, not AI-only revenue."},"prior":{"low":1283040000,"central":1283040000,"high":1283040000,"unit":"USD","basis":"Annualised revenue of GenAI-enabled products: stated share of ACV x Big 3 segment revenue (latest quarter x 4), US dollars","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.aol.com/articles/thomson-reuters-tri-q3-2025-155157562.html","title":"Thomson Reuters (TRI) Q3 2025 earnings call transcript (4 November 2025)","publisher":"AOL (transcript of the company's call)","publishedDate":"2025-11-04","accessedDate":"2026-10-22","tier":"T2","locator":"CFO prepared remarks: ACV from GenAI-enabled products was 24% at the end of Q3 2025, 'up from 22% last quarter'"},"note":"22% (Q3 2025 call: \"up from 22% last quarter\", T2) x US$5,832M (Big 3 revenue US$1,458M x 4 for Q2 2025 as revised in the Q2 2026 release, T1) = US$1,283M. Growth 62%."}},"baselineRevenueUsd":{"low":6480000000,"central":6480000000,"high":6480000000,"unit":"USD","basis":"Revenue of the Big 3 segments (Legal Professionals, Corporates, Tax, Audit & Accounting Professionals), latest quarter x 4, US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001075124/000119312526333835/d125343dex991.htm","title":"Thomson Reuters Reports Second-Quarter 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Thomson Reuters Corporation (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Segment revenue table, US$m, Q2 2026 (Q2 2025 revised): Legal Professionals 772 (704), Corporates 537 (480), Tax, Audit & Accounting Professionals 311 (274); Big 3 1,620 (1,458)"},"note":"US$1,620M x 4 = US$6,480M. Excludes Reuters and Global Print; the Big 3 include work outside this sublayer (for example tax software)."},"screening":{"legal":{"levelLow":3,"levelHigh":4},"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cac32a2b04f296f1827a8033a7b0e908f9ff8efd83b96c4ea3147a82b36c19c4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cac32a2b04f296f1827a8033a7b0e908f9ff8efd83b96c4ea3147a82b36c19c4"}}},"pagaya":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"pagaya","name":"Pagaya","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":6.349,"central":10.332,"high":10.332,"unit":"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/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026: revenue from fees $365.6 million ($317.7 million in Q2 2025), total revenue and other income $387.0 million, network volume $3,535 million (+33%); input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Pagaya's Q2 2026 release (T1) gives revenue from fees of US$365.6M (+15%) from its AI-driven lending network (network volume US$3.5bn, +33%; interest income and investment lines are separate). Method (T5): fee revenue x4 counted as AI-related at the central and high values; the low end excludes the part tied to funding and credit performance (about 62% of fee revenue). Revenue from fees: US$366m x 4 = US$1,463m annualised; AI-related 100% (range 61.5-100%) = US$1,463m (US$899-1,463m). AI-related annualised run-rate in Financial services and insurance: US$1,463m (range 899-1,463). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 10.332% (range 6.349-10.332%). Source published date: 2026-07-30."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue from fees $365.6 million, total revenue and other income $387 million, network volume $3.5 billion; 'AI-driven product solutions for the financial ecosystem'; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":1462556000,"central":1462556000,"high":1462556000,"unit":"USD","basis":"Revenue from fees, latest quarter x 4, US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue from fees $365,639 thousand, Q2 2026"},"note":"US$365.639M x 4 = US$1,463M (T1)."},"prior":{"low":1270856000,"central":1270856000,"high":1270856000,"unit":"USD","basis":"Revenue from fees, latest quarter x 4, US dollars","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue from fees $317,714 thousand, Q2 2025"},"note":"US$317.714M x 4 = US$1,271M (prior-year column of the same release). Growth 15%."}},"baselineRevenueUsd":{"low":1548168000,"central":1548168000,"high":1548168000,"unit":"USD","basis":"Quarterly total revenue and other income x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001883085/000188308526000052/earningspressreleasefina.htm","title":"Pagaya Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Pagaya Technologies Ltd. (SEC Form 6-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Total Revenue and Other Income $387,042 thousand"},"note":"US$387.0M x 4 = US$1,548M (T1)."},"screening":{"financial-services":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1b0d3698a7e392ff0cd339804c10d49279aff6ab5357074d04818f133a5ebc0d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1b0d3698a7e392ff0cd339804c10d49279aff6ab5357074d04818f133a5ebc0d"}}},"blue-yonder":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"blue-yonder","name":"Blue Yonder","kind":"unit","parentId":"panasonic","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://blueyonder.com/","title":"Blue Yonder home page","publisher":"Blue Yonder Group, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered supply-chain platform, '3,000+ customers', '20 billion predictions every day'; fiscal 2025 revenue $1.42 billion read only through a search-result summary; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://blueyonder.com/","title":"Blue Yonder home page","publisher":"Blue Yonder Group, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered supply-chain platform, '3,000+ customers', '20 billion predictions every day'; fiscal 2025 revenue $1.42 billion read only through a search-result summary; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://blueyonder.com/","title":"Blue Yonder home page","publisher":"Blue Yonder Group, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered supply-chain platform, '3,000+ customers', '20 billion predictions every day'; fiscal 2025 revenue $1.42 billion read only through a search-result summary; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://blueyonder.com/","title":"Blue Yonder home page","publisher":"Blue Yonder Group, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered supply-chain platform, '3,000+ customers', '20 billion predictions every day'; fiscal 2025 revenue $1.42 billion read only through a search-result summary; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://blueyonder.com/","title":"Blue Yonder home page","publisher":"Blue Yonder Group, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered supply-chain platform, '3,000+ customers', '20 billion predictions every day'; fiscal 2025 revenue $1.42 billion read only through a search-result summary; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":2.881,"central":6.73,"high":11.547,"unit":"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 FY2025 (Jul-Sep 2025) annualised","periodEnd":"2025-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/news/2060392.html","title":"Blue Yonder slowed by the cyberattack: can it show growth from fiscal 2026? (Cloud Watch, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2025 Q2 (July-September 2025): SaaS ARR $802 million (+9%), revenue $361 million (+2%), SaaS revenue $194 million (54% of revenue); input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Blue Yonder is a Panasonic Connect unit. The company's results, as reported by Cloud Watch (T2, the company's figures in the press; Panasonic's own deck could not be opened: holdings.panasonic returned HTTP 403), show fiscal 2025 Q2 (July-September 2025) revenue of US$361M, so US$1,444M annualised (guidance for the year US$1.473bn), of which SaaS revenue was US$194M and SaaS ARR US$802M (https://cloud.watch.impress.co.jp/docs/news/2060392.html). Blue Yonder reports no AI revenue; its planning, forecasting and execution software is built on machine-learning models, and a Cloud Watch report of 10 December 2025 (https://cloud.watch.impress.co.jp/docs/news/2069895.html) says its new public-cloud AI SaaS (Cognitive Solutions) grew over 20% while traditional SaaS was flat. Method (T5): AI-related revenue assumed at 35% of annualised revenue (range 15-60%), US$505M (range 217-866M), counted once, split 55% retail and consumer goods (this function) and 45% manufacturing and logistics (industry). AI-related annualised run-rate in Retail, property and other services: US$278m (range 119-477). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 6.73% (range 2.881-11.547%). Source published date: 2025-11-05."},"industry-infrastructure":{"low":0.852,"central":1.994,"high":3.426,"unit":"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 FY2025 (Jul-Sep 2025) annualised","periodEnd":"2025-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/news/2060392.html","title":"Blue Yonder slowed by the cyberattack: can it show growth from fiscal 2026? (Cloud Watch, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T5","locator":"Fiscal 2025 Q2 (July-September 2025): SaaS ARR $802 million (+9%), revenue $361 million (+2%), SaaS revenue $194 million (54% of revenue); input tier T2, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Blue Yonder is a Panasonic Connect unit. The company's results, as reported by Cloud Watch (T2, the company's figures in the press; Panasonic's own deck could not be opened: holdings.panasonic returned HTTP 403), show fiscal 2025 Q2 (July-September 2025) revenue of US$361M, so US$1,444M annualised (guidance for the year US$1.473bn), of which SaaS revenue was US$194M and SaaS ARR US$802M (https://cloud.watch.impress.co.jp/docs/news/2060392.html). Blue Yonder reports no AI revenue; its planning, forecasting and execution software is built on machine-learning models, and a Cloud Watch report of 10 December 2025 (https://cloud.watch.impress.co.jp/docs/news/2069895.html) says its new public-cloud AI SaaS (Cognitive Solutions) grew over 20% while traditional SaaS was flat. Method (T5): AI-related revenue assumed at 35% of annualised revenue (range 15-60%), US$505M (range 217-866M), counted once, split 55% retail and consumer goods (this function) and 45% manufacturing and logistics (industry). AI-related annualised run-rate in Industry, energy and infrastructure: US$227m (range 97-390). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.994% (range 0.852-3.426%). Source published date: 2025-11-05."}},"activityGrowth":{"current":{"low":802000000,"central":802000000,"high":802000000,"unit":"USD","basis":"Blue Yonder SaaS annual recurring revenue, US dollars (end of the quarter July-September)","period":"Jul-Sep 2025","periodEnd":"2025-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/news/2060392.html","title":"Blue Yonder slowed by the cyberattack: can it show growth from fiscal 2026? (Cloud Watch, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T2","locator":"Fiscal 2025 Q2 (July-September 2025): SaaS ARR $802 million (+9%), revenue $361 million (+2%), SaaS revenue $194 million (54% of revenue)"},"note":"Company figure reported by Cloud Watch (T2). SaaS ARR is used as the activity measure because Blue Yonder does not report an AI-only figure; its AI-based SaaS grew faster than the total, so this understates AI-related growth."},"prior":{"low":736000000,"central":736000000,"high":736000000,"unit":"USD","basis":"Blue Yonder SaaS annual recurring revenue, US dollars (end of the quarter July-September)","period":"Jul-Sep 2024","periodEnd":"2024-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/column/ohkawara/1651286.html","title":"Panasonic Group focuses on three digital areas as growth fields (Cloud Watch column, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2024-12-27","accessedDate":"2026-10-22","tier":"T2","locator":"Fiscal 2024 Q2 (July-September 2024): SaaS ARR $736 million (+16%), revenue $355 million (+10%)"},"note":"Company figure reported by Cloud Watch (T2): US$736M, +16%. Growth 802/736 - 1 = 9%, matching the +9% in the 2025 article."}},"committedExpansion":{"low":1.75,"central":1.75,"high":1.75,"unit":"ratio","basis":"SaaS remaining performance obligations / SaaS annual recurring revenue","period":"Jul-Sep 2025","periodEnd":"2025-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/news/2069895.html","title":"Panasonic Connect CEO on Blue Yonder returning to profit (Cloud Watch, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2025-12-10","accessedDate":"2026-10-22","tier":"T2","locator":"SaaS remaining performance obligations about $1.4 billion, +36% (Blue Yonder fiscal 2025 Q2)"},"note":"US$1.4bn SaaS RPO (about, Cloud Watch of 10 December 2025, T2) / US$802M SaaS ARR (Cloud Watch of 5 November 2025, T2) = 1.75. Both are for Blue Yonder fiscal 2025 Q2."},"baselineRevenueUsd":{"low":1444000000,"central":1444000000,"high":1444000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (Blue Yonder unit, includes work outside this sublayer)","period":"Jul-Sep 2025 annualised","periodEnd":"2025-09-30","source":{"url":"https://cloud.watch.impress.co.jp/docs/news/2060392.html","title":"Blue Yonder slowed by the cyberattack: can it show growth from fiscal 2026? (Cloud Watch, in Japanese)","publisher":"Cloud Watch (Impress Watch)","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T2","locator":"Fiscal 2025 Q2 (July-September 2025): SaaS ARR $802 million (+9%), revenue $361 million (+2%), SaaS revenue $194 million (54% of revenue)"},"note":"US$361M x 4 = US$1,444M (company figure reported by Cloud Watch, T2). Panasonic guided fiscal 2025 revenue of US$1.473bn. Unit revenue, not Panasonic's."},"screening":{"retail-services":{"levelLow":2,"levelHigh":4},"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a703136aec204c4e03a47f9865f44f9ce41f9221adf0e9371e82d61d03c72f85"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a703136aec204c4e03a47f9865f44f9ce41f9221adf0e9371e82d61d03c72f85"}}},"hitachi":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"hitachi","name":"Hitachi","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.hitachi.com/en/about/","title":"About Hitachi","publisher":"Hitachi, Ltd.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"seven areas incl. Digital; 'Revenues for FY2025: 10.6 trillion yen'; no Lumada or AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":3.242,"central":8.101,"high":16.201,"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":"FY2025 (year to 31 March 2026)","periodEnd":"2026-03-31","source":{"url":"https://www.hitachi.com/content/dam/hitachi/global/en/press/files/2026/04/260427/2025_Anpre.pdf","title":"Outline of Consolidated Financial Results for the Year Ended March 31, 2026 (presentation)","publisher":"Hitachi, Ltd.","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T5","locator":"Slide 31, Lumada Business: revenue JPY 4,146.0bn in FY2025 (40% of JPY 10,586.7bn), JPY 4,790.0bn forecast for FY2026; HMAX (part of Digital Services) revenue JPY 300.0bn in FY2025, JPY 480.0bn forecast, Adj. EBITA margin 22%; HMAX Energy launched as an 'AI-powered service and solution suite'; input tier T2, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Hitachi's FY2025 results presentation (T2, the company's statement; opened as the PDF) gives Lumada revenue of JPY 4,146bn and revenue of its AI-focused HMAX suite of JPY 300bn (forecast JPY 480bn in FY2026); Hitachi describes HMAX as AI-powered solutions for energy, mobility, industry and city infrastructure, but publishes no AI-only revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 185.21 JPY per EUR, so US$0.006146 per JPY (JPY 162.7 per US$). JPY 300bn = US$1,844M. Method (T5): AI-related revenue assumed at half of HMAX revenue (range 20-100%), because HMAX also holds services and project work not specific to AI.  HMAX: JPY 300,000m x 1 x 0.006146 = US$1,844m annualised; AI-related 50% (range 20-100%) = US$922m (US$369-1,844m). AI-related annualised run-rate in Industry, energy and infrastructure: US$922m (range 369-1,844). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 8.101% (range 3.242-16.201%). Source published date: 2026-04-27."}},"baselineRevenueUsd":{"low":1843798931,"central":1843798931,"high":1843798931,"unit":"USD","basis":"HMAX revenue in US dollars (the AI-focused solution suite; Hitachi group revenue is JPY 10.6 trillion)","period":"FY2025 (year to 31 March 2026)","periodEnd":"2026-03-31","source":{"url":"https://www.hitachi.com/content/dam/hitachi/global/en/press/files/2026/04/260427/2025_Anpre.pdf","title":"Outline of Consolidated Financial Results for the Year Ended March 31, 2026 (presentation)","publisher":"Hitachi, Ltd.","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Slide 31, Lumada Business: revenue JPY 4,146.0bn in FY2025 (40% of JPY 10,586.7bn), JPY 4,790.0bn forecast for FY2026; HMAX (part of Digital Services) revenue JPY 300.0bn in FY2025, JPY 480.0bn forecast, Adj. EBITA margin 22%; HMAX Energy launched as an 'AI-powered service and solution suite'"},"note":"JPY 300.0bn x 0.006146 (ECB reference rates of 1 July 2026) = US$1,844M (T2)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4806eae7eee81275c03ff11e351b4fb0868c8775c9d76faa364c2524d446b069"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4806eae7eee81275c03ff11e351b4fb0868c8775c9d76faa364c2524d446b069"}}},"upstart":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"upstart","name":"Upstart","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":8.453,"central":9.831,"high":9.831,"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 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026: revenue from fees, net $348.0 million ($240.8 million in Q2 2025), +45%; originations $4.23 billion (+50%); 91% of loans fully automated; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Upstart's Q2 2026 release (T1) gives revenue from fees, net of US$348.0M (+45%) from banks and credit unions using its AI credit-decisioning platform; 91% of loans were fully automated and originations were US$4.23bn (+50%). Method (T5): fee revenue x4, with the low end at 86% for servicing and other fees that do not depend on the model. Revenue from fees, net: US$348m x 4 = US$1,392m annualised; AI-related 100% (range 86-100%) = US$1,392m (US$1,197-1,392m). AI-related annualised run-rate in Financial services and insurance: US$1,392m (range 1,197-1,392). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 9.831% (range 8.453-9.831%). Source published date: 2026-08-04."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $365 million, revenue from fees $348 million, originations $4.2 billion, 91% of loans fully automated; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":1392076000,"central":1392076000,"high":1392076000,"unit":"USD","basis":"Revenue from fees, net, latest quarter x 4, US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue from fees, net $348,019 thousand, Q2 2026"},"note":"US$348.019M x 4 = US$1,392M (T1)."},"prior":{"low":963108000,"central":963108000,"high":963108000,"unit":"USD","basis":"Revenue from fees, net, latest quarter x 4, US dollars","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue from fees, net $240,777 thousand, Q2 2025"},"note":"US$240.777M x 4 = US$963M (prior-year column of the same release). Growth 45%."}},"baselineRevenueUsd":{"low":1458832000,"central":1458832000,"high":1458832000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001647639/000164763926000062/upst991prq22026.htm","title":"Upstart Announces Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Upstart Holdings, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Total revenue $364,708 thousand"},"note":"US$364.7M x 4 = US$1,459M (T1)."},"screening":{"financial-services":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5f32becccea77e9782ba12c41047cc94e61f38242abaa16260637429c1802337"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5f32becccea77e9782ba12c41047cc94e61f38242abaa16260637429c1802337"}}},"siemens":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"siemens","name":"Siemens","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.607,"central":3.037,"high":9.718,"unit":"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 (Apr-Jun 2026)","periodEnd":"2026-06-30","source":{"url":"https://corporate.webassets.siemens-healthineers.com/2637d4a46dbcd161/a3335cc16ed1/siemens-healthineers-Q3_FY2026_Earnings-Release-and-Financial-Results.pdf","title":"Siemens Healthineers shows strong order momentum; full-year growth expectations lowered and earnings forecast raised (Q3 FY2026 earnings release)","publisher":"Siemens Healthineers AG","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 FY2026 (quarter ended 30 June 2026): revenue EUR 5,764m (comparable +2.8%); Imaging almost EUR 3.0bn; Precision Therapy about EUR 1.7bn; no AI revenue; input tier T2, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). The Siemens Q3 FY2026 release (T1) gives no Siemens Healthineers revenue (it says only that Siemens holds a majority stake and the spin-off can proceed); Healthineers is counted here as the register consolidates it. Siemens Healthineers' own Q3 FY2026 earnings release (https://corporate.webassets.siemens-healthineers.com/2637d4a46dbcd161/a3335cc16ed1/siemens-healthineers-Q3_FY2026_Earnings-Release-and-Financial-Results.pdf, T2, 31 July 2026) gives revenue of EUR 5,764m for the quarter ended 30 June 2026 (comparable growth 2.8%; Imaging almost EUR 3.0bn, Precision Therapy about EUR 1.7bn) and contains no AI revenue or AI statement. Converted at the ECB euro reference rate of 1 July 2026 (US$1.1383 per EUR, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): EUR 5,764m × 4 × 1.1383 = US$26,245m annualised. Method (T5): AI-related imaging and diagnostics software revenue is judged at US$250m (range 50-800m), which is 0.95% (range 0.19-3.05%) of that annualised revenue; the business is hardware-heavy, so only separately credible AI software counts. AI-related annualised run-rate in Healthcare and life sciences: US$250m (range 50-800). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.037% (range 0.607-9.718%). Source published date: 2026-07-31 (Healthineers release; the Siemens AG release is 2026-08-06)."},"legal":{"participates":false,"evidence":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026: Digital Industries revenue EUR4.9 billion, software revenue EUR1.8 billion (+15%), group revenue EUR20.8 billion; 'industrial AI' focus; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026: Digital Industries revenue EUR4.9 billion, software revenue EUR1.8 billion (+15%), group revenue EUR20.8 billion; 'industrial AI' focus; no AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026: Digital Industries revenue EUR4.9 billion, software revenue EUR1.8 billion (+15%), group revenue EUR20.8 billion; 'industrial AI' focus; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026: Digital Industries revenue EUR4.9 billion, software revenue EUR1.8 billion (+15%), group revenue EUR20.8 billion; 'industrial AI' focus; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026: Digital Industries revenue EUR4.9 billion, software revenue EUR1.8 billion (+15%), group revenue EUR20.8 billion; 'industrial AI' focus; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":1.441,"central":5.043,"high":15.12,"unit":"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 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 FY2026 (April-June 2026): Digital Industries revenue EUR 4.9 billion, 'the software business grew 15 percent to EUR 1.8 billion'; DI ARR EUR 5.7 billion (+11% organic); order backlog EUR 132 billion; digital business +18% in nine months; no AI revenue; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Siemens' Q3 FY2026 release (T1) gives Digital Industries software revenue of EUR 1.8bn for the quarter (+15%), DI annual recurring revenue of EUR 5.7bn and a group order backlog of EUR 132bn, and discusses industrial AI only in words, with no AI revenue; the Siemens Healthineers revenue is not in the release. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue assumed at 7% of annualised DI software revenue (range 2-21%).  Digital Industries software: EUR 1,800m x 4 x 1.138 = US$8,196m annualised; AI-related 7% (range 2-21%) = US$574m (US$164-1,721m). AI-related annualised run-rate in Industry, energy and infrastructure: US$574m (range 164-1,721). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.043% (range 1.441-15.12%). Source published date: 2026-08-06."}},"baselineRevenueUsd":{"low":8195760000,"central":8195760000,"high":8195760000,"unit":"USD","basis":"Digital Industries software revenue, latest quarter x 4, in US dollars (the unit that holds the industrial software; Siemens group revenue is about EUR 20.8bn a quarter)","period":"Q3 FY2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://press.siemens.com/global/en/pressrelease/record-third-quarter-outlook-raised","title":"Siemens reports record third quarter, outlook raised","publisher":"Siemens AG","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"'the software business grew 15 percent to EUR 1.8 billion'"},"note":"EUR 1,800m x 4 x 1.1383 (ECB reference rate of 1 July 2026) = US$8,196M (T1; EUR 1.8bn is rounded in the release)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3},"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"76ce8779bf46b31087ac96a61a3f962f31081015a074495f10c9d098e0921705"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"76ce8779bf46b31087ac96a61a3f962f31081015a074495f10c9d098e0921705"}}},"amadeus":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"amadeus","name":"Amadeus IT Group","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":1.84,"central":5.519,"high":14.694,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T5","locator":"H1 2026 revenue EUR 3,334.9 million: Air Distribution EUR 1,584.7 million, Hospitality & Other Solutions EUR 543.4 million; the company embeds AI across its portfolio; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Amadeus' H1 2026 results release (T1) gives six-month revenue of EUR 3,334.9m (Air Distribution EUR 1,584.7m, Hospitality & Other Solutions EUR 543.4m) and says AI is embedded across its portfolio, with no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue (revenue management, pricing and hospitality analytics) assumed at 3% (range 1-8%) of annualised group revenue (H1 x 2). Group revenue: EUR 3,335m x 2 x 1.138 = US$7,592m annualised; AI-related 3% (range 1-8%) = US$228m (US$76-607m). AI-related annualised run-rate in Retail, property and other services: US$228m (range 76-607). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.519% (range 1.84-14.694%). Source published date: 2026-07-31."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR3,334.9 million; Hospitality & Other Solutions EUR543.4 million, Air Distribution EUR1,584.7 million; CEO: embedding AI across the portfolio; no AI revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":7592233340,"central":7592233340,"high":7592233340,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (travel distribution and IT)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://amadeus.com/en/newsroom/press-releases/amadeus-h1-2026-resilient-performance","title":"Amadeus H1 2026 resilient performance","publisher":"Amadeus IT Group","publishedDate":"2026-07-31","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue EUR 3,334.9 million"},"note":"EUR 3,334.9m x 2 x 1.1383 (ECB reference rate of 1 July 2026) = US$7,592M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9c8ec847cc8428b2437e75705b4f8aed4ecd21b5f84820537ff030a69ba5837c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9c8ec847cc8428b2437e75705b4f8aed4ecd21b5f84820537ff030a69ba5837c"}}},"wolters-kluwer":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"wolters-kluwer","name":"Wolters Kluwer","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.219,"central":1.178,"high":3.644,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by division, six months ended 30 June 2026 (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by over 90% of US enterprise customers; about 250 firms subscribed to CCH Axcess agentic AI modules; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Wolters Kluwer's half-year report (T1, local copy of the PDF) gives six-month revenue by division in euros and says UpToDate Expert AI is adopted by over 90% of US enterprise customers and about 250 firms have subscribed to CCH Axcess agentic AI modules; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue assumed as a share of each division's annualised revenue (H1 x 2).  Health: EUR 774m x 2 x 1.138 = US$1,762m annualised; AI-related 5.5% (range 1-17%) = US$97m (US$18-300m). AI-related annualised run-rate in Healthcare and life sciences: US$97m (range 18-300). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.178% (range 0.219-3.644%). Source published date: 2026-08-05."},"legal":{"low":1.091,"central":4.333,"high":10.818,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by division, six months ended 30 June 2026 (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by over 90% of US enterprise customers; about 250 firms subscribed to CCH Axcess agentic AI modules; input tier T1, derived by 5LayerCake for Legal"},"note":"5LayerCake estimate (T5). Wolters Kluwer's half-year report (T1, local copy of the PDF) gives six-month revenue by division in euros and says UpToDate Expert AI is adopted by over 90% of US enterprise customers and about 250 firms have subscribed to CCH Axcess agentic AI modules; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue assumed as a share of each division's annualised revenue (H1 x 2).  Legal & Regulatory: EUR 523m x 2 x 1.138 = US$1,191m annualised; AI-related 12% (range 3-30%) = US$143m (US$36-357m). AI-related annualised run-rate in Legal: US$143m (range 36-357). Share = company ÷ function total of US$3,300m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.333% (range 1.091-10.818%). Source published date: 2026-08-05."},"financial-services":{"low":0.275,"central":1.003,"high":2.747,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by division, six months ended 30 June 2026 (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by over 90% of US enterprise customers; about 250 firms subscribed to CCH Axcess agentic AI modules; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Wolters Kluwer's half-year report (T1, local copy of the PDF) gives six-month revenue by division in euros and says UpToDate Expert AI is adopted by over 90% of US enterprise customers and about 250 firms have subscribed to CCH Axcess agentic AI modules; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue assumed as a share of each division's annualised revenue (H1 x 2).  Financial & Corporate Compliance: EUR 569m x 2 x 1.138 = US$1,295m annualised; AI-related 11% (range 3-30%) = US$142m (US$39-389m). AI-related annualised run-rate in Financial services and insurance: US$142m (range 39-389). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.003% (range 0.275-2.747%). Source published date: 2026-08-05."},"customer-service":{"participates":false,"evidence":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by 90%+ of US enterprise customers; ~250 firms subscribed to CCH Axcess agentic AI modules; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by 90%+ of US enterprise customers; ~250 firms subscribed to CCH Axcess agentic AI modules; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":2.033,"central":6.124,"high":15.759,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Revenues by division, six months ended 30 June 2026 (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by over 90% of US enterprise customers; about 250 firms subscribed to CCH Axcess agentic AI modules; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Wolters Kluwer's half-year report (T1, local copy of the PDF) gives six-month revenue by division in euros and says UpToDate Expert AI is adopted by over 90% of US enterprise customers and about 250 firms have subscribed to CCH Axcess agentic AI modules; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue assumed as a share of each division's annualised revenue (H1 x 2).  Tax & Accounting: EUR 847m x 2 x 1.138 = US$1,928m annualised; AI-related 12% (range 4-30%) = US$231m (US$77-578m). Corporate Performance & ESG: EUR 320m x 2 x 1.138 = US$729m annualised; AI-related 3% (range 1-10%) = US$22m (US$7.3-73m). AI-related annualised run-rate in Retail, property and other services: US$253m (range 84-651). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 6.124% (range 2.033-15.759%). Source published date: 2026-08-05."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by 90%+ of US enterprise customers; ~250 firms subscribed to CCH Axcess agentic AI modules; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":6904927800,"central":6904927800,"high":6904927800,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (includes divisions outside this sublayer)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://assets.contenthub.wolterskluwer.com/api/public/content/3775537-2026-08-05-wolters-kluwer-2026-half-year-results-7d85c04c6c","title":"Wolters Kluwer 2026 Half-Year Report","publisher":"Wolters Kluwer","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Revenues by division, six months ended 30 June 2026 (EUR m): Health 774, Tax & Accounting 847, Financial & Corporate Compliance 569, Legal & Regulatory 523, Corporate Performance & ESG 320, total 3,033; UpToDate Expert AI adopted by over 90% of US enterprise customers; about 250 firms subscribed to CCH Axcess agentic AI modules"},"note":"EUR 3,033m x 2 x 1.1383 = US$6,905M (ECB reference rate of 1 July 2026, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html). Group revenue, because the report gives no AI revenue."},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":4},"legal":{"levelLow":2,"levelHigh":4},"financial-services":{"levelLow":2,"levelHigh":3},"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6b5bc5fe7f77b87ae9ae25bad6365729ec18e63542c9ed993da05dd0275eaf31"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6b5bc5fe7f77b87ae9ae25bad6365729ec18e63542c9ed993da05dd0275eaf31"}}},"ccc-intelligent-solutions":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ccc-intelligent-solutions","name":"CCC Intelligent Solutions","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":2.02,"central":4.04,"high":7.267,"unit":"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/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 total revenue $285.9 million ($260.5 million in Q2 2025); AI-based claims routing and subrogation adopted by top-five insurers; Mobile Jumpstart AI estimating; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). CCC's Q2 2026 release (T1) gives revenue of US$285.9M (+9.8%) and describes AI-based claims routing, AI subrogation and AI estimating used by top-five insurers; it gives no AI revenue, subscription split or backlog. Method (T5): AI-related revenue assumed as a share of annualised revenue (latest quarter x 4); EvolutionIQ is consolidated here. Total revenue: US$286m x 4 = US$1,144m annualised; AI-related 50% (range 25-90%) = US$572m (US$286-1,029m). AI-related annualised run-rate in Financial services and insurance: US$572m (range 286-1,029). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.04% (range 2.02-7.267%). Source published date: 2026-07-30."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $285.9 million (+9.8%); two top-five insurers expanded its AI-based claims routing, a top-five insurer adopted its AI-based subrogation; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":1143600000,"central":1143600000,"high":1143600000,"unit":"USD","basis":"CCC total revenue, latest quarter x 4, US dollars (the claims AI cloud; half is counted as AI-related)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Total revenue was $285.9 million for the second quarter of 2026"},"note":"US$285.9M x 4 = US$1,144M (T1)."},"prior":{"low":1042000000,"central":1042000000,"high":1042000000,"unit":"USD","basis":"CCC total revenue, latest quarter x 4, US dollars (the claims AI cloud; half is counted as AI-related)","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Prior-year quarter revenue $260.5 million"},"note":"US$260.5M x 4 = US$1,042M (prior-year figure in the same release). Growth 9.8%."}},"baselineRevenueUsd":{"low":1143600000,"central":1143600000,"high":1143600000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001818201/000119312526324886/ccc-ex99_1.htm","title":"CCC Intelligent Solutions Holdings Inc. Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"CCC Intelligent Solutions Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Total revenue $285.9 million, Q2 2026"},"note":"US$285.9M x 4 = US$1,144M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba3ed586c19aabf42c32eb4170c88b5df23cc21f16ba81d017bd6751d0cd2b04"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba3ed586c19aabf42c32eb4170c88b5df23cc21f16ba81d017bd6751d0cd2b04"}}},"verisk":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"verisk","name":"Verisk","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.137,"central":3.192,"high":7.973,"unit":"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://s29.q4cdn.com/767340216/files/doc_news/Verisk-Reports-SecondQuarter-2026Financial-Results-2026.pdf","title":"Verisk Reports Second Quarter 2026 Financial Results","publisher":"Verisk Analytics, Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Financial Highlights Summary: revenues $806 million in Q2 2026 ($773 million in Q2 2025); Insurance segment six months $1,589 million (Underwriting $1,121M, Claims $468M); CEO: 'deploy advanced AI technologies across these unmatched data assets'; Claims growth 'primarily due to anti-fraud analytics'; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Verisk's Q2 2026 release (T1) gives revenue of US$806.3M (+4.3%), all in insurance analytics; the CEO says Verisk deploys 'advanced AI technologies' across its datasets and Claims growth came from anti-fraud analytics, but no AI revenue is given. Method (T5): AI-related revenue assumed as a share of annualised revenue (latest quarter x 4); its analytics are built on predictive models. Group revenue: US$806m x 4 = US$3,225m annualised; AI-related 14% (range 5-35%) = US$452m (US$161-1,129m). AI-related annualised run-rate in Financial services and insurance: US$452m (range 161-1,129). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.192% (range 1.137-7.973%). Source published date: 2026-07-29."},"customer-service":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.reinsurancene.ws/verisks-revenue-expands-to-1-59bn-in-h126/","title":"Verisk's revenue expands to $1.59bn in H1'26","publisher":"Reinsurance News","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T3","locator":"Verisk H1 2026 revenue $1.589 billion (+4.1%), Q2 2026 revenue $806 million (+4.3%); no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":3225200000,"central":3225200000,"high":3225200000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s29.q4cdn.com/767340216/files/doc_news/Verisk-Reports-SecondQuarter-2026Financial-Results-2026.pdf","title":"Verisk Reports Second Quarter 2026 Financial Results","publisher":"Verisk Analytics, Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Financial Highlights Summary: revenues $806 million"},"note":"US$806.3M x 4 = US$3,225M (T1)."},"screening":{"financial-services":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"83fcb968f9d47e0a5f35a382b663dfda452181a3f72d11f2dd488e6d1d316a86"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"83fcb968f9d47e0a5f35a382b663dfda452181a3f72d11f2dd488e6d1d316a86"}}},"applied-intuition":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"applied-intuition","name":"Applied Intuition","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $830M in 2025, 2x from $415M in 2024; page undated; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $830M in 2025, 2x from $415M in 2024; page undated; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $830M in 2025, 2x from $415M in 2024; page undated; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $830M in 2025, 2x from $415M in 2024; page undated; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.219,"central":1.311,"high":2.186,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates Applied Intuition hit $830M in annual recurring revenue (ARR) in 2025', 'up 2x from $415M in 2024'; products: tools and infrastructure (14 products), vehicle platform, autonomy; defence listed as a target segment and expansion; input tier T4, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Sacra (T4, https://sacra.com/c/applied-intuition/) estimates ARR of US$830M in 2025, twice US$415M in 2024, for simulation tools, vehicle software and autonomy; it lists defence as a target segment and expansion area rather than a current product line (news reports of Department of Defense contracts in search results were not opened). The company reports no revenue. Method (T5): 80% of ARR is AI-related (simulation, data and autonomy tools), split 82% industry and transport and 18% defence. 2025 value carried flat to mid-2026 (the ARR is likely higher now; a reported offer at a US$30bn valuation in October 2026 gives no revenue). 830 x 80% x 18% = US$120M; the low end of US$20M reflects defence being an expansion segment on the Sacra page. AI-related annualised run-rate in Government and public sector: US$120m (range 20-200). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.311% (range 0.219-2.186%). Source published date: undated."},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $830M in 2025, 2x from $415M in 2024; page undated; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":3.075,"central":4.779,"high":6.15,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 ARR","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates Applied Intuition hit $830M in annual recurring revenue (ARR) in 2025', 'up 2x from $415M in 2024'; products: tools and infrastructure (14 products), vehicle platform, autonomy; defence listed as a target segment and expansion; input tier T4, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Sacra (T4, https://sacra.com/c/applied-intuition/) estimates ARR of US$830M in 2025, twice US$415M in 2024, for simulation tools, vehicle software and autonomy; it lists defence as a target segment and expansion area rather than a current product line (news reports of Department of Defense contracts in search results were not opened). The company reports no revenue. Method (T5): 80% of ARR is AI-related (simulation, data and autonomy tools), split 82% industry and transport and 18% defence. 2025 value carried flat to mid-2026 (the ARR is likely higher now; a reported offer at a US$30bn valuation in October 2026 gives no revenue). 830 x 80% x 82% = US$544M. AI-related annualised run-rate in Industry, energy and infrastructure: US$544m (range 350-700). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.779% (range 3.075-6.15%). Source published date: undated."}},"activityGrowth":{"current":{"low":830000000,"central":830000000,"high":830000000,"unit":"USD","basis":"Applied Intuition annual recurring revenue, US dollars (Sacra estimate)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates Applied Intuition hit $830M in annual recurring revenue (ARR) in 2025', 'up 2x from $415M in 2024'; products: tools and infrastructure (14 products), vehicle platform, autonomy; defence listed as a target segment and expansion"},"note":"Sacra estimate (T4)."},"prior":{"low":415000000,"central":415000000,"high":415000000,"unit":"USD","basis":"Applied Intuition annual recurring revenue, US dollars (Sacra estimate)","period":"CY2024","periodEnd":"2024-12-31","source":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates Applied Intuition hit $830M in annual recurring revenue (ARR) in 2025', 'up 2x from $415M in 2024'; products: tools and infrastructure (14 products), vehicle platform, autonomy; defence listed as a target segment and expansion"},"note":"Sacra: 'up 2x from $415M in 2024' (T4). Growth 100%."}},"baselineRevenueUsd":{"low":830000000,"central":830000000,"high":830000000,"unit":"USD","basis":"Annual recurring revenue in US dollars (Sacra estimate; the company publishes no revenue)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/applied-intuition/","title":"Applied Intuition (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates Applied Intuition hit $830M in annual recurring revenue (ARR) in 2025', 'up 2x from $415M in 2024'; products: tools and infrastructure (14 products), vehicle platform, autonomy; defence listed as a target segment and expansion"},"note":"Sacra estimate of ARR (T4)."},"screening":{"government-public":{"levelLow":1,"levelHigh":3},"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"303ed54f4dc487e2c29eb829062a0b10be43f36d6d97fd17454d06ad44d9991e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"303ed54f4dc487e2c29eb829062a0b10be43f36d6d97fd17454d06ad44d9991e"}}},"visa":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"visa","name":"Visa","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.073,"central":5.367,"high":16.102,"unit":"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 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Visa-Inc-V-US-Q3-2026-Earnings-Call-28-July-2026-5_00-PM-ET.pdf","title":"Visa Inc. (V) Q3 2026 earnings call transcript, 28 July 2026","publisher":"Visa Inc. (investor relations; FactSet CallStreet transcript)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"CFO remarks: 'Value-added services revenue grew 34% year-over-year in constant dollars to $3.8 billion'; CEO remarks: 'the vast majority of the revenue linked to transactions, cards, and accounts'; 'more than 150 AI-powered applications'; input tier T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Visa's fiscal Q3 2026 call (the company's statement, T2) gives value-added services revenue of US$3.8bn for the quarter to 30 June 2026, so US$15.2bn annualised; net revenue was US$11.6bn (release, https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf, T1). The CEO says the vast majority of value-added services revenue is linked to transactions, cards and accounts, that Visa now has more than 150 AI-powered applications, and names risk and security solutions as one of four value-added portfolios; Visa discloses no revenue for that portfolio, for Visa Advanced Authorization or for Featurespace (acquired 2024, counted here). Method (T5): AI-related revenue (AI risk and fraud scoring plus the AI Financial Assistant) assumed at 5% of annualised value-added services, US$760M (range 1-15%, US$152-2,280M). The 34% growth in the quarter is flattered by FIFA marketing services and the Prisma acquisition, so it is not used as AI growth. AI-related annualised run-rate in Financial services and insurance: US$760m (range 152-2,280). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.367% (range 1.073-16.102%). Source published date: 2026-07-28."},"customer-service":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Q3-2026-Earnings-Release_vF.pdf","title":"Visa Reports Fiscal Third Quarter 2026 Results","publisher":"Visa Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal Q3 2026 net revenue $11.6 billion (+14%); value-added services about $3.8 billion read only through a search-result summary; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":15200000000,"central":15200000000,"high":15200000000,"unit":"USD","basis":"Value-added services revenue, latest quarter x 4, in US dollars (includes services outside this sublayer)","period":"Q3 FY2026 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://s1.q4cdn.com/050606653/files/doc_financials/2026/q3/Visa-Inc-V-US-Q3-2026-Earnings-Call-28-July-2026-5_00-PM-ET.pdf","title":"Visa Inc. (V) Q3 2026 earnings call transcript, 28 July 2026","publisher":"Visa Inc. (investor relations; FactSet CallStreet transcript)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T2","locator":"CFO remarks: 'Value-added services revenue grew 34% year-over-year in constant dollars to $3.8 billion'; CEO remarks: 'the vast majority of the revenue linked to transactions, cards, and accounts'; 'more than 150 AI-powered applications'"},"note":"US$3.8bn x 4 = US$15.2bn (company statement on the earnings call, T2). Value-added services only; Visa's total net revenue is US$11.6bn a quarter."},"screening":{"financial-services":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"faa59976bd393086a63b8677393d84e48a45a4739386f0a8fef0323f1e646683"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"faa59976bd393086a63b8677393d84e48a45a4739386f0a8fef0323f1e646683"}}},"mastercard":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"mastercard","name":"Mastercard","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","title":"Mastercard Incorporated Form 10-K for fiscal 2025","publisher":"Mastercard Incorporated (SEC Form 10-K)","publishedDate":"2026-02-11","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, 'Our Services and Other Solutions': Security Solutions; Consumer Acquisition and Engagement Services; Business and Market Insights (advanced analytics and AI, consulting and agentic solutions); Digital and Authentication; Processing and Gateway; Other Solutions; healthcare appears only as a target vertical for invoiced payments (Commercial and New Payment Flows), not as an AI application (absence in a list, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","title":"Mastercard Incorporated Form 10-K for fiscal 2025","publisher":"Mastercard Incorporated (SEC Form 10-K)","publishedDate":"2026-02-11","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, 'Our Services and Other Solutions': Security Solutions; Consumer Acquisition and Engagement Services; Business and Market Insights (advanced analytics and AI, consulting and agentic solutions); Digital and Authentication; Processing and Gateway; Other Solutions; no legal product is listed (absence in a list, not proof)"}},"financial-services":{"low":1.031,"central":4.795,"high":13.701,"unit":"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://s25.q4cdn.com/479285134/files/doc_financials/2026/q2/2Q26-Mastercard-Earnings-Presentation.pdf","title":"2Q26 Mastercard Earnings Presentation","publisher":"Mastercard Incorporated (investor relations)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 6, 2nd Quarter Net Revenue: value-added services and solutions US$3,826M in Q2 2026 (US$3,188M in Q2 2025), +20% (+18% currency-neutral); drivers include security solutions; input tier T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Mastercard's Q2 2026 presentation (T2, slide 6) gives value-added services and solutions net revenue of US$3,826M (+20%), so US$15,304M annualised; the earnings release (https://s25.q4cdn.com/479285134/files/doc_financials/2026/q2/2Q26-Mastercard-Earnings-Release.pdf, T1) says growth was driven by 'security solutions', consumer acquisition and engagement, digital and authentication, and insights. Mastercard does not disclose revenue for Decision Intelligence, Brighterion or its other AI fraud products. Its AI fraud scoring is described in Open Banking Expo of 2 February 2024 (https://www.openbankingexpo.com/news/mastercard-harnesses-gen-ai-to-detect-fraud/, T3): Decision Intelligence scores 143 billion transactions a year for banks, and Decision Intelligence Pro adds a generative-AI layer. Method (T5): AI-related revenue assumed at about 4.6% of annualised value-added services, US$700M (range 1-13%, US$150-2,000M), the same method as Visa. The mastercard.com site returned HTTP 403 in the screening pass and was not used again. The FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm, Item 1, T1) lists the services above and says the personalization services in Consumer Acquisition and Engagement 'leverage AI' for issuers and merchants. The AI-related total of US$700m (range 150-2,000) is split so that nothing is counted twice: 97% stays in Financial services and insurance and 3% goes to Retail, property and other services (merchant-side personalization). 97% of US$700m = US$679m (97% of 150-2,000 = US$146-1940m). AI-related annualised run-rate in Financial services and insurance: US$679m (range 146-1,940). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.795% (range 1.031-13.701%). Source published date: 2026-07-30."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","title":"Mastercard Incorporated Form 10-K for fiscal 2025","publisher":"Mastercard Incorporated (SEC Form 10-K)","publishedDate":"2026-02-11","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, 'Our Services and Other Solutions': Security Solutions; Consumer Acquisition and Engagement Services; Business and Market Insights (advanced analytics and AI, consulting and agentic solutions); Digital and Authentication; Processing and Gateway; Other Solutions; no customer-service product is listed (absence in a list, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","title":"Mastercard Incorporated Form 10-K for fiscal 2025","publisher":"Mastercard Incorporated (SEC Form 10-K)","publishedDate":"2026-02-11","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, 'Our Services and Other Solutions': Security Solutions; Consumer Acquisition and Engagement Services; Business and Market Insights (advanced analytics and AI, consulting and agentic solutions); Digital and Authentication; Processing and Gateway; Other Solutions; government appears only as disbursement payment flows (Disbursements and Remittances), not as an AI application (absence in a list, not proof)"}},"retail-services":{"low":0.121,"central":0.508,"high":1.452,"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 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s25.q4cdn.com/479285134/files/doc_financials/2026/q2/2Q26-Mastercard-Earnings-Presentation.pdf","title":"2Q26 Mastercard Earnings Presentation","publisher":"Mastercard Incorporated (investor relations)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 6, 2nd Quarter Net Revenue: value-added services and solutions US$3,826M in Q2 2026 (US$3,188M in Q2 2025), +20% (+18% currency-neutral); drivers include security solutions; input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Mastercard's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm, Item 1, T1) describes Consumer Acquisition and Engagement Services (issuer and merchant loyalty and personalization services that 'leverage AI') and a Merchant Cloud, so a participation of zero cannot be shown in the merchant-facing part. Mastercard's Q2 2026 presentation (T2, slide 6) gives value-added services and solutions net revenue of US$3,826M, so US$15,304M annualised, and no AI revenue. Method (T5): the AI-related total of US$700m (4.6% of annualised value-added services, range 1-13% = US$150-2,000m) is split 97% to Financial services and insurance and 3% to this part. 3% of US$700m = US$21m (3% of 150-2,000 = US$5-60m). AI-related annualised run-rate in Retail, property and other services: US$21m (range 5-60). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.508% (range 0.121-1.452%). Source published date: 2026-07-30."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","title":"Mastercard Incorporated Form 10-K for fiscal 2025","publisher":"Mastercard Incorporated (SEC Form 10-K)","publishedDate":"2026-02-11","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, 'Our Services and Other Solutions': Security Solutions; Consumer Acquisition and Engagement Services; Business and Market Insights (advanced analytics and AI, consulting and agentic solutions); Digital and Authentication; Processing and Gateway; Other Solutions; no industry product is listed (absence in a list, not proof)"}}},"baselineRevenueUsd":{"low":15304000000,"central":15304000000,"high":15304000000,"unit":"USD","basis":"Value-added services and solutions net revenue, latest quarter x 4, in US dollars (includes services outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s25.q4cdn.com/479285134/files/doc_financials/2026/q2/2Q26-Mastercard-Earnings-Presentation.pdf","title":"2Q26 Mastercard Earnings Presentation","publisher":"Mastercard Incorporated (investor relations)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T2","locator":"Slide 6, 2nd Quarter Net Revenue: value-added services and solutions US$3,826M in Q2 2026 (US$3,188M in Q2 2025), +20% (+18% currency-neutral); drivers include security solutions"},"note":"US$3,826M x 4 = US$15,304M (company presentation, T2). Total net revenue was US$9,277M in the quarter."},"screening":{"financial-services":{"levelLow":2,"levelHigh":5},"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b026731a7932cba264ab0244806d361ea6524e760759dda30ccbf1b065f22530"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b026731a7932cba264ab0244806d361ea6524e760759dda30ccbf1b065f22530"}}},"samsara":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"samsara","name":"Samsara","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $508.4 million, ending ARR $2.125 billion (+30%); adoption of latest AI features up more than 4x in two months; no AI ARR; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":4.665,"central":8.399,"high":14.936,"unit":"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 1 August 2026)","periodEnd":"2026-08-01","source":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 FY2027 (quarter ended 1 August 2026): ending ARR $2,124.7 million ($1,640.1 million a year earlier, +30%); revenue $508.4 million; CEO: adoption of some of the latest AI features up more than 4x in two months; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Samsara's Q2 FY2027 release (T1; local copy of the PDF) gives ending ARR of US$2,124.7M (+30%) and revenue of US$508.4M; it reports no AI ARR (the CEO says adoption of some of the latest AI features is up more than 4x in two months). Method (T5): AI-related share of ARR (AI dash cams, safety and workflow AI) assumed at 45% (range 25-80%). Ending ARR: US$2,125m x 1 = US$2,125m annualised; AI-related 45% (range 25-80%) = US$956m (US$531-1,700m). AI-related annualised run-rate in Industry, energy and infrastructure: US$956m (range 531-1,700). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 8.399% (range 4.665-14.936%). Source published date: 2026-09-03."}},"activityGrowth":{"current":{"low":2124699999.9999998,"central":2124699999.9999998,"high":2124699999.9999998,"unit":"USD","basis":"Samsara ending annual recurring revenue (ARR), US dollars, end of quarter (AI-based connected-operations platform; 45% counted as AI-related)","period":"Q2 FY2027","periodEnd":"2026-08-01","source":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Highlights table: ARR $2,124.7 million, quarter ended 1 August 2026"},"note":"US$2,124.7M (T1)."},"prior":{"low":1640100000,"central":1640100000,"high":1640100000,"unit":"USD","basis":"Samsara ending annual recurring revenue (ARR), US dollars, end of quarter (AI-based connected-operations platform; 45% counted as AI-related)","period":"Q2 FY2026","periodEnd":"2025-08-02","source":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Highlights table: ARR $1,640.1 million, Q2 FY2026"},"note":"US$1,640.1M (prior-year column of the same release). Growth 30%. Applied to the whole ARR, so it equals the growth of the platform, not an AI-only series."}},"committedExpansion":{"low":2.017,"central":2.017,"high":2.017,"unit":"ratio","basis":"Remaining performance obligations at 1 August 2026 / ARR at 1 August 2026 (whole platform)","period":"RPO at 1 August 2026","periodEnd":"2026-08-01","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001642896/000162828026060909/iot-20260801.htm","title":"Samsara Inc. Form 10-Q for the quarter ended August 1, 2026","publisher":"Samsara Inc. (SEC Form 10-Q)","publishedDate":"2026-09","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue note: 'the RPO was $4,285.2 million' of which about $1,838.9 million within 12 months; Key Business Metrics: ARR $2,124,742 thousand"},"note":"US$4,285.2M RPO (T1, 10-Q) / US$2,124.7M ARR (T1, 10-Q) = 2.017. The ratio covers all of Samsara, not only the AI-related part; the publication month of the 10-Q is given to the month."},"baselineRevenueUsd":{"low":2033600000,"central":2033600000,"high":2033600000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 FY2027 annualised","periodEnd":"2026-08-01","source":{"url":"https://s29.q4cdn.com/853855404/files/content_files/Q2-2027-Earnings-Press-Release-Draft-FINAL.pdf","title":"Samsara Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"Samsara Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"Highlights table: total revenue $508.4 million"},"note":"US$508.4M x 4 = US$2,034M (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"752fb2b92e12b2e56d015455167e62faa35cdc92754b9f670f542f8de2c727bb"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"752fb2b92e12b2e56d015455167e62faa35cdc92754b9f670f542f8de2c727bb"}}},"fico":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"fico","name":"FICO","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.822,"central":4.336,"high":9.442,"unit":"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 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). FICO's Q3 FY2026 release (T1; quarter ended 30 June 2026) gives Scores revenue of US$458.9M (+41%) and Software revenue of US$215.3M (+2%; platform ARR +62%, non-platform ARR -17%, total Software ARR +10%); it reports no AI, Falcon or fraud revenue. Method (T5): AI-related revenue is a share of annualised segment revenue (latest quarter x 4): half of Software (Falcon fraud neural networks and the decisioning platform), and a tenth of Scores (credit-scoring models, which are predictive analytics). Software: US$215m x 4 = US$861m annualised; AI-related 50% (range 30-70%) = US$431m (US$258-603m). Scores: US$459m x 4 = US$1,836m annualised; AI-related 10% (range 0-40%) = US$184m (US$0.0-734m). AI-related annualised run-rate in Financial services and insurance: US$614m (range 258-1,337). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.336% (range 1.822-9.442%). Source published date: 2026-07-29."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $674.2 million: Scores $458.9 million, Software $215.3 million; Software ARR +10%, platform ARR +62%; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":861200000,"central":861200000,"high":861200000,"unit":"USD","basis":"FICO Software segment revenue, latest quarter x 4, US dollars (the machine-learning core: Falcon and the decisioning platform)","period":"Q3 FY2026 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Segment bullets and Statement of Income: Software revenue $215.3 million in Q3 FY2026"},"note":"US$215.3M x 4. Software is the line in which the half counted as AI-related sits; the Scores line (+41%) is excluded because only a tenth of it is counted."},"prior":{"low":848400000,"central":848400000,"high":848400000,"unit":"USD","basis":"FICO Software segment revenue, latest quarter x 4, US dollars (the machine-learning core: Falcon and the decisioning platform)","period":"Q3 FY2025 (Apr-Jun 2025) annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Segment bullets and Statement of Income: Software revenue $212.1 million in Q3 FY2025"},"note":"US$212.1M x 4 (prior-year column of the same release). Growth 1.5%; platform ARR grew 62% but its dollar value is not given."}},"committedExpansion":{"low":0.252,"central":0.252,"high":0.252,"unit":"ratio","basis":"Remaining performance obligations at 30 June 2026 / total revenue of the quarter x 4 (whole company)","period":"RPO at 30 June 2026","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000030/fico-20260630.htm","title":"Fair Isaac Corporation Form 10-Q for the quarter ended June 30, 2026","publisher":"Fair Isaac Corporation (SEC Form 10-Q)","publishedDate":"2026-07","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue recognition note: remaining performance obligations $680.4 million at 30 June 2026 (about 50% over the next 14 months)"},"note":"US$680.4M RPO (T1, 10-Q) / US$2,696.8M (US$674.2M x 4, T1, release) = 0.252. RPO covers the whole company (software and scores), not only the machine-learning software line used for growth."},"baselineRevenueUsd":{"low":2696800000,"central":2696800000,"high":2696800000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes Scores revenue outside this sublayer)","period":"Q3 FY2026 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000814547/000081454726000031/exhibit991erq32026.htm","title":"FICO Announces Earnings of $10.45 per Share for Third Quarter Fiscal 2026 (Exhibit 99.1)","publisher":"Fair Isaac Corporation (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Third Quarter Fiscal 2026 GAAP Revenue: $674.2 million"},"note":"US$674.2M x 4 = US$2,697M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6e7e0ba28e68ea76dc1543669e4c46a55d1a5690d6843c899521097fdc820838"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6e7e0ba28e68ea76dc1543669e4c46a55d1a5690d6843c899521097fdc820838"}}},"relx":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"relx","name":"RELX (LexisNexis, Elsevier, Risk)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.559,"central":1.616,"high":4.167,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 13, revenue for the 6 months to 30 June 2026 (GBP m): Risk 1,810, Scientific, Technical & Medical 1,370, Legal 959, Exhibitions 575, RELX 4,871; Legal slide: growth driven by AI-enabled legal analytics, Lexis+ with Protege; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). RELX's half-year presentation (T1, local copy of the PDF) gives six-month revenue by segment in pounds and says Legal growth is driven by 'AI-enabled legal analytics and tools' (Lexis+ with Protege) and Risk by financial-crime and fraud analytics; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue assumed as a share of each segment's annualised revenue (H1 x 2); Risk is split 70% financial services and insurance, 8% government and 5% health (the rest is business services and industry data, not counted).  Scientific, Technical & Medical: GBP 1,370m x 2 x 1.324 = US$3,628m annualised; AI-related 3% (range 1-8%) = US$109m (US$36-290m). Risk: GBP 1,810m x 2 x 1.324 = US$4,793m annualised; AI-related 10% (range 4-22%), 5% of it counted here = US$24m (US$9.6-53m). AI-related annualised run-rate in Healthcare and life sciences: US$133m (range 46-343). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.616% (range 0.559-4.167%). Source published date: 2026-07-23."},"legal":{"low":6.152,"central":15.394,"high":26.939,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 13, revenue for the 6 months to 30 June 2026 (GBP m): Risk 1,810, Scientific, Technical & Medical 1,370, Legal 959, Exhibitions 575, RELX 4,871; Legal slide: growth driven by AI-enabled legal analytics, Lexis+ with Protege; input tier T1, derived by 5LayerCake for Legal"},"note":"5LayerCake estimate (T5). RELX's half-year presentation (T1, local copy of the PDF) gives six-month revenue by segment in pounds and says Legal growth is driven by 'AI-enabled legal analytics and tools' (Lexis+ with Protege) and Risk by financial-crime and fraud analytics; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue assumed as a share of each segment's annualised revenue (H1 x 2); Risk is split 70% financial services and insurance, 8% government and 5% health (the rest is business services and industry data, not counted).  Legal: GBP 959m x 2 x 1.324 = US$2,539m annualised; AI-related 20% (range 8-35%) = US$508m (US$203-889m). AI-related annualised run-rate in Legal: US$508m (range 203-889). Share = company ÷ function total of US$3,300m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 15.394% (range 6.152-26.939%). Source published date: 2026-07-23."},"financial-services":{"low":0.946,"central":2.373,"high":5.212,"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":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 13, revenue for the 6 months to 30 June 2026 (GBP m): Risk 1,810, Scientific, Technical & Medical 1,370, Legal 959, Exhibitions 575, RELX 4,871; Legal slide: growth driven by AI-enabled legal analytics, Lexis+ with Protege; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). RELX's half-year presentation (T1, local copy of the PDF) gives six-month revenue by segment in pounds and says Legal growth is driven by 'AI-enabled legal analytics and tools' (Lexis+ with Protege) and Risk by financial-crime and fraud analytics; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue assumed as a share of each segment's annualised revenue (H1 x 2); Risk is split 70% financial services and insurance, 8% government and 5% health (the rest is business services and industry data, not counted).  Risk: GBP 1,810m x 2 x 1.324 = US$4,793m annualised; AI-related 10% (range 4-22%), 70% of it counted here = US$336m (US$134-738m). AI-related annualised run-rate in Financial services and insurance: US$336m (range 134-738). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.373% (range 0.946-5.212%). Source published date: 2026-07-23."},"customer-service":{"participates":false,"evidence":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (GBP m): Risk 1,810, Scientific Technical & Medical 1,370, Legal 959, Exhibitions 575, group 4,871; Lexis+ with Protégé agentic legal assistant; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.164,"central":0.415,"high":0.918,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Slide 13, revenue for the 6 months to 30 June 2026 (GBP m): Risk 1,810, Scientific, Technical & Medical 1,370, Legal 959, Exhibitions 575, RELX 4,871; Legal slide: growth driven by AI-enabled legal analytics, Lexis+ with Protege; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). RELX's half-year presentation (T1, local copy of the PDF) gives six-month revenue by segment in pounds and says Legal growth is driven by 'AI-enabled legal analytics and tools' (Lexis+ with Protege) and Risk by financial-crime and fraud analytics; it reports no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue assumed as a share of each segment's annualised revenue (H1 x 2); Risk is split 70% financial services and insurance, 8% government and 5% health (the rest is business services and industry data, not counted).  Risk: GBP 1,810m x 2 x 1.324 = US$4,793m annualised; AI-related 10% (range 4-22%), 8% of it counted here = US$38m (US$15-84m). AI-related annualised run-rate in Government and public sector: US$38m (range 15-84). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.415% (range 0.164-0.918%). Source published date: 2026-07-23."},"retail-services":{"participates":false,"evidence":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (GBP m): Risk 1,810, Scientific Technical & Medical 1,370, Legal 959, Exhibitions 575, group 4,871; Lexis+ with Protégé agentic legal assistant; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"H1 2026 revenue (GBP m): Risk 1,810, Scientific Technical & Medical 1,370, Legal 959, Exhibitions 575, group 4,871; Lexis+ with Protégé agentic legal assistant; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":12898606073.999977,"central":12898606073.999977,"high":12898606073.999977,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (includes Exhibitions and print, outside this sublayer)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.relx.com/~/media/Files/R/RELX-Group/documents/results/interim-presentations/2026-first-half-presentation.pdf","title":"RELX 2026 first half presentation","publisher":"RELX PLC","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Slide 13, revenue for the 6 months to 30 June 2026 (GBP m): Risk 1,810, Scientific, Technical & Medical 1,370, Legal 959, Exhibitions 575, RELX 4,871; Legal slide: growth driven by AI-enabled legal analytics, Lexis+ with Protege"},"note":"GBP 4,871m x 2 x 1.3240 = US$12,899M (ECB reference rates of 1 July 2026, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html). Group revenue."},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":3},"legal":{"levelLow":3,"levelHigh":4},"financial-services":{"levelLow":2,"levelHigh":4},"government-public":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6195bf8652cb818e78c78d0c43361868e09af5156a0f0fdf4eba0332b8d3f280"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"6195bf8652cb818e78c78d0c43361868e09af5156a0f0fdf4eba0332b8d3f280"}}},"realpage":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"realpage","name":"RealPage","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.871,"central":3.873,"high":12.104,"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":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1286225/000119312521036453/d130844dex991.htm","title":"RealPage, Inc. Reports Fourth Quarter and Full Year 2020 Results (Form 8-K, Exhibit 99.1)","publisher":"RealPage, Inc. (SEC Form 8-K)","publishedDate":"2021-02-10","accessedDate":"2026-10-23","tier":"T5","locator":"Full year 2020 GAAP total revenue $1.2 billion (+17%); Q4 2020 $298.1 million; serves over 19 million units; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). RealPage has been private since 2021 and publishes no revenue; its last public results (T1, https://www.sec.gov/Archives/edgar/data/1286225/000119312521036453/d130844dex991.htm) gave 2020 revenue of US$1.2bn (+17%) for over 19 million units, and its website now says it serves more than 24 million rental units (T2, https://www.realpage.com/; also Sacra, T4, https://sacra.com/c/realpage/). A Bloomberg report that RealPage told debt investors about a quarter of revenue is AI-enabled could not be opened (bloomberg.com returned HTTP 403) and is not used. Method (T5): revenue judged at US$1.6bn (range 1.2-2.0bn), the 2020 revenue scaled by units (24 / 19.7 = 1.22, so US$1.46bn) plus price and product growth; AI-related share (revenue management, leasing agents) assumed at 10% (range 3-25%). Judged annual revenue: US$1,600m x 1 = US$1,600m annualised; AI-related 10% (range 3-25%) = US$160m (US$48-400m). AI-related annualised run-rate in Retail, property and other services: US$160m (range 36-500). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.873% (range 0.871-12.104%). Source published date: 2021-02-10."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.realpage.com/","title":"RealPage home page","publisher":"RealPage, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 24 million rental units', 8,500+ employees, Lumina AI Workforce; no revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"retail-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"696cbfe4eeb0b08e1a7049fb00115a14aff2a9347cc8581b065764aa02b2a9b6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"696cbfe4eeb0b08e1a7049fb00115a14aff2a9347cc8581b065764aa02b2a9b6"}}},"sabre":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"sabre","name":"Sabre","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.678,"central":3.437,"high":8.279,"unit":"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/0001597033/000162828026053858/q22026earningsrelease.htm","title":"Sabre Corporation reports second quarter 2026 results (Form 8-K, press release)","publisher":"Sabre Corporation (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Second quarter revenue $712 million ($687 million in Q2 2025): Marketplace $577 million (+6%), Airline Technology $135 million (-4%); CEO on the 'emerging Agentic AI travel channel', no AI metrics; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Sabre's Q2 2026 release (T1; the investors.sabre.com page returned HTTP 403 and was not used again) gives revenue of US$712M (Marketplace US$577M, Airline Technology US$135M); the CEO speaks of the 'emerging Agentic AI travel channel' but gives no AI figures. Sabre IQ is trained on 50PB+ of travel signals (company page, T2). Method (T5): AI-related revenue (airline retailing and pricing intelligence, Sabre IQ) assumed at 5% (range 1-12%) of annualised revenue (latest quarter x 4); the earlier US$3bn revenue anchor was recalled, not opened, and is replaced. Total revenue: US$712m x 4 = US$2,848m annualised; AI-related 5% (range 1-12%) = US$142m (US$28-342m). AI-related annualised run-rate in Retail, property and other services: US$142m (range 28-342). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.437% (range 0.678-8.279%). Source published date: 2026-08-06."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sabre.com/about/","title":"About Sabre","publisher":"Sabre Corporation","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sabre Mosaic platform and Sabre IQ AI ('50PB+ of travel demand signals'); '324M transaction authorizations worth $113B in 2025'; no revenue on page; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":2848000000,"central":2848000000,"high":2848000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (travel distribution and airline technology)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001597033/000162828026053858/q22026earningsrelease.htm","title":"Sabre Corporation reports second quarter 2026 results (Form 8-K, press release)","publisher":"Sabre Corporation (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"Second quarter revenue totaled $712 million"},"note":"US$712M x 4 = US$2,848M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fef3fbb1f35c71c21a5860b931dab2c47dcdffe2a68b5122d2dcecf694cbc1de"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"fef3fbb1f35c71c21a5860b931dab2c47dcdffe2a68b5122d2dcecf694cbc1de"}}},"pros-holdings":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"pros-holdings","name":"PROS","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":2.227,"central":3.994,"high":6.221,"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":"Q3 2025 annualised","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000163/ex991prosearningsrelease20.htm","title":"PROS Holdings, Inc. Reports Third Quarter 2025 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"PROS Holdings, Inc. (SEC Form 8-K)","publishedDate":"2025-10-27","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 2025 total revenue $91.7 million ($82.7 million in Q3 2024), +11%; subscription revenue $76.0 million ($67.1 million), +13%; 'AI-powered SaaS pricing and selling solutions'; PROS Sales Agent and Rebate Agent; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). PROS' Q3 2025 release (T1) gives revenue of US$91.7M (+11%) and subscription revenue of US$76.0M (+13%), and calls itself 'AI-powered SaaS pricing and selling solutions' with predictive AI and AI agents; it gives no AI revenue. Method (T5): AI-related share of revenue assumed at 45% (range 25-70%), because the core product is machine-learning price optimisation; annualised as latest quarter x 4. The data is 12.7 months old, so the engine widens it. Total revenue: US$92m x 4 = US$367m annualised; AI-related 45% (range 25-70%) = US$165m (US$92-257m). AI-related annualised run-rate in Retail, property and other services: US$165m (range 92-257). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.994% (range 2.227-6.221%). Source published date: 2025-10-27."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://pros.com/","title":"PROS home page","publisher":"PROS Holdings, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-driven airline offer management and dynamic pricing for 'over 140 airlines', '400 million prices and 1.7 billion forecasts every day'; fiscal 2025 revenue guidance $360-362 million read only through a search-result summary; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":366800000,"central":366800000,"high":366800000,"unit":"USD","basis":"PROS total revenue, latest quarter x 4, US dollars (AI pricing software; 45% counted as AI-related)","period":"Q3 2025 annualised","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000163/ex991prosearningsrelease20.htm","title":"PROS Holdings, Inc. Reports Third Quarter 2025 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"PROS Holdings, Inc. (SEC Form 8-K)","publishedDate":"2025-10-27","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenue $91.7 million in Q3 2025"},"note":"US$91.7M x 4 = US$367M (T1)."},"prior":{"low":330800000,"central":330800000,"high":330800000,"unit":"USD","basis":"PROS total revenue, latest quarter x 4, US dollars (AI pricing software; 45% counted as AI-related)","period":"Q3 2024 annualised","periodEnd":"2024-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000163/ex991prosearningsrelease20.htm","title":"PROS Holdings, Inc. Reports Third Quarter 2025 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"PROS Holdings, Inc. (SEC Form 8-K)","publishedDate":"2025-10-27","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenue $82.7 million in Q3 2024"},"note":"US$82.7M x 4 = US$331M (prior-year column of the same release). Growth 11%."}},"committedExpansion":{"low":1.329,"central":1.329,"high":1.329,"unit":"ratio","basis":"Remaining performance obligations at 30 September 2025 / total revenue of the quarter x 4","period":"RPO at 30 September 2025","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000164/pro-20250930.htm","title":"PROS Holdings, Inc. Form 10-Q for the quarter ended September 30, 2025","publisher":"PROS Holdings, Inc. (SEC Form 10-Q)","publishedDate":"2025-10","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue note: approximately $487.5 million of revenue from remaining performance obligations, $257.2 million over the next 12 months"},"note":"US$487.5M RPO (T1, 10-Q) / US$366.8M (US$91.7M x 4, T1) = 1.329."},"baselineRevenueUsd":{"low":366800000,"central":366800000,"high":366800000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q3 2025 annualised","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000163/ex991prosearningsrelease20.htm","title":"PROS Holdings, Inc. Reports Third Quarter 2025 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"PROS Holdings, Inc. (SEC Form 8-K)","publishedDate":"2025-10-27","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenue $91.7 million"},"note":"US$91.7M x 4 = US$367M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"16eea32e26fa535d923e33edbad8af643c8e37b7e8748b66ffd24f8db7c1b122"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"16eea32e26fa535d923e33edbad8af643c8e37b7e8748b66ffd24f8db7c1b122"}}},"eliseai":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"eliseai","name":"EliseAI","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.061,"central":0.243,"high":0.607,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"May 2026 ARR","periodEnd":"2026-05-31","source":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates that EliseAI hit $200M in annual recurring revenue (ARR) in May 2026, up from $150M at the end of 2025'; about $75M at end of 2024; roughly one in six US apartment units by mid-2026; healthcare product launched 2023; input tier T4, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Sacra (T4, https://sacra.com/c/eliseai/) estimates EliseAI's ARR at US$200M in May 2026, US$150M at the end of 2025 and about US$75M at the end of 2024, for leasing, maintenance and resident AI for property managers and a smaller healthcare product (no split is published). Method (T5): all ARR is AI product revenue; 90% housing (retail, property and other services) and 10% healthcare, a judgement. US$200M x 10% = US$20M. AI-related annualised run-rate in Healthcare and life sciences: US$20m (range 5-50). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.243% (range 0.061-0.607%). Source published date: undated."},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $200M in May 2026, up from $150M at end of 2025; $4.0B valuation; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $200M in May 2026, up from $150M at end of 2025; $4.0B valuation; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $200M in May 2026, up from $150M at end of 2025; $4.0B valuation; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $200M in May 2026, up from $150M at end of 2025; $4.0B valuation; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":3.147,"central":4.357,"high":5.084,"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":"May 2026 ARR","periodEnd":"2026-05-31","source":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates that EliseAI hit $200M in annual recurring revenue (ARR) in May 2026, up from $150M at the end of 2025'; about $75M at end of 2024; roughly one in six US apartment units by mid-2026; healthcare product launched 2023; input tier T4, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Sacra (T4, https://sacra.com/c/eliseai/) estimates EliseAI's ARR at US$200M in May 2026, US$150M at the end of 2025 and about US$75M at the end of 2024, for leasing, maintenance and resident AI for property managers and a smaller healthcare product (no split is published). Method (T5): all ARR is AI product revenue; 90% housing (retail, property and other services) and 10% healthcare, a judgement. US$200M x 90% = US$180M. AI-related annualised run-rate in Retail, property and other services: US$180m (range 130-210). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.357% (range 3.147-5.084%). Source published date: undated."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $200M in May 2026, up from $150M at end of 2025; $4.0B valuation; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":150000000,"central":150000000,"high":150000000,"unit":"USD","basis":"EliseAI annual recurring revenue, US dollars, end of year (Sacra estimate)","period":"End of 2025","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates that EliseAI hit $200M in annual recurring revenue (ARR) in May 2026, up from $150M at the end of 2025'; about $75M at end of 2024; roughly one in six US apartment units by mid-2026; healthcare product launched 2023"},"note":"Sacra estimate (T4). The later May 2026 figure of US$200M is used for the share; no ARR point lies 9-15 months before May 2026, so growth uses the year-end pair."},"prior":{"low":75000000,"central":75000000,"high":75000000,"unit":"USD","basis":"EliseAI annual recurring revenue, US dollars, end of year (Sacra estimate)","period":"End of 2024","periodEnd":"2024-12-31","source":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates that EliseAI hit $200M in annual recurring revenue (ARR) in May 2026, up from $150M at the end of 2025'; about $75M at end of 2024; roughly one in six US apartment units by mid-2026; healthcare product launched 2023"},"note":"Sacra estimate (T4): about US$75M, so ARR doubled in 2025."}},"baselineRevenueUsd":{"low":200000000,"central":200000000,"high":200000000,"unit":"USD","basis":"Annual recurring revenue in US dollars (Sacra estimate; the company publishes no revenue)","period":"May 2026","periodEnd":"2026-05-31","source":{"url":"https://sacra.com/c/eliseai/","title":"EliseAI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates that EliseAI hit $200M in annual recurring revenue (ARR) in May 2026, up from $150M at the end of 2025'; about $75M at end of 2024; roughly one in six US apartment units by mid-2026; healthcare product launched 2023"},"note":"Sacra estimate of ARR (T4)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":2},"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"694f86a8d2862b7e58747ad7d4a8ad5f803f8b70ed14d3cf2df1f5909f54a39d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"694f86a8d2862b7e58747ad7d4a8ad5f803f8b70ed14d3cf2df1f5909f54a39d"}}},"iflytek":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"iflytek","name":"iFLYTEK","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.753,"central":2.199,"high":3.912,"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":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T5","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%; input tier T3, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). KrASIA (T3, https://www.kr-asia.com/pulses/163847) reports iFLYTEK's H1 2026 revenue as RMB 11.62bn (+6.52%), with a net loss of RMB 204M; the company's interim report itself is not cited, and no revenue by vertical is published. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Annualised: RMB 11,620m x 2 x 0.1472 = US$3,420M (H1 is seasonally smaller than H2, so this understates a full year). Method (T5): AI-related application revenue assumed as a share of annualised revenue: healthcare 5.3%, customer service 5.8%, public sector 10.2%, other services 1.5%, industry 2.9%, with ranges of about one third to double those shares. Healthcare: CNY 11,620m x 2 x 0.1472 = US$3,420m annualised; AI-related 5.3% (range 1.8-9.4%) = US$181m (US$62-322m). AI-related annualised run-rate in Healthcare and life sciences: US$181m (range 62-322). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.199% (range 0.753-3.912%). Source published date: 2026-08-28."},"legal":{"participates":false,"evidence":{"url":"https://www.iflytek.com/en/index.html","title":"iFLYTEK English home page","publisher":"iFLYTEK","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"sells consumer AI devices (AI Notes, AI Recorders, Translation tools, AI Teaching boards) and business products (AI+Office, AI+Digital Human, AI+Infrastructure); no healthcare, customer-service or revenue figures on page; 2025 revenue of CNY27.1 billion read only through a finance-portal summary; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.iflytek.com/en/index.html","title":"iFLYTEK English home page","publisher":"iFLYTEK","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"sells consumer AI devices (AI Notes, AI Recorders, Translation tools, AI Teaching boards) and business products (AI+Office, AI+Digital Human, AI+Infrastructure); no healthcare, customer-service or revenue figures on page; 2025 revenue of CNY27.1 billion read only through a finance-portal summary; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":0.916,"central":2.925,"high":5.908,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T5","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%; input tier T3, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). KrASIA (T3, https://www.kr-asia.com/pulses/163847) reports iFLYTEK's H1 2026 revenue as RMB 11.62bn (+6.52%), with a net loss of RMB 204M; the company's interim report itself is not cited, and no revenue by vertical is published. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Annualised: RMB 11,620m x 2 x 0.1472 = US$3,420M (H1 is seasonally smaller than H2, so this understates a full year). Method (T5): AI-related application revenue assumed as a share of annualised revenue: healthcare 5.3%, customer service 5.8%, public sector 10.2%, other services 1.5%, industry 2.9%, with ranges of about one third to double those shares. Customer service: CNY 11,620m x 2 x 0.1472 = US$3,420m annualised; AI-related 5.8% (range 1.8-11.7%) = US$198m (US$62-400m). AI-related annualised run-rate in Customer service: US$198m (range 62-400). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.925% (range 0.916-5.908%). Source published date: 2026-08-28."},"government-public":{"low":1.082,"central":3.814,"high":7.661,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T5","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%; input tier T3, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). KrASIA (T3, https://www.kr-asia.com/pulses/163847) reports iFLYTEK's H1 2026 revenue as RMB 11.62bn (+6.52%), with a net loss of RMB 204M; the company's interim report itself is not cited, and no revenue by vertical is published. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Annualised: RMB 11,620m x 2 x 0.1472 = US$3,420M (H1 is seasonally smaller than H2, so this understates a full year). Method (T5): AI-related application revenue assumed as a share of annualised revenue: healthcare 5.3%, customer service 5.8%, public sector 10.2%, other services 1.5%, industry 2.9%, with ranges of about one third to double those shares. Public sector: CNY 11,620m x 2 x 0.1472 = US$3,420m annualised; AI-related 10.2% (range 2.9-20.5%) = US$349m (US$99-701m). AI-related annualised run-rate in Government and public sector: US$349m (range 99-701). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.814% (range 1.082-7.661%). Source published date: 2026-08-28."},"retail-services":{"low":0.242,"central":1.235,"high":3.631,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T5","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%; input tier T3, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). KrASIA (T3, https://www.kr-asia.com/pulses/163847) reports iFLYTEK's H1 2026 revenue as RMB 11.62bn (+6.52%), with a net loss of RMB 204M; the company's interim report itself is not cited, and no revenue by vertical is published. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Annualised: RMB 11,620m x 2 x 0.1472 = US$3,420M (H1 is seasonally smaller than H2, so this understates a full year). Method (T5): AI-related application revenue assumed as a share of annualised revenue: healthcare 5.3%, customer service 5.8%, public sector 10.2%, other services 1.5%, industry 2.9%, with ranges of about one third to double those shares. Other services: CNY 11,620m x 2 x 0.1472 = US$3,420m annualised; AI-related 1.5% (range 0.3-4.4%) = US$51m (US$10-150m). AI-related annualised run-rate in Retail, property and other services: US$51m (range 10-150). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.235% (range 0.242-3.631%). Source published date: 2026-08-28."},"industry-infrastructure":{"low":0.185,"central":0.87,"high":2.645,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T5","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%; input tier T3, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). KrASIA (T3, https://www.kr-asia.com/pulses/163847) reports iFLYTEK's H1 2026 revenue as RMB 11.62bn (+6.52%), with a net loss of RMB 204M; the company's interim report itself is not cited, and no revenue by vertical is published. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Annualised: RMB 11,620m x 2 x 0.1472 = US$3,420M (H1 is seasonally smaller than H2, so this understates a full year). Method (T5): AI-related application revenue assumed as a share of annualised revenue: healthcare 5.3%, customer service 5.8%, public sector 10.2%, other services 1.5%, industry 2.9%, with ranges of about one third to double those shares. Industry: CNY 11,620m x 2 x 0.1472 = US$3,420m annualised; AI-related 2.9% (range 0.6-8.8%) = US$99m (US$21-301m). AI-related annualised run-rate in Industry, energy and infrastructure: US$99m (range 21-301). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.87% (range 0.185-2.645%). Source published date: 2026-08-28."}},"baselineRevenueUsd":{"low":3420404437,"central":3420404437,"high":3420404437,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (includes consumer devices and education outside this sublayer)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.kr-asia.com/pulses/163847","title":"iFlytek H1 revenue rises 6.5% (KrASIA, from 36Kr)","publisher":"KrASIA","publishedDate":"2026-08-28","accessedDate":"2026-10-23","tier":"T3","locator":"'iflytek reported H1 2026 revenue of RMB 11.62 billion, up 6.52% YoY'; net loss attributable RMB 204 million, narrowed 14.68%"},"note":"RMB 11,620m x 2 x 0.1472 (ECB reference rates of 1 July 2026) = US$3,420M (T3, press report of the company figure)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":2},"customer-service":{"levelLow":1,"levelHigh":2},"government-public":{"levelLow":1,"levelHigh":3},"retail-services":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c68a057e8b6b3ad889180b18c8127a94ceb9267f2315c7697d7c3ce550c69b4f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c68a057e8b6b3ad889180b18c8127a94ceb9267f2315c7697d7c3ce550c69b4f"}}},"slb":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"slb","name":"SLB","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.slb.com/about","title":"About SLB","publisher":"SLB","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"oilfield services, equipment and software; digital and AI for energy offerings; no revenue on page (digital revenue from background knowledge); lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.729,"central":2.926,"high":6.089,"unit":"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://www.sec.gov/Archives/edgar/data/0000087347/000119312526429435/d151271dex99.htm","title":"SLB Announces Third-Quarter 2026 Results (Form 8-K, Exhibit 99)","publisher":"SLB Limited (SEC Form 8-K)","publishedDate":"2026-10-23","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 2026 revenue $9.45 billion; Digital revenue $693 million (+5% year on year), Digital ARR $1.04 billion at 30 September 2026 (+13%); Platforms & Applications $299 million (+10%), Digital Operations $163 million (+24%); input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). SLB's Q3 2026 release (T1, published today) gives Digital division revenue of US$693M (+5%) and Digital annualised recurring revenue of US$1.04bn (+13%); the lines are Platforms & Applications US$299M, Digital Operations US$163M, Digital Exploration US$78M and Professional Services US$153M. It gives no AI-specific figure (examples of machine-learning and AI-driven control are customer cases). Method (T5): AI-related revenue assumed at 12% (range 3-25%) of annualised Digital revenue (latest quarter x 4), concentrated in Platforms & Applications and Digital Operations. Digital division: US$693m x 4 = US$2,772m annualised; AI-related 12% (range 3-25%) = US$333m (US$83-693m). AI-related annualised run-rate in Industry, energy and infrastructure: US$333m (range 83-693). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.926% (range 0.729-6.089%). Source published date: 2026-10-23."}},"baselineRevenueUsd":{"low":2772000000,"central":2772000000,"high":2772000000,"unit":"USD","basis":"Digital division revenue, latest quarter x 4, in US dollars (the software and data part of SLB; group revenue is US$9.45bn a quarter)","period":"Q3 2026 annualised","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000087347/000119312526429435/d151271dex99.htm","title":"SLB Announces Third-Quarter 2026 Results (Form 8-K, Exhibit 99)","publisher":"SLB Limited (SEC Form 8-K)","publishedDate":"2026-10-23","accessedDate":"2026-10-23","tier":"T1","locator":"Digital revenue $693 million"},"note":"US$693M x 4 = US$2,772M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"efdff8897181a50078e2add6a2e7b6c4df460da047ac78ca6ad880ce011dd261"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"efdff8897181a50078e2add6a2e7b6c4df460da047ac78ca6ad880ce011dd261"}}},"iqvia":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"iqvia","name":"IQVIA","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":1.276,"central":6.365,"high":19.096,"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/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). IQVIA's Q2 2026 release (T1) gives revenue of US$4,368M (Commercial Solutions US$1,793M, R&D Solutions US$2,575M) and the CEO cites higher adoption of its AI solutions, with no AI revenue figure. Method (T5): AI-related revenue (AI agents, analytics and models inside its data, commercial and clinical-trial services) assumed as a small share of annualised group revenue (latest quarter x 4). Group revenue: US$4,368m x 4 = US$17,472m annualised; AI-related 3% (range 0.6-9%) = US$524m (US$105-1,572m). AI-related annualised run-rate in Healthcare and life sciences: US$524m (range 105-1,572). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 6.365% (range 1.276-19.096%). Source published date: 2026-07-28."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million (Commercial Solutions $1,793 million, R&D Solutions $2,575 million); CEO cites higher adoption of AI solutions; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":17472000000,"central":17472000000,"high":17472000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes services outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","title":"IQVIA Reports Second-Quarter 2026 Results","publisher":"IQVIA Holdings Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $4,368 million"},"note":"US$4,368M x 4 = US$17,472M (T1)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"759d3a96ba6e353e9a7d93ad06de0c4ca2d63f35a05e5928301ba28d722bea19"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"759d3a96ba6e353e9a7d93ad06de0c4ca2d63f35a05e5928301ba28d722bea19"}}},"hikvision":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"hikvision","name":"Hikvision","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Company results release (Hangzhou, 27 April 2026): Guanlan large-scale AI models (vision, language, multimodal) and Audio Large-Scale Models for equipment quality inspection; industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection; innovative businesses RMB 25.45bn (27.51% of revenue); the release names no healthcare and life sciences AI product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Company results release (Hangzhou, 27 April 2026): Guanlan large-scale AI models (vision, language, multimodal) and Audio Large-Scale Models for equipment quality inspection; industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection; innovative businesses RMB 25.45bn (27.51% of revenue); the release names no legal AI product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Company results release (Hangzhou, 27 April 2026): Guanlan large-scale AI models (vision, language, multimodal) and Audio Large-Scale Models for equipment quality inspection; industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection; innovative businesses RMB 25.45bn (27.51% of revenue); the release names no financial services and insurance AI product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Company results release (Hangzhou, 27 April 2026): Guanlan large-scale AI models (vision, language, multimodal) and Audio Large-Scale Models for equipment quality inspection; industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection; innovative businesses RMB 25.45bn (27.51% of revenue); the release names no customer service AI product (absence on this page, not proof)"}},"government-public":{"low":1.093,"central":4.393,"high":13.18,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T5","locator":"2025 total revenue RMB 92.51 billion (+0.01%); Q1 2026 revenue RMB 20.72 billion (+11.78%); innovative businesses RMB 25.45 billion (27.51% of revenue); Audio Large-Scale Models in quality inspection raise detection of defective components by 70%; input tier T2, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Hikvision's results release (T2, the company's statement on a wire service) gives 2025 revenue of RMB 92.51bn and Q1 2026 revenue of RMB 20.72bn (+11.78%). It is hardware-heavy (cameras); only AI software and solutions count. The release says industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection and names no finance, healthcare, retail, legal or customer-service AI product, so the whole AI-related amount is placed in these two parts. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). RMB 92,510m x 0.1472 = US$13,615M. The release itself states USD 12.95bn at its own conversion; applying the 1 July 2026 rate to CY2025 revenue gives about 5% more, a mixed-date rate that sits well inside the 1.2-14.4% AI-share range. Method (T5): AI-related revenue assumed at 4.8% (range 1.2-14.4%) of 2025 revenue, split 61.5% public sector and 38.5% industry. 2025 revenue: CNY 92,510m x 1 x 0.1472 = US$13,615m annualised; AI-related 4.8% (range 1.2-14.4%), 61.5% of it counted here = US$402m (US$100-1,206m). AI-related annualised run-rate in Government and public sector: US$402m (range 100-1,206). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.393% (range 1.093-13.18%). Source published date: 2026-04-27."},"retail-services":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"Company results release (Hangzhou, 27 April 2026): Guanlan large-scale AI models (vision, language, multimodal) and Audio Large-Scale Models for equipment quality inspection; industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection; innovative businesses RMB 25.45bn (27.51% of revenue); the release names no retail, property and other services AI product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.554,"central":2.214,"high":6.633,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T5","locator":"2025 total revenue RMB 92.51 billion (+0.01%); Q1 2026 revenue RMB 20.72 billion (+11.78%); innovative businesses RMB 25.45 billion (27.51% of revenue); Audio Large-Scale Models in quality inspection raise detection of defective components by 70%; input tier T2, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Hikvision's results release (T2, the company's statement on a wire service) gives 2025 revenue of RMB 92.51bn and Q1 2026 revenue of RMB 20.72bn (+11.78%). It is hardware-heavy (cameras); only AI software and solutions count. The release says industry-specific AI models are deployed in intelligent manufacturing, logistics and environmental protection and names no finance, healthcare, retail, legal or customer-service AI product, so the whole AI-related amount is placed in these two parts. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). RMB 92,510m x 0.1472 = US$13,615M. The release itself states USD 12.95bn at its own conversion; applying the 1 July 2026 rate to CY2025 revenue gives about 5% more, a mixed-date rate that sits well inside the 1.2-14.4% AI-share range. Method (T5): AI-related revenue assumed at 4.8% (range 1.2-14.4%) of 2025 revenue, split 61.5% public sector and 38.5% industry. 2025 revenue: CNY 92,510m x 1 x 0.1472 = US$13,615m annualised; AI-related 4.8% (range 1.2-14.4%), 38.5% of it counted here = US$252m (US$63-755m). AI-related annualised run-rate in Industry, energy and infrastructure: US$252m (range 63-755). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.214% (range 0.554-6.633%). Source published date: 2026-04-27."}},"baselineRevenueUsd":{"low":13615387888,"central":13615387888,"high":13615387888,"unit":"USD","basis":"Annual total revenue in US dollars (cameras and hardware, mostly outside this sublayer)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://kyodonewsprwire.jp/index.php/release/202604288240","title":"Hikvision releases 2025 full-year and 2026 first-quarter financial results","publisher":"Hikvision (via PR Newswire / Kyodo PRWire)","publishedDate":"2026-04-27","accessedDate":"2026-10-23","tier":"T2","locator":"2025 total revenue RMB 92.51 billion (+0.01%); Q1 2026 revenue RMB 20.72 billion (+11.78%); innovative businesses RMB 25.45 billion (27.51% of revenue); Audio Large-Scale Models in quality inspection raise detection of defective components by 70%"},"note":"RMB 92,510m x 0.1472 (ECB reference rates of 1 July 2026) = US$13,615M (T2). The release itself shows USD 12.95bn at its own conversion; the 1 July 2026 rate is used here as in the other files, which adds about 5%."},"screening":{"government-public":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"14eaa34ed5a7dc531d334520b42414df17dd30b834d306e47a41ee5911224d85"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"14eaa34ed5a7dc531d334520b42414df17dd30b834d306e47a41ee5911224d85"}}},"experian":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"experian","name":"Experian","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.243,"central":0.729,"high":1.822,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY26 (year to 31 March 2026)","periodEnd":"2026-03-31","source":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/full-year-results-fy26","title":"Experian full-year results FY26 (year ended 31 March 2026)","publisher":"Experian plc","publishedDate":"2026-05-20","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue from ongoing activities US$8,425m (FY25 US$7,475m), +13% actual, 8% organic; B2B organic +8%; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Experian's FY26 release and Q1 FY27 update (https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27) give no Health revenue; the update describes Patient Access Curator as an AI-powered registration platform in North America Health. Method (T5): AI-related Health revenue judged at about US$60M (range 20-150), a small part of the Verticals segment (20% of group revenue, US$1,685M) that also holds automotive and insurance data. AI-related annualised run-rate in Healthcare and life sciences: US$60m (range 20-150). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.729% (range 0.243-1.822%). Source published date: 2026-05-20."},"legal":{"participates":false,"evidence":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27","title":"Trading update, first quarter FY27","publisher":"Experian plc","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY27 revenue +10% at actual rates, 8% constant currency, 7% organic; Ascend platform; Patient Access Curator 'AI-powered registration platform' in Health; no absolute revenue or AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.264,"central":3.785,"high":7.881,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY26 (year to 31 March 2026)","periodEnd":"2026-03-31","source":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/full-year-results-fy26","title":"Experian full-year results FY26 (year ended 31 March 2026)","publisher":"Experian plc","publishedDate":"2026-05-20","accessedDate":"2026-10-22","tier":"T5","locator":"Revenue from ongoing activities US$8,425m (FY25 US$7,475m), +13% actual, 8% organic; B2B organic +8%; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Experian's FY26 results release (T1; revenue of US$8,425m from ongoing activities in the year to 31 March 2026) and its Q1 FY27 trading update (https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27, T1: Financial Services 53% of revenue, Verticals 20%, Consumer Services 27%) show no AI revenue; the update cites 'growing AI-enabled opportunities' and an AI-powered registration platform in Health (Patient Access Curator). Method (T5): AI-related revenue (credit, fraud and identity models, the Ascend analytics platform) assumed as a share of the Financial Services segment (53% of US$8,425m = US$4,465m); Experian Health is estimated separately.  Financial Services segment: US$4,465m x 1 = US$4,465m annualised; AI-related 12% (range 4-25%) = US$536m (US$179-1,116m). AI-related annualised run-rate in Financial services and insurance: US$536m (range 179-1,116). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.785% (range 1.264-7.881%). Source published date: 2026-05-20."},"customer-service":{"participates":false,"evidence":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27","title":"Trading update, first quarter FY27","publisher":"Experian plc","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY27 revenue +10% at actual rates, 8% constant currency, 7% organic; Ascend platform; Patient Access Curator 'AI-powered registration platform' in Health; no absolute revenue or AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27","title":"Trading update, first quarter FY27","publisher":"Experian plc","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY27 revenue +10% at actual rates, 8% constant currency, 7% organic; Ascend platform; Patient Access Curator 'AI-powered registration platform' in Health; no absolute revenue or AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27","title":"Trading update, first quarter FY27","publisher":"Experian plc","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY27 revenue +10% at actual rates, 8% constant currency, 7% organic; Ascend platform; Patient Access Curator 'AI-powered registration platform' in Health; no absolute revenue or AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/trading-update--first-quarter-fy27","title":"Trading update, first quarter FY27","publisher":"Experian plc","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY27 revenue +10% at actual rates, 8% constant currency, 7% organic; Ascend platform; Patient Access Curator 'AI-powered registration platform' in Health; no absolute revenue or AI revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":8425000000,"central":8425000000,"high":8425000000,"unit":"USD","basis":"Annual revenue from ongoing activities in US dollars (includes Consumer Services and Verticals outside this sublayer)","period":"FY26 (year to 31 March 2026)","periodEnd":"2026-03-31","source":{"url":"https://www.experianplc.com/newsroom/press-releases/2026/full-year-results-fy26","title":"Experian full-year results FY26 (year ended 31 March 2026)","publisher":"Experian plc","publishedDate":"2026-05-20","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue from ongoing activities US$8,425m (FY25 US$7,475m), +13% actual, 8% organic; B2B organic +8%"},"note":"US$8,425m (T1)."},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":3},"financial-services":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a99bc6e2024a55aea6b974db74f89d65b54dd1598da20d87f00292b3933da1a2"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a99bc6e2024a55aea6b974db74f89d65b54dd1598da20d87f00292b3933da1a2"}}},"manhattan-associates":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"manhattan-associates","name":"Manhattan Associates","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":1.162,"central":3.462,"high":8.642,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; ActiveAgents and Agent Foundry named as products, no AI figures; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Manhattan's Q2 2026 release (T1; re-read today) gives revenue of US$297.8M (US$272.4M a year earlier), cloud revenue +26% and RPO +23% (no dollar amounts in the release), and names its agent products ActiveAgents and Agent Foundry without figures. Method (T5): AI-related share (planning, order orchestration, agents) assumed at 12% (range 4-30%) of annualised revenue (latest quarter x 4). Total revenue: US$298m x 4 = US$1,191m annualised; AI-related 12% (range 4-30%) = US$143m (US$48-357m). AI-related annualised run-rate in Retail, property and other services: US$143m (range 48-357). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.462% (range 1.162-8.642%). Source published date: 2026-07-28."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million (from $272.4 million), cloud revenue +26%, RPO +23%; no AI statements; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":1191200000,"central":1191200000,"high":1191200000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (supply-chain software)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.manh.com/about-us/newsroom/press-releases/earnings-2026-q2","title":"Manhattan Associates Reports Second Quarter Results","publisher":"Manhattan Associates, Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $297.8 million"},"note":"US$297.8M x 4 = US$1,191M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a4bf9c4355d6e811082a9b2936a139afa83b188cf4ba2c83c223419e231b48cf"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a4bf9c4355d6e811082a9b2936a139afa83b188cf4ba2c83c223419e231b48cf"}}},"honeywell":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"honeywell","name":"Honeywell","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.879,"central":3.514,"high":10.543,"unit":"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://www.sec.gov/Archives/edgar/data/0000773840/000077384026000141/exhibit99-q32026earningsre.htm","title":"Honeywell Q3 2026 earnings release (Exhibit 99)","publisher":"Honeywell International Inc. (SEC Form 8-K)","publishedDate":"2026-10-22","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 2026 net sales $4,994 million: Building Automation $2,020M, Process Automation and Technology $1,859M, Industrial Automation $1,115M; no software or AI figures; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Method: Q3 2026 net sales were US$4,994M (T1); no software or AI figures. Hardware-heavy. Method (T5): software and AI (Forge, intelligence layer) assumed at about 2% of annualised sales (range 0.5-6%). AI-related annualised run-rate in Industry, energy and infrastructure: US$400m (range 100-1,200). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 11,382, made of identified candidates 9,485 and an allowance of 1,897 (20%) for vendors outside the register (for example Uptake, Avathon, Seeq, Sight Machine, Supcon, Keyence, Basler and Wayve). Largest, US$m: samsara 960, palantir 950, siemens 590, applied-intuition 550, honeywell 400. Full table: a local evidence capture. Share 3.514% (range 0.879-10.543%). Source published date: 2026-10-22."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f2e139186da5afd32c7cd8eb3d9c9c3f7022f7d3fa344b7fd99829f61073e2e9"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f2e139186da5afd32c7cd8eb3d9c9c3f7022f7d3fa344b7fd99829f61073e2e9"}}},"momenta":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"momenta","name":"Momenta","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.momenta.cn/en","title":"Momenta home page","publisher":"Momenta","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"driver-assistance (L2 to L2++) mass-production solutions and Robotaxi/Robovan; no revenue or vehicle counts on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":1.248,"central":2.179,"high":3.119,"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":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://technode.com/2026/06/30/momenta-launches-hong-kong-ipo-with-gic-fidelity-and-blackrock-as-cornerstone-investors/","title":"Momenta launches Hong Kong IPO with GIC, Fidelity and BlackRock as cornerstone investors","publisher":"TechNode","publishedDate":"2026-06-30","accessedDate":"2026-10-23","tier":"T5","locator":"'revenue rose from RMB 743 million in 2023 to RMB 2.41 billion in 2025'; Hong Kong offering of about HK$5.89 billion launched 29 June 2026; input tier T3, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). TechNode (T3, 30 June 2026, from Momenta's Hong Kong prospectus) gives revenue of RMB 2.41bn in 2025, up from RMB 743M in 2023, for driver-assistance and autonomy software. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). RMB 2,410m x 0.1472 = US$355M. Method (T5): nearly all revenue is AI driving software, but part is development services for automakers rather than recurring product, so 70% (range 40-100%) is counted: US$250M (US$142-355M). AI-related annualised run-rate in Industry, energy and infrastructure: US$248m (range 142-355). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.179% (range 1.248-3.119%). Source published date: 2026-06-30."}},"baselineRevenueUsd":{"low":354697706,"central":354697706,"high":354697706,"unit":"USD","basis":"Annual total revenue in US dollars (driver-assistance and autonomy software and services)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://technode.com/2026/06/30/momenta-launches-hong-kong-ipo-with-gic-fidelity-and-blackrock-as-cornerstone-investors/","title":"Momenta launches Hong Kong IPO with GIC, Fidelity and BlackRock as cornerstone investors","publisher":"TechNode","publishedDate":"2026-06-30","accessedDate":"2026-10-23","tier":"T3","locator":"'revenue rose from RMB 743 million in 2023 to RMB 2.41 billion in 2025'; Hong Kong offering of about HK$5.89 billion launched 29 June 2026"},"note":"RMB 2,410m x 0.1472 (ECB reference rates of 1 July 2026) = US$355M (T3, press report of the prospectus figure)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"91395825d39f645aaa3f48edd1273f56590dc60369684a76758e0b16ad6d4d4a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"91395825d39f645aaa3f48edd1273f56590dc60369684a76758e0b16ad6d4d4a"}}},"huawei":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"huawei","name":"Huawei (Qiankun ADS)","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.58,"central":2.328,"high":6.985,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T5","locator":"2025 revenue CNY880,941 million; Intelligent Automotive Solution CNY45,018 million (+72.1%), Cloud Computing CNY32,161 million; no ADS or Qiankun revenue; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Huawei's 2025 annual report (T1) gives Intelligent Automotive Solution revenue of CNY45,018M (+72.1%), mostly components, and no ADS or Qiankun revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). CNY 45,018m = US$6,626M. Hardware-heavy. Method (T5): ADS software and licences assumed at 4% (range 1-12%) of that revenue. Intelligent Automotive Solution: CNY 45,018m x 1 x 0.1472 = US$6,626m annualised; AI-related 4% (range 1-12%) = US$265m (US$66-795m). AI-related annualised run-rate in Industry, energy and infrastructure: US$265m (range 66-795). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.328% (range 0.58-6.985%). Source published date: 2026."}},"baselineRevenueUsd":{"low":6625635412,"central":6625635412,"high":6625635412,"unit":"USD","basis":"Intelligent Automotive Solution revenue in US dollars (the unit that holds the driving software; Huawei group revenue is CNY 880.9bn)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://www.huawei.com/en/annual-report/2025","title":"Huawei 2025 Annual Report","publisher":"Huawei Investment & Holding Co., Ltd.","publishedDate":"2026","accessedDate":"2026-10-22","tier":"T1","locator":"Intelligent Automotive Solution CNY45,018 million"},"note":"CNY 45,018m x 0.1472 (ECB reference rates of 1 July 2026) = US$6,626M (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b2f51315971cfcd17cd20a50918a644cce3224ffb641b1df8f3b11c089f938f3"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b2f51315971cfcd17cd20a50918a644cce3224ffb641b1df8f3b11c089f938f3"}}},"emerson":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"emerson","name":"Emerson (AspenTech)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://ir.emerson.com/news-events/press-releases/detail/617/emerson-reports-fourth-quarter-and-full-year-2025-results-provides-initial-2026-outlook","title":"Emerson Reports Fourth Quarter and Full Year 2025 Results","publisher":"Emerson Electric Co.","publishedDate":"2025-11-05","accessedDate":"2026-10-22","tier":"T1","locator":"fiscal 2025 net sales $18,016 million; Software and Control segment sales $5,691 million; AspenTech bought in March 2025; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.87,"central":2.601,"high":6.932,"unit":"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 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://ir.emerson.com/news-events/press-releases/detail/642/emerson-reports-third-quarter-2026-results-raises-2026-outlook","title":"Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook","publisher":"Emerson Electric Co.","publishedDate":"2026-08-04","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 FY2026: net sales $4,873 million; Software & Systems $1,644 million ($1,480 million), +11%; Control Systems & Software $1,199 million (+7%); Test & Measurement $445 million (+23%); AspenTech sales not reported; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Emerson's Q3 FY2026 release (T1) gives Software & Systems sales of US$1,644M (+11%), of which Control Systems & Software US$1,199M and Test & Measurement US$445M; AspenTech is consolidated in the segment and not reported separately, and the release gives no AI figures. Method (T5): AI-related revenue (AspenTech industrial AI, control software) assumed at 4.5% (range 1.5-12%) of annualised Software & Systems sales (latest quarter x 4). Software & Systems: US$1,644m x 4 = US$6,576m annualised; AI-related 4.5% (range 1.5-12%) = US$296m (US$99-789m). AI-related annualised run-rate in Industry, energy and infrastructure: US$296m (range 99-789). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.601% (range 0.87-6.932%). Source published date: 2026-08-04."}},"baselineRevenueUsd":{"low":6576000000,"central":6576000000,"high":6576000000,"unit":"USD","basis":"Software & Systems sales, latest quarter x 4, in US dollars (includes Test & Measurement)","period":"Q3 FY2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://ir.emerson.com/news-events/press-releases/detail/642/emerson-reports-third-quarter-2026-results-raises-2026-outlook","title":"Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook","publisher":"Emerson Electric Co.","publishedDate":"2026-08-04","accessedDate":"2026-10-23","tier":"T1","locator":"Software & Systems sales $1,644 million"},"note":"US$1,644M x 4 = US$6,576M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"827f99dff5473fc494130985ec12076dfcb7476c968b19821bb98f41369e5612"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"827f99dff5473fc494130985ec12076dfcb7476c968b19821bb98f41369e5612"}}},"equifax":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"equifax","name":"Equifax","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.96,"central":3.121,"high":6.723,"unit":"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/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Equifax's Q2 2026 release (T1) gives revenue of US$1,700.1M (Workforce Solutions US$705.4M, USIS US$611.6M, International US$383.1M) and cites an AI-driven cost-reduction goal of US$150M, not AI revenue. Method (T5): AI-related product revenue (credit-risk models, fraud and identity scoring, the EFX.AI analytics platform) assumed as a share of annualised group revenue (latest quarter x 4). Group revenue: US$1,700m x 4 = US$6,800m annualised; AI-related 6.5% (range 2-14%) = US$442m (US$136-952m). AI-related annualised run-rate in Financial services and insurance: US$442m (range 136-952). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.121% (range 0.96-6.723%). Source published date: 2026-07-21."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million: Workforce Solutions $705.4M, USIS $611.6M, International $383.1M; AI-driven cost-reduction goal $150M; no AI revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":6800400000,"central":6800400000,"high":6800400000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes Workforce Solutions outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000033185/000003318526000024/exhibit99120260630.htm","title":"Equifax Delivers Strong 11% Growth in Second Quarter 2026 Revenue (Exhibit 99.1)","publisher":"Equifax Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $1,700.1 million"},"note":"US$1,700.1M x 4 = US$6,800M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4c8c3fb742b211124f02217c88e95e21b7268cda286a349c4283a72aa53b0dc6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4c8c3fb742b211124f02217c88e95e21b7268cda286a349c4283a72aa53b0dc6"}}},"autodesk":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"autodesk","name":"Autodesk","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://adsknews.autodesk.com/en/?p=59775","title":"Autodesk Reports Second Quarter Fiscal 2027 Results","publisher":"Autodesk, Inc.","publishedDate":"2026-08-27","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $2,046 million (+16%); AI statements qualitative ('project intelligence'); lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.72,"central":2.513,"high":7.187,"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":"Q2 FY2027 (May-Jul 2026) annualised","periodEnd":"2026-07-31","source":{"url":"https://www.prnewswire.com/news-releases/autodesk-inc-announces-fiscal-2027-second-quarter-results-302861696.html","title":"Autodesk, Inc. announces fiscal 2027 second quarter results","publisher":"Autodesk, Inc. (PR Newswire)","publishedDate":"2026-08-27","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 FY2027 (quarter ended 31 July 2026): total revenue $2,046 million (+16%; $1,763 million a year earlier), subscription revenue $1,952 million, total RPO $7,433 million (+2%), current RPO $5,245 million (+12%); AI claims are qualitative; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Autodesk's Q2 FY2027 release (T1) gives revenue of US$2,046M (+16%) and total remaining performance obligations of US$7,433M; its AI statements are qualitative ('AI turns connected data and context into actionable project intelligence'), with no AI figures. Method (T5): AI-related revenue (design automation, assistants) assumed at 3.5% (range 1-10%) of annualised revenue (latest quarter x 4). Group revenue: US$2,046m x 4 = US$8,184m annualised; AI-related 3.5% (range 1-10%) = US$286m (US$82-818m). AI-related annualised run-rate in Industry, energy and infrastructure: US$286m (range 82-818). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.513% (range 0.72-7.187%). Source published date: 2026-08-27."}},"baselineRevenueUsd":{"low":8184000000,"central":8184000000,"high":8184000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (design software for construction, manufacturing and media)","period":"Q2 FY2027 annualised","periodEnd":"2026-07-31","source":{"url":"https://www.prnewswire.com/news-releases/autodesk-inc-announces-fiscal-2027-second-quarter-results-302861696.html","title":"Autodesk, Inc. announces fiscal 2027 second quarter results","publisher":"Autodesk, Inc. (PR Newswire)","publishedDate":"2026-08-27","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenue $2,046 million"},"note":"US$2,046M x 4 = US$8,184M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba67e0aefb60b3649ea633da75a9bf5969e9ead518f63485e466bc96a4556907"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ba67e0aefb60b3649ea633da75a9bf5969e9ead518f63485e466bc96a4556907"}}},"schneider-electric":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"schneider-electric","name":"Schneider Electric (AVEVA)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.se.com/ww/en/about-us/","title":"About Schneider Electric","publisher":"Schneider Electric","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"160,000 employees in 100+ countries; 'AI-powered systems'; no revenue on page (H1 2026 revenue EUR21.23 billion, software & digital services about 8% of Q2 revenue, read only through a search-result summary); lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.624,"central":2.504,"high":6.255,"unit":"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 2026 annualised","periodEnd":"2026-03-31","source":{"url":"https://webdisclosure.com/press-release/schneider-electric-epa-su-first-quarter-revenues-2026-hD4UmP80CSR","title":"Schneider Electric: first quarter revenues 2026","publisher":"Schneider Electric SE (regulated release, via webdisclosure.com)","publishedDate":"2026-04","accessedDate":"2026-10-23","tier":"T5","locator":"Q1 2026 revenues EUR 9,767 million (+11.2% organic); Software & Services 19% of revenues; Software & Digital Services 8% of revenues, +8% organic; AVEVA ARR +12% at 31 March 2026; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Schneider Electric's Q1 2026 revenue release (T1; publication date shown to the month) gives revenues of EUR 9,767m, of which Software & Digital Services is 8% (about EUR 781m) and grew 8% organically, with AVEVA ARR up 12%; it mentions 'AI-enabled technologies' without figures. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. AVEVA is counted here. Method (T5): AI-related revenue (AVEVA, EcoStruxure analytics) assumed at 8% (range 2-20%) of annualised Software & Digital Services revenue.  Software & Digital Services (8% of EUR 9,767m): EUR 781m x 4 x 1.138 = US$3,558m annualised; AI-related 8% (range 2-20%) = US$285m (US$71-712m). AI-related annualised run-rate in Industry, energy and infrastructure: US$285m (range 71-712). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.504% (range 0.624-6.255%). Source published date: 2026-04."}},"baselineRevenueUsd":{"low":3557688352,"central":3557688352,"high":3557688352,"unit":"USD","basis":"Software & Digital Services revenue, latest quarter x 4, in US dollars (the software part of Schneider; group revenue about EUR 9.8bn a quarter)","period":"Q1 2026 annualised","periodEnd":"2026-03-31","source":{"url":"https://webdisclosure.com/press-release/schneider-electric-epa-su-first-quarter-revenues-2026-hD4UmP80CSR","title":"Schneider Electric: first quarter revenues 2026","publisher":"Schneider Electric SE (regulated release, via webdisclosure.com)","publishedDate":"2026-04","accessedDate":"2026-10-23","tier":"T1","locator":"Software & Digital Services 8% of Q1 2026 revenues of EUR 9,767 million"},"note":"EUR 9,767m x 8% x 4 x 1.1383 = US$3,557M (T1; the 8% is rounded in the release)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"75e792ba82fbc94272d624e4ed4b4e99e2692b7da78ecad711ee36f84583a274"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"75e792ba82fbc94272d624e4ed4b4e99e2692b7da78ecad711ee36f84583a274"}}},"relex-solutions":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"relex-solutions","name":"RELEX Solutions","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.92,"central":2.905,"high":8.715,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"2025 year-end ARR (judged)","periodEnd":"2025-12-31","source":{"url":"https://www.prnewswire.com/news-releases/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities-302671766.html","title":"RELEX Closes 2025 with Strong Subscription Growth and Expanding AI Capabilities","publisher":"RELEX Solutions (PR Newswire)","publishedDate":"2026-01-28","accessedDate":"2026-10-23","tier":"T5","locator":"2025: subscription revenue growth 30% and ARR growth 28% in constant currencies; 'More than 200 out of 700+ total customers' live on ML-based forecasting; no absolute revenue or ARR; input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). RELEX publishes no revenue or ARR; its 28 January 2026 release (T2, the company's statement) gives only growth (subscription revenue +30%, ARR +28% in constant currencies; the 2024 release says over 30% for both) and says more than 200 of 700+ customers are live on machine-learning forecasting. Third-party revenue estimates (for example Getlatka) are aggregators and are not used. Method (T5): ARR judged at US$400M (range 250-600M), which is 700+ customers at an assumed average of US$570k a year; the AI-related share is anchored on the company's own statement that 200 of 700+ customers (about 29%) run ML forecasting, rounded to 30% (range 15-60%) to allow for its agent and assistant products. Judged ARR: US$400m x 1 = US$400m annualised; AI-related 30% (range 15-60%) = US$120m (US$60-240m). AI-related annualised run-rate in Retail, property and other services: US$120m (range 38-360). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.905% (range 0.92-8.715%). Source published date: 2026-01-28."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.relexsolutions.com/news/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities/","title":"RELEX closes 2025 with strong subscription growth and expanding AI capabilities","publisher":"RELEX Solutions","publishedDate":"2026-01-28","accessedDate":"2026-10-22","tier":"T2","locator":"2025: subscription revenue +30%, ARR +28% (constant currency), 700+ customers, 200+ live on machine-learning forecasting; no absolute revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":400000000,"central":400000000,"high":400000000,"unit":"USD","basis":"RELEX annual recurring revenue, US dollars (judged level; the growth rate is the company's)","period":"End of 2025","periodEnd":"2025-12-31","source":{"url":"https://www.prnewswire.com/news-releases/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities-302671766.html","title":"RELEX Closes 2025 with Strong Subscription Growth and Expanding AI Capabilities","publisher":"RELEX Solutions (PR Newswire)","publishedDate":"2026-01-28","accessedDate":"2026-10-23","tier":"T2","locator":"2025: subscription revenue growth 30% and ARR growth 28% in constant currencies; 'More than 200 out of 700+ total customers' live on ML-based forecasting; no absolute revenue or ARR"},"note":"The level is a judgement (US$400M, see the share note); only the growth below is the company's statement."},"prior":{"low":312000000,"central":312000000,"high":312000000,"unit":"USD","basis":"RELEX annual recurring revenue, US dollars (judged level; the growth rate is the company's)","period":"End of 2024","periodEnd":"2024-12-31","source":{"url":"https://www.prnewswire.com/news-releases/relex-closes-2025-with-strong-subscription-growth-and-expanding-ai-capabilities-302671766.html","title":"RELEX Closes 2025 with Strong Subscription Growth and Expanding AI Capabilities","publisher":"RELEX Solutions (PR Newswire)","publishedDate":"2026-01-28","accessedDate":"2026-10-23","tier":"T2","locator":"2025: subscription revenue growth 30% and ARR growth 28% in constant currencies; 'More than 200 out of 700+ total customers' live on ML-based forecasting; no absolute revenue or ARR"},"note":"Derived from the company's stated ARR growth of 28% in constant currencies (T2): 400 / 1.28 = US$313M. Growth 28% is documented; the level is not."}},"screening":{"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d6949b92aa0f336177b99447f833436ebe6d36c5c524c7e4b921bc22ad53b5b1"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d6949b92aa0f336177b99447f833436ebe6d36c5c524c7e4b921bc22ad53b5b1"}}},"cognex":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"cognex","name":"Cognex","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $291 million (+17%); OneVision AI platform generally available, hundreds of customers; 'AI-enabled machine vision'; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":1.019,"central":3.066,"high":6.132,"unit":"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":"2026-07-05","source":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 (quarter ended 5 July 2026): revenue $291 million ($249 million a year earlier, +17%); OneVision generally available with hundreds of customers; 'AI-enabled machine vision'; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Cognex's Q2 2026 release (T1; local copy of the PDF) gives revenue of US$291M (+17%) and says the OneVision platform for AI-powered vision applications is generally available with hundreds of customers; it gives no AI revenue and most revenue is cameras and readers. Method (T5): AI-enabled (deep-learning) products assumed at 30% of annualised revenue (range 10-60%). Revenue: US$291m x 4 = US$1,164m annualised; AI-related 30% (range 10-60%) = US$349m (US$116-698m). AI-related annualised run-rate in Industry, energy and infrastructure: US$349m (range 116-698). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.066% (range 1.019-6.132%). Source published date: 2026-08-05."}},"activityGrowth":{"current":{"low":1164000000,"central":1164000000,"high":1164000000,"unit":"USD","basis":"Cognex total revenue, latest quarter x 4, US dollars (industrial machine vision; 30% counted as AI-related)","period":"Q2 2026 annualised","periodEnd":"2026-07-05","source":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Financial Performance Highlights: revenue $291 million, three months ended July 5, 2026"},"note":"US$291M x 4 = US$1,164M (T1)."},"prior":{"low":996000000,"central":996000000,"high":996000000,"unit":"USD","basis":"Cognex total revenue, latest quarter x 4, US dollars (industrial machine vision; 30% counted as AI-related)","period":"Q2 2025 annualised","periodEnd":"2025-06-29","source":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Financial Performance Highlights: revenue $249 million, three months ended June 29, 2025"},"note":"US$249M x 4 = US$996M (prior-year column of the same release). Growth 17%. Total revenue is used because no AI line is reported; AI-enabled products are expected to grow faster than the total, so this understates."}},"baselineRevenueUsd":{"low":1164000000,"central":1164000000,"high":1164000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-07-05","source":{"url":"https://s2.q4cdn.com/773500753/files/doc_earnings/2026/q2/earnings-result/cognex-press-release-q2-26.pdf","title":"Cognex Reports Second Quarter 2026 Results","publisher":"Cognex Corporation","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Revenue $291 million"},"note":"US$291M x 4 = US$1,164M (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d3841546d24e3dfd98b3b2b1afa2f8c5cd587e4aa3c5179fdc2d27d84b90b30b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d3841546d24e3dfd98b3b2b1afa2f8c5cd587e4aa3c5179fdc2d27d84b90b30b"}}},"nice":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"nice","name":"NICE (NiCE)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $782.3 million, cloud revenue $609.0 million, 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; Actimize revenue not stated; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $782.3 million, cloud revenue $609.0 million, 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; Actimize revenue not stated; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.749,"central":1.504,"high":2.253,"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":"Q1 2026 annualised","periodEnd":"2026-03-31","source":{"url":"https://a-teaminsight.com/blog/nice-earnings-call-puts-reported-actimize-sale-update-in-context/","title":"NiCE earnings call puts reported Actimize sale update in context","publisher":"A-Team Insight","publishedDate":"2026-05-15","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 2026 call: financial crime and compliance revenue US$133 million, 17% of total revenue, +23% year on year; input tier T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). NiCE does not report Actimize separately, but its financial crime and compliance business (mostly Actimize) had revenue of US$133M in Q1 2026, 17% of total revenue (+23%), per A-Team Insight of 15 May 2026 (https://a-teaminsight.com/blog/nice-earnings-call-puts-reported-actimize-sale-update-in-context/; the company's call, T2); x4 = US$532M. NiCE is exploring a sale of this unit (same article). Method (T5): 40% of it judged AI-based (fraud and money-laundering detection models; range 20-60%). Cognigy is consolidated in the customer-service part. AI-related annualised run-rate in Financial services and insurance: US$213m (range 106-319). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.504% (range 0.749-2.253%). Source published date: 2026-05-15."},"customer-service":{"low":5.347,"central":5.347,"high":5.347,"unit":"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 AI ARR","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T2","locator":"CEO: 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; total revenue $782.3 million (Q2 2025 $726.7 million), cloud revenue $609.0 million (+12.6%)"},"note":"The company says (T2, Q2 2026 results, 6-K Exhibit 99.1) that AI ARR reached US$362M, 15% of cloud revenue, for CXone and Cognigy customer-service AI; ARR is the annualised recurring run-rate. The CFO adds, as reported by No Jitter on 6 August 2026 (https://www.nojitter.com/contact-centers/nice-q2-earnings-driven-by-record-setting-cloud-ai-growth), that it grew 52% year on year. Point value: the engine applies the T2 width. AI-related annualised run-rate in Customer service: US$362m (range 362-362). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.347% (range 5.347-5.347%). Source published date: 2026-08-05."},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $782.3 million, cloud revenue $609.0 million, 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; Actimize revenue not stated; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $782.3 million, cloud revenue $609.0 million, 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; Actimize revenue not stated; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $782.3 million, cloud revenue $609.0 million, 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; Actimize revenue not stated; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":362000000,"central":362000000,"high":362000000,"unit":"USD","basis":"NiCE AI annual recurring revenue (AI and self-service ARR), US dollars, end of quarter","period":"Q2 2026","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T2","locator":"CEO: 'AI ARR reaching $362 million and now representing 15% of our cloud revenue'; total revenue $782.3 million (Q2 2025 $726.7 million), cloud revenue $609.0 million (+12.6%)"},"note":"The company says AI ARR reached US$362M (6-K Exhibit 99.1, T2)."},"prior":{"low":238157895,"central":238157895,"high":238157895,"unit":"USD","basis":"NiCE AI annual recurring revenue (AI and self-service ARR), US dollars, end of quarter","period":"Q2 2025","periodEnd":"2025-06-30","source":{"url":"https://www.nojitter.com/contact-centers/nice-q2-earnings-driven-by-record-setting-cloud-ai-growth","title":"NiCE's Q2 earnings driven by record-setting cloud, AI growth","publisher":"No Jitter","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T2","locator":"CFO: CX AI and self-service ARR was $362 million, up 52% year over year, 15% of cloud revenue"},"note":"Derived from the CFO's stated 52% year-on-year growth (reported by No Jitter, T2): 362 / 1.52 = US$238M. NiCE's Q2 2025 release gives growth (+42% for AI and self-service ARR) but no dollar amount."}},"baselineRevenueUsd":{"low":3129200000,"central":3129200000,"high":3129200000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes cloud and product revenue outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001003935/000117891326003846/exhibit_99-1.htm","title":"NiCE Ltd. Q2 2026 results (Exhibit 99.1)","publisher":"NiCE Ltd. (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-22","tier":"T1","locator":"Total revenue was $782.3 million"},"note":"US$782.3M x 4 = US$3,129M (T1)."},"screening":{"financial-services":{"levelLow":3,"levelHigh":4},"customer-service":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"75417b98e2d215e671cb2937e2a70e37241dbfb1750bc2ea2ab3afefaa3bc855"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"75417b98e2d215e671cb2937e2a70e37241dbfb1750bc2ea2ab3afefaa3bc855"}}},"alphasense":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"alphasense","name":"AlphaSense","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":2.966,"central":3.213,"high":3.46,"unit":"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 mid-2026 (company floor Q1 2026; Sacra June 2026)","periodEnd":"2026-03-31","source":{"url":"https://pulse2.com/alphasense-raises-350-million-at-7-5-billion-valuation-while-surpassing-600-million-in-annual-recurring-revenue/","title":"AlphaSense Raises $350 Million At $7.5 Billion Valuation While Surpassing $600 Million In Annual Recurring Revenue","publisher":"Pulse 2","publishedDate":"2026-06-07","accessedDate":"2026-10-22","tier":"T5","locator":"'exceeding $600 million in annual recurring revenue (ARR) during the first quarter of 2026'; $500 million in October 2025; more than 7,000 organizations; input tier T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). AlphaSense says (T2) it exceeded US$400M of ARR in March 2025 (https://www.prnewswire.com/news-releases/alphasense-surpasses-400m-in-arr-accelerating-growth-with-private-content-expansion-and-generative-ai-innovation-302399281.html) and US$500M in October 2025 and US$600M during Q1 2026 (reported by Pulse 2 on 7 June 2026, https://pulse2.com/alphasense-raises-350-million-at-7-5-billion-valuation-while-surpassing-600-million-in-annual-recurring-revenue/); Sacra (T4) estimates US$700M in June 2026 (https://sacra.com/c/alphasense/). The product is an AI search and summarisation platform for market intelligence. Method (T5): ARR at about US$650M, the midpoint between the company's floor of US$600M (low end) and Sacra's US$700M estimate (high end); about 70% of ARR is assumed to be financial-services use (asset managers, hedge funds, banks), the rest corporates and consultancies, not counted here. US$650M x 70% = US$455M (US$600M x 70% = 420; US$700M x 70% = 490). AI-related annualised run-rate in Financial services and insurance: US$455m (range 420-490). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.213% (range 2.966-3.46%). Source published date: 2026-06-07."},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/alphasense/","title":"AlphaSense (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $700M in June 2026 (about $540M at end of 2025); 7,000+ enterprise customers; page undated; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":600000000,"central":600000000,"high":600000000,"unit":"USD","basis":"AlphaSense annual recurring revenue, US dollars (company statements of ARR exceeded)","period":"Q1 2026","periodEnd":"2026-03-31","source":{"url":"https://pulse2.com/alphasense-raises-350-million-at-7-5-billion-valuation-while-surpassing-600-million-in-annual-recurring-revenue/","title":"AlphaSense Raises $350 Million At $7.5 Billion Valuation While Surpassing $600 Million In Annual Recurring Revenue","publisher":"Pulse 2","publishedDate":"2026-06-07","accessedDate":"2026-10-22","tier":"T2","locator":"'exceeding $600 million in annual recurring revenue (ARR) during the first quarter of 2026'; $500 million in October 2025; more than 7,000 organizations"},"note":"The company says ARR exceeded US$600M during Q1 2026 (a floor, not a point value); Sacra's later estimate is US$700M."},"prior":{"low":400000000,"central":400000000,"high":400000000,"unit":"USD","basis":"AlphaSense annual recurring revenue, US dollars (company statements of ARR exceeded)","period":"March 2025","periodEnd":"2025-03-12","source":{"url":"https://www.prnewswire.com/news-releases/alphasense-surpasses-400m-in-arr-accelerating-growth-with-private-content-expansion-and-generative-ai-innovation-302399281.html","title":"AlphaSense Surpasses $400M in ARR, Accelerating Growth with Private Content Expansion and Generative AI Innovation","publisher":"AlphaSense (PR Newswire)","publishedDate":"2025-03-12","accessedDate":"2026-10-22","tier":"T2","locator":"'has exceeded $400 million in annual recurring revenue (ARR)'; more than 6,000 customers"},"note":"The company says ARR exceeded US$400M on 12 March 2025 (a floor). Growth 50% or more; 12.6 months apart."}},"baselineRevenueUsd":{"low":600000000,"central":600000000,"high":600000000,"unit":"USD","basis":"Annual recurring revenue in US dollars (company floor; the company publishes no revenue)","period":"Q1 2026","periodEnd":"2026-03-31","source":{"url":"https://pulse2.com/alphasense-raises-350-million-at-7-5-billion-valuation-while-surpassing-600-million-in-annual-recurring-revenue/","title":"AlphaSense Raises $350 Million At $7.5 Billion Valuation While Surpassing $600 Million In Annual Recurring Revenue","publisher":"Pulse 2","publishedDate":"2026-06-07","accessedDate":"2026-10-22","tier":"T2","locator":"'exceeding $600 million in annual recurring revenue (ARR) during the first quarter of 2026'; $500 million in October 2025; more than 7,000 organizations"},"note":"The company says ARR exceeded US$600M (T2); Sacra estimates US$700M for June 2026."},"screening":{"financial-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3bbb1a79225977e4c0498be408e527a50813788378382d81bf59f0b31f3d4481"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"3bbb1a79225977e4c0498be408e527a50813788378382d81bf59f0b31f3d4481"}}},"transunion":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"transunion","name":"TransUnion","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","title":"TransUnion Form 10-K for fiscal 2025","publisher":"TransUnion (SEC Form 10-K)","publishedDate":"2026-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Business (pp. 9-10): two reportable segments, U.S. Markets (Financial Services, Emerging Verticals, Consumer Interactive) and International; Emerging Verticals 'include Insurance, Technology, Retail and E-Commerce, Telecommunications, Media,' Tenant & Employment Screening, Collections, and Public Sector; no healthcare and life sciences vertical or product is listed"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","title":"TransUnion Form 10-K for fiscal 2025","publisher":"TransUnion (SEC Form 10-K)","publishedDate":"2026-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Business (pp. 9-10): two reportable segments, U.S. Markets (Financial Services, Emerging Verticals, Consumer Interactive) and International; Emerging Verticals 'include Insurance, Technology, Retail and E-Commerce, Telecommunications, Media,' Tenant & Employment Screening, Collections, and Public Sector; no legal vertical or product is listed"}},"financial-services":{"low":0.65,"central":2.112,"high":4.555,"unit":"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/0001552033/000155203326000043/exhibit99106302026.htm","title":"TransUnion Announces Strong Second Quarter 2026 Results (Exhibit 99.1)","publisher":"TransUnion (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $1,309.6 million in Q2 2026 ($1,139.7 million in Q2 2025); Schedule 2 segment revenue: U.S. Financial Services $496.3M, Emerging Verticals $353.9M, Consumer Interactive $142.5M, International $320.8M; solutions in marketing, fraud, risk and advanced analytics; OneTru migrations; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). TransUnion's Q2 2026 release (T1, opened as the SEC exhibit; transunion.com returned HTTP 403 in the screening pass and was not used again) gives revenue of US$1,309.6M (+15%) with U.S. Financial Services US$496.3M; it names fraud, risk and advanced-analytics solutions and OneTru credit migrations but gives no AI revenue. Method (T5): AI-related product revenue (credit-risk models, fraud and identity scoring) assumed as a share of annualised group revenue (latest quarter x 4). Group revenue: US$1,310m x 4 = US$5,238m annualised; AI-related 6.5% (range 2-14%) = US$340m (US$105-733m). The FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm, Item 1, T1) says TransUnion has 'started leveraging AI for product innovation, including our TruIQ suite' (p. 3) and uses ML/AI models in its TruValidate fraud solutions (p. 5), and gives no AI revenue. The group AI-related total of US$340m (range 105-733) is split so that nothing is counted twice: 88% stays in Financial services and insurance, 2% goes to Government and public sector, 5% to Retail, property and other services and 5% to Industry, energy and infrastructure (see those parts). 88% of US$340m = US$299m (88% of 105-733 = US$92-645m). AI-related annualised run-rate in Financial services and insurance: US$299m (range 92-645). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.112% (range 0.65-4.555%). Source published date: 2026-07-28."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","title":"TransUnion Form 10-K for fiscal 2025","publisher":"TransUnion (SEC Form 10-K)","publishedDate":"2026-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Business (pp. 9-10): two reportable segments, U.S. Markets (Financial Services, Emerging Verticals, Consumer Interactive) and International; Emerging Verticals 'include Insurance, Technology, Retail and E-Commerce, Telecommunications, Media,' Tenant & Employment Screening, Collections, and Public Sector; no customer service vertical or product is listed"}},"government-public":{"low":0.022,"central":0.077,"high":0.164,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001552033/000155203326000043/exhibit99106302026.htm","title":"TransUnion Announces Strong Second Quarter 2026 Results (Exhibit 99.1)","publisher":"TransUnion (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $1,309.6 million in Q2 2026 ($1,139.7 million in Q2 2025); Schedule 2 segment revenue: U.S. Financial Services $496.3M, Emerging Verticals $353.9M, Consumer Interactive $142.5M, International $320.8M; solutions in marketing, fraud, risk and advanced analytics; OneTru migrations; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). TransUnion's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm, Item 1, pp. 3-10, T1) lists Public Sector, where the 10-K says its solutions give 'government agencies the superior data assets' (p. 4) among its verticals, so a participation of zero cannot be shown. The Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001552033/000155203326000043/exhibit99106302026.htm, T1) gives Emerging Verticals revenue of US$353.9M (27% of group revenue of US$1,309.6M) but no AI revenue by vertical. Method (T5): the group AI-related total of US$340m (6.5% of annualised group revenue of US$5,238m, range 2-14% = US$105-733m) is split judgementally, 2% to this part: 2% of US$340m = US$7m (2% of 105-733 = US$2-15m); the other parts take the remainder (88% Financial services and insurance, 2% Government and public sector, 5% Retail, property and other services, 5% Industry, energy and infrastructure). AI-related annualised run-rate in Government and public sector: US$7m (range 2-15). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.077% (range 0.022-0.164%). Source published date: 2026-07-28."},"retail-services":{"low":0.121,"central":0.412,"high":0.896,"unit":"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/0001552033/000155203326000043/exhibit99106302026.htm","title":"TransUnion Announces Strong Second Quarter 2026 Results (Exhibit 99.1)","publisher":"TransUnion (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $1,309.6 million in Q2 2026 ($1,139.7 million in Q2 2025); Schedule 2 segment revenue: U.S. Financial Services $496.3M, Emerging Verticals $353.9M, Consumer Interactive $142.5M, International $320.8M; solutions in marketing, fraud, risk and advanced analytics; OneTru migrations; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). TransUnion's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm, Item 1, pp. 3-10, T1) lists Retail and E-Commerce and Tenant & Employment Screening (property and professional-service screening) among its verticals, so a participation of zero cannot be shown. The Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001552033/000155203326000043/exhibit99106302026.htm, T1) gives Emerging Verticals revenue of US$353.9M (27% of group revenue of US$1,309.6M) but no AI revenue by vertical. Method (T5): the group AI-related total of US$340m (6.5% of annualised group revenue of US$5,238m, range 2-14% = US$105-733m) is split judgementally, 5% to this part: 5% of US$340m = US$17m (5% of 105-733 = US$5-37m); the other parts take the remainder (88% Financial services and insurance, 2% Government and public sector, 5% Retail, property and other services, 5% Industry, energy and infrastructure). AI-related annualised run-rate in Retail, property and other services: US$17m (range 5-37). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.412% (range 0.121-0.896%). Source published date: 2026-07-28."},"industry-infrastructure":{"low":0.044,"central":0.149,"high":0.325,"unit":"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/0001552033/000155203326000043/exhibit99106302026.htm","title":"TransUnion Announces Strong Second Quarter 2026 Results (Exhibit 99.1)","publisher":"TransUnion (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Total revenue $1,309.6 million in Q2 2026 ($1,139.7 million in Q2 2025); Schedule 2 segment revenue: U.S. Financial Services $496.3M, Emerging Verticals $353.9M, Consumer Interactive $142.5M, International $320.8M; solutions in marketing, fraud, risk and advanced analytics; OneTru migrations; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). TransUnion's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm, Item 1, pp. 3-10, T1) lists Telecommunications, Technology and Media (telecom and technology operators) among its verticals, so a participation of zero cannot be shown. The Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001552033/000155203326000043/exhibit99106302026.htm, T1) gives Emerging Verticals revenue of US$353.9M (27% of group revenue of US$1,309.6M) but no AI revenue by vertical. Method (T5): the group AI-related total of US$340m (6.5% of annualised group revenue of US$5,238m, range 2-14% = US$105-733m) is split judgementally, 5% to this part: 5% of US$340m = US$17m (5% of 105-733 = US$5-37m); the other parts take the remainder (88% Financial services and insurance, 2% Government and public sector, 5% Retail, property and other services, 5% Industry, energy and infrastructure). AI-related annualised run-rate in Industry, energy and infrastructure: US$17m (range 5-37). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.149% (range 0.044-0.325%). Source published date: 2026-07-28."}},"baselineRevenueUsd":{"low":5238400000,"central":5238400000,"high":5238400000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes consumer and marketing services outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001552033/000155203326000043/exhibit99106302026.htm","title":"TransUnion Announces Strong Second Quarter 2026 Results (Exhibit 99.1)","publisher":"TransUnion (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Total revenue $1,309.6 million in Q2 2026 ($1,139.7 million in Q2 2025); Schedule 2 segment revenue: U.S. Financial Services $496.3M, Emerging Verticals $353.9M, Consumer Interactive $142.5M, International $320.8M; solutions in marketing, fraud, risk and advanced analytics; OneTru migrations"},"note":"US$1,309.6M x 4 = US$5,238M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":5},"government-public":{"levelLow":1,"levelHigh":2},"retail-services":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"12289f5f1854ca790fb99ce9429a5935b58befad19597204cec1f5441a165728"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"12289f5f1854ca790fb99ce9429a5935b58befad19597204cec1f5441a165728"}}},"ptc":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ptc","name":"PTC","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 revenue $600 million, ARR about $2.4 billion (per search summary: $2,412 million); intelligence layer over CAD, PLM, ALM, SLM; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.422,"central":1.274,"high":3.391,"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 FY2026 (ARR at 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 FY2026 (quarter ended 30 June 2026): ARR excluding divested businesses $2,412 million (+7%, +9.1% in constant currency); revenue $600 million; CEO: 'intelligence layer' over CAD, PLM, ALM and SLM; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). PTC's Q3 FY2026 release (T1) gives ARR excluding divested businesses of US$2,412M (+7%) and revenue of US$600M; the CEO describes an 'intelligence layer' to enable AI over its CAD, PLM, ALM and SLM products but no AI revenue is given. Method (T5): AI-related share of ARR assumed at 6% (range 2-16%). ARR excluding divested businesses: US$2,412m x 1 = US$2,412m annualised; AI-related 6% (range 2-16%) = US$145m (US$48-386m). AI-related annualised run-rate in Industry, energy and infrastructure: US$145m (range 48-386). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.274% (range 0.422-3.391%). Source published date: 2026-07-29."}},"baselineRevenueUsd":{"low":2412000000,"central":2412000000,"high":2412000000,"unit":"USD","basis":"Annual recurring revenue excluding divested businesses, US dollars (software; revenue fell 7% on the divestitures)","period":"Q3 FY2026","periodEnd":"2026-06-30","source":{"url":"https://s27.q4cdn.com/610238322/files/doc_earnings/2026/q3/earnings-result/Q32026_PTC_Earnings-release.pdf","title":"PTC Announces Third Fiscal Quarter 2026 Results","publisher":"PTC Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Key Operating and Financial Metrics: ARR excluding divested businesses $2,412 million"},"note":"US$2,412M (T1). Quarterly revenue was US$600M, 7% lower after divestitures, so ARR is the cleaner annual base."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"86be19a3e4239467a770582d48f17d5c442497e1ba29a10fcec99859567c34cf"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"86be19a3e4239467a770582d48f17d5c442497e1ba29a10fcec99859567c34cf"}}},"dassault-systemes":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"dassault-systemes","name":"Dassault Systèmes (Medidata, 3DEXPERIENCE)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.255,"central":1.033,"high":2.587,"unit":"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.3ds.com/newsroom/press-releases/dassault-systemes-solid-q2-results-and-confirming-full-year-objectives-delivering-ai-native-solutions-and-expanding-life-sciences-acquisition-arisglobal","title":"Dassault Systemes: solid Q2 results, confirming full-year objectives, delivering AI-native solutions and expanding in life sciences (acquisition of ArisGlobal)","publisher":"Dassault Systemes","publishedDate":"2026-07-23","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 total revenue EUR 1.56 billion, +4% in constant currencies; 3DEXPERIENCE and cloud software revenue +14%; 'AI-native agentic platform' with Virtual Companion skills; ArisGlobal acquisition; 390,000 customers; input tier T2, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Dassault Systemes' Q2 2026 results release (T2; the company's own page) gives revenue of EUR 1.56bn for the quarter (+4% in constant currencies, 3DEXPERIENCE +14%) and presents an 'AI-native agentic platform' and the ArisGlobal life-sciences acquisition, but no AI revenue and no revenue by industry (the investor.3ds.com release returned HTTP 403 and was not used again). Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Annualised: EUR 1,560m x 4 x 1.1383 = US$7,103M. Method (T5): life sciences (Medidata, BIOVIA) judged at 15% of revenue and industrial products at 80%, with AI-related shares of 8% and 2.5% respectively.  Life sciences and healthcare (15% of group revenue): EUR 1,560m x 4 x 1.138 = US$7,103m annualised; AI-related 8% (range 2-20%), 15% of it counted here = US$85m (US$21-213m). AI-related annualised run-rate in Healthcare and life sciences: US$85m (range 21-213). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.033% (range 0.255-2.587%). Source published date: 2026-07-23."},"legal":{"participates":false,"evidence":{"url":"https://www.3ds.com/","title":"Dassault Systèmes home page","publisher":"Dassault Systèmes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 290,000 customers and 25 million users in 140 countries'; life sciences: 'virtual twins' for healthcare; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.3ds.com/","title":"Dassault Systèmes home page","publisher":"Dassault Systèmes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 290,000 customers and 25 million users in 140 countries'; life sciences: 'virtual twins' for healthcare; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.3ds.com/","title":"Dassault Systèmes home page","publisher":"Dassault Systèmes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 290,000 customers and 25 million users in 140 countries'; life sciences: 'virtual twins' for healthcare; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.3ds.com/","title":"Dassault Systèmes home page","publisher":"Dassault Systèmes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 290,000 customers and 25 million users in 140 countries'; life sciences: 'virtual twins' for healthcare; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.3ds.com/","title":"Dassault Systèmes home page","publisher":"Dassault Systèmes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'more than 290,000 customers and 25 million users in 140 countries'; life sciences: 'virtual twins' for healthcare; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.351,"central":1.248,"high":3.497,"unit":"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.3ds.com/newsroom/press-releases/dassault-systemes-solid-q2-results-and-confirming-full-year-objectives-delivering-ai-native-solutions-and-expanding-life-sciences-acquisition-arisglobal","title":"Dassault Systemes: solid Q2 results, confirming full-year objectives, delivering AI-native solutions and expanding in life sciences (acquisition of ArisGlobal)","publisher":"Dassault Systemes","publishedDate":"2026-07-23","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 total revenue EUR 1.56 billion, +4% in constant currencies; 3DEXPERIENCE and cloud software revenue +14%; 'AI-native agentic platform' with Virtual Companion skills; ArisGlobal acquisition; 390,000 customers; input tier T2, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Dassault Systemes' Q2 2026 results release (T2; the company's own page) gives revenue of EUR 1.56bn for the quarter (+4% in constant currencies, 3DEXPERIENCE +14%) and presents an 'AI-native agentic platform' and the ArisGlobal life-sciences acquisition, but no AI revenue and no revenue by industry (the investor.3ds.com release returned HTTP 403 and was not used again). Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Annualised: EUR 1,560m x 4 x 1.1383 = US$7,103M. Method (T5): life sciences (Medidata, BIOVIA) judged at 15% of revenue and industrial products at 80%, with AI-related shares of 8% and 2.5% respectively.  Manufacturing, infrastructure and cities (80% of group revenue): EUR 1,560m x 4 x 1.138 = US$7,103m annualised; AI-related 2.5% (range 0.7-7%), 80% of it counted here = US$142m (US$40-398m). AI-related annualised run-rate in Industry, energy and infrastructure: US$142m (range 40-398). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.248% (range 0.351-3.497%). Source published date: 2026-07-23."}},"baselineRevenueUsd":{"low":7103000000,"central":7103000000,"high":7103000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (includes software outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.3ds.com/newsroom/press-releases/dassault-systemes-solid-q2-results-and-confirming-full-year-objectives-delivering-ai-native-solutions-and-expanding-life-sciences-acquisition-arisglobal","title":"Dassault Systemes: solid Q2 results, confirming full-year objectives, delivering AI-native solutions and expanding in life sciences (acquisition of ArisGlobal)","publisher":"Dassault Systemes","publishedDate":"2026-07-23","accessedDate":"2026-10-23","tier":"T2","locator":"Q2 2026 total revenue EUR 1.56 billion, +4% in constant currencies; 3DEXPERIENCE and cloud software revenue +14%; 'AI-native agentic platform' with Virtual Companion skills; ArisGlobal acquisition; 390,000 customers"},"note":"EUR 1,560m x 4 x 1.1383 (ECB reference rate of 1 July 2026) = US$7,103M (T2)."},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":3},"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ec09cd5cd27e72d3dbf9d34f108decf568848cfdc2bc28dfd105851c309b0823"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ec09cd5cd27e72d3dbf9d34f108decf568848cfdc2bc28dfd105851c309b0823"}}},"microsoft":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"microsoft","name":"Microsoft (Dragon Copilot, Dynamics 365)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":1.458,"central":5.831,"high":14.577,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"March 2026 (clinicians) at an assumed annual price","periodEnd":"2026-03-05","source":{"url":"https://microsoft.com/en-us/industry/blog/healthcare/2026/03/05/unify-simplify-scale-microsoft-dragon-copilot-meets-the-moment-at-himss-2026","title":"Unify. Simplify. Scale: Microsoft Dragon Copilot meets the moment at HIMSS 2026","publisher":"Microsoft","publishedDate":"2026-03-05","accessedDate":"2026-10-23","tier":"T5","locator":"'more than 100,000 clinicians rely on Dragon Copilot as part of their daily practice'; supports 'millions of patients every month'; input tier T2, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Microsoft does not report Dragon Copilot (Nuance) revenue; the FY26 Q4 release (https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast, T1) gives only group figures. Microsoft says (T2, 5 March 2026) that more than 100,000 clinicians use Dragon Copilot daily. Method (T5): 100,000 clinicians x an assumed US$4,800 a year (US$400 a month, between US$1,200 and US$7,200 a year) = US$480M (US$120-720M); the high end adds other Nuance healthcare AI (radiology reporting and dictation not in the 100,000) to reach US$1,200M. AI-related annualised run-rate in Healthcare and life sciences: US$480m (range 120-1,200). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.831% (range 1.458-14.577%). Source published date: 2026-03-05."},"legal":{"participates":false,"evidence":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings press release","publisher":"Microsoft Corporation","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"revenue $90.0 billion, Intelligent Cloud $39.3 billion, Dynamics 365 revenue +13%, Microsoft 365 Copilot over 30 million paid seats; Dragon Copilot and contact-centre revenue not disclosed; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings press release","publisher":"Microsoft Corporation","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"revenue $90.0 billion, Intelligent Cloud $39.3 billion, Dynamics 365 revenue +13%, Microsoft 365 Copilot over 30 million paid seats; Dragon Copilot and contact-centre revenue not disclosed; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":0.739,"central":2.216,"high":5.908,"unit":"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 (year to 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings release","publisher":"Microsoft","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T5","locator":"Revenue $90.0 billion (+18%); Productivity and Business Processes FY2026 revenue $139,996 million; Dynamics 365 revenue +13%; Microsoft 365 Copilot over 30 million paid seats; no Dragon Copilot or Nuance revenue; input tier T1, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Microsoft does not report revenue for Dynamics 365 Contact Center or Copilot Service; the FY26 Q4 release (https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast, T1) says only that Dynamics 365 revenue grew 13%. Method (T5): Dynamics 365 (ERP, CRM, Power Apps and Power Automate, per the FY2026 Form 10-K, https://www.sec.gov/Archives/edgar/data/0000789019/000119312526323660/msft-20260630.htm, MD&A p. 36, T1, filed 2026-07-29) sits in the Productivity and Business Processes segment, whose fiscal 2026 revenue was US$139,996M (segment results table in the release); Dynamics 365 revenue grew 13% in Q4 (release) and 18% in the year (10-K MD&A p. 34), and Microsoft gives no contact-centre figure. AI-related contact-centre revenue is judged at US$150m (range 50-400m), which is 0.107% (range 0.036-0.29%) of that segment's revenue (150 ÷ 139,996), a small part of a Dynamics business that also covers sales, finance and operations. AI-related annualised run-rate in Customer service: US$150m (range 50-400). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.216% (range 0.739-5.908%). Source published date: 2026-07-29."},"government-public":{"participates":false,"evidence":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings press release","publisher":"Microsoft Corporation","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"revenue $90.0 billion, Intelligent Cloud $39.3 billion, Dynamics 365 revenue +13%, Microsoft 365 Copilot over 30 million paid seats; Dragon Copilot and contact-centre revenue not disclosed; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings press release","publisher":"Microsoft Corporation","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"revenue $90.0 billion, Intelligent Cloud $39.3 billion, Dynamics 365 revenue +13%, Microsoft 365 Copilot over 30 million paid seats; Dragon Copilot and contact-centre revenue not disclosed; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","title":"Microsoft FY26 Q4 earnings press release","publisher":"Microsoft Corporation","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"revenue $90.0 billion, Intelligent Cloud $39.3 billion, Dynamics 365 revenue +13%, Microsoft 365 Copilot over 30 million paid seats; Dragon Copilot and contact-centre revenue not disclosed; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3},"customer-service":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d4fa3de893724b820838281698754d6d8cb7a23b162bab3fa22dd50af5795f4d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d4fa3de893724b820838281698754d6d8cb7a23b162bab3fa22dd50af5795f4d"}}},"bloomberg":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"bloomberg","name":"Bloomberg L.P.","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"low":0.004,"central":0.018,"high":0.091,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake as an allowance for Healthcare and life sciences"},"note":"5LayerCake allowance (T5), not an observation. Bloomberg is private and publishes no revenue by line. bloomberg.com and its sister sites (bloombergindustry.com, pro.bloombergtax.com, pro.bloomberglaw.com) refused automated requests (HTTP 403), so no opened page shows what Bloomberg sells into healthcare and life sciences, and a participation of zero cannot be shown (missing never means zero). Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn. Method (T5): a small AI-related allowance of 0.01% (range 0.002-0.05%) of that estimate. US$15,000m × 1 = US$15,000m annualised; 0.01% = US$1.5m (0.002% to 0.05% = US$0.3-7.5m). AI-related annualised run-rate in Healthcare and life sciences: US$1.5m (range 0.3-7.5). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.018% (range 0.004-0.091%). Source published date: 2026-07-28."},"legal":{"low":0.152,"central":0.606,"high":1.818,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake for Legal"},"note":"5LayerCake estimate (T5). Bloomberg Law (legal research and analytics) publishes no revenue. Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn, the only revenue base. LawSites (Bob Ambrogi, 30 January 2025, T3, https://lawnext.com/2025/01/bloomberg-law-rolls-out-two-ai-powered-legal-research-tools-emphasizing-accuracy-and-source-attribution.html) reports that Bloomberg Law launched two generative-AI tools, Answers and AI Assistant, in beta and that they are 'available to current Bloomberg Law subscribers at no additional cost', so the AI features are bundled into the subscription and have no separate price. Method (T5): AI-related Bloomberg Law revenue judged at US$20m (range 5-60m), which is 0.13% (range 0.03-0.4%) of the US$15bn group estimate (20 ÷ 15,000 = 0.13%). AI-related annualised run-rate in Legal: US$20m (range 5-60). Share = company ÷ function total of US$3,300m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.606% (range 0.152-1.818%). Source published date: 2026-07-28."},"financial-services":{"low":0.318,"central":1.589,"high":5.297,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Bloomberg L.P. is private and bloomberg.com returned HTTP 403 in the screening pass, so it was not used again. Semafor (T3, 28 July 2026) cites a Forbes estimate (T4) of annual revenue of US$15bn and says terminals sell for US$30,000 or more a year to more than 300,000 finance professionals; no AI revenue is published, and no source shows paying customers for the AI features, so commercial activity stays unverified. Method (T5): AI-related revenue (Terminal AI search and document summaries sold inside the Terminal subscription) assumed at 1.5% (range 0.3-5%) of the US$15bn estimate.  Estimated annual revenue: US$15,000m x 1 = US$15,000m annualised; AI-related 1.5% (range 0.3-5%) = US$225m (US$45-750m). AI-related annualised run-rate in Financial services and insurance: US$225m (range 45-750). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.589% (range 0.318-5.297%). Source published date: 2026-07-28."},"customer-service":{"low":0.004,"central":0.022,"high":0.111,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake as an allowance for Customer service"},"note":"5LayerCake allowance (T5), not an observation. Bloomberg is private and publishes no revenue by line. bloomberg.com and its sister sites (bloombergindustry.com, pro.bloombergtax.com, pro.bloomberglaw.com) refused automated requests (HTTP 403), so no opened page shows what Bloomberg sells into customer service, and a participation of zero cannot be shown (missing never means zero). Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn. Method (T5): a small AI-related allowance of 0.01% (range 0.002-0.05%) of that estimate. US$15,000m × 1 = US$15,000m annualised; 0.01% = US$1.5m (0.002% to 0.05% = US$0.3-7.5m). AI-related annualised run-rate in Customer service: US$1.5m (range 0.3-7.5). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.022% (range 0.004-0.111%). Source published date: 2026-07-28."},"government-public":{"low":0.003,"central":0.016,"high":0.082,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake as an allowance for Government and public sector"},"note":"5LayerCake allowance (T5), not an observation. Bloomberg is private and publishes no revenue by line. bloomberg.com and its sister sites (bloombergindustry.com, pro.bloombergtax.com, pro.bloomberglaw.com) refused automated requests (HTTP 403), so no opened page shows what Bloomberg sells into government and public sector, and a participation of zero cannot be shown (missing never means zero). Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn. Method (T5): a small AI-related allowance of 0.01% (range 0.002-0.05%) of that estimate. US$15,000m × 1 = US$15,000m annualised; 0.01% = US$1.5m (0.002% to 0.05% = US$0.3-7.5m). AI-related annualised run-rate in Government and public sector: US$1.5m (range 0.3-7.5). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.016% (range 0.003-0.082%). Source published date: 2026-07-28."},"retail-services":{"low":0.007,"central":0.036,"high":0.182,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake as an allowance for Retail, property and other services"},"note":"5LayerCake allowance (T5), not an observation. Bloomberg is private and publishes no revenue by line. bloomberg.com and its sister sites (bloombergindustry.com, pro.bloombergtax.com, pro.bloomberglaw.com) refused automated requests (HTTP 403), so no opened page shows what Bloomberg sells into retail, property and other services, and a participation of zero cannot be shown (missing never means zero). Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn. Method (T5): a small AI-related allowance of 0.01% (range 0.002-0.05%) of that estimate. US$15,000m × 1 = US$15,000m annualised; 0.01% = US$1.5m (0.002% to 0.05% = US$0.3-7.5m). AI-related annualised run-rate in Retail, property and other services: US$1.5m (range 0.3-7.5). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.036% (range 0.007-0.182%). Source published date: 2026-07-28."},"industry-infrastructure":{"low":0.003,"central":0.013,"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":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals; input tier T4, derived by 5LayerCake as an allowance for Industry, energy and infrastructure"},"note":"5LayerCake allowance (T5), not an observation. Bloomberg is private and publishes no revenue by line. bloomberg.com and its sister sites (bloombergindustry.com, pro.bloombergtax.com, pro.bloomberglaw.com) refused automated requests (HTTP 403), so no opened page shows what Bloomberg sells into industry, energy and infrastructure, and a participation of zero cannot be shown (missing never means zero). Semafor (28 July 2026) reports a Forbes estimate (T4) of group revenue of US$15bn. Method (T5): a small AI-related allowance of 0.01% (range 0.002-0.05%) of that estimate. US$15,000m × 1 = US$15,000m annualised; 0.01% = US$1.5m (0.002% to 0.05% = US$0.3-7.5m). AI-related annualised run-rate in Industry, energy and infrastructure: US$1.5m (range 0.3-7.5). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.013% (range 0.003-0.066%). Source published date: 2026-07-28."}},"baselineRevenueUsd":{"low":15000000000,"central":15000000000,"high":15000000000,"unit":"USD","basis":"Estimated annual revenue in US dollars (whole company, mostly the Terminal)","period":"CY2025 estimate (Forbes, reported July 2026)","periodEnd":"2025-12-31","source":{"url":"https://www.semafor.com/article/07/28/2026/bloombergs-post-mike-moves-are-in-motion","title":"Exclusive: Bloomberg's post-Mike moves are in motion","publisher":"Semafor (Liz Hoffman)","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T4","locator":"Cites Forbes, which 'pegs the company's annual revenue at $15 billion' (estimate, no year given); terminals 'sell for $30,000 or more a year' to more than 300,000 finance professionals"},"note":"Forbes estimate of US$15bn quoted by Semafor (T4); the year of the estimate is not stated, so the period end is taken as the calendar year before the article."},"screening":{"legal":{"levelLow":2,"levelHigh":3},"financial-services":{"levelLow":2,"levelHigh":5},"healthcare-life-sciences":{"levelLow":1,"levelHigh":2},"customer-service":{"levelLow":1,"levelHigh":2},"government-public":{"levelLow":1,"levelHigh":2},"retail-services":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1a057a6171c3e16d23bdf2b1547b317dda928242ba95fd412fe687d7169a549b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1a057a6171c3e16d23bdf2b1547b317dda928242ba95fd412fe687d7169a549b"}}},"heartflow":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"heartflow","name":"HeartFlow","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":2.855,"central":3.11,"high":3.183,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Method: Q2 2026 revenue was US$64.1M (T1); x4 = US$256M (full-year guidance US$246-250M). Both products (FFRCT Analysis, Plaque Analysis) are AI analyses of coronary CT scans. AI-related annualised run-rate in Healthcare and life sciences: US$256m (range 235-262). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 3.11% (range 2.855-3.183%). Source published date: 2026-08-13."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001464521/000146452126000129/htfl-20260813xex99_1.htm","title":"Heartflow Reports Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"Heartflow, Inc. (SEC Form 8-K)","publishedDate":"2026-08-13","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 total revenue $64.1 million (+48%); full-year 2026 guidance $246-250 million; products Heartflow FFRCT Analysis and Plaque Analysis on an AI platform; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"87550e0befedc62edbcf7c923bdf4cd8ffa989a9011c518a4f5de565245ed61a"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"87550e0befedc62edbcf7c923bdf4cd8ffa989a9011c518a4f5de565245ed61a"}}},"hexagon":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"hexagon","name":"Hexagon","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://digital-release.wboy.com/business/press-releases/cision/20260729HS14673/hexagon-interim-report-1-january-30-june-2026","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (Cision release)","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 operating net sales EUR1,050.2 million, recurring revenue EUR269.3 million; no AI statements; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.422,"central":2.1,"high":5.043,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.prnewswire.com/news-releases/hexagon-interim-report-1-january---30-june-2026-302837446.html","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (PR Newswire)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026: operating net sales of 1,050.2 MEUR (1,010.5), organic growth 12%; recurring revenue 269.3 MEUR (317.9), 4% organic growth; no AI statements; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Hexagon's interim report (T1) gives Q2 2026 operating net sales of EUR 1,050.2m (+12% organic) and recurring revenue of EUR 269.3m; it has no AI figures. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue (reality capture, autonomy and asset-management software) assumed at 5% (range 1-12%) of annualised operating net sales. Operating net sales: EUR 1,050m x 4 x 1.138 = US$4,782m annualised; AI-related 5% (range 1-12%) = US$239m (US$48-574m). AI-related annualised run-rate in Industry, energy and infrastructure: US$239m (range 48-574). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.1% (range 0.422-5.043%). Source published date: 2026-07-29."}},"baselineRevenueUsd":{"low":4781770640,"central":4781770640,"high":4781770640,"unit":"USD","basis":"Quarterly operating net sales x 4 in US dollars (includes sensors and measurement hardware outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.prnewswire.com/news-releases/hexagon-interim-report-1-january---30-june-2026-302837446.html","title":"Hexagon Interim Report 1 January - 30 June 2026","publisher":"Hexagon AB (PR Newswire)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T1","locator":"Operating net sales of 1,050.2 MEUR"},"note":"EUR 1,050.2m x 4 x 1.1383 (ECB reference rate of 1 July 2026) = US$4,782M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ae6daade822ecf12b5aedd746648248d873b5a787cba9607a9da341468f8346b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ae6daade822ecf12b5aedd746648248d873b5a787cba9607a9da341468f8346b"}}},"appfolio":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"appfolio","name":"AppFolio","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.823,"central":2.445,"high":5.979,"unit":"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/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI for leasing, maintenance and messaging); input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). AppFolio's Q2 2026 release (T1) gives revenue of US$281M (+19%), with value-added services (payments, screening, insurance services) of US$219.5M; it does not mention its agentic AI products Realm-X (leasing, maintenance, messaging), and no AI revenue is published. Method (T5): AI-related revenue assumed at 9% (range 3-22%) of annualised revenue (latest quarter x 4). Total revenue: US$281m x 4 = US$1,124m annualised; AI-related 9% (range 3-22%) = US$101m (US$34-247m). AI-related annualised run-rate in Retail, property and other services: US$101m (range 34-247). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.445% (range 0.823-5.979%). Source published date: 2026-07-23."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million (+19%), value-added services $219.5 million; the release does not mention Realm-X (agentic AI products read only through call summaries); lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":1124000000,"central":1124000000,"high":1124000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (property management software and payments)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001433195/000143319526000056/appfq22026exhibit991.htm","title":"AppFolio Announces Second Quarter 2026 Financial Results (Exhibit 99.1)","publisher":"AppFolio, Inc. (SEC Form 8-K)","publishedDate":"2026-07-23","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue $281 million"},"note":"US$281M x 4 = US$1,124M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8b8a6302fd288013b8d56df07d7c1f6d02e3ee0f6d055bf908091be68aa63303"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8b8a6302fd288013b8d56df07d7c1f6d02e3ee0f6d055bf908091be68aa63303"}}},"rockwell-automation":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"rockwell-automation","name":"Rockwell Automation","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.527,"central":1.845,"high":4.744,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.rockwellautomation.com/en-au/company/news/press-releases/Rockwell-Automation-Reports-Third-Quarter-2026-Results.html","title":"Rockwell Automation Reports Third Quarter 2026 Results","publisher":"Rockwell Automation, Inc.","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Q3 FY2026 sales $2,313 million; Software & Control segment sales $751 million (+19%); no AI statements; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Method: Q3 FY2026 Software & Control sales were US$751M (T1; x4 = US$3.0bn, mostly controllers); no AI statements. Method (T5): AI-related share assumed at 7% (range 2-18%). AI-related annualised run-rate in Industry, energy and infrastructure: US$210m (range 60-540). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 11,382, made of identified candidates 9,485 and an allowance of 1,897 (20%) for vendors outside the register (for example Uptake, Avathon, Seeq, Sight Machine, Supcon, Keyence, Basler and Wayve). Largest, US$m: samsara 960, palantir 950, siemens 590, applied-intuition 550, honeywell 400. Full table: a local evidence capture. Share 1.845% (range 0.527-4.744%). Source published date: 2026-08-04."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"190a5599308d645f3ab1064394108451be4a20b65e112c6763776f85f792ea4f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"190a5599308d645f3ab1064394108451be4a20b65e112c6763776f85f792ea4f"}}},"tempus":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"tempus","name":"Tempus AI","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":2.308,"central":4.531,"high":8.503,"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":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Method: Q2 2026 Data and Applications revenue was US$93.2M (T1; x4 = US$373M), Diagnostics US$289.3M. Method (T5): AI-related revenue is the Data and Applications segment annualised (algorithm-based data licensing and apps); the low end is half of it, the high end adds a quarter of the diagnostics line (algorithmic tests). AI-related annualised run-rate in Healthcare and life sciences: US$373m (range 190-700). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 4.531% (range 2.308-8.503%). Source published date: 2026-07-30."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001717115/000119312526326083/tem-ex99_1.htm","title":"Tempus Reports Second Quarter 2026 Results (Exhibit 99.1)","publisher":"Tempus AI, Inc. (SEC Form 8-K)","publishedDate":"2026-07-30","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenue: Data and Applications $93.2 million, Diagnostics $289.3 million, total $382.5 million; no AI-specific revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"01ee6ef026fd6ec8929a2c7a93d3caee378271b6b555674a4796b450e32944b5"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"01ee6ef026fd6ec8929a2c7a93d3caee378271b6b555674a4796b450e32944b5"}}},"ge-vernova":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ge-vernova","name":"GE Vernova","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.gevernova.com/about","title":"About GE Vernova","publisher":"GE Vernova","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"power equipment, wind, electrification incl. 'Electrification Software'; about 85,000 people; no software revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.431,"central":1.713,"high":5.131,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","title":"GE Vernova Inc. Form 10-K for the year ended December 31, 2025","publisher":"GE Vernova Inc. (SEC Form 10-K)","publishedDate":"2026-01-29","accessedDate":"2026-10-23","tier":"T5","locator":"Segment revenues: Electrification Software $973 million in 2025 ($917 million in 2024, $874 million in 2023); total revenues $38.1 billion; Proficy manufacturing software held for sale; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). GE Vernova's 2025 10-K (T1; local copy of the filing) gives Electrification Software revenue of US$973M (US$917M in 2024), of 38.1bn total revenue; the segment builds grid software such as GridOS, and the Proficy manufacturing software business is held for sale. The rest is hardware. Method (T5): AI-related revenue (grid orchestration, forecasting and analytics software) assumed at 20% (range 5-60%) of Electrification Software revenue. Electrification Software (CY2025): US$973m x 1 = US$973m annualised; AI-related 20% (range 5-60%) = US$195m (US$49-584m). AI-related annualised run-rate in Industry, energy and infrastructure: US$195m (range 49-584). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.713% (range 0.431-5.131%). Source published date: 2026-01-29."}},"baselineRevenueUsd":{"low":973000000,"central":973000000,"high":973000000,"unit":"USD","basis":"Electrification Software segment revenue in US dollars (the software unit; group revenue is US$38.1bn)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","title":"GE Vernova Inc. Form 10-K for the year ended December 31, 2025","publisher":"GE Vernova Inc. (SEC Form 10-K)","publishedDate":"2026-01-29","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenues: Electrification Software $973 million in 2025 ($917 million in 2024, $874 million in 2023); total revenues $38.1 billion; Proficy manufacturing software held for sale"},"note":"US$973M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7f523605fff534a6eec664758c4adb1d735fecee7a16319bf3c7430908a1bbb7"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7f523605fff534a6eec664758c4adb1d735fecee7a16319bf3c7430908a1bbb7"}}},"axon":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"axon","name":"Axon Enterprise","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":2.186,"central":4.372,"high":7.65,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T5","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; input tier T3, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Axon's Q2 2026 revenue was US$904M, Software & Services US$398M, ARR US$1.6bn (T3); AI-enabled software revenue grew close to 700%. Method (T5): AI-related revenue (Draft One, AI Era plan) assumed at 25% of ARR, US$400M (range 200-700). AI-related annualised run-rate in Government and public sector: US$400m (range 200-700). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 4.372% (range 2.186-7.65%). Source published date: 2026-08-06."},"retail-services":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.criticalcommunicationsreview.com/ccr/financial/119448/axon-posts-record-q2-2026-revenue-of-904-million-as-counter-drone-and-ai-platforms-drive-growth","title":"Axon posts record Q2 2026 revenue of $904 million as counter-drone and AI platforms drive growth","publisher":"Critical Communications Review","publishedDate":"2026-08-06","accessedDate":"2026-10-22","tier":"T3","locator":"Axon Q2 2026 revenue $904 million (+35%), Software & Services $398 million (+36%), ARR $1.6 billion (+39%); AI-enabled software revenue grew close to 700%; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"government-public":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8f86a33530876eaf2b7acf58dd52303f7aafaaa9a020094c0d6926de3ef6fceb"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8f86a33530876eaf2b7acf58dd52303f7aafaaa9a020094c0d6926de3ef6fceb"}}},"soundhound-ai":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"soundhound-ai","name":"SoundHound AI","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.soundhound.com/","title":"SoundHound AI home page","publisher":"SoundHound AI, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"conversational AI agents for restaurants, automotive and customer service; 10B conversations a year; Q2 2026 revenue $61.9 million (+45%) read only through a search-result summary of the press release; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.soundhound.com/","title":"SoundHound AI home page","publisher":"SoundHound AI, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"conversational AI agents for restaurants, automotive and customer service; 10B conversations a year; Q2 2026 revenue $61.9 million (+45%) read only through a search-result summary of the press release; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.soundhound.com/","title":"SoundHound AI home page","publisher":"SoundHound AI, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"conversational AI agents for restaurants, automotive and customer service; 10B conversations a year; Q2 2026 revenue $61.9 million (+45%) read only through a search-result summary of the press release; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":0.886,"central":1.64,"high":2.363,"unit":"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/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Second quarter reported revenue $61.9 million, +45.0% (Q2 2025 $42,683 thousand); full-year 2026 outlook $230-260 million; LivePerson acquisition expected to close before end of 2026; no revenue by industry or backlog; input tier T1, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). SoundHound's Q2 2026 release (T1) gives revenue of US$61.9M (+45%; US$42.7M a year earlier), so US$248M annualised; it gives no revenue by industry, no backlog and no customer count. All revenue is voice and conversational AI. Method (T5): revenue split about 45% customer service, 25% restaurants and retail, 25% automotive and devices (industry) and 5% not counted; ranges move each part by about half. The LivePerson acquisition, expected to close before the end of 2026, is not included. 61.9 x 4 x 45% = US$111M. AI-related annualised run-rate in Customer service: US$111m (range 60-160). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.64% (range 0.886-2.363%). Source published date: 2026-08-06."},"government-public":{"participates":false,"evidence":{"url":"https://www.soundhound.com/","title":"SoundHound AI home page","publisher":"SoundHound AI, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"conversational AI agents for restaurants, automotive and customer service; 10B conversations a year; Q2 2026 revenue $61.9 million (+45%) read only through a search-result summary of the press release; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.726,"central":1.501,"high":2.663,"unit":"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/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Second quarter reported revenue $61.9 million, +45.0% (Q2 2025 $42,683 thousand); full-year 2026 outlook $230-260 million; LivePerson acquisition expected to close before end of 2026; no revenue by industry or backlog; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). SoundHound's Q2 2026 release (T1) gives revenue of US$61.9M (+45%; US$42.7M a year earlier), so US$248M annualised; it gives no revenue by industry, no backlog and no customer count. All revenue is voice and conversational AI. Method (T5): revenue split about 45% customer service, 25% restaurants and retail, 25% automotive and devices (industry) and 5% not counted; ranges move each part by about half. The LivePerson acquisition, expected to close before the end of 2026, is not included. 61.9 x 4 x 25% = US$62M. AI-related annualised run-rate in Retail, property and other services: US$62m (range 30-110). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.501% (range 0.726-2.663%). Source published date: 2026-08-06."},"industry-infrastructure":{"low":0.22,"central":0.545,"high":0.966,"unit":"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/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Second quarter reported revenue $61.9 million, +45.0% (Q2 2025 $42,683 thousand); full-year 2026 outlook $230-260 million; LivePerson acquisition expected to close before end of 2026; no revenue by industry or backlog; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). SoundHound's Q2 2026 release (T1) gives revenue of US$61.9M (+45%; US$42.7M a year earlier), so US$248M annualised; it gives no revenue by industry, no backlog and no customer count. All revenue is voice and conversational AI. Method (T5): revenue split about 45% customer service, 25% restaurants and retail, 25% automotive and devices (industry) and 5% not counted; ranges move each part by about half. The LivePerson acquisition, expected to close before the end of 2026, is not included. 61.9 x 4 x 25% = US$62M. AI-related annualised run-rate in Industry, energy and infrastructure: US$62m (range 25-110). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.545% (range 0.22-0.966%). Source published date: 2026-08-06."}},"activityGrowth":{"current":{"low":247600000,"central":247600000,"high":247600000,"unit":"USD","basis":"SoundHound total revenue, latest quarter x 4, US dollars (all voice AI)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"Second quarter reported revenue was $61.9 million"},"note":"US$61.9M x 4 = US$248M (T1)."},"prior":{"low":170732000,"central":170732000,"high":170732000,"unit":"USD","basis":"SoundHound total revenue, latest quarter x 4, US dollars (all voice AI)","period":"Q2 2025 annualised","periodEnd":"2025-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"Reconciliation table: Q2 2025 revenue $42,683 thousand"},"note":"US$42.683M x 4 = US$171M (prior-year column of the same release). Growth 45%."}},"committedExpansion":{"low":0.242,"central":0.242,"high":0.242,"unit":"ratio","basis":"Remaining performance obligations at 30 June 2026 / total revenue of the quarter x 4","period":"RPO at 30 June 2026","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001840856/000184085626000022/soun-20260630.htm","title":"SoundHound AI, Inc. Form 10-Q for the quarter ended June 30, 2026","publisher":"SoundHound AI, Inc. (SEC Form 10-Q)","publishedDate":"2026-08","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue note: remaining performance obligations $60.0 million at 30 June 2026 ($37.3 million within one year, $20.1 million in two to five years)"},"note":"US$60.0M RPO (T1, 10-Q) / US$247.6M (US$61.9M x 4, T1) = 0.242. RPO excludes contracts where the customer is not committed and usage-based royalties."},"baselineRevenueUsd":{"low":247600000,"central":247600000,"high":247600000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001840856/000184085626000019/soun-20260806ex991earnings.htm","title":"SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45% (Form 8-K, Exhibit 99.1)","publisher":"SoundHound AI, Inc. (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"Second quarter reported revenue was $61.9 million"},"note":"US$61.9M x 4 = US$248M (T1)."},"screening":{"customer-service":{"levelLow":1,"levelHigh":2},"retail-services":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"bfe330a7ebeb50555c49f9589ed109f69638ddc2c4231716869ea64c4470785b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"bfe330a7ebeb50555c49f9589ed109f69638ddc2c4231716869ea64c4470785b"}}},"entrata":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"entrata","name":"Entrata","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.702,"central":2.082,"high":4.866,"unit":"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 2026 annualised","periodEnd":"2026-03-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","title":"Entrata, Inc. Form S-1 registration statement","publisher":"Entrata, Inc. (SEC Form S-1)","publishedDate":"2026-05-28","accessedDate":"2026-10-23","tier":"T5","locator":"Prospectus Summary p.3 and Summary Consolidated Financial Data p.26: revenue $412.0 million in 2024, $509.3 million in 2025 (+24%); Q1 2026 $143.5 million (Q1 2025 $116.6 million); ELI+ premium AI products; OXP with 100+ agents; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Entrata's S-1 (T1) gives revenue of US$143.5M for Q1 2026 (+23%) and US$509.3M for 2025, and describes ELI+, 'our suite of premium AI products', and an agentic system with more than 100 agents; it gives no AI revenue. Method (T5): AI-related revenue assumed at 15% (range 5-35%) of annualised revenue (latest quarter x 4). Total revenue: US$144m x 4 = US$574m annualised; AI-related 15% (range 5-35%) = US$86m (US$29-201m). AI-related annualised run-rate in Retail, property and other services: US$86m (range 29-201). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.082% (range 0.702-4.866%). Source published date: 2026-05-28."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.entrata.com/","title":"Entrata home page","publisher":"Entrata","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Leasing AI, Maintenance AI, Payments AI, Renewals AI, '100+ Native Agents'; no revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":574000000,"central":574000000,"high":574000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (property management software and embedded payments)","period":"Q1 2026 annualised","periodEnd":"2026-03-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","title":"Entrata, Inc. Form S-1 registration statement","publisher":"Entrata, Inc. (SEC Form S-1)","publishedDate":"2026-05-28","accessedDate":"2026-10-23","tier":"T1","locator":"Q1 2026 revenue $143.5 million"},"note":"US$143.5M x 4 = US$574M (T1)."},"screening":{"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dd38b1d85887008e449e11be2cdc0e5ccb4ec3d9254b62d7bcdf0369d474d82b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dd38b1d85887008e449e11be2cdc0e5ccb4ec3d9254b62d7bcdf0369d474d82b"}}},"genesys":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"genesys","name":"Genesys","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":5.17,"central":7.385,"high":10.339,"unit":"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 at January 2026)","periodEnd":"2026-01-31","source":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T5","locator":"Genesys Cloud ARR nearly $2.6 billion at January 2026; 20% of new-business ACV was Genesys Cloud AI; input tier T2, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Genesys' fourth-quarter release (reported by CMSWire, T2) gives Genesys Cloud ARR of nearly US$2.6bn at January 2026 and says 20% of new-business annual contract value was Genesys Cloud AI. Genesys is private. Method (T5): AI-related revenue is a judgement. The screening value of US$500M (range US$350-700M) for this function is kept; it equals 19% of Genesys Cloud ARR (nearly US$2.6bn) (US$2,600M), range 13-27%. AI-related annualised run-rate in Customer service: US$500m (range 350-700). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 7.385% (range 5.17-10.339%). Source published date: 2026-03-27."},"government-public":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.cmswire.com/the-wire/genesys-reports-record-fourth-quarter/","title":"Genesys Reports Record Fourth Quarter","publisher":"CMSWire (Genesys press release)","publishedDate":"2026-03-27","accessedDate":"2026-10-22","tier":"T2","locator":"Genesys Cloud ARR nearly $2.6 billion (+35%), fiscal 2026 revenue nearly $3 billion; 70%+ of Genesys Cloud customers use Genesys Cloud AI; 20% of new-business ACV was Genesys Cloud AI; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"customer-service":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"62ff5d9cc8b041cc022fbb635787b38040a818ff69f01040082faaf047ecb580"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"62ff5d9cc8b041cc022fbb635787b38040a818ff69f01040082faaf047ecb580"}}},"amdocs":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"amdocs","name":"Amdocs","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.amdocs.com/about","title":"About Amdocs","publisher":"Amdocs","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software and services for communications and media, aOS agentic operating system; 'fiscal 2025 revenue $4.53B', ~400 customers; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.413,"central":1.239,"high":3.303,"unit":"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 (Apr-Jun 2026) annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001062579/000119312526336043/d29115dex991.htm","title":"Amdocs Limited Reports Third Quarter Fiscal 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Amdocs Limited (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T5","locator":"Q3 FY2026 (quarter ended 30 June 2026) revenue $1,175 million (+2.7%), managed services $791 million, 12-month backlog $4.26 billion (+2.7%); aOS agentic operating system, Liberty Latin America partnership; no AI figures; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Amdocs' Q3 FY2026 release (T1) gives revenue of US$1,175M (+2.7%) and a 12-month backlog of US$4.26bn; it names its agentic operating system aOS as a strategic pillar and a 10-year Liberty Latin America partnership, with no AI revenue. Method (T5): AI-related revenue (aOS agents, AI-based operations software for telecom) assumed at 3% (range 1-8%) of annualised revenue. Group revenue: US$1,175m x 4 = US$4,700m annualised; AI-related 3% (range 1-8%) = US$141m (US$47-376m). AI-related annualised run-rate in Industry, energy and infrastructure: US$141m (range 47-376). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.239% (range 0.413-3.303%). Source published date: 2026-08-05."}},"baselineRevenueUsd":{"low":4700000000,"central":4700000000,"high":4700000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (telecom software and managed services)","period":"Q3 FY2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001062579/000119312526336043/d29115dex991.htm","title":"Amdocs Limited Reports Third Quarter Fiscal 2026 Results (Form 6-K, Exhibit 99.1)","publisher":"Amdocs Limited (SEC Form 6-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue of $1,175 million"},"note":"US$1,175M x 4 = US$4,700M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"32c0118d6b18c7672818b3dd14752404a59da710879857804f9973a1afde836e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"32c0118d6b18c7672818b3dd14752404a59da710879857804f9973a1afde836e"}}},"salesforce":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"salesforce","name":"Salesforce (Agentforce Service, Fin)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":5.908,"central":9.158,"high":14.032,"unit":"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://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 FY2027 (quarter ended 31 July 2026): 'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'; Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; input tier T1, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Salesforce's Q2 FY2027 release (T1; local copy of the PDF) says Agentforce ARR exceeded US$1.5bn (up over 240%; from Q2 FY27 it includes AI offerings, Slackbot and Headless 360), across Sales, Service and other uses; no split by use is given. Part 1 (T5): about a third of Agentforce ARR is customer service, US$500M (range 300-750M, i.e. 20-50%). Part 2: Fin, the customer-service AI agent Salesforce agreed to buy in June 2026 (release), counted here as the register consolidates it: Sacra (T4, https://sacra.com/research/intercom) says Fin 'surpassed $100M in ARR and is growing 350% per year' (undated); the earlier screening figure of US$250M had no opened source and is replaced by US$120M (range 100-200M, the floor being the stated US$100M). AI-related annualised run-rate in Customer service: US$620m (range 400-950). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 9.158% (range 5.908-14.032%). Source published date: 2026-08-26."},"government-public":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 FY2027 revenue $11.3 billion; Agentforce ARR above $1.5 billion (now includes Slackbot and Headless 360); Agentforce and Data 360 ARR nearly $3.9 billion; Fin acquisition expected to close in Q3 FY2027; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"activityGrowth":{"current":{"low":1500000000,"central":1500000000,"high":1500000000,"unit":"USD","basis":"Salesforce Agentforce annual recurring revenue, US dollars (all uses; a floor: \"exceeded\")","period":"Q2 FY2027","periodEnd":"2026-07-31","source":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"'Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y'"},"note":"The company says (T2) Agentforce ARR exceeded US$1.5bn. The definition changed at Q2 FY2027 to include AI offerings, Slackbot and Headless 360; the stated growth is for the ARR as now defined."},"prior":{"low":441176471,"central":441176471,"high":441176471,"unit":"USD","basis":"Salesforce Agentforce annual recurring revenue, US dollars (all uses; a floor: \"exceeded\")","period":"Q2 FY2026","periodEnd":"2025-07-31","source":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"'up over 240% Y/Y'"},"note":"Derived from the company's stated growth of over 240% (T2): 1,500 / 3.4 = US$441M. Growth capped by the engine at +300%."}},"baselineRevenueUsd":{"low":1500000000,"central":1500000000,"high":1500000000,"unit":"USD","basis":"Agentforce annual recurring revenue, US dollars (all uses; the AI line, not group revenue of about US$45bn)","period":"Q2 FY2027","periodEnd":"2026-07-31","source":{"url":"https://s205.q4cdn.com/626266368/files/doc_financials/2027/q2/CRM-Q2-FY27-Earnings-Press-Release.pdf","title":"Salesforce Delivers Record Second Quarter Fiscal 2027 Results","publisher":"Salesforce, Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-22","tier":"T2","locator":"'Agentforce ARR exceeded $1.5 billion'"},"note":"Group revenue (US$11.3bn a quarter) is not used because almost all of it is outside this sublayer."},"screening":{"customer-service":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cf4c0ebd1566b2f4b1ea9e5cbae583568a83c65ed25ee60268d393226efa20da"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"cf4c0ebd1566b2f4b1ea9e5cbae583568a83c65ed25ee60268d393226efa20da"}}},"motive":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"motive","name":"Motive","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/motive/","title":"Motive (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $451.6M (2022), fleet software; no ARR estimate; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":1.054,"central":2.46,"high":3.514,"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":"Q3 2025 (ARR at 30 September 2025)","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1646681/000162828025058773/motive-sx1.htm","title":"Motive Technologies, Inc. Form S-1 registration statement","publisher":"Motive Technologies, Inc. (SEC Form S-1)","publishedDate":"2025-12-23","accessedDate":"2026-10-23","tier":"T5","locator":"p.2: ARR $417 million at 31 December 2024 and $501 million at 30 September 2025 (+28% year on year); revenue $370 million in 2024; AI Dashcam customers reduced collisions by 80%; Driver Safety AI models monitor more than 15 unsafe behaviours; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Motive's S-1 (T1) gives ARR of US$501M at 30 September 2025 (+28% year on year) and 2024 revenue of US$370M, and describes its AI Dashcam and Driver Safety AI models; it does not give the AI share of ARR. The data is 13 months old, so the engine widens it. Method (T5): AI-related revenue is a judgement. The screening value of US$280M (range US$120-400M) for this function is kept; it equals 56% of annual recurring revenue (ARR) (US$501M), range 24-80%. AI-related annualised run-rate in Industry, energy and infrastructure: US$280m (range 120-400). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.46% (range 1.054-3.514%). Source published date: 2025-12-23."}},"baselineRevenueUsd":{"low":501000000,"central":501000000,"high":501000000,"unit":"USD","basis":"Annual recurring revenue in US dollars (fleet management software and AI dashcams)","period":"Q3 2025 (ARR at 30 September 2025)","periodEnd":"2025-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/1646681/000162828025058773/motive-sx1.htm","title":"Motive Technologies, Inc. Form S-1 registration statement","publisher":"Motive Technologies, Inc. (SEC Form S-1)","publishedDate":"2025-12-23","accessedDate":"2026-10-23","tier":"T1","locator":"p.2: ARR $417 million at 31 December 2024 and $501 million at 30 September 2025 (+28% year on year); revenue $370 million in 2024; AI Dashcam customers reduced collisions by 80%; Driver Safety AI models monitor more than 15 unsafe behaviours"},"note":"US$501M ARR (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e6ecaca9361cb672bf01ed920d7504ed6e055ca874e4ddf46339a05e70cf4c53"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e6ecaca9361cb672bf01ed920d7504ed6e055ca874e4ddf46339a05e70cf4c53"}}},"anduril":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"anduril","name":"Anduril Industries","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.546,"central":2.732,"high":6.557,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; input tier T4, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Sacra (T4): 2025 revenue US$2.2bn, 2026 projection US$4.3bn, no software split. Hardware-heavy: only Lattice and autonomy software count. Method (T5): about 8% of a US$3bn run-rate, US$250M (range 50-600). AI-related annualised run-rate in Government and public sector: US$250m (range 50-600). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 2.732% (range 0.546-6.557%). Source published date: undated."},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/anduril/","title":"Anduril (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2.2B (+120%); company projecting $4.3B for 2026; no Lattice or software split; $5B round closed May 2026; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"government-public":{"levelLow":1,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0d95960ebc201200395218ec0a54bf79bdba776c21e14003e565d487c090c817"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0d95960ebc201200395218ec0a54bf79bdba776c21e14003e565d487c090c817"}}},"ant-group":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ant-group","name":"Ant Group (Ant Digital Technologies)","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604227951","title":"Ant Digital Technologies at Money20/20 Asia: Empowering SMEs with AI for Digital Transformation","publisher":"Ant Digital Technologies (via Kyodo PR Wire)","publishedDate":"2026-04-23","accessedDate":"2026-10-23","tier":"T2","locator":"Company release (Bangkok, 22 April 2026): Ant Digital Technologies supports 'small and medium-sized financial institutions in their digital transformation' and enables 'SMEs in the service industry to operate digitally'; it has served over 10,000 enterprise clients and more than 300 ecosystem partners; the release names no healthcare and life sciences customer or product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604227951","title":"Ant Digital Technologies at Money20/20 Asia: Empowering SMEs with AI for Digital Transformation","publisher":"Ant Digital Technologies (via Kyodo PR Wire)","publishedDate":"2026-04-23","accessedDate":"2026-10-23","tier":"T2","locator":"Company release (Bangkok, 22 April 2026): Ant Digital Technologies supports 'small and medium-sized financial institutions in their digital transformation' and enables 'SMEs in the service industry to operate digitally'; it has served over 10,000 enterprise clients and more than 300 ecosystem partners; the release names no legal customer or product (absence on this page, not proof)"}},"financial-services":{"low":0.685,"central":2.055,"high":5.48,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://finance.sina.cn/2026-07-31/detail-iniksxny9308054.d.html","title":"金融科技与AI，蚂蚁数科哪条逻辑受资本青睐？","publisher":"Caijing (《财经》) magazine, republished on Sina Finance","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"Date from the page URL and byline (31 July). IDC: 2025 market for China's financial large models, agent applications and services RMB 2.436bn (24.36亿元), Ant Digital first with a 13.3% share (IDC, T4); Ant Digital's CEO says its revenue is on par with leading domestic software companies, which the article puts at 数十亿元 (several billion yuan) a year in 2024 (company statement, T2); input tiers T4 and T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Ant Group publishes no revenue for Ant Digital Technologies, its enterprise AI and risk-control software unit (antgroup.com returned no content). Three opened anchors: (1) IDC, reported by Caijing magazine on 31 July 2026 (https://finance.sina.cn/2026-07-31/detail-iniksxny9308054.d.html, T4): the 2025 market for China's financial large models, agent applications and services was RMB 2.436bn and Ant Digital led it with 13.3%, so RMB 324m, US$47.7m at 0.1472 US$ per CNY (ECB reference rates of 1 July 2026, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html: US$1.1383 per EUR and 7.7342 CNY per EUR); that covers generative-AI products only and is a floor. (2) The same article quotes Ant Digital's CEO (T2) saying its revenue is on par with leading domestic software companies, which it puts at 数十亿元 (several billion yuan, my translation, RMB 2-9bn) a year in 2024: US$0.3-1.3bn, midpoint RMB 5.5bn = US$810m. (3) Ant Digital says (T2, Kyodo PR Wire, 22 April 2026, https://kyodonewsprwire.jp/index.php/release/202604227951) it has served over 10,000 enterprise clients, small and medium financial institutions and service-industry SMEs. Fintech News Singapore (https://fintechnews.sg/134902/ai/ant-digital-technologies-ai-banks-revenue/, 16 October 2026) is a sponsored interview with an Ant Digital executive (T2 at best) describing Agentar 2.0 and gives no figures. Method (T5): the AI-related total (generative-AI agents plus risk-control and identity AI, which count as predictive analytics and computer vision) is judged at 37% (range 12-99%) of the US$810m midpoint: US$300m (US$100-800m), 6.3 times the IDC generative-AI floor (300 ÷ 47.7). The earlier customer arithmetic (45 institutions at US$6.7M) is dropped because no opened page gives either number. Split: 97% financial services and insurance, 3% service-industry SMEs (Retail, property and other services). 97% of US$300m = US$291m (97% of 100-800 = US$97-776m). AI-related annualised run-rate in Financial services and insurance: US$291m (range 97-776). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.055% (range 0.685-5.48%). Source published date: 2026-07-31."},"customer-service":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604227951","title":"Ant Digital Technologies at Money20/20 Asia: Empowering SMEs with AI for Digital Transformation","publisher":"Ant Digital Technologies (via Kyodo PR Wire)","publishedDate":"2026-04-23","accessedDate":"2026-10-23","tier":"T2","locator":"Company release (Bangkok, 22 April 2026): Ant Digital Technologies supports 'small and medium-sized financial institutions in their digital transformation' and enables 'SMEs in the service industry to operate digitally'; it has served over 10,000 enterprise clients and more than 300 ecosystem partners; the release names no customer service customer or product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604227951","title":"Ant Digital Technologies at Money20/20 Asia: Empowering SMEs with AI for Digital Transformation","publisher":"Ant Digital Technologies (via Kyodo PR Wire)","publishedDate":"2026-04-23","accessedDate":"2026-10-23","tier":"T2","locator":"Company release (Bangkok, 22 April 2026): Ant Digital Technologies supports 'small and medium-sized financial institutions in their digital transformation' and enables 'SMEs in the service industry to operate digitally'; it has served over 10,000 enterprise clients and more than 300 ecosystem partners; the release names no government and public sector customer or product (absence on this page, not proof)"}},"retail-services":{"low":0.073,"central":0.218,"high":0.581,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://finance.sina.cn/2026-07-31/detail-iniksxny9308054.d.html","title":"金融科技与AI，蚂蚁数科哪条逻辑受资本青睐？","publisher":"Caijing (《财经》) magazine, republished on Sina Finance","publishedDate":"2026-07-31","accessedDate":"2026-10-23","tier":"T5","locator":"Date from the page URL and byline (31 July). IDC: 2025 market for China's financial large models, agent applications and services RMB 2.436bn (24.36亿元), Ant Digital first with a 13.3% share (IDC, T4); Ant Digital's CEO says its revenue is on par with leading domestic software companies, which the article puts at 数十亿元 (several billion yuan) a year in 2024 (company statement, T2); input tiers T4 and T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Ant Digital says (T2, Kyodo PR Wire, 22 April 2026, https://kyodonewsprwire.jp/index.php/release/202604227951) it enables 'SMEs in the service industry to operate digitally', so a participation of zero cannot be shown in this part. The AI-related total for Ant Digital (US$300m, range 100-800, judged at 37% of a US$810m revenue midpoint; anchors and method are in the Financial services and insurance part of this file) is split 97% / 3%. 3% of US$300m = US$9m (3% of 100-800 = US$3-24m). AI-related annualised run-rate in Retail, property and other services: US$9m (range 3-24). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.218% (range 0.073-0.581%). Source published date: 2026-07-31."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://kyodonewsprwire.jp/index.php/release/202604227951","title":"Ant Digital Technologies at Money20/20 Asia: Empowering SMEs with AI for Digital Transformation","publisher":"Ant Digital Technologies (via Kyodo PR Wire)","publishedDate":"2026-04-23","accessedDate":"2026-10-23","tier":"T2","locator":"Company release (Bangkok, 22 April 2026): Ant Digital Technologies supports 'small and medium-sized financial institutions in their digital transformation' and enables 'SMEs in the service industry to operate digitally'; it has served over 10,000 enterprise clients and more than 300 ecosystem partners; the release names no industry, energy and infrastructure customer or product (absence on this page, not proof)"}}},"screening":{"financial-services":{"levelLow":1,"levelHigh":3},"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1b3568009d5866873b715415133b4c750df2327182b36150d3520e0616e52a01"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1b3568009d5866873b715415133b4c750df2327182b36150d3520e0616e52a01"}}},"yardi":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"yardi","name":"Yardi","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no healthcare and life sciences product is described (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no legal product is described (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no financial services and insurance product is described (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no customer service product is described (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no government and public sector product is described (absence on this page, not proof)"}},"retail-services":{"low":0.484,"central":1.937,"high":5.81,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 estimate","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/realpage/","title":"RealPage valuation, funding & news (Sacra company profile; mentions Yardi)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"Competition section: Yardi Systems 'an estimated $2 billion in annual revenue'; input tier T4, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Yardi is private and publishes no revenue; yardi.com returned HTTP 403 in the screening pass and was not used again; Yardi's own release of 3 September 2026 (copy at https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/, T2) describes its AI product, Virtuoso Enterprise, as an AI platform for real estate operations (leasing, resident service and back-office work), so its AI revenue sits in this part, including resident-service chat. Sacra (T4, https://sacra.com/c/realpage/) gives Yardi 'an estimated $2 billion in annual revenue' (undated, in its RealPage profile); other estimate sites range from US$1.1bn to US$1.8bn and are aggregators. Yardi's AI product is Virtuoso. No source shows paying customers for the AI features, so commercial activity stays unverified. Method (T5): AI-related share (Virtuoso, revenue management) assumed at 4% (range 1-12%) of US$2bn. Estimated annual revenue: US$2,000m x 1 = US$2,000m annualised; AI-related 4% (range 1-12%) = US$80m (US$20-240m). AI-related annualised run-rate in Retail, property and other services: US$80m (range 20-240). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.937% (range 0.484-5.81%). Source published date: undated."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.mannpublications.com/mannreport/2026/09/03/yardi-brings-virtuoso-enterprise-ai-to-caic-2026-in-toronto/","title":"Yardi brings Virtuoso Enterprise AI to CAIC 2026 in Toronto","publisher":"Mann Report (Mann Publications), reproducing a Yardi press release","publishedDate":"2026-09-03","accessedDate":"2026-10-23","tier":"T2","locator":"Company release: Yardi Virtuoso Enterprise is 'a single AI platform for real estate operations' covering leasing, resident service and back-office work (work orders, invoice approval); Chat IQ handles prospect and resident conversations; no industry, energy and infrastructure product is described (absence on this page, not proof)"}}},"screening":{"retail-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"23feaebc175609964368fd27acd7fe1ff39be9c94890894a0da88f1b6ac87fd7"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"23feaebc175609964368fd27acd7fe1ff39be9c94890894a0da88f1b6ac87fd7"}}},"trimble":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"trimble","name":"Trimble","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.trimble.com/","title":"Trimble home page","publisher":"Trimble Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"connected software and hardware; Trimble AI 'agentic AI'; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.351,"central":1.581,"high":3.778,"unit":"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://news.trimble.com/2026-08-12-Trimble-Announces-Second-Quarter-2026-Results-and-Raises-Full-Year-Guidance","title":"Trimble Announces Second Quarter 2026 Results and Raises Full Year Guidance","publisher":"Trimble Inc.","publishedDate":"2026-08-12","accessedDate":"2026-10-23","tier":"T5","locator":"Revenue of $972.0 million (Q2 2025 $875.7 million), ARR $2.51 billion (+14%), subscription and services revenue $640.6 million; CEO: 'accelerate AI-enabled value'; no AI figures; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Trimble's Q2 2026 release (T1) gives revenue of US$972.0M (+11%), ARR of US$2.51bn and subscription and services revenue of US$640.6M; it says Trimble is 'well positioned to accelerate AI-enabled value' and gives no AI revenue. Hardware and software mix. Method (T5): AI-related revenue is a judgement. The screening value of US$180M (range US$40-430M) for this function is kept; it equals 4.6% of annualised group revenue (latest quarter x 4) (US$3,888M), range 1-11%. AI-related annualised run-rate in Industry, energy and infrastructure: US$180m (range 40-430). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.581% (range 0.351-3.778%). Source published date: 2026-08-12."}},"baselineRevenueUsd":{"low":3888000000,"central":3888000000,"high":3888000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (connected software and hardware)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://news.trimble.com/2026-08-12-Trimble-Announces-Second-Quarter-2026-Results-and-Raises-Full-Year-Guidance","title":"Trimble Announces Second Quarter 2026 Results and Raises Full Year Guidance","publisher":"Trimble Inc.","publishedDate":"2026-08-12","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue of $972.0 million (Q2 2025 $875.7 million), ARR $2.51 billion (+14%), subscription and services revenue $640.6 million; CEO: 'accelerate AI-enabled value'; no AI figures"},"note":"US$972.0M x 4 = US$3,888M (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"43066843d7f2a3db7bcec092e351ca647e13de479f5d881daa6b2c0aeb228837"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"43066843d7f2a3db7bcec092e351ca647e13de479f5d881daa6b2c0aeb228837"}}},"dahua":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"dahua","name":"Dahua Technology","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.dahuasecurity.com/","title":"Dahua home page","publisher":"Dahua Technology","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'World Leading Video-Centric AIoT Solution & Service Provider': CCTV, intercoms, access control, alarms, traffic; AI mainly in access control; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.dahuasecurity.com/","title":"Dahua home page","publisher":"Dahua Technology","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'World Leading Video-Centric AIoT Solution & Service Provider': CCTV, intercoms, access control, alarms, traffic; AI mainly in access control; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.dahuasecurity.com/","title":"Dahua home page","publisher":"Dahua Technology","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'World Leading Video-Centric AIoT Solution & Service Provider': CCTV, intercoms, access control, alarms, traffic; AI mainly in access control; no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.dahuasecurity.com/","title":"Dahua home page","publisher":"Dahua Technology","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'World Leading Video-Centric AIoT Solution & Service Provider': CCTV, intercoms, access control, alarms, traffic; AI mainly in access control; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.557,"central":2.175,"high":6.579,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://pdf.dfcfw.com/pdf/H2_AN202604271821638094_1.pdf","title":"2025 Annual Report of Zhejiang Dahua Technology Co., Ltd. (English full text)","publisher":"Zhejiang Dahua Technology Co., Ltd. (filing hosted by Eastmoney)","publishedDate":"2026-04","accessedDate":"2026-10-23","tier":"T5","locator":"p.16, Key Accounting Data: Operating Revenue RMB 32,743,783,343.80 in 2025 (RMB 32,180,931,827.17 in 2024), +1.75%; net profit attributable RMB 3,857,923,611.86; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Dahua's 2025 annual report (T1) gives operating revenue of RMB 32.74bn, +1.75%. It sells video-centric AIoT hardware and software; only AI solutions count. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). RMB 32,744m x 0.1472 = US$4,819M. Method (T5): AI-related solution revenue assumed at 6.6% (range 1.7-20%) of revenue, split 62.5% public sector and 37.5% industry. 2025 revenue: CNY 32,744m x 1 x 0.1472 = US$4,819m annualised; AI-related 6.6% (range 1.7-20%), 62.5% of it counted here = US$199m (US$51-602m). AI-related annualised run-rate in Government and public sector: US$199m (range 51-602). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.175% (range 0.557-6.579%). Source published date: 2026-04."},"retail-services":{"participates":false,"evidence":{"url":"https://www.dahuasecurity.com/","title":"Dahua home page","publisher":"Dahua Technology","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'World Leading Video-Centric AIoT Solution & Service Provider': CCTV, intercoms, access control, alarms, traffic; AI mainly in access control; no revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.272,"central":1.046,"high":3.172,"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":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://pdf.dfcfw.com/pdf/H2_AN202604271821638094_1.pdf","title":"2025 Annual Report of Zhejiang Dahua Technology Co., Ltd. (English full text)","publisher":"Zhejiang Dahua Technology Co., Ltd. (filing hosted by Eastmoney)","publishedDate":"2026-04","accessedDate":"2026-10-23","tier":"T5","locator":"p.16, Key Accounting Data: Operating Revenue RMB 32,743,783,343.80 in 2025 (RMB 32,180,931,827.17 in 2024), +1.75%; net profit attributable RMB 3,857,923,611.86; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Dahua's 2025 annual report (T1) gives operating revenue of RMB 32.74bn, +1.75%. It sells video-centric AIoT hardware and software; only AI solutions count. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). RMB 32,744m x 0.1472 = US$4,819M. Method (T5): AI-related solution revenue assumed at 6.6% (range 1.7-20%) of revenue, split 62.5% public sector and 37.5% industry. 2025 revenue: CNY 32,744m x 1 x 0.1472 = US$4,819m annualised; AI-related 6.6% (range 1.7-20%), 37.5% of it counted here = US$119m (US$31-361m). AI-related annualised run-rate in Industry, energy and infrastructure: US$119m (range 31-361). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.046% (range 0.272-3.172%). Source published date: 2026-04."}},"baselineRevenueUsd":{"low":4819149691,"central":4819149691,"high":4819149691,"unit":"USD","basis":"Annual total revenue in US dollars (cameras and hardware, mostly outside this sublayer)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://pdf.dfcfw.com/pdf/H2_AN202604271821638094_1.pdf","title":"2025 Annual Report of Zhejiang Dahua Technology Co., Ltd. (English full text)","publisher":"Zhejiang Dahua Technology Co., Ltd. (filing hosted by Eastmoney)","publishedDate":"2026-04","accessedDate":"2026-10-23","tier":"T1","locator":"p.16, Key Accounting Data: Operating Revenue RMB 32,743,783,343.80 in 2025 (RMB 32,180,931,827.17 in 2024), +1.75%; net profit attributable RMB 3,857,923,611.86"},"note":"RMB 32,743.8m x 0.1472 (ECB reference rates of 1 July 2026) = US$4,819M (T1)."},"screening":{"government-public":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"495a9bf5819e93e5f5b9fa342b56d5ff6404e6c9155409d254895c1fa162064c"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"495a9bf5819e93e5f5b9fa342b56d5ff6404e6c9155409d254895c1fa162064c"}}},"bentley-systems":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"bentley-systems","name":"Bentley Systems","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.bentley.com/","title":"Bentley Systems home page","publisher":"Bentley Systems, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"engineering software, data and AI for infrastructure; Infrastructure AI and MCP servers; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.264,"central":1.054,"high":2.372,"unit":"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 at 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001031308/000103130826000020/a26q2exhibit991.htm","title":"Bentley Systems Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Bentley Systems, Incorporated (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenues $410.7 million (+12.8%), subscriptions revenues $378.6 million, ARR $1,536.0 million at 30 June 2026 ($1,379.2 million a year earlier); CEO: 'meaningful progress with Infrastructure AI', to be monetised 'in due course'; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Bentley's Q2 2026 release (T1) gives revenues of US$410.7M (+12.8%) and ARR of US$1,536.0M; the CEO reports progress with Infrastructure AI and says it will be monetised 'in due course', so AI revenue is small and unreported. Method (T5): AI-related revenue is a judgement. The screening value of US$120M (range US$30-270M) for this function is kept; it equals 7.8% of annualised recurring revenue (ARR) (US$1,536M), range 2-18%. AI-related annualised run-rate in Industry, energy and infrastructure: US$120m (range 30-270). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.054% (range 0.264-2.372%). Source published date: 2026-08-06."}},"baselineRevenueUsd":{"low":1642800000,"central":1642800000,"high":1642800000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (infrastructure engineering software)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001031308/000103130826000020/a26q2exhibit991.htm","title":"Bentley Systems Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Bentley Systems, Incorporated (SEC Form 8-K)","publishedDate":"2026-08-06","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenues $410.7 million (+12.8%), subscriptions revenues $378.6 million, ARR $1,536.0 million at 30 June 2026 ($1,379.2 million a year earlier); CEO: 'meaningful progress with Infrastructure AI', to be monetised 'in due course'"},"note":"US$410.7M x 4 = US$1,643M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"67ce5cb0e109f891f3b73449f38553a6766060334ea3d39580b67b406fb6a0c6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"67ce5cb0e109f891f3b73449f38553a6766060334ea3d39580b67b406fb6a0c6"}}},"sp-global":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"sp-global","name":"S&P Global","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.346,"central":1.744,"high":4.887,"unit":"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://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release and Exhibits","publisher":"S&P Global Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T5","locator":"Exhibit: Market Intelligence adjusted (as recast) revenue $1,235 million in Q2 2026 ($1,165 million in Q2 2025), +6%; pro forma group revenue $3.678 billion; CEO: 'rapid adoption and expansion of our AI solutions'; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). S&P Global's Q2 2026 release (T1) gives Market Intelligence adjusted (as recast) revenue of US$1,235M (+6%) and pro forma group revenue of US$3.678bn; the CEO cites 'continued rapid adoption and expansion of our AI solutions' but no AI revenue is given. Method (T5): AI-related revenue (Kensho, machine-learning analytics and AI-ready data inside Market Intelligence) assumed as a share of annualised Market Intelligence revenue. Market Intelligence: US$1,235m x 4 = US$4,940m annualised; AI-related 5% (range 1-14%) = US$247m (US$49-692m). AI-related annualised run-rate in Financial services and insurance: US$247m (range 49-692). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.744% (range 0.346-4.887%). Source published date: 2026-07-28."},"customer-service":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release","publisher":"S&P Global Inc.","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 GAAP revenue $4.146 billion, pro forma $3.678 billion; Market Intelligence reorganised around Kensho Data and Platforms; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":4940000000,"central":4940000000,"high":4940000000,"unit":"USD","basis":"Market Intelligence adjusted revenue, latest quarter x 4, in US dollars (the division that holds the analytics products)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s29.q4cdn.com/690959130/files/doc_financials/2026/q2/S-P-Global-2Q-2026-Earnings-Release-and-Exhibits-7-28-2026.pdf","title":"S&P Global 2Q 2026 Earnings Release and Exhibits","publisher":"S&P Global Inc.","publishedDate":"2026-07-28","accessedDate":"2026-10-22","tier":"T1","locator":"Market Intelligence adjusted (as recast) revenue $1,235 million"},"note":"US$1,235M x 4 = US$4,940M (T1)."},"screening":{"financial-services":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b802d52d1175ebb7fd85d98c0e36700640763d56ed6f7c9f4e15259963126ab5"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"b802d52d1175ebb7fd85d98c0e36700640763d56ed6f7c9f4e15259963126ab5"}}},"socure":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"socure","name":"Socure","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":1.554,"central":2.189,"high":2.571,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; input tier T4, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Method: Sacra (T4) estimates ARR of US$364M in June 2026. Machine-learning identity verification and fraud scoring; Method (T5): about 85% of ARR is banks, fintechs and insurers. AI-related annualised run-rate in Financial services and insurance: US$310m (range 220-364). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 14,160, made of identified candidates 11,328 and an allowance of 2,832 (25%) for vendors outside the register (for example Zest AI, Temenos, Basis, Brightwave and Daloopa). Largest, US$m: pagaya 1,462, upstart 1,392, visa 780, mastercard 700, fico 600. Full table: a local evidence capture. Share 2.189% (range 1.554-2.571%). Source published date: undated."},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/socure/","title":"Socure (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $364M in June 2026 ($315M at end of 2025); 3,000+ customers; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"financial-services":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8de4202f81a40c4c09be484a8262d5b4dd0ee34aea024f18180d264ff8d73963"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"8de4202f81a40c4c09be484a8262d5b4dd0ee34aea024f18180d264ff8d73963"}}},"motorola-solutions":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"motorola-solutions","name":"Motorola Solutions","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":1.366,"central":4.109,"high":9.585,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.motorolasolutions.com/content/dam/msi/investors/doc_financials/2026/q2-2026/msi_q2_2026_earnings_press_release_and_financial_tables1.pdf","title":"Motorola Solutions Q2 2026 earnings press release and financial tables","publisher":"Motorola Solutions, Inc.","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T5","locator":"Sales $3,133 million ($2,765 million in Q2 2025); Products and Systems Integration $1,908 million; Software and Services $1,225 million (+10%); backlog $15.6 billion (+11%); no AI revenue; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Motorola Solutions' Q2 2026 release (T1) gives sales of US$3,133M (Products and Systems Integration US$1,908M, Software and Services US$1,225M) and record backlog of US$15.6bn; it gives no AI revenue. Hardware-heavy (radios, cameras). Method (T5): AI-enabled video security and command-centre software assumed at 3% (range 1-7%) of annualised sales (latest quarter x 4). Total sales: US$3,133m x 4 = US$12,532m annualised; AI-related 3% (range 1-7%) = US$376m (US$125-877m). AI-related annualised run-rate in Government and public sector: US$376m (range 125-877). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 4.109% (range 1.366-9.585%). Source published date: 2026-08-05."},"retail-services":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.motorolasolutions.com/en_us/about.html","title":"About Motorola Solutions","publisher":"Motorola Solutions, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'$11.7B' revenue (2025), 100,000 customers, 100+ countries, about 23,000 employees; no software or AI figures; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":4900000000,"central":4900000000,"high":4900000000,"unit":"USD","basis":"Software and Services segment sales, latest quarter x 4, in US dollars (command-centre, video and managed software; hardware excluded)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.motorolasolutions.com/content/dam/msi/investors/doc_financials/2026/q2-2026/msi_q2_2026_earnings_press_release_and_financial_tables1.pdf","title":"Motorola Solutions Q2 2026 earnings press release and financial tables","publisher":"Motorola Solutions, Inc.","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T1","locator":"Software and Services sales $1,225 million"},"note":"US$1,225M x 4 = US$4,900M (T1)."},"screening":{"government-public":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"20c3bcefb60a2243bde57ff8e58f4371ef5a8608d7c30767298f7d53571beee3"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"20c3bcefb60a2243bde57ff8e58f4371ef5a8608d7c30767298f7d53571beee3"}}},"verint":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"verint","name":"Verint","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific healthcare and life sciences AI product is described"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific legal AI product is described"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific financial services and insurance AI product is described"}},"customer-service":{"low":4.431,"central":5.908,"high":7.386,"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":"Q2 FY2026 (AI ARR at 31 July 2025)","periodEnd":"2025-07-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000116/july312025earningsreleasee.htm","title":"Verint Announces Q2 Results (Form 8-K, Exhibit 99.1)","publisher":"Verint Systems Inc. (SEC Form 8-K)","publishedDate":"2025-09-02","accessedDate":"2026-10-23","tier":"T5","locator":"Quarter ended 31 July 2025 (Q2 FYE 2026): 'AI ARR' $372 million, up 21.2% year over year; Subscription ARR $728 million, up 6.4%; revenue $208 million, down 1.0%; AI ARR is 'the portion of ARR that is derived from solutions that include AI-functionality'; definitive agreement to be acquired by Thoma Bravo ($2 billion enterprise value); input tier T2, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Verint's own results release, filed as Exhibit 99.1 to its Form 8-K of 2 September 2025 (https://www.sec.gov/Archives/edgar/data/1166388/000116638825000116/july312025earningsreleasee.htm, T2, the company's statement), gives AI ARR of US$372M (+21.2%, US$307M a year earlier) and subscription ARR of US$728M at 31 July 2025, and defines AI ARR as the portion of ARR derived from solutions that include AI functionality. This replaces the Motley Fool summary used before. Thoma Bravo completed its acquisition of Verint on 26 November 2025 (Thoma Bravo release of 9 December 2025, https://www.thomabravo.com/press-releases/thoma-bravo-completes-acquisition-of-verint-a-leader-in-ai-driven-customer-experience-automation, T2) and Verint, now owned by Thoma Bravo, has no results after the quarter ended 31 July 2025 that were found, so no period within 12 months of the run date is available: the data is 14.7 months old and the engine widens it. Verint's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm, Item 1, T1) describes the Verint Open Platform, sold on subscription with 'over 50 AI-powered bots'. Method (T5): AI-related revenue is a judgement. The screening value of US$400m (range US$300-500m) is kept; it equals 108% of AI ARR at 31 July 2025 (US$372M), range 81-134%. That sits below a roll-forward: 11 months to 30 June 2026 at the reported +21.2% would take AI ARR to about US$444M (372 × 1.212^(11/12)); the judged US$400M takes about 40% of that growth. AI-related annualised run-rate in Customer service: US$400m (range 300-500). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 5.908% (range 4.431-7.386%). Source published date: 2025-09-02."},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific government and public sector AI product is described"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific retail, property and other services AI product is described"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","title":"Verint Systems Inc. Form 10-K for the fiscal year ended 31 January 2025","publisher":"Verint Systems Inc. (SEC Form 10-K)","publishedDate":"2025-03-26","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1 (pp. 1-4): Verint is 'a leader in customer experience (CX) automation' selling the Verint Open Platform on subscription, with 'over 50 AI-powered bots' for customer self-service and agent copilot; it names financial services, healthcare, utilities, technology and government as industries that buy the same platform, which the card counts in Customer service; no industry-specific industry, energy and infrastructure AI product is described"}}},"screening":{"customer-service":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"70990088a0e7d956eb3e1ab1cd0739fb3d004f726a17135abf1cc691f3e3300f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"70990088a0e7d956eb3e1ab1cd0739fb3d004f726a17135abf1cc691f3e3300f"}}},"unitedhealth-group":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"unitedhealth-group","name":"UnitedHealth Group (Optum)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.522,"central":3.681,"high":18.379,"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://www.sec.gov/Archives/edgar/data/0000731766/000073176626000191/earningsrelease2q26_7152.htm","title":"UnitedHealth Group Reports Second Quarter 2026 Results (Form 8-K, earnings release)","publisher":"UnitedHealth Group Incorporated (SEC Form 8-K)","publishedDate":"2026-07-16","accessedDate":"2026-10-23","tier":"T5","locator":"Optum Insight revenue $5,402 million in Q2 2026 ($5,232 million recast in Q2 2025); Optum Insight 'bring AI-enabled products and services to the market, including autonomous coding and digital prior authorization tools'; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). UnitedHealth Group's Q2 2026 release (T1) gives Optum Insight revenue of US$5,402M (+3%) and says Optum Insight brings 'AI-enabled products and services to the market, including autonomous coding and digital prior authorization tools'; no AI revenue or count of use cases is given. Method (T5): AI-related revenue assumed as a small share of annualised Optum Insight revenue (latest quarter x 4); the rest of Optum is insurance-linked care delivery and pharmacy, not counted. Optum Insight: US$5,402m x 4 = US$21,608m annualised; AI-related 1.4% (range 0.2-7%) = US$303m (US$43-1,513m). AI-related annualised run-rate in Healthcare and life sciences: US$303m (range 43-1,513). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.681% (range 0.522-18.379%). Source published date: 2026-07-16."},"legal":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.unitedhealthgroup.com/newsroom/posts.html","title":"UnitedHealth Group newsroom","publisher":"UnitedHealth Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"newsroom listing shows the 13 Oct 2026 press release 'UnitedHealth Group Reports Third Quarter 2026 Results' and an Artificial Intelligence page; no AI revenue or Optum figures read; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":21608000000,"central":21608000000,"high":21608000000,"unit":"USD","basis":"Optum Insight revenue, latest quarter x 4, in US dollars (the data, analytics and technology unit)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000731766/000073176626000191/earningsrelease2q26_7152.htm","title":"UnitedHealth Group Reports Second Quarter 2026 Results (Form 8-K, earnings release)","publisher":"UnitedHealth Group Incorporated (SEC Form 8-K)","publishedDate":"2026-07-16","accessedDate":"2026-10-23","tier":"T1","locator":"Optum Insight revenue $5,402 million"},"note":"US$5,402M x 4 = US$21,608M (T1). Group revenue (US$112bn a quarter) is mostly insurance and pharmacy and is not used."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4029aae431812eceedbcec7f4b0f69ba800f92e25907cabc201cbbcc6fca9162"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4029aae431812eceedbcec7f4b0f69ba800f92e25907cabc201cbbcc6fca9162"}}},"ge-healthcare":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ge-healthcare","name":"GE HealthCare","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.644,"central":3.608,"high":12.099,"unit":"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.gehealthcare.com/en/about/newsroom/press-releases/ge-healthcare-reports-second-quarter-2026-financial-results","title":"GE HealthCare reports second quarter 2026 financial results","publisher":"GE HealthCare Technologies Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T5","locator":"Revenues of $5.3 billion, up 5.7%; backlog $23.9 billion; 'cloud, edge computing, artificial intelligence, and software offerings'; AI-enabled products such as MIM Contour ProtegeAI+ 2.0; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). GE HealthCare's Q2 2026 release (T1) gives revenue of US$5.3bn (+5.7%) and backlog of US$23.9bn and lists AI-enabled products (for example MIM Contour ProtegeAI+ 2.0), but gives no software, digital or AI revenue. It leads the FDA's list of AI-enabled device authorisations (company page, T2). Hardware-heavy: only software and analytics count. Method (T5): AI software and analytics assumed as a small share of annualised group revenue (latest quarter x 4). Group revenue: US$5,300m x 4 = US$21,200m annualised; AI-related 1.4% (range 0.25-4.7%) = US$297m (US$53-996m). AI-related annualised run-rate in Healthcare and life sciences: US$297m (range 53-996). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.608% (range 0.644-12.099%). Source published date: 2026-07-29."},"legal":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.gehealthcare.com/about","title":"About GE HealthCare","publisher":"GE HealthCare","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"about 54k colleagues; 'Topping FDA's list of AI-enabled medical device authorizations' (+110); no revenue on page; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":21200000000,"central":21200000000,"high":21200000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (mostly imaging hardware and diagnostics, outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.gehealthcare.com/en/about/newsroom/press-releases/ge-healthcare-reports-second-quarter-2026-financial-results","title":"GE HealthCare reports second quarter 2026 financial results","publisher":"GE HealthCare Technologies Inc.","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T1","locator":"Revenues of $5.3 billion"},"note":"US$5.3bn x 4 = US$21.2bn (T1; rounded to US$0.1bn in the release)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"27187c53fc2ae637a9ea14b88ead9b49ac924f12c8d083d132fa57adc23b2e3d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"27187c53fc2ae637a9ea14b88ead9b49ac924f12c8d083d132fa57adc23b2e3d"}}},"abb":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"abb","name":"ABB","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.inderes.se/releases/abb-ltd-q2-2026-results","title":"ABB Ltd Q2 2026 results","publisher":"ABB Ltd (via Inderes)","publishedDate":"2026-07-16","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 revenues $9,475 million, orders $12,042 million; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.334,"central":1.335,"high":4.331,"unit":"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://resources.news.e.abb.com/attachments/published/137496/en-US/9123465FF532/ABB_Q2_2026_Press_release_English.pdf","title":"ABB Q2 2026 results (press release)","publisher":"ABB Ltd","publishedDate":"2026-07-16","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026: revenues $9,475 million (+14%; comparable +12%); orders $12,042 million; Electrification $5,200M, Motion $2,217M, Process Automation $2,193M; Robotics divestment pending; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). ABB's Q2 2026 press release (T1) gives revenues of US$9,475M (Electrification US$5,200M, Motion US$2,217M, Process Automation US$2,193M) and gives no AI or software revenue. The business is hardware-heavy. Method (T5): digital and AI software (ABB Ability optimisation and analytics) judged at 0.4% (range 0.1-1.3%) of annualised revenue, about US$150M; the earlier note's 1% did not match its own US$150M. Group revenue: US$9,475m x 4 = US$37,900m annualised; AI-related 0.4% (range 0.1-1.3%) = US$152m (US$38-493m). AI-related annualised run-rate in Industry, energy and infrastructure: US$152m (range 38-493). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.335% (range 0.334-4.331%). Source published date: 2026-07-16."}},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"74f318373ee6faaf9707befa73f5429d0ccce9d901a0aa55ff674c60050b8788"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"74f318373ee6faaf9707befa73f5429d0ccce9d901a0aa55ff674c60050b8788"}}},"ibm":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ibm","name":"IBM (Maximo)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.ibm.com/products/maximo","title":"IBM Maximo Application Suite","publisher":"IBM","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"asset and facilities management with embedded AI; customers incl. Transport for London (10,000 field technicians); no revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.439,"central":1.318,"high":3.514,"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":"Q3 2026 annualised","periodEnd":"2026-09-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000051143/000005114326000095/ibm-20260930.htm","title":"IBM Form 10-Q for the quarter ended September 30, 2026","publisher":"International Business Machines Corporation (SEC Form 10-Q)","publishedDate":"2026-10","accessedDate":"2026-10-23","tier":"T5","locator":"Segment table, Q3 2026: Software revenue $7,804 million ($7,209 million in Q3 2025), Automation $1,870 million ($1,934 million), total revenue $17,103 million; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). IBM's Q3 2026 10-Q (T1) gives Software revenue of US$7,804M and Automation revenue of US$1,870M (the line that holds Maximo, -3%) for the quarter; IBM does not report Maximo or its AI revenue (Maximo is asset-management software with embedded AI, company page, T2). Method (T5): AI-related revenue is a judgement. The screening value of US$150M (range US$50-400M) for this function is kept; it equals 2% of annualised Automation revenue (Q3 x 4) (US$7,480M), range 0.67-5.3%. AI-related annualised run-rate in Industry, energy and infrastructure: US$150m (range 50-400). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.318% (range 0.439-3.514%). Source published date: 2026-10."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"87215d663a99c2ecbc7a11680193a534769262814a151601c8cdb0cd593a3dfc"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"87215d663a99c2ecbc7a11680193a534769262814a151601c8cdb0cd593a3dfc"}}},"flock-safety":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"flock-safety","name":"Flock Safety","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":2.186,"central":4.372,"high":5.464,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"March 2026 ARR","periodEnd":"2026-03-31","source":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); input tier T4, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Sacra (T4) estimates ARR of US$500M in March 2026 (US$469M at end of 2025) for AI licence-plate and video cameras sold as a service. Hardware-heavy; Method (T5): AI-related share assumed at 80% (range 40-100%). AI-related annualised run-rate in Government and public sector: US$400m (range 200-500). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 4.372% (range 2.186-5.464%). Source published date: undated."},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/flock-safety/","title":"Flock Safety (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $500M in March 2026 ($469M at end of 2025); lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"government-public":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"166df42b9228452049b0e860e61b9346c8052f375e50b187a16755dcf7d1fc1d"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"166df42b9228452049b0e860e61b9346c8052f375e50b187a16755dcf7d1fc1d"}}},"baker-hughes":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"baker-hughes","name":"Baker Hughes","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.bakerhughes.com/","title":"Baker Hughes home page","publisher":"Baker Hughes","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cordant digital solutions, Leucipa production automation; 68,000+ employees; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.351,"central":1.318,"high":3.514,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s21.q4cdn.com/548121662/files/doc_earnings/2026/q2/earnings-result/Q2-2026-Earnings-Release.pdf","title":"Baker Hughes Announces Second-Quarter 2026 Results","publisher":"Baker Hughes Company","publishedDate":"2026-07-26","accessedDate":"2026-10-23","tier":"T5","locator":"Revenue of $6,742 million in Q2 2026; RPO $40.1 billion; 'Grew digital solutions globally across a mix of software, hardware and services awards, leveraging the Company's Cordant Solutions portfolio'; no digital revenue; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Baker Hughes' Q2 2026 release (T1) gives revenue of US$6,742M and says it grew digital solutions (Cordant Solutions: asset performance software, analytics and monitoring) through awards with SINOPEC, Petrobras and KNPC, with no digital revenue. Hardware-heavy. Method (T5): AI-related revenue is a judgement. The screening value of US$150M (range US$40-400M) for this function is kept; it equals 0.56% of annualised group revenue (latest quarter x 4) (US$26,968M), range 0.15-1.5%. AI-related annualised run-rate in Industry, energy and infrastructure: US$150m (range 40-400). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.318% (range 0.351-3.514%). Source published date: 2026-07-26."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"2c58a37017c79c5eb6ddac260aac094ea3a2caba907f67e95ba8f9ecf5a363c0"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"2c58a37017c79c5eb6ddac260aac094ea3a2caba907f67e95ba8f9ecf5a363c0"}}},"epic":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"epic","name":"Epic Systems","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.802,"central":2.417,"high":8.054,"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":"CY2025 estimate","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/epic/","title":"Epic revenue, funding & growth rate","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates Epic hit $5.7B in revenue in 2024' (up 16% from $4.9B in 2023); Art ambient listening used 16M+ times a month; 3,620 US hospitals and health systems (August 2025); input tier T4, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Epic is private and publishes no revenue. Sacra (T4, https://sacra.com/c/epic/) estimates US$5.7bn for 2024, +16%; growing it by the same 16.3% gives US$6.6bn for 2025 (T5). Epic says (HIT Consultant, 10 March 2026, T3, https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/) that more than 85% of its customers actively use Epic AI (Art for clinicians, Penny for revenue cycle, Emmie for patients); AI features are bundled into licences and no AI revenue is given. Method (T5): AI-related revenue assumed at 3% (range 1-10%) of US$6.6bn. A Becker's Hospital Review report of a company-stated US$6.7bn for 2025 could not be opened (HTTP 403) and is not used. Estimated 2025 revenue: US$6,629m x 1 = US$6,629m annualised; AI-related 3% (range 1-10%) = US$199m (US$66-663m). AI-related annualised run-rate in Healthcare and life sciences: US$199m (range 66-663). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.417% (range 0.802-8.054%). Source published date: undated."},"legal":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://hitconsultant.net/2026/03/10/epic-ai-himss-2026-agent-factory-curiosity-foundation-models/","title":"Epic AI at HIMSS 2026: Agent Factory, Curiosity foundation models","publisher":"HIT Consultant","publishedDate":"2026-03-10","accessedDate":"2026-10-22","tier":"T3","locator":"Epic says more than 85% of its customers are actively using Epic AI; tools Art (clinician), Penny (revenue cycle), Emmie (patient); no revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":6629000000,"central":6629000000,"high":6629000000,"unit":"USD","basis":"Annual revenue in US dollars (Sacra estimate for 2024 grown at its 2024 growth rate; Epic publishes no revenue)","period":"CY2025 estimate","periodEnd":"2025-12-31","source":{"url":"https://sacra.com/c/epic/","title":"Epic revenue, funding & growth rate","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates Epic hit $5.7B in revenue in 2024' (up 16% from $4.9B in 2023); Art ambient listening used 16M+ times a month; 3,620 US hospitals and health systems (August 2025)"},"note":"US$5.7bn x 1.163 = US$6.6bn; a derived T4-based figure, not a company statement."},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f880b0c03df31e4470eb1bded2750af34e0f14b4739101e46831033f991c27b7"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f880b0c03df31e4470eb1bded2750af34e0f14b4739101e46831033f991c27b7"}}},"veeva":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"veeva","name":"Veeva Systems","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.425,"central":1.701,"high":5.952,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Method: Q1 FY2027 total revenues were US$882.9M (T1; about US$3.5bn annualised). Veeva is moving to an 'application and AI agent company' (Vault AI, Ostro) but reports no AI revenue. Method (T5): AI-related revenue assumed at 4% (range 1-14%) of annualised revenue. AI-related annualised run-rate in Healthcare and life sciences: US$140m (range 35-490). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 1.701% (range 0.425-5.952%). Source published date: 2026-06-03."},"legal":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.veeva.com/resources/veeva-announces-fiscal-2027-first-quarter-results/","title":"Veeva Announces Fiscal 2027 First Quarter Results","publisher":"Veeva Systems","publishedDate":"2026-06-03","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 total revenues $882.9 million, subscription $730.2 million; CEO: moving to an industry-specific application and AI agent company; Vault AI; no AI-specific revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"050e865e0989ba79178aeb2620bcca063acc9fe5a65bc8516b7627fbd9edb561"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"050e865e0989ba79178aeb2620bcca063acc9fe5a65bc8516b7627fbd9edb561"}}},"moodys":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"moodys","name":"Moody's","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.261,"central":1.292,"high":3.623,"unit":"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 at 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation delivers exceptional results for second quarter 2026","publisher":"Moody's Corporation","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Second Quarter 2026 Highlights: MA revenue $925 million ($888 million in Q2 2025), MA ARR $3,661 million ($3,372 million), +9%; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Moody's Q2 2026 release (T1; local copy of the PDF) gives Moody's Analytics (MA) revenue of US$925M and annualised recurring revenue (ARR) of US$3,661M (+9%, led by Decision Solutions); ratings revenue is not AI and is not counted, and no AI revenue is given. Method (T5): AI-related revenue (machine-learning risk and entity-data products, CAPE Analytics consolidated here) assumed as a share of MA ARR. Moody's Analytics ARR: US$3,661m x 1 = US$3,661m annualised; AI-related 5% (range 1-14%) = US$183m (US$37-513m). AI-related annualised run-rate in Financial services and insurance: US$183m (range 37-513). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.292% (range 0.261-3.623%). Source published date: 2026-07-22."},"customer-service":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation 2Q26 Earnings Release","publisher":"Moody's Corporation","publishedDate":"2026-07","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026: MCO revenue $2,185 million; Moody's Analytics revenue $925 million, MA ARR $3,661 million; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":3700000000,"central":3700000000,"high":3700000000,"unit":"USD","basis":"Moody's Analytics revenue, latest quarter x 4, in US dollars (the business that holds the analytics products; ratings excluded)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://s203.q4cdn.com/694693571/files/doc_financials/2026/q2/2Q26-Earnings-Release-vFINAL.pdf","title":"Moody's Corporation delivers exceptional results for second quarter 2026","publisher":"Moody's Corporation","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"MA Revenue $925 million"},"note":"US$925M x 4 = US$3,700M (T1)."},"screening":{"financial-services":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dbba404cf257b0abd004146a8cdce3aa269afd2453c7a95003ba390d5e8be157"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dbba404cf257b0abd004146a8cdce3aa269afd2453c7a95003ba390d5e8be157"}}},"hithink-royalflush":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"hithink-royalflush","name":"Hithink RoyalFlush","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.565,"central":1.412,"high":2.401,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://finance.sina.com.cn/stock/observe/2026-05-15/doc-inhxyimc9351259.shtml?cref=cj","title":"Hithink RoyalFlush (Tonghuashun) 2025 annual report review, securities IT companies (Sina Finance, in Chinese)","publisher":"Sina Finance Listed Company Research Institute","publishedDate":"2026-05-15","accessedDate":"2026-10-23","tier":"T5","locator":"2025 operating revenue RMB 6.029 billion (+44.00%); advertising and internet promotion RMB 3.462 billion (57.43% of revenue); the company provides 'AI-based software products and system maintenance services' to institutional clients; input tier T3, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Sina Finance (T3, 15 May 2026, reporting the company's 2025 annual report) gives revenue of RMB 6.03bn (+44%), of which advertising and internet promotion is 57%, and says the company offers AI-based software products and services to institutional clients and AI-based news and investment tools to individuals; it gives no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$200M (range US$80-340M) for this function is kept; it equals 23% of 2025 revenue (converted) (US$887M), range 9-38%. AI-related annualised run-rate in Financial services and insurance: US$200m (range 80-340). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.412% (range 0.565-2.401%). Source published date: 2026-05-15."},"customer-service":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.10jqka.com.cn/","title":"Hithink RoyalFlush home page (同花顺财经)","publisher":"Hithink RoyalFlush","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"financial news portal with 'AIME 问财助手' AI assistants; no user or revenue figures on page; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":887332976,"central":887332976,"high":887332976,"unit":"USD","basis":"Annual total revenue in US dollars (includes advertising and promotion outside this sublayer)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://finance.sina.com.cn/stock/observe/2026-05-15/doc-inhxyimc9351259.shtml?cref=cj","title":"Hithink RoyalFlush (Tonghuashun) 2025 annual report review, securities IT companies (Sina Finance, in Chinese)","publisher":"Sina Finance Listed Company Research Institute","publishedDate":"2026-05-15","accessedDate":"2026-10-23","tier":"T3","locator":"2025 operating revenue RMB 6.029 billion (+44.00%); advertising and internet promotion RMB 3.462 billion (57.43% of revenue); the company provides 'AI-based software products and system maintenance services' to institutional clients"},"note":"RMB 6,029m x 0.1472 (ECB reference rates of 1 July 2026) = US$887M (T3, press report of the company figure)."},"screening":{"financial-services":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a7815cd1ac61cdaf5fd6752c2506aefe3d3f293c60173173219035efbe7f5e53"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a7815cd1ac61cdaf5fd6752c2506aefe3d3f293c60173173219035efbe7f5e53"}}},"philips":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"philips","name":"Philips","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.607,"central":3.037,"high":9.718,"unit":"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.results.philips.com/app/uploads/2026/07/philips-second-quarter-results-2026-report.pdf","title":"Philips Quarterly report Q2 2026","publisher":"Koninklijke Philips N.V.","publishedDate":"2026-07-27","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 sales EUR 4,360 million (EUR 4,338 million in Q2 2025), comparable sales growth 4%; AI-powered Titanion MR and AI-enabled clinical services; no AI revenue; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Philips' Q2 2026 report (T1) gives sales of EUR 4,360m (comparable growth 4%) and cites AI-powered products such as the Titanion MR system, with no AI revenue; the business is hardware-heavy, so only AI software and informatics count. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue is a judgement. The screening value of US$250M (range US$50-800M) for this function is kept; it equals 1.3% of annualised group sales (Q2 x 4, converted) (US$19,852M), range 0.25-4%. AI-related annualised run-rate in Healthcare and life sciences: US$250m (range 50-800). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.037% (range 0.607-9.718%). Source published date: 2026-07-27."},"legal":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.philips.com/a-w/about.html","title":"About Philips","publisher":"Royal Philips","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"some 69,700 individuals in over 100 countries; about 9% of sales invested in R&D in 2025, about 50% of R&D on software/data science; no AI revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c011e4ff5a0b90fc621d58e4daf0173f53f905192b260f7e748dc98a0d1dd90b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c011e4ff5a0b90fc621d58e4daf0173f53f905192b260f7e748dc98a0d1dd90b"}}},"mri-software":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"mri-software","name":"MRI Software","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.387,"central":1.21,"high":2.953,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://www.prnewswire.com/news-releases/mri-software-named-a-leader-in-2026-idc-marketscape-for-worldwide-ai-enabled-lease-administration-applications-302908045.html","title":"MRI Software Named a Leader in 2026 IDC MarketScape for Worldwide AI-Enabled Lease Administration Applications","publisher":"MRI Software (PR Newswire)","publishedDate":"2026-10-14","accessedDate":"2026-10-23","tier":"T5","locator":"MRI ProLease manages about 1.5 million leases; 45,000+ clients and six million users in 170+ countries; MRI Agora agentic AI platform; no revenue stated; input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). MRI Software is private and states no revenue (the earlier 'over US$800M' from a search summary could not be found in any opened source). Its release of 14 October 2026 (T2) says it has 45,000+ clients and six million users, a lease product managing about 1.5 million leases, and an agentic AI platform (MRI Agora). Method (T5, customer arithmetic): 45,000 clients at an assumed average of US$18,000 a year gives about US$810M of revenue; the AI-related share is judged at 6% (range 2-15%). US$810M x 6% = US$49M. AI-related annualised run-rate in Retail, property and other services: US$50m (range 16-122). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.21% (range 0.387-2.953%). Source published date: 2026-10-14."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.mrisoftware.com/","title":"MRI Software home page","publisher":"MRI Software","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'45000+ Clients', '16.5m Units', '5.5m Leases', 170+ countries; AI-enabled lease administration; revenue over $800M read only through a search-result summary of a Commercial Observer interview; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dbc378bdda356103a926ad4ef82815728042106ffb8fb54f0add379422f11d06"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"dbc378bdda356103a926ad4ef82815728042106ffb8fb54f0add379422f11d06"}}},"r1-rcm":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"r1-rcm","name":"R1 RCM","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"low":0.547,"central":2.308,"high":6.073,"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":"CY2023","periodEnd":"2023-12-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007024/a2023pressrelease.htm","title":"R1 RCM Inc. Reports Fourth Quarter and Full Year 2023 Results (Form 8-K, Exhibit 99.1)","publisher":"R1 RCM Inc. (SEC Form 8-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T5","locator":"Full year 2023 revenue $2,254.2 million ($1,806.4 million in 2022); Q4 2023 $575.1 million; 'driving innovation through generative AI'; no AI revenue; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). R1's last public results (T1) give revenue of US$2,254.2M; R1 went private in 2024 (TowerBrook and CD&R), so nothing newer is public, and its release says it drives innovation through generative AI without figures; its FY2023 Form 10-K (https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm, Item 1, T1, filed 2024-02-27) says the platform 'applies automation and artificial intelligence', describes R1 Embedded AI (including generative AI) and R1 Intelligent Automation (more than 200 million tasks a year), and gives no AI revenue. The data is 2.8 years old (period end 31 December 2023), so the engine widens it. Method (T5): AI-related revenue is a judgement. The screening value of US$190M (range US$45-500M) for this function is kept; it equals 8.4% of 2023 revenue (US$2,254M), range 2-22%. AI-related annualised run-rate in Healthcare and life sciences: US$190m (range 45-500). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.308% (range 0.547-6.073%). Source published date: 2024-02-27."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no legal customer or product is named"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no financial services and insurance customer or product is named"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no customer service customer or product is named"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no government and public sector customer or product is named"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no retail, property and other services customer or product is named"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","title":"R1 RCM Inc. Form 10-K for fiscal 2023","publisher":"R1 RCM Inc. (SEC Form 10-K)","publishedDate":"2024-02-27","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Overview (p. 5) and Segment (p. 9): R1 sells revenue-cycle services and technology to 'health systems, hospitals, and physician groups'; it manages its business as 'one operating and reportable segment' and all net services revenue comes from U.S. healthcare providers; no industry, energy and infrastructure customer or product is named"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"feed2b6ad3d00b6d4f2385a3d63e178cff323a14c366eb8434bc44c1b3543bda"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"feed2b6ad3d00b6d4f2385a3d63e178cff323a14c366eb8434bc44c1b3543bda"}}},"abridge":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"abridge","name":"Abridge","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":1.822,"central":3.644,"high":6.681,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; input tier T4, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Method: Sacra (T4) estimates ARR of US$100M in May 2025 (about US$2,500 per clinician per year). No later ARR is published; Method (T5): extrapolated about 3x to mid-2026 given the April 2026 funding extension and health-system rollouts (Kaiser 24,600 physicians, UPMC 12,000+ clinicians). Range 150-550. AI-related annualised run-rate in Healthcare and life sciences: US$300m (range 150-550). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 3.644% (range 1.822-6.681%). Source published date: undated."},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/research/abridge","title":"Abridge: revenue, valuation and funding (Sacra research)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: ARR $100M in May 2025 (from about $60M at end of 2024), contracted ARR $117M in Q1 2025, about $2,500 per clinician per year; Kaiser Permanente rollout to 24,600 physicians, UPMC 12,000+ clinicians; page undated, latest reference April 2026; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9a8dd05490f3e3ff045f1221b8c9621c003fb999797d4c9addf3394d280ca231"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9a8dd05490f3e3ff045f1221b8c9621c003fb999797d4c9addf3394d280ca231"}}},"bloomreach":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"bloomreach","name":"Bloomreach","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.29,"central":1.452,"high":3.631,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"Software suite for e-commerce combining marketing automation, product discovery and content management; total funding $444.09M (2022); no revenue or ARR on the page; input tier T4, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Bloomreach is private and the Sacra profile (T4) shows funding of US$444M and no revenue; revenue estimates elsewhere are aggregators. Method (T5, peer comparison): Algolia, a similar e-commerce search and discovery vendor with US$334M raised, has ARR of US$250M (Sacra, https://sacra.com/c/algolia/, T4); Bloomreach, with more capital raised but a broader and more services-heavy suite, is judged at US$200M (range 120-300M), of which 30% (range 10-50%) is AI-related: US$60M. AI-related annualised run-rate in Retail, property and other services: US$60m (range 12-150). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.452% (range 0.29-3.631%). Source published date: undated."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/bloomreach/","title":"Bloomreach (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $444M (2022); no ARR estimate; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"retail-services":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"df8dc7209371c8084e3351510fad04ef198a452e73f86672589e639e49ec4281"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"df8dc7209371c8084e3351510fad04ef198a452e73f86672589e639e49ec4281"}}},"zendesk":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"zendesk","name":"Zendesk","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":3.693,"central":5.17,"high":7.385,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T5","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; input tier T2, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Method: Zendesk's CEO said (T2, Dec 2025) that AI-only ARR would be about US$200M by end of 2025, over 10% of total ARR. Method (T5): about US$350M by mid-2026 (range 250-500), including Forethought (consolidated here). AI-related annualised run-rate in Customer service: US$350m (range 250-500). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 6,770, made of identified candidates 5,208 and an allowance of 1,562 (30%) for vendors outside the register (for example Gladly, Kustomer, Yellow.ai and Zhuiyi). Largest, US$m: salesforce 750, genesys 500, verint 400, nice 362, zendesk 350. Full table: a local evidence capture. Share 5.17% (range 3.693-7.385%). Source published date: 2025-12-22."},"government-public":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://neofeed.com.br/negocios/zendesk-ve-receita-recorrente-de-ia-ultrapassar-us-200-milhoes-e-redesenha-modelo-de-atendimento/en/","title":"Zendesk sees AI recurring revenue exceeding US$200 million","publisher":"NeoFeed","publishedDate":"2025-12-22","accessedDate":"2026-10-22","tier":"T2","locator":"CEO Tom Eggemeier: AI-only ARR of about US$200 million by end of 2025, more than 10% of total ARR; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"customer-service":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4c26cb02f3b4d1fb27eb3d9a824160fb2c4e741f7d14bc2e68d5f2083b384a18"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"4c26cb02f3b4d1fb27eb3d9a824160fb2c4e741f7d14bc2e68d5f2083b384a18"}}},"waystar":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"waystar","name":"Waystar","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":1.215,"central":3.097,"high":8.503,"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 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001990354/000199035426000034/way072926-8xkex991.htm","title":"Waystar Reports Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Waystar Holding Corp. (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenue $319,674 thousand ($270,654 thousand in Q2 2025), +18%; subscription revenue $176.3 million (+34%); CEO on 'the accelerating impact of our AltitudeAI capabilities'; no AI figures; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Waystar's Q2 2026 release (T1) gives revenue of US$319.7M (+18%) and subscription revenue of US$176.3M (+34%) and refers to the impact of its AltitudeAI capabilities without figures; the platform is an AI-powered revenue-cycle product. Method (T5): AI-related revenue is a judgement. The screening value of US$255M (range US$100-700M) for this function is kept; it equals 20% of annualised revenue (latest quarter x 4) (US$1,279M), range 7.8-55%. AI-related annualised run-rate in Healthcare and life sciences: US$255m (range 100-700). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 3.097% (range 1.215-8.503%). Source published date: 2026-07-29."},"legal":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.waystar.com/","title":"Waystar home page","publisher":"Waystar Holding Corp.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI-powered revenue-cycle and payments platform; AltitudeAI suite (agentic, generative, predictive AI); '60% of U.S. patient population', '1M+ providers'; Q2 2026 revenue $319.7 million (+18%) read only through a search-result summary of the press release; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":1278696000,"central":1278696000,"high":1278696000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (revenue-cycle software)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001990354/000199035426000034/way072926-8xkex991.htm","title":"Waystar Reports Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Waystar Holding Corp. (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenue $319,674 thousand ($270,654 thousand in Q2 2025), +18%; subscription revenue $176.3 million (+34%); CEO on 'the accelerating impact of our AltitudeAI capabilities'; no AI figures"},"note":"US$319.7M x 4 = US$1,279M (T1)."},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"703269eac538c98c2a9ea46204fc640aa215d976c70103fbbbca7574966e85eb"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"703269eac538c98c2a9ea46204fc640aa215d976c70103fbbbca7574966e85eb"}}},"alphabet":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"alphabet","name":"Alphabet (Isomorphic Labs, Google Cloud)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.036,"central":0.243,"high":1.215,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025), +82%; Alphabet revenue $119,796 million; no mention of healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Alphabet's Q2 2026 release (T1) gives Google Cloud revenue of US$24,768M (+82%) and total revenue of US$119.8bn, and does not mention Isomorphic Labs, healthcare AI or contact-center AI; those lines are small judgements within Google Cloud. Isomorphic Labs is consolidated here. Method (T5): AI-related revenue is a judgement. The screening value of US$20M (range US$3-100M) for this function is kept; it equals 0.02% of annualised Google Cloud revenue (Q2 x 4) (US$99,072M), range 0.003-0.1%. AI-related annualised run-rate in Healthcare and life sciences: US$20m (range 3-100). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.243% (range 0.036-1.215%). Source published date: 2026-07-22."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm","title":"Alphabet Inc. Form 10-K for fiscal 2025","publisher":"Alphabet Inc. (SEC Form 10-K)","publishedDate":"2026-02-05","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Google Cloud (pp. 5-6): AI infrastructure, Vertex AI and Gemini Enterprise are described as general-purpose offerings; no legal-practice product or customer is listed (absence in a description, not proof)"}},"financial-services":{"low":0.028,"central":0.141,"high":0.558,"unit":"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/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025); Alphabet revenue $119,796 million; no mention of industries, healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake allowance (T5), not an observation. Alphabet's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm, T1, filed 2026-02-05): Item 1A (p. 10) says its business 'with financial services, healthcare, and public sector customers may present additional risks', so Google Cloud sells to financial-services customers; Item 1 describes Vertex AI, Gemini Enterprise and other general-purpose offerings and gives no vertical product or revenue, so a participation of zero cannot be shown. Alphabet's Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000066/googexhibit991q22026.htm, T1) gives Google Cloud revenue of US$24,768M (+82%) and no vertical AI revenue; horizontal agents and platforms are counted in other sublayers. Method (T5): AI-related revenue from vertical Google Cloud products judged at 0.02% (range 0.004-0.08%) of annualised Google Cloud revenue, the same rate as the Healthcare estimate. Google Cloud: US$24,768m × 4 = US$99,072m annualised; 0.02% = US$20m (0.004% to 0.08% = US$4-79m). AI-related annualised run-rate in Financial services and insurance: US$20m (range 4-79). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.141% (range 0.028-0.558%). Source published date: 2026-07-22."},"customer-service":{"low":0.591,"central":2.216,"high":5.908,"unit":"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/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025), +82%; Alphabet revenue $119,796 million; no mention of healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Alphabet's Q2 2026 release (T1) gives Google Cloud revenue of US$24,768M (+82%) and total revenue of US$119.8bn, and does not mention Isomorphic Labs, healthcare AI or contact-center AI; those lines are small judgements within Google Cloud. Isomorphic Labs is consolidated here. Method (T5): AI-related revenue is a judgement. The screening value of US$150M (range US$40-400M) for this function is kept; it equals 0.15% of annualised Google Cloud revenue (Q2 x 4) (US$99,072M), range 0.04-0.4%. AI-related annualised run-rate in Customer service: US$150m (range 40-400). Share = company ÷ function total of US$6,770m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 2.216% (range 0.591-5.908%). Source published date: 2026-07-22."},"government-public":{"low":0.044,"central":0.219,"high":0.863,"unit":"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/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025); Alphabet revenue $119,796 million; no mention of industries, healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake allowance (T5), not an observation. Alphabet's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm, T1, filed 2026-02-05): Item 1A (p. 10) says its business 'with financial services, healthcare, and public sector customers may present additional risks', so Google Cloud sells to public-sector customers; Item 1 describes Vertex AI, Gemini Enterprise and other general-purpose offerings and gives no vertical product or revenue, so a participation of zero cannot be shown. Alphabet's Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000066/googexhibit991q22026.htm, T1) gives Google Cloud revenue of US$24,768M (+82%) and no vertical AI revenue; horizontal agents and platforms are counted in other sublayers. Method (T5): AI-related revenue from vertical Google Cloud products judged at 0.02% (range 0.004-0.08%) of annualised Google Cloud revenue, the same rate as the Healthcare estimate. Google Cloud: US$24,768m × 4 = US$99,072m annualised; 0.02% = US$20m (0.004% to 0.08% = US$4-79m). AI-related annualised run-rate in Government and public sector: US$20m (range 4-79). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.219% (range 0.044-0.863%). Source published date: 2026-07-22."},"retail-services":{"low":0.097,"central":0.484,"high":1.912,"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/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025); Alphabet revenue $119,796 million; no mention of industries, healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake allowance (T5), not an observation. Alphabet's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm, T1, filed 2026-02-05): the 10-K names no retail or property customers or products, and no opened page shows a retail-specific Google product; Item 1 describes Vertex AI, Gemini Enterprise and other general-purpose offerings and gives no vertical product or revenue, so a participation of zero cannot be shown. Alphabet's Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000066/googexhibit991q22026.htm, T1) gives Google Cloud revenue of US$24,768M (+82%) and no vertical AI revenue; horizontal agents and platforms are counted in other sublayers. Method (T5): AI-related revenue from vertical Google Cloud products judged at 0.02% (range 0.004-0.08%) of annualised Google Cloud revenue, the same rate as the Healthcare estimate. Google Cloud: US$24,768m × 4 = US$99,072m annualised; 0.02% = US$20m (0.004% to 0.08% = US$4-79m). AI-related annualised run-rate in Retail, property and other services: US$20m (range 4-79). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.484% (range 0.097-1.912%). Source published date: 2026-07-22."},"industry-infrastructure":{"low":0.035,"central":0.176,"high":0.694,"unit":"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/0001652044/000165204426000066/googexhibit991q22026.htm","title":"Alphabet Announces Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)","publisher":"Alphabet Inc. (SEC Form 8-K)","publishedDate":"2026-07-22","accessedDate":"2026-10-23","tier":"T5","locator":"Google Cloud revenue $24,768 million in Q2 2026 ($13,624 million in Q2 2025); Alphabet revenue $119,796 million; no mention of industries, healthcare AI, Isomorphic Labs or contact-center AI; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake allowance (T5), not an observation. Alphabet's FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm, T1, filed 2026-02-05): the 10-K names no industrial, energy or telecom customers or products, and no opened page shows an industry-specific Google product; Item 1 describes Vertex AI, Gemini Enterprise and other general-purpose offerings and gives no vertical product or revenue, so a participation of zero cannot be shown. Alphabet's Q2 2026 release (https://www.sec.gov/Archives/edgar/data/0001652044/000165204426000066/googexhibit991q22026.htm, T1) gives Google Cloud revenue of US$24,768M (+82%) and no vertical AI revenue; horizontal agents and platforms are counted in other sublayers. Method (T5): AI-related revenue from vertical Google Cloud products judged at 0.02% (range 0.004-0.08%) of annualised Google Cloud revenue, the same rate as the Healthcare estimate. Google Cloud: US$24,768m × 4 = US$99,072m annualised; 0.02% = US$20m (0.004% to 0.08% = US$4-79m). AI-related annualised run-rate in Industry, energy and infrastructure: US$20m (range 4-79). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.176% (range 0.035-0.694%). Source published date: 2026-07-22."}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":3},"customer-service":{"levelLow":1,"levelHigh":3},"financial-services":{"levelLow":1,"levelHigh":2},"government-public":{"levelLow":1,"levelHigh":2},"retail-services":{"levelLow":1,"levelHigh":2},"industry-infrastructure":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"09a91d2556439e4f6b87e578e2e0127d10cce7ccaa9a8b9eaf80d78b354bbfcd"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"09a91d2556439e4f6b87e578e2e0127d10cce7ccaa9a8b9eaf80d78b354bbfcd"}}},"amazon":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"amazon","name":"Amazon (Amazon Connect)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.036,"central":0.243,"high":1.215,"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":"Q2 2026 (AWS AI run-rate)","periodEnd":"2026-06-30","source":{"url":"https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results","title":"Amazon.com Announces Second Quarter Results","publisher":"Amazon.com, Inc. (investor relations)","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T5","locator":"AWS segment sales increased 37% year-over-year to $42.2 billion; 'Exceeded a $25 billion annual revenue run rate for AWS's AI business, growing triple-digit percentages year-over-year'; no mention of Amazon Connect, HealthScribe or healthcare AI; input tier T2, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Amazon does not report healthcare AI revenue. Its Q2 2026 results release (https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results, T2, 30 July 2026) says AWS segment sales rose 37% to US$42.2bn and that the company 'exceeded a $25 billion annual revenue run rate for AWS's AI business', and does not mention Amazon Connect, AWS HealthScribe or healthcare AI. Method (T5): health-specific AI services (AWS HealthScribe and similar) are judged at 0.08% (range 0.012-0.4%) of that US$25bn AWS AI run-rate: US$25,000m × 0.08% = US$20m (0.012% to 0.4% = US$3-100m). Cross-check: US$20m is about 4% of the Healthcare estimate for Microsoft's Dragon Copilot in this sublayer (100,000 clinicians × US$4,800 = US$480m), which fits a developer service that partners resell. AI-related annualised run-rate in Healthcare and life sciences: US$20m (range 3-100). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 0.243% (range 0.036-1.215%). Source published date: 2026-07-30."},"legal":{"participates":false,"evidence":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T2","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T2","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":1.477,"central":4.431,"high":14.77,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025 run rate carried to mid-2026","periodEnd":"2025-09-30","source":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T5","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); input tier T2, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Method: Amazon Connect reached a US$1bn annualised revenue run rate (company, Q3 2025, repeated in the January 2026 newsletter; usage-priced contact-centre service). Method (T5): AI-related share assumed at about 30% (range 10-100%); AWS HealthScribe and similar health AI assumed small. AI-related annualised run-rate in Customer service: US$300m (range 100-1,000). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 6,770, made of identified candidates 5,208 and an allowance of 1,562 (30%) for vendors outside the register (for example Gladly, Kustomer, Yellow.ai and Zhuiyi). Largest, US$m: salesforce 750, genesys 500, verint 400, nice 362, zendesk 350. Full table: a local evidence capture. Share 4.431% (range 1.477-14.77%). Source published date: 2026-01 (month or year only; not padded)."},"government-public":{"participates":false,"evidence":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T2","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T2","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://newsletter.connect.aws.dev/newsletters/Amazon_Connect_Newsletter_Issue-42_2026-Jan.html","title":"Amazon Connect Newsletter, issue 42, January 2026","publisher":"Amazon Web Services","publishedDate":"2026-01","accessedDate":"2026-10-22","tier":"T2","locator":"'Amazon Connect achieving a remarkable $1 billion annualized revenue run rate' (usage-priced contact-centre service); lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"healthcare-life-sciences":{"levelLow":1,"levelHigh":2},"customer-service":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ccef7271ff6ba239e1925d25f6f92f202942b9ae7793d2d50fe442a90cb5a5a4"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ccef7271ff6ba239e1925d25f6f92f202942b9ae7793d2d50fe442a90cb5a5a4"}}},"scale-ai":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"scale-ai","name":"Scale AI","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":1.639,"central":2.732,"high":4.372,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T5","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; input tier T4, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Sacra (T4): 2025 revenue US$2bn; the applications business (government and enterprise agents) was US$200-300M by September 2025. The data business is counted in Models - Data and evaluation. Method (T5): government applications about US$250M (range 150-400). AI-related annualised run-rate in Government and public sector: US$250m (range 150-400). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 2.732% (range 1.639-4.372%). Source published date: undated."},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/scale-ai/","title":"Scale AI (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"Sacra estimate: 2025 revenue $2B (from $870M); applications business $200-300M by September 2025; international public-sector revenue doubled in 2025; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"government-public":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5394d1596663c88f4c24d4658097bad1ce274251149c273b17f45b46f4301b15"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"5394d1596663c88f4c24d4658097bad1ce274251149c273b17f45b46f4301b15"}}},"shopify":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"shopify","name":"Shopify","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.242,"central":1.38,"high":7.286,"unit":"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/0001594805/000159480526000046/exhibit991pressreleaseq220.htm","title":"Shopify Q2 2026 financial results (Form 8-K, Exhibit 99.1)","publisher":"Shopify Inc. (SEC Form 8-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 revenue $3,583 million ($2,680 million in Q2 2025); Subscription Solutions $802 million, Merchant Solutions $2,781 million; GMV $115,567 million; no AI revenue (President: 'with AI, we're expanding what's possible'); input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Shopify's Q2 2026 release (T1) gives revenue of US$3,583M (+34%) and no AI revenue; its AI assistant Sidekick is free to merchants (company page, T2). Method (T5): AI-related revenue (paid AI features and apps, AI-driven checkout tools) judged at 0.4% (range 0.07-2.1%) of annualised revenue (latest quarter x 4 = US$14.3bn), about US$57M. Total revenue: US$3,583m x 4 = US$14,332m annualised; AI-related 0.4% (range 0.07-2.1%) = US$57m (US$10-301m). AI-related annualised run-rate in Retail, property and other services: US$57m (range 10-301). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.38% (range 0.242-7.286%). Source published date: 2026-08-05."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.shopify.com/","title":"Shopify home page","publisher":"Shopify Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Sidekick AI assistant; 21,000+ apps; Q2 2026 revenue $3.58 billion (+34%) and 34 million Sidekick conversations read only through a search-result summary; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":14332000000,"central":14332000000,"high":14332000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (commerce platform and payments, mostly outside this sublayer)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001594805/000159480526000046/exhibit991pressreleaseq220.htm","title":"Shopify Q2 2026 financial results (Form 8-K, Exhibit 99.1)","publisher":"Shopify Inc. (SEC Form 8-K)","publishedDate":"2026-08-05","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue 3,583"},"note":"US$3,583M x 4 = US$14,332M (T1)."},"screening":{"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e7dd745876c168c90f6025a87f9ecc6aa8f95f84883c7a792c51c28c2d5bc51f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e7dd745876c168c90f6025a87f9ecc6aa8f95f84883c7a792c51c28c2d5bc51f"}}},"c3ai":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"c3ai","name":"C3 AI","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.061,"central":0.182,"high":0.425,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; input tier T1, derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Method: Q1 FY2027 subscription revenue was US$49.2M (T1; x4 = US$197M), all AI applications. Method (T5): industries by assumed mix: defense and intelligence 28% (US$55M), industry (oil and gas, manufacturing) 51% (US$100M), financial services 13% (US$25M), health 8% (US$15M). AI-related annualised run-rate in Healthcare and life sciences: US$15m (range 5-35). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 8,232, made of identified candidates 6,586 and an allowance of 1,646 (25%) for vendors outside the register (for example Rad AI, Qure.ai, PathAI, Owkin, Benchling, Akasa, Notable, United Imaging Intelligence, Infervision, Airdoc and Ping An Health). Largest, US$m: microsoft 600, iqvia 520, palantir 380, tempus 373, unitedhealth-group 300. Full table: a local evidence capture. Share 0.182% (range 0.061-0.425%). Source published date: 2026-09-02."},"legal":{"participates":false,"evidence":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.056,"central":0.177,"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":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Method: Q1 FY2027 subscription revenue was US$49.2M (T1; x4 = US$197M), all AI applications. Method (T5): industries by assumed mix: defense and intelligence 28% (US$55M), industry (oil and gas, manufacturing) 51% (US$100M), financial services 13% (US$25M), health 8% (US$15M). AI-related annualised run-rate in Financial services and insurance: US$25m (range 8-50). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 14,160, made of identified candidates 11,328 and an allowance of 2,832 (25%) for vendors outside the register (for example Zest AI, Temenos, Basis, Brightwave and Daloopa). Largest, US$m: pagaya 1,462, upstart 1,392, visa 780, mastercard 700, fico 600. Full table: a local evidence capture. Share 0.177% (range 0.056-0.353%). Source published date: 2026-09-02."},"customer-service":{"participates":false,"evidence":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.219,"central":0.601,"high":1.202,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; input tier T1, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Q1 FY2027 subscription revenue was US$49.2M (T1; x4 = US$197M), all AI applications. Method (T5): industries by assumed mix: defense and intelligence 28% (US$55M), industry (oil and gas, manufacturing) 51% (US$100M), financial services 13% (US$25M), health 8% (US$15M). AI-related annualised run-rate in Government and public sector: US$55m (range 20-110). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 0.601% (range 0.219-1.202%). Source published date: 2026-09-02."},"retail-services":{"participates":false,"evidence":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T1","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.351,"central":0.879,"high":1.406,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://c3.ai/news/c3-ai-announces-fiscal-first-quarter-2027-results","title":"C3 AI Announces Fiscal First Quarter 2027 Results","publisher":"C3.ai, Inc.","publishedDate":"2026-09-02","accessedDate":"2026-10-22","tier":"T5","locator":"Q1 FY2027 revenue $52.4 million, subscription revenue $49.2 million; industries Defense & Intelligence, Manufacturing, Oil & Gas; customers incl. Heidelberg Materials, Ford, Johnson & Johnson; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Method: Q1 FY2027 subscription revenue was US$49.2M (T1; x4 = US$197M), all AI applications. Method (T5): industries by assumed mix: defense and intelligence 28% (US$55M), industry (oil and gas, manufacturing) 51% (US$100M), financial services 13% (US$25M), health 8% (US$15M). AI-related annualised run-rate in Industry, energy and infrastructure: US$100m (range 40-160). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 11,382, made of identified candidates 9,485 and an allowance of 1,897 (20%) for vendors outside the register (for example Uptake, Avathon, Seeq, Sight Machine, Supcon, Keyence, Basler and Wayve). Largest, US$m: samsara 960, palantir 950, siemens 590, applied-intuition 550, honeywell 400. Full table: a local evidence capture. Share 0.879% (range 0.351-1.406%). Source published date: 2026-09-02."}},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":3},"financial-services":{"levelLow":2,"levelHigh":3},"government-public":{"levelLow":2,"levelHigh":3},"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"422b091ee9a48975853ff3789a1bfab78c4ebc7eab698f02abd24c172ca29c3e"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"422b091ee9a48975853ff3789a1bfab78c4ebc7eab698f02abd24c172ca29c3e"}}},"sensetime":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"sensetime","name":"SenseTime","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sensetime.com/en/about-index","title":"About SenseTime","publisher":"SenseTime Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"segments Generative AI, Vision AI, emerging innovation; '20 Million+' users and enterprises; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sensetime.com/en/about-index","title":"About SenseTime","publisher":"SenseTime Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"segments Generative AI, Vision AI, emerging innovation; '20 Million+' users and enterprises; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sensetime.com/en/about-index","title":"About SenseTime","publisher":"SenseTime Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"segments Generative AI, Vision AI, emerging innovation; '20 Million+' users and enterprises; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sensetime.com/en/about-index","title":"About SenseTime","publisher":"SenseTime Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"segments Generative AI, Vision AI, emerging innovation; '20 Million+' users and enterprises; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.546,"central":1.53,"high":3.279,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://sensetime.com/en/news/2026H1-results","title":"SenseTime 2026 H1 results","publisher":"SenseTime Group Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenue RMB 2.91 billion (+23.4%), Generative AI RMB 2.33 billion, computer vision about RMB 500 million, recurring revenue RMB 1.14 billion; served more than 1,000 enterprise customers across over 20 key industries including government; input tier T2, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). SenseTime's H1 2026 results (T2) give revenue of RMB 2.91bn (+23.4%), of which generative AI RMB 2.33bn and computer vision about RMB 0.5bn, and over 1,000 enterprise customers in 20+ industries including government; no revenue by sector. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$140M (range US$50-300M) for this function is kept; it equals 16% of annualised group revenue (H1 x 2, converted) (US$857M), range 5.8-35%. AI-related annualised run-rate in Government and public sector: US$140m (range 50-300). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.53% (range 0.546-3.279%). Source published date: 2026-08-26."},"retail-services":{"participates":false,"evidence":{"url":"https://www.sensetime.com/en/about-index","title":"About SenseTime","publisher":"SenseTime Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"segments Generative AI, Vision AI, emerging innovation; '20 Million+' users and enterprises; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.176,"central":0.527,"high":1.318,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://sensetime.com/en/news/2026H1-results","title":"SenseTime 2026 H1 results","publisher":"SenseTime Group Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenue RMB 2.91 billion (+23.4%), Generative AI RMB 2.33 billion, computer vision about RMB 500 million, recurring revenue RMB 1.14 billion; served more than 1,000 enterprise customers across over 20 key industries including government; input tier T2, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). SenseTime's H1 2026 results (T2) give revenue of RMB 2.91bn (+23.4%), of which generative AI RMB 2.33bn and computer vision about RMB 0.5bn, and over 1,000 enterprise customers in 20+ industries including government; no revenue by sector. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$60M (range US$20-150M) for this function is kept; it equals 7% of annualised group revenue (H1 x 2, converted) (US$857M), range 2.3-18%. AI-related annualised run-rate in Industry, energy and infrastructure: US$60m (range 20-150). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.527% (range 0.176-1.318%). Source published date: 2026-08-26."}},"baselineRevenueUsd":{"low":856572884,"central":856572884,"high":856572884,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (includes generative AI and other business outside this sublayer)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://sensetime.com/en/news/2026H1-results","title":"SenseTime 2026 H1 results","publisher":"SenseTime Group Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T2","locator":"Total revenue RMB 2.91 billion (+23.4%), Generative AI RMB 2.33 billion, computer vision about RMB 500 million, recurring revenue RMB 1.14 billion; served more than 1,000 enterprise customers across over 20 key industries including government"},"note":"RMB 2,910m x 2 x 0.1472 (ECB reference rates of 1 July 2026) = US$857M (T2)."},"screening":{"government-public":{"levelLow":1,"levelHigh":3},"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0c1c99c4f0545040d8c2c16357a303138360b37d1d98ac877d3f15ca51f38bba"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0c1c99c4f0545040d8c2c16357a303138360b37d1d98ac877d3f15ca51f38bba"}}},"algolia":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"algolia","name":"Algolia","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.484,"central":1.21,"high":2.663,"unit":"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 ARR","periodEnd":"2026-07-31","source":{"url":"https://sacra.com/c/algolia/","title":"Algolia revenue, funding & growth rate (Sacra)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"'Sacra estimates Algolia reached $250M in ARR in July 2026, up from $230M at the end of 2025'; $210M in 2024; 18,000+ businesses; 1.75 trillion search requests a year; NeuralSearch, Ask AI, Agent Studio; input tier T4, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Sacra (T4) estimates Algolia's ARR at US$250M in July 2026 (US$230M at the end of 2025, US$210M in 2024) with 18,000+ businesses and 1.75 trillion search requests a year; products include NeuralSearch, Ask AI and Agent Studio. Method (T5): AI-related revenue is a judgement. The screening value of US$50M (range US$20-110M) for this function is kept; it equals 20% of ARR (Sacra estimate, July 2026) (US$250M), range 8-44%. AI-related annualised run-rate in Retail, property and other services: US$50m (range 20-110). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.21% (range 0.484-2.663%). Source published date: undated."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.algolia.com/about/","title":"Algolia about page","publisher":"Algolia","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'18,000+' brands and '1.75+ trillion' searches a year; AI search platform; no revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":250000000,"central":250000000,"high":250000000,"unit":"USD","basis":"Annual recurring revenue in US dollars (Sacra estimate; the company publishes no revenue)","period":"July 2026 ARR","periodEnd":"2026-07-31","source":{"url":"https://sacra.com/c/algolia/","title":"Algolia revenue, funding & growth rate (Sacra)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T4","locator":"'Sacra estimates Algolia reached $250M in ARR in July 2026, up from $230M at the end of 2025'; $210M in 2024; 18,000+ businesses; 1.75 trillion search requests a year; NeuralSearch, Ask AI, Agent Studio"},"note":"Sacra estimate (T4)."},"screening":{"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7e00717b03588f625fac35f80389d5df08b7e5c0805fdc3fa79b700d778a0739"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7e00717b03588f625fac35f80389d5df08b7e5c0805fdc3fa79b700d778a0739"}}},"constructor-io":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"constructor-io","name":"Constructor","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.363,"central":0.968,"high":2.179,"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":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://constructor.com/","title":"Constructor (company home page)","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-23","tier":"T5","locator":"AI product discovery for e-commerce with 400+ billion requests a year; no revenue published; input tier T2, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Constructor states no revenue (its releases give only growth: revenue and ARR nearly doubled in the year to January 2025); its home page (T2) cites 400+ billion requests a year. Method (T5, peer scaling): Algolia handles 1.75 trillion requests a year for ARR of US$250M (Sacra, T4, https://sacra.com/c/algolia/), so 400bn / 1,750bn x US$250M = US$57M for Constructor; AI-related share judged at 70% of that, US$40M (range 15-90M). AI-related annualised run-rate in Retail, property and other services: US$40m (range 15-90). Share = company ÷ function total of US$4,131m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.968% (range 0.363-2.179%). Source published date: undated."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://constructor.com/","title":"Constructor home page","publisher":"Constructor","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"AI product discovery for e-commerce; '+400 Billion requests powered per year'; no revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"retail-services":{"levelLow":1,"levelHigh":2}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e82c4391dc8cabfde50739fd20e2b132266f01a5ab2daf24dd9c115062b3ddcc"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e82c4391dc8cabfde50739fd20e2b132266f01a5ab2daf24dd9c115062b3ddcc"}}},"halliburton":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"halliburton","name":"Halliburton","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.halliburton.com/en/about-us","title":"About Halliburton","publisher":"Halliburton","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"energy services including software; 40K+ employees; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.22,"central":0.879,"high":2.636,"unit":"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.halliburton.com/en/about-us/press-release/halliburton-announces-second-quarter-2026-results","title":"Halliburton Announces Second Quarter 2026 Results","publisher":"Halliburton Company","publishedDate":"2026-07-21","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenue for the second quarter of 2026 was $5.7 billion; Completion and Production $3.2 billion, Drilling and Evaluation $2.5 billion; 'lower software sales globally'; Shape Digital collaboration applies AI to asset-level decisions; no digital revenue; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Halliburton's Q2 2026 release (T1) gives revenue of US$5.7bn for the quarter, notes lower software sales in Drilling and Evaluation (seasonal), and describes AI collaborations and the InformatiQ acquisition without figures; digital revenue is not reported. It is an oilfield-services business, so only software and AI-based services count. Method (T5): AI-related revenue is a judgement. The screening value of US$100M (range US$25-300M) for this function is kept; it equals 0.44% of annualised group revenue (latest quarter x 4) (US$22,800M), range 0.11-1.3%. AI-related annualised run-rate in Industry, energy and infrastructure: US$100m (range 25-300). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.879% (range 0.22-2.636%). Source published date: 2026-07-21."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a8a37a370819e4c06197be9f7270fc1eabe2bce3209574cd4d1882a5e4e069a6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"a8a37a370819e4c06197be9f7270fc1eabe2bce3209574cd4d1882a5e4e069a6"}}},"horizon-robotics":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"horizon-robotics","name":"Horizon Robotics","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.horizon.auto/","title":"Horizon Robotics home page","publisher":"Horizon Robotics","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Journey vehicle-computing chips and the HSD driver-assistance system; 15M+ Journey chips shipped, 350+ production models, 40+ automaker partners; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.264,"central":0.879,"high":1.933,"unit":"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","periodEnd":"2026-06-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0831/2026083101009.pdf","title":"Horizon Robotics: announcement of interim results for the six months ended 30 June 2026","publisher":"Horizon Robotics (HKEXnews)","publishedDate":"2026-08-31","accessedDate":"2026-10-23","tier":"T5","locator":"Revenue from continuing operations RMB 2,054,984 thousand (RMB 1,546,067 thousand in H1 2025), +32.9%: product solutions RMB 925.6 million (45.0%), license and services RMB 1,129.4 million (55.0%, +52.7%); Horizon SuperDrive (HSD); input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Horizon Robotics' interim results (T1) give H1 2026 revenue of RMB 2,055m (+32.9%), of which licence and services is RMB 1,129m (55%, +52.7%) and product solutions (Journey chips and ADAS solutions) RMB 926m; the Horizon SuperDrive (HSD) driver-assistance system is in mass deployment. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$100M (range US$30-220M) for this function is kept; it equals 30% of annualised licence and services revenue (H1 x 2, converted) (US$332M), range 9-66%. AI-related annualised run-rate in Industry, energy and infrastructure: US$100m (range 30-220). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.879% (range 0.264-1.933%). Source published date: 2026-08-31."}},"baselineRevenueUsd":{"low":604894698,"central":604894698,"high":604894698,"unit":"USD","basis":"Six-month total revenue x 2 in US dollars (mostly chips and licences for driver assistance)","period":"H1 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0831/2026083101009.pdf","title":"Horizon Robotics: announcement of interim results for the six months ended 30 June 2026","publisher":"Horizon Robotics (HKEXnews)","publishedDate":"2026-08-31","accessedDate":"2026-10-23","tier":"T1","locator":"Revenue from continuing operations RMB 2,054,984 thousand (RMB 1,546,067 thousand in H1 2025), +32.9%: product solutions RMB 925.6 million (45.0%), license and services RMB 1,129.4 million (55.0%, +52.7%); Horizon SuperDrive (HSD)"},"note":"RMB 2,054.984m x 2 x 0.1472 (ECB reference rates of 1 July 2026) = US$605M (T1)."},"screening":{"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1550d9bcc8837f48ff4540952b48a33ccd4bd6bb2cf80f4a9d51b5f9bc90f116"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"1550d9bcc8837f48ff4540952b48a33ccd4bd6bb2cf80f4a9d51b5f9bc90f116"}}},"itron":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"itron","name":"Itron","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; no healthcare product or customer is named (absence in a list, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; no legal product or customer is named (absence in a list, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; no financial-services product or customer is named (absence in a list, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; no customer-service product is named (absence in a list, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; cities buy the same energy and water products as utilities, and those purchases are counted in the Industry, energy and infrastructure estimate; no defence, intelligence or public-service application is named (absence in a list, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron, Inc. Q2 2026 results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T1","locator":"Segment revenue table, Q2 2026: Device Solutions $111.4M, Networked Solutions $339.2M, Outcomes $96.4M, Resiliency Solutions $15.8M, total $562.9M; the release describes Itron as 'innovating new ways for utilities and cities to manage energy and water'; no retail, property or professional-service product is named (absence in a list, not proof)"}},"industry-infrastructure":{"low":0.22,"central":0.879,"high":2.196,"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":"Q2 2026 (ARR at 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0000780571/000117184326004912/exh_991.htm","title":"Itron Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Itron, Inc. (SEC Form 8-K)","publishedDate":"2026-07-28","accessedDate":"2026-10-23","tier":"T5","locator":"Revenue $562,902 thousand (Q2 2025 $606,761 thousand); Outcomes $96,399 thousand (+13%); annual recurring revenue of $417 million, +21%; no AI statements; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Itron's Q2 2026 release (T1) gives revenue of US$562.9M (-7%), Outcomes (software and services) revenue of US$96.4M (+13%) and annual recurring revenue of US$417M (+21%); it makes no AI statement and names only utilities and cities as customers (segment table: Device Solutions US$111.4M, Networked Solutions US$339.2M, Outcomes US$96.4M, Resiliency Solutions US$15.8M). Mostly meters and network hardware, so only grid-edge analytics software counts. Method (T5): AI-related revenue is a judgement. The screening value of US$100M (range US$25-250M) for this function is kept; it equals 24% of annual recurring revenue (ARR) (US$417M), range 6-60%. AI-related annualised run-rate in Industry, energy and infrastructure: US$100m (range 25-250). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.879% (range 0.22-2.196%). Source published date: 2026-07-28."}},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f1624709c859c4d6d474c4dd7ffb87957bf9354b7bf6f7810f47c295c6553524"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"f1624709c859c4d6d474c4dd7ffb87957bf9354b7bf6f7810f47c295c6553524"}}},"nemetschek":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"nemetschek","name":"Nemetschek","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.nemetschek.com/en/group","title":"Nemetschek Group","publisher":"Nemetschek Group","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"software for the AEC/O lifecycle (Allplan, Graphisoft, Bluebeam, Vectorworks, Maxon); AI-enabled design; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.22,"central":0.879,"high":2.196,"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":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.nemetschek.com/en/news-media/successful-first-half-2026","title":"Nemetschek Group: Successful First Half of 2026 with Continued Strong Profitable Growth","publisher":"Nemetschek Group","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 revenue EUR 327.7 million (+13.0%), ARR EUR 1,249.5 million (+15.9%), subscription/SaaS revenue EUR 266.4 million; Bluebeam Max, an agentic AI suite, now available; no AI figures; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Nemetschek's H1 2026 release (T1) gives Q2 revenue of EUR 327.7m (+13.0%) and ARR of EUR 1,249.5m, and launches Bluebeam Max, an agentic AI suite, without figures. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR. Method (T5): AI-related revenue is a judgement. The screening value of US$100M (range US$25-250M) for this function is kept; it equals 6.7% of annualised revenue (Q2 x 4, converted) (US$1,492M), range 1.7-17%. AI-related annualised run-rate in Industry, energy and infrastructure: US$100m (range 25-250). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.879% (range 0.22-2.196%). Source published date: 2026-07-30."}},"baselineRevenueUsd":{"low":1492083640,"central":1492083640,"high":1492083640,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (architecture, engineering and construction software)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.nemetschek.com/en/news-media/successful-first-half-2026","title":"Nemetschek Group: Successful First Half of 2026 with Continued Strong Profitable Growth","publisher":"Nemetschek Group","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Q2 2026 revenue EUR 327.7 million (+13.0%), ARR EUR 1,249.5 million (+15.9%), subscription/SaaS revenue EUR 266.4 million; Bluebeam Max, an agentic AI suite, now available; no AI figures"},"note":"EUR 327.7m x 4 x 1.1383 (ECB reference rate of 1 July 2026) = US$1,492M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e4e3feab54ff20a0e14f601a63172093285fe04c31aaba4fa9356b2d2c4db71f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e4e3feab54ff20a0e14f601a63172093285fe04c31aaba4fa9356b2d2c4db71f"}}},"tyler-technologies":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"tyler-technologies","name":"Tyler Technologies","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.328,"central":1.093,"high":2.842,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T5","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; input tier T3, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Method: Q2 2026 revenue was US$645.1M (T3, AP; x4 = US$2.6bn) of government software (courts, records, ERP). Tyler discloses no AI revenue. Method (T5): AI-related share assumed at 4% (range 1-10%). AI-related annualised run-rate in Government and public sector: US$100m (range 30-260). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 9,150, made of identified candidates 7,625 and an allowance of 1,525 (20%) for vendors outside the register (for example Vannevar Labs, Primer and Clearview AI). Largest, US$m: palantir 3,960, hikvision 400, flock-safety 400, axon 400, motorola-solutions 350. Full table: a local evidence capture. Share 1.093% (range 0.328-2.842%). Source published date: 2026-07-29."},"retail-services":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://wtop.com/news/2026/07/tyler-technologies-q2-earnings-snapshot/","title":"Tyler Technologies: Q2 Earnings Snapshot","publisher":"WTOP / Associated Press","publishedDate":"2026-07-29","accessedDate":"2026-10-22","tier":"T3","locator":"Tyler Technologies Q2 2026 revenue $645.1 million; AI revenue not disclosed; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"government-public":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"39000b1c1e3e7ab4caf88255ec54f1326da296e8235a3ef23253742eb98b1019"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"39000b1c1e3e7ab4caf88255ec54f1326da296e8235a3ef23253742eb98b1019"}}},"oracle":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"oracle","name":"Oracle (Oracle Health)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"low":0.34,"central":1.336,"high":4.677,"unit":"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 (year to 31 May 2026)","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/804753/000080475322000009/cern-20211231.htm","title":"Cerner Corporation Form 10-K for fiscal 2021","publisher":"Cerner Corporation (SEC Form 10-K)","publishedDate":"2022-02-22","accessedDate":"2026-10-23","tier":"T5","locator":"Item 7, Results of Operations: total revenues $5,764,824 thousand in 2021 ($5,505,788 thousand in 2020); input tier T1 (the scale of the Cerner business Oracle bought, now Oracle Health), derived by 5LayerCake for Healthcare and life sciences"},"note":"5LayerCake estimate (T5). Oracle does not disclose Oracle Health revenue: its FY2026 Form 10-K (https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm, T1, filed 2026-06-22) gives none, and the Q4 FY2026 release (https://www.sec.gov/Archives/edgar/data/0001341439/000119312526265848/orcl-ex99_1.htm, T2, 10 June 2026) says only that a new AI version of the Cerner system is expected to push Oracle Health growth to double digits in fiscal 2027. Two opened anchors for its scale: (1) Cerner's last full year before the acquisition, 2021 revenue US$5,764.8m (Cerner Form 10-K, https://www.sec.gov/Archives/edgar/data/804753/000080475322000009/cern-20211231.htm, T1); (2) Oracle's Form 10-Q for the quarter ended 31 August 2022 (https://www.sec.gov/Archives/edgar/data/1341439/000156459022031545/R9.htm, Note 2, T1, filed 2022-09-13): 'For the first quarter of fiscal 2023, Cerner contributed $1.4 billion to our total revenues'. Cerner was owned from 8 June 2022, 85 of that quarter's 92 days, so the run-rate was about US$6.0bn a year (1.4 × 365 ÷ 85 = 6.0). Oracle's HIMSS release of 11 March 2026 (https://www.prnewswire.com/news-releases/oracle-health-clinical-ai-agent-helps-emergency-and-inpatient-doctors-spend-more-time-on-patient-care-302710039.html, T2) says the Clinical AI Agent has saved doctors more than 200,000 hours across US providers (named users include AtlantiCare and Billings Clinic - Logan Health), so there are customers in production. Method (T5): Oracle Health revenue judged at US$5,500m (range 4,500-6,500m), a little below both anchors because Oracle says growth only returns in fiscal 2027; AI-related share judged at 2% (range 0.5-7%): US$5,500m × 1 = US$5,500m annualised; 2% = US$110m (0.5% to 7% of US$5,500m = US$28-385m). AI-related annualised run-rate in Healthcare and life sciences: US$110m (range 28-385). Share = company ÷ function total of US$8,232m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 1.336% (range 0.34-4.677%). Source published date: 2022-02-22 (Cerner 10-K; the 10-Q anchor is 2022-09-13)."},"legal":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Applications Technologies and Oracle Cloud Applications: industry-specific applications for the automotive, communications, construction and engineering, education, financial services, government, healthcare, hospitality, retail, utilities and wholesale distribution industries, 'among others'; no legal-practice product is listed (absence in a list, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Cloud Applications: 'Oracle Health applications' are a distinct healthcare applications line. Scope: the register entry research/index/candidates/applications-vertical-ai.json names this candidate 'Oracle (Oracle Health)' (discovered via clinical AI agents in health-record software) and a recorded method decision fixes it as the Oracle Health unit, so only its healthcare part is scored here; Oracle's other industry AI is counted where it is sold (Enterprise agents, Data platforms)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Cloud Applications: 'Oracle Health applications' are a distinct healthcare applications line. Scope: the register entry research/index/candidates/applications-vertical-ai.json names this candidate 'Oracle (Oracle Health)' (discovered via clinical AI agents in health-record software) and a recorded method decision fixes it as the Oracle Health unit, so only its healthcare part is scored here; Oracle's other industry AI is counted where it is sold (Enterprise agents, Data platforms)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Cloud Applications: 'Oracle Health applications' are a distinct healthcare applications line. Scope: the register entry research/index/candidates/applications-vertical-ai.json names this candidate 'Oracle (Oracle Health)' (discovered via clinical AI agents in health-record software) and a recorded method decision fixes it as the Oracle Health unit, so only its healthcare part is scored here; Oracle's other industry AI is counted where it is sold (Enterprise agents, Data platforms)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Cloud Applications: 'Oracle Health applications' are a distinct healthcare applications line. Scope: the register entry research/index/candidates/applications-vertical-ai.json names this candidate 'Oracle (Oracle Health)' (discovered via clinical AI agents in health-record software) and a recorded method decision fixes it as the Oracle Health unit, so only its healthcare part is scored here; Oracle's other industry AI is counted where it is sold (Enterprise agents, Data platforms)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001341439/000119312526277521/orcl-20260531.htm","title":"Oracle Corporation Form 10-K for fiscal 2026","publisher":"Oracle Corporation (SEC Form 10-K)","publishedDate":"2026-06-22","accessedDate":"2026-10-23","tier":"T1","locator":"Item 1, Oracle Cloud Applications: 'Oracle Health applications' are a distinct healthcare applications line. Scope: the register entry research/index/candidates/applications-vertical-ai.json names this candidate 'Oracle (Oracle Health)' (discovered via clinical AI agents in health-record software) and a recorded method decision fixes it as the Oracle Health unit, so only its healthcare part is scored here; Oracle's other industry AI is counted where it is sold (Enterprise agents, Data platforms)"}}},"screening":{"healthcare-life-sciences":{"levelLow":2,"levelHigh":5}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"78bf1e16d5bb9bd2733e8423da8d32b537f2444c24826a9bc298789e0854a845"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"78bf1e16d5bb9bd2733e8423da8d32b537f2444c24826a9bc298789e0854a845"}}},"cognite":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"cognite","name":"Cognite","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.cognite.com/","title":"Cognite home page","publisher":"Cognite AS","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"Cognite Data Fusion and Atlas AI industrial agent workbench; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.351,"central":0.791,"high":1.318,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://pulse2.com/why-schneider-electric-is-acquiring-cognite-for-3-1-billion/","title":"Why Schneider Electric Is Acquiring Cognite For $3.1 Billion","publisher":"Pulse 2","publishedDate":"2026-06-30","accessedDate":"2026-10-23","tier":"T5","locator":"Cognite 'exceeded $170 million in annual revenue', '36% growth in ARR bookings', more than 800 employees; all-cash deal valued at $3.1 billion announced by Schneider Electric; input tier T3, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Pulse 2 (T3, 30 June 2026, reporting Schneider Electric's announcement of its US$3.1bn purchase) says Cognite's 2025 revenue exceeded US$170M with 36% growth in ARR bookings and 800+ employees; Cognite will be folded into AVEVA after closing. Its industrial data platform and Atlas AI are the product. Method (T5): AI-related revenue is a judgement. The screening value of US$90M (range US$40-150M) for this function is kept; it equals 53% of 2025 revenue (US$170M), range 24-88%. AI-related annualised run-rate in Industry, energy and infrastructure: US$90m (range 40-150). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.791% (range 0.351-1.318%). Source published date: 2026-06-30."}},"baselineRevenueUsd":{"low":170000000,"central":170000000,"high":170000000,"unit":"USD","basis":"Annual revenue in US dollars (industrial data and AI software; \"exceeded\", so a floor)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://pulse2.com/why-schneider-electric-is-acquiring-cognite-for-3-1-billion/","title":"Why Schneider Electric Is Acquiring Cognite For $3.1 Billion","publisher":"Pulse 2","publishedDate":"2026-06-30","accessedDate":"2026-10-23","tier":"T3","locator":"Cognite 'exceeded $170 million in annual revenue', '36% growth in ARR bookings', more than 800 employees; all-cash deal valued at $3.1 billion announced by Schneider Electric"},"note":"Exceeded US$170M (T3, Pulse 2 reporting Schneider Electric)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d240fa98afefa29cbdfc6ed69c09d8a80206c742d1c4a36e3fc4e78e87832ee6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d240fa98afefa29cbdfc6ed69c09d8a80206c742d1c4a36e3fc4e78e87832ee6"}}},"procore":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"procore","name":"Procore","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.procore.com/about","title":"About Procore","publisher":"Procore Technologies, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"construction management software; 160+ countries, 3M+ projects; AI agents via Procore AI; no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.246,"central":0.791,"high":1.889,"unit":"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/0001611052/000162828026050615/pcor-q226x8xkxexx991.htm","title":"Procore Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Procore Technologies, Inc. (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T5","locator":"Q2 2026 total revenue $375,207 thousand ($323,919 thousand in Q2 2025), +16%; 2,871 customers with more than $100,000 of ARR; new suite of AI agents; no AI figures; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Procore's Q2 2026 release (T1) gives revenue of US$375.2M (+16%) and introduces a suite of AI agents; it gives no AI revenue and no total ARR. Method (T5): AI-related revenue is a judgement. The screening value of US$90M (range US$28-215M) for this function is kept; it equals 6% of annualised revenue (latest quarter x 4) (US$1,501M), range 1.9-14%. AI-related annualised run-rate in Industry, energy and infrastructure: US$90m (range 28-215). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.791% (range 0.246-1.889%). Source published date: 2026-07-29."}},"baselineRevenueUsd":{"low":1500828000,"central":1500828000,"high":1500828000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (construction management software)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001611052/000162828026050615/pcor-q226x8xkxexx991.htm","title":"Procore Announces Second Quarter 2026 Financial Results (Form 8-K, Exhibit 99.1)","publisher":"Procore Technologies, Inc. (SEC Form 8-K)","publishedDate":"2026-07-29","accessedDate":"2026-10-23","tier":"T1","locator":"Q2 2026 total revenue $375,207 thousand ($323,919 thousand in Q2 2025), +16%; 2,871 customers with more than $100,000 of ARR; new suite of AI agents; no AI figures"},"note":"US$375.2M x 4 = US$1,501M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e6b971b0c45bc5931b04a01819e2e39f2f946153cc22bf4ab67ea3e7da511c24"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e6b971b0c45bc5931b04a01819e2e39f2f946153cc22bf4ab67ea3e7da511c24"}}},"lseg":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"lseg","name":"LSEG","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.177,"central":0.918,"high":2.684,"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":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T5","locator":"p. 10 Financial Review: Data & Analytics total income (excl. recoveries) GBP2,061m in H1 2026 (GBP1,991m in H1 2025; +5.1% organic constant currency), group total income GBP4,799m; p. 5 AI Search and Deep Research users; p. 6 'AI monetisation' framework; p. 1 headline 'AI monetisation to sustain long-term growth'; no AI revenue figure; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). LSEG's H1 2026 interim report (https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf, T1, 30 July 2026) gives Data & Analytics total income (excl. recoveries) of GBP2,061m for the six months (GBP1,991m in H1 2025; +5.1% organic constant currency; p. 10) and group total income of GBP4,799m. It says Workspace AI Search has 17,000 active users and Deep Research 7,000 users (p. 5), and sets out an 'AI monetisation' framework: a recurring subscription to license LSEG data for use with AI models, a recurring charge for MCP access with usage bands 'in due course', and, for Workspace, AI Search 'reflected in the annual price review up to certain usage levels' with additional charges above them (p. 6). It gives no AI revenue figure. Method (T5): AI-related revenue is a judgement. The screening value of US$130m (range US$25-380m) is kept; it equals 2.4% (range 0.46-7.0%) of annualised Data & Analytics income. GBP2,061m × 2 = GBP4,122m annualised; at US$1.3240 per GBP (ECB reference rates of 1 July 2026: US$1.1383 per EUR ÷ 0.85973 GBP per EUR, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html and https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-gbp.en.html) = US$5,458m; 2.4% = US$131m, 0.46% = US$25m and 7.0% = US$382m, i.e. the US$130m (25-380) kept. AI-related annualised run-rate in Financial services and insurance: US$130m (range 25-380). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.918% (range 0.177-2.684%). Source published date: 2026-07-30."},"customer-service":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.lseg.com/content/dam/lseg/en_us/documents/investor-relations/financial-results/interim-report/lseg-interim-report-h1-2026-30july2026.pdf","title":"London Stock Exchange Group plc Interim Report 2026 (six months ended 30 June 2026)","publisher":"London Stock Exchange Group plc","publishedDate":"2026-07-30","accessedDate":"2026-10-23","tier":"T1","locator":"Interim report, pp. 1-14: LSEG's businesses are Data & Analytics (Workflows, Data & Feeds, Analytics), FTSE Russell, Risk Intelligence and Markets; AI Search in Workspace with 17,000 active users; no AI revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"financial-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"da7949fa65ecf001c107811e4fb2449b4a9b21915e905d8e63eef66c95d36a69"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"da7949fa65ecf001c107811e4fb2449b4a9b21915e905d8e63eef66c95d36a69"}}},"quantexa":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"quantexa","name":"Quantexa","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://sacra.com/c/quantexa/","title":"Quantexa (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $422M (2023) and an annual report dated 8 Jan 2026; no ARR estimate; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://sacra.com/c/quantexa/","title":"Quantexa (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $422M (2023) and an annual report dated 8 Jan 2026; no ARR estimate; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.247,"central":0.706,"high":1.412,"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":"FY2025 (year to 31 March 2025)","periodEnd":"2025-03-31","source":{"url":"https://tech.eu/2026/01/08/ai-unicorn-quantexa-reports-revenue-boost-as-losses-halve/","title":"AI unicorn Quantexa reports revenue boost, as losses halve","publisher":"Tech.eu","publishedDate":"2026-01-08","accessedDate":"2026-10-23","tier":"T5","locator":"'Revenues at Quantexa in the year ending March 2025 came in at GBP 126m, up 49 per cent'; pre-tax loss GBP 25m; clients include HSBC, Vodafone and the Cabinet Office's public sector fraud agency; input tier T3, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Tech.eu (T3, 8 January 2026, from the UK statutory accounts) gives revenue of GBP 126M for the year to March 2025 (+49%), for decision-intelligence analytics sold to banks, insurers and a public-sector fraud agency; two thirds is financial crime and risk and one third public sector (judgement). Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue is a judgement. The screening value of US$100M (range US$35-200M) for this function is kept; it equals 60% of revenue for the year to March 2025 (converted) (US$167M), range 21-1.2e+02%. AI-related annualised run-rate in Financial services and insurance: US$100m (range 35-200). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.706% (range 0.247-1.412%). Source published date: 2026-01-08."},"customer-service":{"participates":false,"evidence":{"url":"https://sacra.com/c/quantexa/","title":"Quantexa (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $422M (2023) and an annual report dated 8 Jan 2026; no ARR estimate; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"low":0.164,"central":0.546,"high":1.093,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"FY2025 (year to 31 March 2025)","periodEnd":"2025-03-31","source":{"url":"https://tech.eu/2026/01/08/ai-unicorn-quantexa-reports-revenue-boost-as-losses-halve/","title":"AI unicorn Quantexa reports revenue boost, as losses halve","publisher":"Tech.eu","publishedDate":"2026-01-08","accessedDate":"2026-10-23","tier":"T5","locator":"'Revenues at Quantexa in the year ending March 2025 came in at GBP 126m, up 49 per cent'; pre-tax loss GBP 25m; clients include HSBC, Vodafone and the Cabinet Office's public sector fraud agency; input tier T3, derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Tech.eu (T3, 8 January 2026, from the UK statutory accounts) gives revenue of GBP 126M for the year to March 2025 (+49%), for decision-intelligence analytics sold to banks, insurers and a public-sector fraud agency; two thirds is financial crime and risk and one third public sector (judgement). Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 0.85973 GBP per EUR, so US$1.3240 per GBP. Method (T5): AI-related revenue is a judgement. The screening value of US$50M (range US$15-100M) for this function is kept; it equals 30% of revenue for the year to March 2025 (converted) (US$167M), range 9-60%. AI-related annualised run-rate in Government and public sector: US$50m (range 15-100). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.546% (range 0.164-1.093%). Source published date: 2026-01-08."},"retail-services":{"participates":false,"evidence":{"url":"https://sacra.com/c/quantexa/","title":"Quantexa (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $422M (2023) and an annual report dated 8 Jan 2026; no ARR estimate; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://sacra.com/c/quantexa/","title":"Quantexa (Sacra company profile)","publisher":"Sacra","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T4","locator":"profile shows funding $422M (2023) and an annual report dated 8 Jan 2026; no ARR estimate; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":166826562,"central":166826562,"high":166826562,"unit":"USD","basis":"Annual total revenue in US dollars (decision-intelligence analytics)","period":"FY2025 (year to 31 March 2025)","periodEnd":"2025-03-31","source":{"url":"https://tech.eu/2026/01/08/ai-unicorn-quantexa-reports-revenue-boost-as-losses-halve/","title":"AI unicorn Quantexa reports revenue boost, as losses halve","publisher":"Tech.eu","publishedDate":"2026-01-08","accessedDate":"2026-10-23","tier":"T3","locator":"'Revenues at Quantexa in the year ending March 2025 came in at GBP 126m, up 49 per cent'; pre-tax loss GBP 25m; clients include HSBC, Vodafone and the Cabinet Office's public sector fraud agency"},"note":"GBP 126m x 1.3240 (ECB reference rates of 1 July 2026) = US$167M (T3)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":3},"government-public":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9d09ad886669ca9a531cc6664ff86b4a696177013d12308cb4078e648dfa1ee6"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9d09ad886669ca9a531cc6664ff86b4a696177013d12308cb4078e648dfa1ee6"}}},"servicenow":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"servicenow","name":"ServiceNow (customer service)","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"low":0.886,"central":2.216,"high":4.431,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T5","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; input tier T1, derived by 5LayerCake for Customer service"},"note":"5LayerCake estimate (T5). Method: ServiceNow AI passed US$1bn ACV in Q2 2026 (T1), across IT, customer service and others. Method (T5): customer-service (CSM) agents assumed at about 15% (range 6-30%), about US$150M. AI-related annualised run-rate in Customer service: US$150m (range 60-300). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 6,770, made of identified candidates 5,208 and an allowance of 1,562 (30%) for vendors outside the register (for example Gladly, Kustomer, Yellow.ai and Zhuiyi). Largest, US$m: salesforce 750, genesys 500, verint 400, nice 362, zendesk 350. Full table: a local evidence capture. Share 2.216% (range 0.886-4.431%). Source published date: 2026-07-22."},"government-public":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results","title":"ServiceNow Reports Second Quarter 2026 Financial Results","publisher":"ServiceNow, Inc.","publishedDate":"2026-07-22","accessedDate":"2026-10-22","tier":"T1","locator":"Q2 2026 subscription revenue $3,877 million (+24.5%); 'ServiceNow AI crossed $1 billion in annual contract value'; target of 30% of ACV from AI; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"customer-service":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ae098c343c154226ff9dd9aa8ffdeae23e2e8712af231cb334e4776788be553b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"ae098c343c154226ff9dd9aa8ffdeae23e2e8712af231cb334e4776788be553b"}}},"feedzai":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"feedzai","name":"Feedzai","kind":"private","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.353,"central":0.706,"high":1.412,"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":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://www.feedzai.com/inthenews/feedzai-raises-75m-at-2b-valuation-secures-key-role-in-digital-euro-fraud-prevention/","title":"Feedzai raises $75M at $2B valuation, secures key role in digital euro fraud prevention","publisher":"Feedzai","publishedDate":"2025-10-02","accessedDate":"2026-10-23","tier":"T5","locator":"'raised $75 million in new funding on a valuation of more than $2 billion'; framework agreement with the European Central Bank for the digital euro fraud detection mechanism; no revenue stated; input tier T2, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Feedzai is private and states no revenue or ARR; third-party revenue estimates conflict and are aggregators. Its own release (T2, 2 October 2025) gives a valuation of more than US$2bn after a US$75M raise and a framework agreement with the ECB. Method (T5, valuation arithmetic): US$2,000M at an assumed 20 times revenue (range 10-40 times) gives US$100M (US$50-200M); all of it is AI fraud prevention. AI-related annualised run-rate in Financial services and insurance: US$100m (range 50-200). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.706% (range 0.353-1.412%). Source published date: 2025-10-02."},"customer-service":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.feedzai.com/","title":"Feedzai home page","publisher":"Feedzai","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'AI-Native Fraud & Financial Crime Prevention Platform'; 140 billion events processed per year; no revenue; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"financial-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"afb7cfc452f875ad7b327c0f74910da535acd6a6cdbf30095dabef1e430a72fc"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"afb7cfc452f875ad7b327c0f74910da535acd6a6cdbf30095dabef1e430a72fc"}}},"guidewire":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"guidewire","name":"Guidewire","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.177,"central":0.706,"high":1.766,"unit":"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 31 July 2026","periodEnd":"2026-07-31","source":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T5","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Method: ARR was US$1,237M and FY2026 revenue US$1,475M (T1); 'AI is driving our momentum' but no AI revenue is given. Method (T5): AI-related and predictive-analytics revenue assumed at 8% (range 2-20%) of ARR. AI-related annualised run-rate in Financial services and insurance: US$100m (range 25-250). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 14,160, made of identified candidates 11,328 and an allowance of 2,832 (25%) for vendors outside the register (for example Zest AI, Temenos, Basis, Brightwave and Daloopa). Largest, US$m: pagaya 1,462, upstart 1,392, visa 780, mastercard 700, fico 600. Full table: a local evidence capture. Share 0.706% (range 0.177-1.766%). Source published date: 2026-09-03."},"customer-service":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.guidewire.com/about/press-center/press-releases/20260903/guidewire-announces-fourth-quarter-and-fiscal-year-2026-financial-results","title":"Guidewire Announces Fourth Quarter and Fiscal Year 2026 Financial Results","publisher":"Guidewire Software, Inc.","publishedDate":"2026-09-03","accessedDate":"2026-10-22","tier":"T1","locator":"ARR $1,237 million at 31 July 2026; FY2026 total revenue $1,475.4 million; CEO: 'AI is driving our momentum'; no AI revenue figure; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"financial-services":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"707c801a3c33a18ae97fd998515be873b72a323a57be3d9a0c5382e8e8fcc9ae"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"707c801a3c33a18ae97fd998515be873b72a323a57be3d9a0c5382e8e8fcc9ae"}}},"intapp":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"intapp","name":"Intapp","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"low":0.303,"central":0.758,"high":1.515,"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":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; input tier T1, derived by 5LayerCake for Legal"},"note":"5LayerCake estimate (T5). Method: Total ARR was US$590.5M and Cloud ARR US$495.7M at 30 June 2026 (T1); Celeste is the agentic AI product. Method (T5): AI-related revenue assumed at 10% (range 4-20%) of ARR, split about 40% law firms, 30% investment banks and funds (financial services) and 30% accounting and consulting firms (other services). AI-related annualised run-rate in Legal: US$25m (range 10-50). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 3,300, made of identified candidates 2,640 and an allowance of 660 (25%) for vendors outside the register (for example Spellbook, Eve, Supio, Litify and DISCO). Largest, US$m: thomson-reuters 700, relx 500, harvey 410, legora 200, wolters-kluwer 150. Full table: a local evidence capture. Share 0.758% (range 0.303-1.515%). Source published date: 2026-08-04."},"financial-services":{"low":0.049,"central":0.127,"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":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Method: Total ARR was US$590.5M and Cloud ARR US$495.7M at 30 June 2026 (T1); Celeste is the agentic AI product. Method (T5): AI-related revenue assumed at 10% (range 4-20%) of ARR, split about 40% law firms, 30% investment banks and funds (financial services) and 30% accounting and consulting firms (other services). AI-related annualised run-rate in Financial services and insurance: US$18m (range 7-36). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 14,160, made of identified candidates 11,328 and an allowance of 2,832 (25%) for vendors outside the register (for example Zest AI, Temenos, Basis, Brightwave and Daloopa). Largest, US$m: pagaya 1,462, upstart 1,392, visa 780, mastercard 700, fico 600. Full table: a local evidence capture. Share 0.127% (range 0.049-0.254%). Source published date: 2026-08-04."},"customer-service":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"low":0.169,"central":0.436,"high":0.871,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"mid-2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T5","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; input tier T1, derived by 5LayerCake for Retail, property and other services"},"note":"5LayerCake estimate (T5). Method: Total ARR was US$590.5M and Cloud ARR US$495.7M at 30 June 2026 (T1); Celeste is the agentic AI product. Method (T5): AI-related revenue assumed at 10% (range 4-20%) of ARR, split about 40% law firms, 30% investment banks and funds (financial services) and 30% accounting and consulting firms (other services). AI-related annualised run-rate in Retail, property and other services: US$18m (range 7-36). Share = company ÷ function total; low and high move only this company's own range and hold the others at central. Function total, annualised US$m (central): 4,131, made of identified candidates 3,178 and an allowance of 953 (30%) for vendors outside the register (for example Toast, CoStar, Dynamic Yield, Trax and Everseen). Largest, US$m: palantir 570, blue-yonder 280, wolters-kluwer 250, thomson-reuters 250, amadeus 230. Full table: a local evidence capture. Share 0.436% (range 0.169-0.871%). Source published date: 2026-08-04."},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.sec.gov/Archives/edgar/data/0001565687/000156568726000065/inta-20260630xex991.htm","title":"Intapp Announces Fourth Quarter and Fiscal Year 2026 Financial Results (Exhibit 99.1)","publisher":"Intapp, Inc. (SEC Form 8-K)","publishedDate":"2026-08-04","accessedDate":"2026-10-22","tier":"T1","locator":"Q4 FY2026 revenue $152.5 million, total ARR $590.5 million, Cloud ARR $495.7 million at 30 June 2026; Celeste agentic coworker for professional firms; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"screening":{"legal":{"levelLow":2,"levelHigh":3},"financial-services":{"levelLow":2,"levelHigh":3},"retail-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"805709601a3f137da1eea6d6d1740d1178e96158d31bfc5f130d28dea013597b"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"805709601a3f137da1eea6d6d1740d1178e96158d31bfc5f130d28dea013597b"}}},"glodon":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"glodon","name":"Glodon","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Financial services and insurance product (absence on this page, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.glodon.com/en","title":"Glodon home page","publisher":"Glodon Company Limited","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"building-lifecycle software (MagiCAD, Gsite, 5D BIM), AI quantity takeoff (QuantifAI); no revenue on page; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"low":0.158,"central":0.571,"high":1.494,"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":"CY2025","periodEnd":"2025-12-31","source":{"url":"http://static.cninfo.com.cn/finalpage/2026-03-24/1225025001.PDF","title":"Glodon Company Limited Annual Report 2025 (Summary)","publisher":"Glodon Company Limited (filing on cninfo.com.cn)","publishedDate":"2026-03-24","accessedDate":"2026-10-23","tier":"T5","locator":"Management discussion: 'In 2025, the Company achieved operating revenue of RMB 6.068 billion, remaining largely stable'; Digital Cost business RMB 4.779 billion with AI-powered upgrades; AI-powered conceptual design product Concetto; input tier T1, derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Glodon's 2025 annual report summary (T1) gives operating revenue of RMB 6.068bn (largely stable), mainly Digital Cost software for quantity takeoff and pricing, with AI-powered upgrades and an AI conceptual design product; it gives no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$65M (range US$18-170M) for this function is kept; it equals 7.3% of 2025 revenue (converted) (US$893M), range 2-19%. AI-related annualised run-rate in Industry, energy and infrastructure: US$65m (range 18-170). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.571% (range 0.158-1.494%). Source published date: 2026-03-24."}},"baselineRevenueUsd":{"low":893145455,"central":893145455,"high":893145455,"unit":"USD","basis":"Annual total revenue in US dollars (construction cost and design software)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"http://static.cninfo.com.cn/finalpage/2026-03-24/1225025001.PDF","title":"Glodon Company Limited Annual Report 2025 (Summary)","publisher":"Glodon Company Limited (filing on cninfo.com.cn)","publishedDate":"2026-03-24","accessedDate":"2026-10-23","tier":"T1","locator":"Management discussion: 'In 2025, the Company achieved operating revenue of RMB 6.068 billion, remaining largely stable'; Digital Cost business RMB 4.779 billion with AI-powered upgrades; AI-powered conceptual design product Concetto"},"note":"RMB 6,068.5m x 0.1472 (ECB reference rates of 1 July 2026) = US$893M (T1)."},"screening":{"industry-infrastructure":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7fa526eec1623c6d9da0be10a574f6865106fc71dc63f7e6f373606d039be97f"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"7fa526eec1623c6d9da0be10a574f6865106fc71dc63f7e6f373606d039be97f"}}},"hundsun":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"hundsun","name":"Hundsun Technologies","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no healthcare and life sciences product is listed"}},"legal":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no legal product is listed"}},"financial-services":{"low":0.212,"central":0.565,"high":1.412,"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":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T5","locator":"Key accounting data: operating revenue RMB 5,782,928,939.92 in 2025 (RMB 6,581,075,306.06 in 2024), -12.13%; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). Hundsun's 2025 annual report summary (T1) gives operating revenue of RMB 5.78bn (-12.1%), mostly software for banks, brokers and funds (the summary says it is 'focused on the financial industry', with customers in securities, funds, banks, futures, insurance asset management, trusts, private equity and insurance); Shanghai Securities News of 28 March 2026 describes AI large-model scenarios in its wealth-management and customer-service platforms, with no AI revenue. Converted at the ECB euro reference rates of 1 July 2026, the nearest date to 30 June 2026 on the ECB pages (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html): US$1.1383 per EUR; 7.7342 CNY per EUR, so US$0.1472 per CNY (CNY 6.794 per US$). Method (T5): AI-related revenue is a judgement. The screening value of US$80M (range US$30-200M) for this function is kept; it equals 9.4% of 2025 revenue (converted) (US$851M), range 3.5-23%. AI-related annualised run-rate in Financial services and insurance: US$80m (range 30-200). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.565% (range 0.212-1.412%). Source published date: 2026-03-28."},"customer-service":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no customer service product is listed"}},"government-public":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no government and public sector product is listed"}},"retail-services":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no retail, property and other services product is listed"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Annual report summary, section 2 (报告期公司主要业务简介): the company is 'focused on the financial industry' (聚焦金融行业) and sells one-stop financial technology to securities, fund, bank, futures, insurance asset management, trust, private equity, corporate finance, insurance and financial infrastructure customers; seven of its eight business lines are named financial-sector services (wealth, asset management, operations, risk and platform, data, innovation, corporate finance and insurance core) and the eighth is 'other'; no industry, energy and infrastructure product is listed"}}},"baselineRevenueUsd":{"low":851116868,"central":851116868,"high":851116868,"unit":"USD","basis":"Annual total revenue in US dollars (financial-institution software)","period":"CY2025","periodEnd":"2025-12-31","source":{"url":"https://epaper.cs.com.cn/zgzqb/images/2026-03/28/B161/zqB16128.pdf","title":"Hundsun Technologies 2025 annual report summary (disclosure page, China Securities Journal, in Chinese)","publisher":"Hundsun Technologies Inc. (published in China Securities Journal)","publishedDate":"2026-03-28","accessedDate":"2026-10-23","tier":"T1","locator":"Key accounting data: operating revenue RMB 5,782,928,939.92 in 2025 (RMB 6,581,075,306.06 in 2024), -12.13%"},"note":"RMB 5,782.9m x 0.1472 (ECB reference rates of 1 July 2026) = US$851M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c81df371abda82f25d451ee9040992adbc0637bc43a630ed8205c5da6d5e1b78"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"c81df371abda82f25d451ee9040992adbc0637bc43a630ed8205c5da6d5e1b78"}}},"factset":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"factset","name":"FactSet","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.085,"central":0.53,"high":1.766,"unit":"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 (ASV at 31 May 2026)","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001013237/000162828026046338/fdsq32026earningsrelease.htm","title":"FactSet Reports Results for Third Quarter 2026 (Form 8-K, earnings release)","publisher":"FactSet Research Systems Inc. (SEC Form 8-K)","publishedDate":"2026-07-01","accessedDate":"2026-10-23","tier":"T5","locator":"GAAP revenues $622.9 million (+6.4%), ASV $2,484.3 million at 31 May 2026 ($2,335.1 million a year earlier); 'More than 90% of FactSet's Top 50 clients now use four or more AI products'; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). FactSet's Q3 fiscal 2026 release (T1) gives revenue of US$622.9M and annual subscription value (ASV) of US$2,484.3M, and says more than 90% of its top 50 clients use four or more AI products; it gives no AI revenue. Method (T5): AI-related revenue is a judgement. The screening value of US$75M (range US$12-250M) for this function is kept; it equals 3% of annual subscription value (ASV) (US$2,484M), range 0.48-10%. AI-related annualised run-rate in Financial services and insurance: US$75m (range 12-250). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.53% (range 0.085-1.766%). Source published date: 2026-07-01."},"customer-service":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.factset.com/our-company","title":"About FactSet","publisher":"FactSet Research Systems","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page title only; no figures read. Q3 FY2026 revenue $622.9 million and ASV $2,484 million read only through search-result summaries; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":2491672000,"central":2491672000,"high":2491672000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (financial data and analytics)","period":"Q3 FY2026 annualised","periodEnd":"2026-05-31","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001013237/000162828026046338/fdsq32026earningsrelease.htm","title":"FactSet Reports Results for Third Quarter 2026 (Form 8-K, earnings release)","publisher":"FactSet Research Systems Inc. (SEC Form 8-K)","publishedDate":"2026-07-01","accessedDate":"2026-10-23","tier":"T1","locator":"GAAP revenues $622.9 million (+6.4%), ASV $2,484.3 million at 31 May 2026 ($2,335.1 million a year earlier); 'More than 90% of FactSet's Top 50 clients now use four or more AI products'"},"note":"US$622.9M x 4 = US$2,492M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d44885693407ceeb5abfc59fccb88760e38717c659a785002903699e8c6b55cd"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"d44885693407ceeb5abfc59fccb88760e38717c659a785002903699e8c6b55cd"}}},"msci":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"msci","name":"MSCI","kind":"public","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.071,"central":0.459,"high":1.977,"unit":"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 (run rate at 30 June 2026)","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001408198/000140819826000044/exhibit991earningsrelease-.htm","title":"MSCI Reports Financial Results for Second Quarter and Six Months 2026 (Form 8-K, Exhibit 99.1)","publisher":"MSCI Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-23","tier":"T5","locator":"Operating revenues $867.0 million (Q2 2025 $772.7 million), Total Run Rate $3,479.7 million at 30 June 2026 ($3,106.7 million); CEO: 'AI will allow us to move even faster in building new products'; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). MSCI's Q2 2026 release (T1) gives operating revenues of US$867.0M (+12.2%) and a total run rate of US$3,479.7M; the CEO says AI will let MSCI build new products faster, with no AI revenue given. Method (T5): AI-related revenue is a judgement. The screening value of US$65M (range US$10-280M) for this function is kept; it equals 1.9% of total run rate (US$3,480M), range 0.29-8%. AI-related annualised run-rate in Financial services and insurance: US$65m (range 10-280). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.459% (range 0.071-1.977%). Source published date: 2026-07-21."},"customer-service":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.msci.com/","title":"MSCI home page","publisher":"MSCI Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"page shows SignalLab and an MSCI Connector working with five AI platforms; Q2 2026 operating revenue $867.0 million and run rate $3,479.7 million read only through search-result summaries; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":3468000000,"central":3468000000,"high":3468000000,"unit":"USD","basis":"Quarterly operating revenues x 4 in US dollars (indexes, analytics and data)","period":"Q2 2026 annualised","periodEnd":"2026-06-30","source":{"url":"https://www.sec.gov/Archives/edgar/data/0001408198/000140819826000044/exhibit991earningsrelease-.htm","title":"MSCI Reports Financial Results for Second Quarter and Six Months 2026 (Form 8-K, Exhibit 99.1)","publisher":"MSCI Inc. (SEC Form 8-K)","publishedDate":"2026-07-21","accessedDate":"2026-10-23","tier":"T1","locator":"Operating revenues $867.0 million (Q2 2025 $772.7 million), Total Run Rate $3,479.7 million at 30 June 2026 ($3,106.7 million); CEO: 'AI will allow us to move even faster in building new products'"},"note":"US$867.0M x 4 = US$3,468M (T1)."},"screening":{"financial-services":{"levelLow":2,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0ef8636a94fe0293f48696eec74b60d59a33a8fc59e275194c811fef3474f368"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"0ef8636a94fe0293f48696eec74b60d59a33a8fc59e275194c811fef3474f368"}}},"megvii":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"megvii","name":"Megvii","kind":"private","commercialActivityVerified":false,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm","title":"AI pioneer Megvii given go-ahead to list on STAR Market","publisher":"China Daily (chinadaily.com.cn, Zhang Jie), citing the company prospectus","publishedDate":"2021-09-11","accessedDate":"2026-10-23","tier":"T3","locator":"Article of 11 September 2021: Megvii's 'major businesses are Consumer IoT, urban IoT, and supply chain IoT' (revenue RMB 1.39bn in 2020, urban IoT 64.35% of it); no healthcare and life sciences business is listed (absence in a list from the 2021 prospectus, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm","title":"AI pioneer Megvii given go-ahead to list on STAR Market","publisher":"China Daily (chinadaily.com.cn, Zhang Jie), citing the company prospectus","publishedDate":"2021-09-11","accessedDate":"2026-10-23","tier":"T3","locator":"Article of 11 September 2021: Megvii's 'major businesses are Consumer IoT, urban IoT, and supply chain IoT' (revenue RMB 1.39bn in 2020, urban IoT 64.35% of it); no legal business is listed (absence in a list from the 2021 prospectus, not proof)"}},"financial-services":{"participates":false,"evidence":{"url":"https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm","title":"AI pioneer Megvii given go-ahead to list on STAR Market","publisher":"China Daily (chinadaily.com.cn, Zhang Jie), citing the company prospectus","publishedDate":"2021-09-11","accessedDate":"2026-10-23","tier":"T3","locator":"Article of 11 September 2021: Megvii's 'major businesses are Consumer IoT, urban IoT, and supply chain IoT' (revenue RMB 1.39bn in 2020, urban IoT 64.35% of it); no financial services and insurance business is listed (absence in a list from the 2021 prospectus, not proof)"}},"customer-service":{"participates":false,"evidence":{"url":"https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm","title":"AI pioneer Megvii given go-ahead to list on STAR Market","publisher":"China Daily (chinadaily.com.cn, Zhang Jie), citing the company prospectus","publishedDate":"2021-09-11","accessedDate":"2026-10-23","tier":"T3","locator":"Article of 11 September 2021: Megvii's 'major businesses are Consumer IoT, urban IoT, and supply chain IoT' (revenue RMB 1.39bn in 2020, urban IoT 64.35% of it); no customer service business is listed (absence in a list from the 2021 prospectus, not proof)"}},"government-public":{"low":0.197,"central":0.383,"high":0.962,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://sensetime.com/en/news/2026H1-results","title":"2026H1 results","publisher":"SenseTime Group Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"H1 2026: computer-vision revenue 'RMB500 million, accounting for approximately 17% of the Group's total revenue'; more than 4,500 customers in more than 20 countries and regions; total revenue RMB2.91 billion; input tier T2, used as the comparison base for Megvii and derived by 5LayerCake for Government and public sector"},"note":"5LayerCake estimate (T5). Megvii is treated as private and publishes no revenue; its own home page shows only its name. Comparison base: SenseTime's H1 2026 results (https://sensetime.com/en/news/2026H1-results, T2, 26 August 2026) say computer-vision revenue was RMB500 million, about 17% of group revenue, so about RMB 1,000m a year; at 0.1472 US$ per CNY (ECB reference rates of 1 July 2026, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html: US$1.1383 per EUR and 7.7342 CNY per EUR) that is US$147.2m. Basis for Megvii's size relative to SenseTime, from the last year both published: Megvii's 2020 revenue was RMB 1.39bn (its prospectus as reported by China Daily on 11 September 2021, https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm, T3; urban IoT was 64.35% of it) and SenseTime's 2020 revenue was about RMB 3.45bn (its 2021 results release, https://www.sensetime.com/en/news/51164202/, T2: 2021 revenue RMB 4.70bn, up 36.4%; 4.70 ÷ 1.364 = 3.45), a ratio of 0.40 (1.39 ÷ 3.45 = 0.40). Method (T5): Megvii's AI-related run-rate is judged at 0.40 (range 0.2-1.0) times SenseTime's annualised computer-vision revenue: US$147.2m × 0.40 = US$59m (US$29-147m), of which 60% is placed in public sector (urban IoT, mostly public-security work, was 64% of 2020 revenue): US$59m × 60% = US$35m. AI-related annualised run-rate in Government and public sector: US$35m (range 18-88). Share = company ÷ function total of US$9,150m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.383% (range 0.197-0.962%). Source published date: 2026-08-26."},"retail-services":{"participates":false,"evidence":{"url":"https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm","title":"AI pioneer Megvii given go-ahead to list on STAR Market","publisher":"China Daily (chinadaily.com.cn, Zhang Jie), citing the company prospectus","publishedDate":"2021-09-11","accessedDate":"2026-10-23","tier":"T3","locator":"Article of 11 September 2021: Megvii's 'major businesses are Consumer IoT, urban IoT, and supply chain IoT' (revenue RMB 1.39bn in 2020, urban IoT 64.35% of it); no retail, property and other services business is listed (absence in a list from the 2021 prospectus, not proof)"}},"industry-infrastructure":{"low":0.105,"central":0.211,"high":0.518,"unit":"percent","basis":"Share of the function's AI-related annualised revenue run-rate in US dollars (latest month × 12 or latest quarter × 4)","period":"CY2026 estimate","periodEnd":"2026-06-30","source":{"url":"https://sensetime.com/en/news/2026H1-results","title":"2026H1 results","publisher":"SenseTime Group Inc.","publishedDate":"2026-08-26","accessedDate":"2026-10-23","tier":"T5","locator":"H1 2026: computer-vision revenue 'RMB500 million, accounting for approximately 17% of the Group's total revenue'; more than 4,500 customers in more than 20 countries and regions; total revenue RMB2.91 billion; input tier T2, used as the comparison base for Megvii and derived by 5LayerCake for Industry, energy and infrastructure"},"note":"5LayerCake estimate (T5). Megvii is treated as private and publishes no revenue; its own home page shows only its name. Comparison base: SenseTime's H1 2026 results (https://sensetime.com/en/news/2026H1-results, T2, 26 August 2026) say computer-vision revenue was RMB500 million, about 17% of group revenue, so about RMB 1,000m a year; at 0.1472 US$ per CNY (ECB reference rates of 1 July 2026, https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-usd.en.html: US$1.1383 per EUR and 7.7342 CNY per EUR) that is US$147.2m. Basis for Megvii's size relative to SenseTime, from the last year both published: Megvii's 2020 revenue was RMB 1.39bn (its prospectus as reported by China Daily on 11 September 2021, https://regional.chinadaily.com.cn/bjzpark/2021-09/11/c_661972.htm, T3; urban IoT was 64.35% of it) and SenseTime's 2020 revenue was about RMB 3.45bn (its 2021 results release, https://www.sensetime.com/en/news/51164202/, T2: 2021 revenue RMB 4.70bn, up 36.4%; 4.70 ÷ 1.364 = 3.45), a ratio of 0.40 (1.39 ÷ 3.45 = 0.40). Method (T5): Megvii's AI-related run-rate is judged at 0.40 (range 0.2-1.0) times SenseTime's annualised computer-vision revenue: US$147.2m × 0.40 = US$59m (US$29-147m), of which 40% is placed in industry (supply-chain and logistics vision, the rest of the business excluding consumer IoT): US$59m × 40% = US$24m. AI-related annualised run-rate in Industry, energy and infrastructure: US$24m (range 12-59). Share = company ÷ function total of US$11,382m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.211% (range 0.105-0.518%). Source published date: 2026-08-26."}},"screening":{"government-public":{"levelLow":1,"levelHigh":3},"industry-infrastructure":{"levelLow":1,"levelHigh":3}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e212bf56da689baff77f4b66a56bc71847a984a75dd4e3381fe054555a5c6a15"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"e212bf56da689baff77f4b66a56bc71847a984a75dd4e3381fe054555a5c6a15"}}},"ncino":{"schema":"5lc-index-inputs/1","key":"applications-vertical-ai","entityId":"ncino","name":"nCino","kind":"public","commercialActivityVerified":true,"shares":{"healthcare-life-sciences":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Healthcare and life sciences product (absence on this page, not proof)"}},"legal":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Legal product (absence on this page, not proof)"}},"financial-services":{"low":0.085,"central":0.282,"high":0.918,"unit":"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 (May-Jul 2026) annualised","periodEnd":"2026-07-31","source":{"url":"https://www.ncino.com/news/ncino-reports-q2-fy27-financial-results","title":"nCino Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"nCino, Inc.","publishedDate":"2026-08-25","accessedDate":"2026-10-23","tier":"T5","locator":"Total revenues $161.0 million (Q2 FY2026 $148.8 million), subscription revenues $143.5 million (+10%); over 2,700 customers; CEO on AI in financial services; no AI figures; input tier T1, derived by 5LayerCake for Financial services and insurance"},"note":"5LayerCake estimate (T5). nCino's Q2 fiscal 2027 release (T1) gives total revenues of US$161.0M (+8%) and subscription revenues of US$143.5M, with more than 2,700 customers; it gives no AI revenue. Method (T5): AI-related revenue is a judgement. The screening value of US$40M (range US$12-130M) for this function is kept; it equals 6.2% of annualised total revenue (latest quarter x 4) (US$644M), range 1.9-20%. AI-related annualised run-rate in Financial services and insurance: US$40m (range 12-130). Share = company ÷ function total of US$14,160m (held at the screening bottom-up value: identified candidates plus an allowance for vendors outside the register); low and high move only this company's own range. Share 0.282% (range 0.085-0.918%). Source published date: 2026-08-25."},"customer-service":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Customer service product (absence on this page, not proof)"}},"government-public":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Government and public sector product (absence on this page, not proof)"}},"retail-services":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Retail, property and other services product (absence on this page, not proof)"}},"industry-infrastructure":{"participates":false,"evidence":{"url":"https://www.ncino.com/","title":"nCino home page","publisher":"nCino, Inc.","publishedDate":"undated","accessedDate":"2026-10-22","tier":"T2","locator":"'over 1,800 institutions', '2,700+ customers'; AI: Digital Partners agents, Banking & Mortgage Advisor, Automated Spreading; Q2 FY2027 revenue $161.0 million read only through a search-result summary; lists no Industry, energy and infrastructure product (absence on this page, not proof)"}}},"baselineRevenueUsd":{"low":644000000,"central":644000000,"high":644000000,"unit":"USD","basis":"Quarterly total revenue x 4 in US dollars (bank software)","period":"Q2 FY2027 annualised","periodEnd":"2026-07-31","source":{"url":"https://www.ncino.com/news/ncino-reports-q2-fy27-financial-results","title":"nCino Reports Second Quarter Fiscal Year 2027 Financial Results","publisher":"nCino, Inc.","publishedDate":"2026-08-25","accessedDate":"2026-10-23","tier":"T1","locator":"Total revenues $161.0 million (Q2 FY2026 $148.8 million), subscription revenues $143.5 million (+10%); over 2,700 customers; CEO on AI in financial services; no AI figures"},"note":"US$161.0M x 4 = US$644M (T1)."},"screening":{"financial-services":{"levelLow":3,"levelHigh":4}},"checks":{"sourceSupport":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9c98144def5d605dd79d3aa8a9754d61bc4eb88fd8f123d90ff76634513dc398"},"consistency":{"by":"Claude check pass, Sonnet 5.5","date":"2026-10-23","passed":true,"sha256":"9c98144def5d605dd79d3aa8a9754d61bc4eb88fd8f123d90ff76634513dc398"}}}},"ratings":{"palantir":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"palantir","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir competes with customers' internal builds, large enterprise software companies, government contractors and system integrators (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir says internal builds 'may take months or years' and its contracts run one to five years (date: EDGAR filing date of the document)."},{"url":"https://techinformed.com/palantir-wins-330m-software-deal-for-nhs-data-platform/","date":"2023-11-22","support":"NHS England's federated data platform contract with Palantir runs seven years (up to £330m) (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"The company says its software can be ready in days versus months or years for internal builds, a capability edge it claims (date: EDGAR filing date of the document)."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir competes with customers' internal builds, large enterprise software companies, government contractors and system integrators (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir says internal builds 'may take months or years' and its contracts run one to five years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"The company says its software can be ready in days versus months or years for internal builds, a capability edge it claims (date: EDGAR filing date of the document)."}]}},"government-public":{"alternatives":{"level":3,"evidence":[{"url":"https://www.defenseone.com/defense-systems/2025/08/armys-giant-data-deal-palantir-harbinger-service-cio/407174/","date":"2025-08-01","support":"The Army CIO said the Army 'is working with other vendors on similar contracts' (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir competes with customers' internal builds, large enterprise software companies, government contractors and system integrators (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://defensescoop.com/2026/04/03/palantir-maven-feinberg-directive/","date":"2026-04-03","support":"A former official warned making Maven 'the' C2 platform would 'lock them in for a decade' (date: full date shown)."},{"url":"https://www.defenseone.com/defense-systems/2025/08/armys-giant-data-deal-palantir-harbinger-service-cio/407174/","date":"2025-08-01","support":"The Army folded 75 Palantir contracts into one 10-year deal worth up to $10bn (date: full date shown)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://defensescoop.com/2026/04/03/palantir-maven-feinberg-directive/","date":"2026-04-03","support":"Maven Smart System is becoming a program of record with dedicated funding after covering five combatant commands (date: full date shown)."},{"url":"https://www.defenseone.com/defense-systems/2025/08/armys-giant-data-deal-palantir-harbinger-service-cio/407174/","date":"2025-08-01","support":"The Army CIO described 'a plethora of Palantir employment inside the Army' (date: full date shown)."}]}},"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir competes with customers' internal builds, large enterprise software companies, government contractors and system integrators (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir says internal builds 'may take months or years' and its contracts run one to five years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"The company says its software can be ready in days versus months or years for internal builds, a capability edge it claims (date: EDGAR filing date of the document)."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir competes with customers' internal builds, large enterprise software companies, government contractors and system integrators (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"Palantir says internal builds 'may take months or years' and its contracts run one to five years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165526000011/pltr-20251231.htm","date":"2026-02-17","support":"The company says its software can be ready in days versus months or years for internal builds, a capability edge it claims (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"palantir","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"10-K FY2024: competitors are large enterprise software companies, system integrators and customers own development teams."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Palantir says its software can be ready in days while internal builds take months or years, so removing it means rebuilding; sales cycles run six to nine months (company claim)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Palantir mainly competes with in-house builds, which can reproduce much of the function at higher cost (company description)."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"10-K FY2024: competitors are large enterprise software companies, system integrators and customers own development teams."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Palantir says software can be ready in days against months or years for internal builds; sales cycle six to nine months (company claim)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Competes mainly with internal development and large vendors; no documented material gap."}]}},"government-public":{"alternatives":{"level":3,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/03/army-anduril-enter-new-20b-enterprise-agreement/412143/","date":"2026-03-16","support":"Army consolidated 120 Anduril contracts into one agreement worth up to $20bn; its Palantir agreement consolidates 75 contracts up to $10bn (Washington Technology, 16 Mar 2026)."},{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"10-K lists government contractors and in-house development as other alternatives."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.army.mil/article/287506/","date":"2025-07-31","support":"Army awarded a 31 July 2025 enterprise agreement consolidating 75 Palantir contracts into one; both agreements run a 5-year base plus 5-year option."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/03/army-anduril-enter-new-20b-enterprise-agreement/412143/","date":"2026-03-16","support":"The Army signed separate enterprise agreements with Palantir and Anduril; the Anduril one covers software platforms and integrated hardware, so it is a partial substitute."}]}},"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"10-K FY2024: competitors are large enterprise software companies, system integrators and in-house development."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Sales cycle often six to nine months and platform built into operations (company statement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Competes mainly with internal builds; no documented material gap."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"10-K FY2024: competitors are large enterprise software companies, system integrators and in-house development."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Sales cycle often six to nine months; customers build operations on the platform (company statement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1321655/000132165525000022/pltr-20241231.htm","date":"2025-02-18","support":"Competes mainly with internal builds; no documented material gap."}]}}}}},"thomson-reuters":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"thomson-reuters","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"legal":{"alternatives":{"level":3,"evidence":[{"url":"https://www.artificiallawyer.com/2025/06/30/harvey-lexisnexis-the-potential-pricing-impact/","date":"2025-06-30","support":"Westlaw and Lexis are described as the two 'must-have' proprietary US legal libraries; Harvey licenses Lexis content (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://blog.rossintelligence.com/post/the-death-of-westlaw-contracts-and-pricing","date":"2019-05-21","support":"ROSS, a former rival, says Westlaw was affordable only on three-year contracts, so firms are tied to multi-year terms (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://hai.stanford.edu/news/ai-trial-legal-models-hallucinate-1-out-6-or-more-benchmarking-queries","date":"2024-05-23","support":"Stanford testing found Lexis+ AI wrong over 17% of the time vs over 34% for Westlaw's AI, so the alternative is at least at parity (date: full date shown)."}]}},"retail-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.thetaxadviser.com/issues/2026/aug/2026-tax-software-survey/","date":"2026-08-31","support":"Four companies make the leading professional tax suites: Wolters Kluwer, Intuit, Thomson Reuters and Drake Software (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://accountants.intuit.com/taxprocenter/practice-management/workflow-tools/early-onboarding-is-a-must-for-new-tax-software","date":"2025-07-28","support":"Intuit advises firms to switch tax software in the May-October off-season, so a switch fits inside one annual cycle (date: page shows only a modified date, used as given)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.thetaxadviser.com/issues/2026/aug/2026-tax-software-survey/","date":"2026-08-31","support":"2026 shares: UltraTax 22.3% vs Lacerte 16.7%, Drake 14.3%, CCH Axcess 13.8%, so several rivals operate at comparable scale (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"thomson-reuters","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"legal":{"alternatives":{"level":3,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"LawSites (23 Oct 2025): the three largest AI legal research platforms are Thomson Reuters, LexisNexis and vLex; Harvey and smaller tools such as Alexi and Counsel Stack also sell legal AI."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"No source states a migration time; Westlaw-style research holds proprietary content and citators, so a 1-2 year band is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"Vals test: Alexi 80%, Counsel Stack 81%, Midpage 79% vs lawyers 71%, and ChatGPT within four points; AI quality is close, content is the gap."}]}},"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"AICPA 2026 survey via this guide: UltraTax CS (Thomson Reuters) 22.3%, Lacerte 16.7%, Drake 14.3%, CCH Axcess Tax 13.8%, ProSeries 11.0%. [undated page]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"Five products each hold more than 10% share; no source gives a switch time, so a 3-12 month band is a judgement (evidence thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"Lacerte and Drake both score 4.4/5 in the survey, so the best alternatives are at least as capable. [undated page]"}]}}}}},"pagaya":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"pagaya","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"Pagaya competes with technology firms serving lenders and with 'second-look' financing providers (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"Pagaya uses pre-built integrations to scale new partners and seeks long-term agreements; no duration given, so months is judged (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"The company cites 100% historical partner retention and 30+ US lenders, a network it presents as hard to replicate (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"pagaya","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"10-K FY2025: competitors are technology firms for all-digital lending, second-look financing providers, fintech lenders, banks and credit unions."},{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"Upstart 10-K describes the same field of lending-software vendors and lenders."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"Pagaya cites 30+ US lenders and 100% retention (company claims); a limited number of partners carry most volume; no switch time published."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"Upstart offers a comparable lending network; no independent evidence of a capability gap."}]}}}}},"blue-yonder":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"blue-yonder","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"o9 was named a Leader in Gartner's 2025 supply chain planning Magic Quadrant (date: full date shown)."},{"url":"https://www.infios.com/en/knowledge-center/news/infios-leader-in-2025-gartner-magic-quadrant-wms","date":"2025-05-05","support":"Infios (Korber) was named a 2025 WMS Leader (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://cyberscoop.com/blue-yonder-ransomware-impact-starbucks-supermarkets/","date":"2024-11-26","support":"When Blue Yonder was hit by ransomware, Starbucks fell back to manual pay calculations and Morrisons to backup processes rather than switching (date: full date shown)."},{"url":"https://www.silicon.co.uk/press-release/staples-transforms-complex-fulfillment-operations-with-manhattan-active-warehouse-management","date":"2025-05-07","support":"Staples took 18 months to roll a new WMS out to nine sites (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"Several Gartner Leaders (o9 and others) offer comparable planning, so no gap is evident (date: full date shown)."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"o9 was named a Leader in Gartner's 2025 supply chain planning Magic Quadrant with 80+ go-lives in 2024 (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://cyberscoop.com/blue-yonder-ransomware-impact-starbucks-supermarkets/","date":"2024-11-26","support":"Blue Yonder's 3,000+ customers could not quickly switch during its 2024 outage and used manual or backup processes (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"Several planning Leaders deliver comparable capability, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"blue-yonder","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1056696/000119312526037138/manh-20251231.htm","date":"2026-02-04","support":"Manhattan 10-K FY2025 lists Blue Yonder/Panasonic, E2open, Infios, SAS, IBM Sterling and Relex as supply-chain vendors, and Oracle, SAP, Infor as ERP vendors."},{"url":"https://www.oracle.com/news/announcement/oracle-once-again-named-a-leader-in-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions-2025-05-16/","date":"2025-05-16","support":"Oracle says it is a Leader in the 2025 Gartner Supply Chain Planning Magic Quadrant (company release)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sccodeworks.com/wms-implementation/","date":"2026","support":"Implementation-partner guide (2026): multi-warehouse WMS cutover 3 to 6 months, Tier 1 enterprise suites quarters to years; planning suites run longer (judgement). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.oracle.com/news/announcement/oracle-once-again-named-a-leader-in-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions-2025-05-16/","date":"2025-05-16","support":"Oracle names itself a Leader in Gartner SCP for the third year; peers hold equal ranks, so no clear gap (company release)."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1056696/000119312526037138/manh-20251231.htm","date":"2026-02-04","support":"Manhattan 10-K FY2025 lists Blue Yonder, E2open, Infios, SAS, IBM Sterling and Relex among supply-chain vendors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sccodeworks.com/wms-implementation/","date":"2026","support":"Implementation-partner guide (2026): multi-warehouse WMS 3 to 6 months, Tier 1 suites quarters to years. [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.oracle.com/news/announcement/oracle-once-again-named-a-leader-in-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions-2025-05-16/","date":"2025-05-16","support":"Oracle is a Gartner SCP Leader for the third year (company release); equally capable alternatives exist."}]}}}}},"hitachi":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hitachi","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked Hitachi Energy alongside ABB, GE Vernova, Honeywell and other APM vendors (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell names Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as major competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Industrial and energy control-system migrations run about two years; Hitachi's grid and rail software is judged similar (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Several large rivals offer comparable industrial AI, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hitachi","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"GE Vernova 10-K lists Hitachi Energy with Siemens Energy, Siemens, Schneider, Mitsubishi Electric and ABB as electrification competitors."},{"url":"https://www.marketsandmarkets.com/ResearchInsight/enterprise-asset-management-market.asp","date":"undated","support":"MarketsandMarkets (undated): EAM vendors IBM, IFS, SAP, Oracle, Trimble, ServiceNow, Siemens, Hitachi Energy and others. [undated page]"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise engineering software takes 12 to 24 months to deploy (analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"Peers of similar scale are named; no gap documented."}]}}}}},"upstart":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"upstart","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"Upstart competes with all sources of consumer credit, other fintech lending platforms and lending-software vendors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"The company says 91% of Upstart-powered loans in 2025 were fully automated, a capability it presents as a lead (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"upstart","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"10-K FY2025: competes with banks, non-bank lenders, fintech lending platforms and lending-software vendors for partners."},{"url":"https://www.sec.gov/Archives/edgar/data/1883085/000188308526000018/pgy-20251231.htm","date":"2026-03-02","support":"Pagaya 10-K lists technology firms for all-digital lending and second-look providers as competitors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"More than 100 lending partners; top three partners originated 83% of loans, so a few lenders carry most volume; no switch time is published (3-12 months is a judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1647639/000164763926000027/upst-20251231.htm","date":"2026-02-10","support":"Upstart claims constantly improving AI models as a competitive strength (company claim); no independent gap evidence found."}]}}}}},"siemens":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"siemens","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"Siemens (Deep Resolve), GE (AIR Recon DL) and Philips (SmartSpeed) each sell deep-learning MR reconstruction; Canon offers AI noise reduction (date: undated page)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"AI reconstruction is 'vendor-dependent and highly proprietary', so replacing it means re-equipping scanners; no time given, so evidence is thin and 1-2 years is judged (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.medicaleconomics.com/view/ge-healthcare-tops-fda-list-for-ai-enabled-medical-devices-for-fourth-year-in-a-row","date":"2025-07-23","support":"GE HealthCare leads the FDA AI-enabled device list with 100 authorizations, so the best alternative is at least at parity (date: full date shown)."}]}},"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC says enterprise CAD and PLM competitors are Autodesk, Dassault Systemes and Siemens (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell names Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as major competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://events.3ds.com/sites/default/files/3dexperience-conference-t-systems-a-customer-project-showcase-breaking-the-silos-with.pdf","date":"undated","support":"T-Systems case: Jaguar Land Rover planned to migrate up to two million datasets from Teamcenter to 3DEXPERIENCE over three years (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC names Autodesk, Dassault and Siemens as established enterprise CAD/PLM vendors, so comparable alternatives exist (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"siemens","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"Siemens Healthineers holds 95 FDA AI authorisations, second to GE HealthCare (130); Philips 58, Canon 48, United Imaging 40."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1932393/000193239326000007/gehc-20251231.htm","date":"2026-02-04","support":"GE 10-K: imaging vendors compete and partner with AI participants; AI apps can be swapped in months while scanners follow replacement cycles (judgement)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"GE HealthCare has more FDA AI clearances (130) than Siemens (95); no rival is documented as far behind."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Autodesk 10-K lists Siemens PLM among CAD and design competitors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise PLM deployments with SAP integration typically take 12 to 24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."}]}}}}},"amadeus":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amadeus","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Sabre says it competes with other GDSs, specialists and airlines' in-house technology (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001597033/000119312514015201/d652688ds1.htm","date":"2014-01-21","support":"Sabre said implementation 'for airline reservations systems, typically takes 12 to 18 months' (date: filing date on the S-1 cover)."},{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Hosted travel IT contracts typically run three to 10 years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Sabre and other GDSs offer comparable distribution and airline IT, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amadeus","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Sabre 10-K FY2025: Distribution competes with other GDSs, local distribution systems and direct supplier distribution; IT Solutions with global and regional IT providers and airlines in-house."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.cio.com/article/4201772/inside-the-post-merger-it-overhaul-at-alaska-airlines.html","date":"2026-08-07","support":"CIO.com (7 Aug 2026): Alaska Airlines completed a passenger service system change in April 2026, a project 18 months in the making."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Sabre is the other global GDS and airline IT vendor; capability differences are modest (judgement)."}]}}}}},"wolters-kluwer":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"wolters-kluwer","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"Reports five major competitors challenging UpToDate's dominance; OpenEvidence alone is used by 40% of US physicians (CEO statement) (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"OpenEvidence reached 40% of US physicians as a tool clinicians adopt directly, so clinicians can change reference tools within weeks (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"With OpenEvidence used by 40% of US physicians, a scaled alternative clinical-answer tool already exists (date: full date shown)."}]}},"legal":{"alternatives":{"level":2,"evidence":[{"url":"https://hai.stanford.edu/news/ai-trial-legal-models-hallucinate-1-out-6-or-more-benchmarking-queries","date":"2024-05-23","support":"Stanford tested several AI legal research products (Lexis+ AI, Westlaw, Practical Law), so multiple established providers exist (date: full date shown)."},{"url":"https://www.artificiallawyer.com/2025/06/30/harvey-lexisnexis-the-potential-pricing-impact/","date":"2025-06-30","support":"Westlaw and Lexis are described as the two 'must-have' proprietary US legal libraries; Harvey licenses Lexis content (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://blog.rossintelligence.com/post/the-death-of-westlaw-contracts-and-pricing","date":"2019-05-21","support":"ROSS, a former rival, says Westlaw was affordable only on three-year contracts, so firms are tied to multi-year terms (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://hai.stanford.edu/news/ai-trial-legal-models-hallucinate-1-out-6-or-more-benchmarking-queries","date":"2024-05-23","support":"Leading AI research tools from Lexis and Thomson Reuters are in wide use, so a capable alternative is available (date: full date shown)."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://regnology.net/en/resources/news/regnology-takes-top-spot-on-chartis-risktech-quadrant-2025","date":"2025-09-30","support":"Chartis ranked Regnology the top regulatory reporting vendor, one of several rivals to Wolters Kluwer's compliance and reporting software (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://regnology.net/en/resources/news/regnology-takes-top-spot-on-chartis-risktech-quadrant-2025","date":"2025-09-30","support":"Regnology says it has a record of moving clients from legacy systems to SaaS; no duration given, so evidence is thin and months is judged (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://regnology.net/en/resources/news/regnology-takes-top-spot-on-chartis-risktech-quadrant-2025","date":"2025-09-30","support":"Regnology holds the highest Chartis position for completeness of offering, so the best alternative is not weaker (date: full date shown)."}]}},"retail-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.thetaxadviser.com/issues/2026/aug/2026-tax-software-survey/","date":"2026-08-31","support":"Four companies make the leading professional tax suites: Wolters Kluwer, Intuit, Thomson Reuters and Drake Software (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://accountants.intuit.com/taxprocenter/practice-management/workflow-tools/early-onboarding-is-a-must-for-new-tax-software","date":"2025-07-28","support":"Intuit advises firms to switch tax software in the May-October off-season, so a switch fits inside one annual cycle (date: page shows only a modified date, used as given)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.thetaxadviser.com/issues/2026/aug/2026-tax-software-survey/","date":"2026-08-31","support":"2026 shares: UltraTax 22.3%, Lacerte 16.7%, Drake 14.3%, CCH Axcess 13.8%, so rivals operate at equal or larger scale (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"wolters-kluwer","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"NBC (13 May 2026): OpenEvidence is used by about 65% of US doctors (company figure) and UpToDate is rushing out Expert AI; other references (DynaMed, ClinicalKey) not opened."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"Clinicians moved to OpenEvidence within about two years, and about 2,000 hospitals have signed up for UpToDate Expert AI (spokesperson): institutional licences are re-bought, individuals switch freely."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"NBC quotes a physician saying UpToDate long was the dominant point-of-care reference, but long-form summaries are hard to query; content depth keeps a small lead."}]}},"legal":{"alternatives":{"level":2,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"The three largest AI legal research platforms are Thomson Reuters, LexisNexis and vLex (LawSites, 23 Oct 2025); Wolters Kluwer is not among them."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"Smaller legal AI tools (Alexi, Counsel Stack, Midpage) and ChatGPT all scored within four points of each other in the Vals test, easing swaps; no source gives a switch time."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"Vals: legal AI from other vendors scored 79-81% accuracy vs 71% for lawyers; alternatives are at least equal."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"Moodys Analytics competes broadly in financial information and risk software with diversified competitors; many alternatives to compliance content (10-K Competition)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Banks run multiple vendors and bureaus; no source gives a switch time for compliance content, so the 3-12 month band is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"S&P 10-K lists traditional content providers, technology-led companies and in-house teams as competitors; no clear capability gap is documented (evidence thin)."}]}},"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"AICPA 2026 survey via this guide: UltraTax 22.3%, Lacerte 16.7%, Drake 14.3%, CCH Axcess Tax 13.8%, ProSeries 11.0%; at least five widely used engines. [undated page]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"Five products each hold more than 10% share; no source gives a switch time, so a 3-12 month band is a judgement (evidence thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://invedus.com/blog/best-tax-preparation-software-for-cpas-and-accounting-firms-in-the-usa/","date":"undated","support":"Lacerte and Drake score 4.4/5 versus 4.0 for CCH Axcess Tax in the survey, so alternatives are at least as capable. [undated page]"}]}}}}},"ccc-intelligent-solutions":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ccc-intelligent-solutions","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.repairerdrivennews.com/2020/12/30/state-farm-to-require-drp-shops-to-use-ccc-by-april-1-2021/","date":"2020-12-30","support":"Repair networks historically used 'any of the three major estimating systems': CCC, Mitchell and Audatex (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.repairerdrivennews.com/2020/12/30/state-farm-to-require-drp-shops-to-use-ccc-by-april-1-2021/","date":"2020-12-30","support":"State Farm gave its repair network about three months (to 1 April 2021) to move to CCC (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1818201/000119312526067448/ccc-20251231.htm","date":"2026-02-24","support":"CCC says average implementations take under three months; insurer contracts average three to five years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1818201/000119312526067448/ccc-20251231.htm","date":"2026-02-24","support":"CCC says 300+ insurers and 30,500+ repair facilities use its network, including 27 of the top 30 US auto insurers (date: EDGAR filing date of the document)."},{"url":"https://www.repairerdrivennews.com/2020/12/30/state-farm-to-require-drp-shops-to-use-ccc-by-april-1-2021/","date":"2020-12-30","support":"A 2019 survey found about 84% of shops had CCC versus 28% Mitchell and 24% Audatex (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ccc-intelligent-solutions","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1818201/000119312526067448/ccc-20251231.htm","date":"2026-02-24","support":"10-K FY2025 names no competitors, only internal software, insurance software vendors, horizontal technology providers and ecosystem vendors; CCC serves 27 of the top 30 US auto insurers."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1818201/000119312526067448/ccc-20251231.htm","date":"2026-02-24","support":"Company says average implementations take under three months and contracts run three to five years, so a rival can ramp in months once chosen."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1818201/000119312526067448/ccc-20251231.htm","date":"2026-02-24","support":"More than 300 insurers on its network and over 125 using AI solutions (company claims); no rival is shown at that scale in the filing."}]}}}}},"verisk":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"verisk","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"Verisk competes with other statistical agents and advisory organisations, regional data providers and several claims and catastrophe-model vendors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"Verisk sells through annual subscriptions or long-term agreements and says it is rare for data contributors to stop contributing (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"Verisk says it holds one of the largest private databases, is a statistical agent in all 50 states and serves all top 100 P&C insurers (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"verisk","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"10-K FY2025: competition is by category (cat models, repair estimating, claims fraud analytics, in-house teams); Verisk calls itself a recognised leader in industry-standard programs."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"Clients included all top 100 US property and casualty insurers and 32 lines of standard forms; replacing embedded standards and rating takes years (judgement)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","date":"2026-02-18","support":"No rival is named as covering all top 100 insurers; competitors are scattered category specialists, so the best alternative falls materially short on breadth."}]}}}}},"applied-intuition":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"applied-intuition","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.army.mil/article/288155/army_awards_three_ota_agreements_for_uxs_autonomy","date":"2025-08-27","support":"The Army awarded ground-vehicle autonomy agreements to Forterra, Overland AI and Scout AI in August 2025 (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.army.mil/article/288155/army_awards_three_ota_agreements_for_uxs_autonomy","date":"2025-08-27","support":"Awards in August 2025 led to prototype demonstrations in May 2026, about nine months before evaluation even starts (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.army.mil/article/288155/army_awards_three_ota_agreements_for_uxs_autonomy","date":"2025-08-27","support":"Three other autonomy firms were funded for the same mission, so no capability gap is evident (date: full date shown)."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye lists Huawei, Horizon Robotics, NVIDIA, Qualcomm and others, plus Momenta and OEM in-house stacks, as ADAS competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye says integration cycles run about one to three years after a design win before series production (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye lists many silicon, software and OEM in-house rivals in ADAS, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"applied-intuition","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Contrary (20 Nov 2025): Cognata competes head-to-head with a defence emphasis; Foretellix and Parallel Domain overlap."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Simulation tools are swapped per programme; no switch time published (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Cognata is smaller; broad suite rivals are few (Contrary)."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Contrary (20 Nov 2025): rivals Cognata, Foretellix, Parallel Domain, Waabi, NVIDIA."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Automotive OEMs change simulation tools per programme within about a year (judgement, no source for time)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://research.contrary.com/company/applied-intuition","date":"2025-11-20","support":"Rivals are narrower or smaller; NVIDIA is a partner and rival."}]}}}}},"visa":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"visa","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"Visa names American Express, Discover (Capital One), JCB, Mastercard and UnionPay as network competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.bankingexchange.com/news-feed/item/10023-lloyds-to-transfer-10-million-cards-to-visa","date":"2024-06-26","support":"About 10 million Lloyds credit cards move from Mastercard to Visa 'over the next two years', showing network switches take years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"Visa's machine-learning fraud tools (Advanced Authorization) have a direct counterpart at Mastercard, so no material gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"visa","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"10-K FY2025: value-added services face technology companies, information and consulting firms, governments and merchant-services firms; GenAI could enable competing risk offers."},{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO 10-K lists Feedzai and Featurespace among bank fraud vendors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","date":"2026-02-11","support":"Mastercard 10-K says technology companies providing cyber and fraud solutions, including AI-based, compete with its services; issuers can add third-party fraud systems within months (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"Network-level fraud scoring sees only Visa traffic; other networks and vendors give comparable tools; no gap evidence."}]}}}}},"mastercard":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"mastercard","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"Visa, American Express, Discover, JCB and UnionPay are the named card-network competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.bankingexchange.com/news-feed/item/10023-lloyds-to-transfer-10-million-cards-to-visa","date":"2024-06-26","support":"Lloyds is moving about 10 million credit cards from Mastercard to Visa over two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.bankingexchange.com/news-feed/item/10023-lloyds-to-transfer-10-million-cards-to-visa","date":"2024-06-26","support":"Visa is absorbing a 10-million-card portfolio from Mastercard, so the best alternative has the capacity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"mastercard","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","date":"2026-02-11","support":"10-K FY2025: services face technology companies providing cyber and fraud solutions (including AI-based), information and consulting firms."},{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO 10-K lists Feedzai and Featurespace among bank fraud vendors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1403161/000140316125000089/v-20250930.htm","date":"2025-11-06","support":"Visa 10-K says technology companies and information firms offer alternatives to its value-added services; issuers can add third-party fraud systems within months (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1141391/000114139126000013/ma-20251231.htm","date":"2026-02-11","support":"Rivals offer AI-based fraud tools; no documented large capability gap."}]}}}}},"samsara":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"samsara","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Samsara names 19 competitors including Geotab, Lytx, Motive, Netradyne, Omnitracs and Verizon Connect (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Samsara says its solution is typically self-installed and can be deployed in as little as one hour (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1646681/000162828025058773/motive-sx1.htm","date":"2025-12-23","support":"Motive claims its AI dashcam outperforms rivals' in a study it commissioned, so the best alternative is at least comparable (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"samsara","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"10-K FY2026 names Avigilon, CalAmp, Fleet Complete, Geotab, Lytx, Masternaut, Michelin, Motive, Nauto, Netradyne, Omnitracs, Orbcomm, Platform Science, Spireon, Verizon Connect, Webfleet, Zonar."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Fleet telematics need devices fitted in vehicles; no switch time published, so 3-12 months is a judgement (evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Many named competitors including Motive, Geotab, Lytx and Verizon Connect; no gap documented."}]}}}}},"fico":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"fico","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO says it competes in bank fraud with NICE Actimize, Experian, Pegasystems, BAE, SAS, ACI, IBM, Feedzai and Featurespace (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://sf.freddiemac.com/general/credit-score-models","date":"undated","support":"Lenders were allowed VantageScore 4.0 alongside Classic FICO in July 2025, with all sellers able to use it only from September 2026 (date: page has dated entries up to 30 Sep 2026 but no page date, so undated)."},{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO says its Falcon Intelligence Network draws on data contributed by more than 10,000 institutions, a consortium edge (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"fico","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"10-K FY2025: bank fraud rivals are Nice Actimize, Experian, Pegasystems, BAE, SAS, ACI, IBM, Feedzai and Featurespace; decision platform rivals Pegasystems, IBM, SAS; Scores rivals the bureaus and VantageScore."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO says its Score is used in most US credit decisions by nearly all major banks; embedded scoring and fraud systems take 1-2 years to replace (judgement, no switch time published)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"VantageScore, owned by the three bureaus, sells a competing score; fraud rivals field comparable models; no large gap is documented."}]}}}}},"relx":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"relx","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"Reports five major competitors challenging UpToDate's dominance; OpenEvidence alone is used by 40% of US physicians (CEO statement) (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"OpenEvidence reached 40% of US physicians as a tool clinicians adopt directly, so clinicians can change reference tools within weeks (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://winbuzzer.com/2026/01/22/medical-ai-startup-openevidence-doubles-valuation-to-12-billion-in-series-d-funding-round-xcxwbn/","date":"2026-01-22","support":"With OpenEvidence used by 40% of US physicians, a scaled alternative clinical-answer tool already exists (date: full date shown)."}]}},"legal":{"alternatives":{"level":3,"evidence":[{"url":"https://www.artificiallawyer.com/2025/06/30/harvey-lexisnexis-the-potential-pricing-impact/","date":"2025-06-30","support":"Westlaw and Lexis are described as the two 'must-have' proprietary US legal libraries; Harvey licenses Lexis content (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://blog.rossintelligence.com/post/the-death-of-westlaw-contracts-and-pricing","date":"2019-05-21","support":"Westlaw, the main alternative, has been sold on three-year contracts, so moving a firm's research subscription spans multi-year terms (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://hai.stanford.edu/news/ai-trial-legal-models-hallucinate-1-out-6-or-more-benchmarking-queries","date":"2024-05-23","support":"Stanford testing found Westlaw's AI research erred over 34% of the time vs over 17% for Lexis+ AI, a small gap (date: full date shown)."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion says its US competition generally includes Equifax, Experian and LexisNexis, plus FICO and niche providers (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Equifax, Experian and TransUnion offer comparable risk and fraud analytics, so no material gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"relx","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/iqv-20241231.htm","date":"2025-02-13","support":"IQVIA 10-K lists Relx among many firms competing in healthcare technology and analytics, alongside Optum Insight, Tempus, Veeva and others."},{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"OpenEvidence (about 65% of US doctors, company figure) and UpToDate Expert AI compete for clinicians (NBC, 13 May 2026)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"Clinical-reference AI tools were adopted by most US doctors within about two years; institutional licences renew yearly (judgement, no switch time published)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.nbcnews.com/tech/tech-news/openevidence-ai-doctor-medical-physician-login-app-what-npi-uptodate-rcna341064","date":"2026-05-13","support":"Free ad-funded OpenEvidence shows rivals can match answer quality; Elsevier journal content is the remaining differentiator (judgement, evidence thin)."}]}},"legal":{"alternatives":{"level":3,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"LawSites: the three largest AI legal research platforms are Thomson Reuters, LexisNexis and vLex (23 Oct 2025); Harvey, Alexi and Counsel Stack are further entrants."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"No source states a migration time; law-firm research platforms hold proprietary case law, citators and training, so a 1-2 year band is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.lawnext.com/2025/10/vals-ais-latest-benchmark-finds-legal-and-general-ai-now-outperform-lawyers-in-legal-research-accuracy.html","date":"2025-10-23","support":"Alexi 80%, Counsel Stack 81%, Midpage 79% vs lawyers 71% in the Vals test: new tools match AI quality, but proprietary content remains with the big three."}]}},"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion names Equifax, Experian and LexisNexis as its main US competitors, with FICO and Verisk in verticals."},{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax says a large number of competitors offer products in specialised areas such as fraud and identity."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax 10-K lists credit bureaus, verification firms and specialised competitors; no source gives a switch time, so 3-12 months is a judgement."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Equifax, Experian and TransUnion all sell comparable risk and identity data; no documented large capability gap."}]}}}}},"realpage":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"realpage","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.mofo.com/resources/insights/240903-doj-rages-against-the-machine-the-feds","date":"2024-09-03","support":"The DOJ alleges RealPage commands 80% of commercial revenue management software for US multifamily rentals (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Property-software suppliers are qualified within a six- to 12-month enterprise sales cycle (date: filing date on the S-1 cover)."},{"url":"https://www.housingwire.com/articles/realpage-doj-settlement/","date":"2025-11-26","support":"Greystar, a RealPage pricing user, settled with the DOJ (date: full date shown)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.mofo.com/resources/insights/240903-doj-rages-against-the-machine-the-feds","date":"2024-09-03","support":"With an alleged 80% share, the remaining revenue-management vendors serve about a fifth of the market, a material capacity gap (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"realpage","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio 10-K FY2025: competes with vertical real estate software providers, horizontal business-management providers and many point-solution firms; 22,096 AppFolio customers."},{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.bcsolut.com/resources/realpage-to-yardi-migration-checklist","date":"undated","support":"Yardi consultancy (undated): a RealPage-to-Yardi move is planned at 3-6 months or more; read-only access to the old system kept for 12-24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"}]}}}}},"sabre":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sabre","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Sabre says it competes with other GDSs, specialists and airlines' in-house technology (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001597033/000119312514015201/d652688ds1.htm","date":"2014-01-21","support":"Sabre said implementation 'for airline reservations systems, typically takes 12 to 18 months' (date: filing date on the S-1 cover)."},{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Hosted travel IT contracts typically run three to 10 years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Other GDSs offer comparable distribution and airline IT, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sabre","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"10-K FY2025: Distribution competes with other GDSs and local systems; IT Solutions competes with global and regional IT providers, specialists and airlines building in-house."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.cio.com/article/4201772/inside-the-post-merger-it-overhaul-at-alaska-airlines.html","date":"2026-08-07","support":"CIO.com (7 Aug 2026): Alaska Airlines passenger service system changeover took 18 months with phased cutover."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1597033/000162828026008800/sabr-20251231.htm","date":"2026-02-18","support":"Other GDSs compete in distribution; no large capability gap is documented."}]}}}}},"pros-holdings":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"pros-holdings","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"PROS faces industry-specific pricing, CPQ, revenue management and airline offer vendors, and large enterprise suites (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"PROS terms run one to five years and sales cycles a month to over a year (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"Implementations may be delayed; no duration given (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"Large enterprise application providers bundle competing pricing tools, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"pros-holdings","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"10-K FY2024: competitors by category - industry-specific software, pricing, CPQ, revenue management, airline offer marketing; large enterprise application providers overlap."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"Pricing and revenue management run inside sales and airline operations; no switch time published, so 1-2 years is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1392972/000139297225000019/pro-20241231.htm","date":"2025-02-12","support":"Enterprise application providers offer partial functionality; specialist rivals exist; no large gap documented."}]}}}}},"eliseai":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"eliseai","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://thenextweb.com/news/eliseai-300m-raise-3-7bn-valuation-a16z-bessemer","date":"2026-08-18","support":"TNW names incumbents AppFolio, Yardi, Entrata and RealPage, and agentic start-up Lette AI, in the same market (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata says its enterprise sales cycle is six to 12 months, the time to qualify a new property-software supplier (date: filing date on the S-1 cover)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://thenextweb.com/news/eliseai-300m-raise-3-7bn-valuation-a16z-bessemer","date":"2026-08-18","support":"Incumbent property platforms and new agentic start-ups offer comparable leasing automation, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"eliseai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Funnel is the closest AI-native rival; Yardi Chat IQ, Entrata and AppFolio Realm bundle native AI into their systems of record. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra: EliseAI relies on integration partnerships with Yardi, Entrata and AppFolio; large portfolios may standardise on native AI, so a swap fits within a year (judgement). [date: year only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra: the risk is distribution rather than platforms immediately matching conversational quality, which implies a small current lead. [date: year only]"}]}}}}},"iflytek":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"iflytek","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://arxiv.org/abs/2502.16732","date":"2025-02-23","support":"DeepSeek has been widely deployed across China's tertiary hospitals since January 2025, adding to existing medical-AI vendors (date: first submission date shown)."},{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"ByteDance, Baidu, Alibaba, Tencent and dozens of start-ups build models; government clients and SOEs are expected to run DeepSeek in private clouds (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://arxiv.org/abs/2502.16732","date":"2025-02-23","support":"Hospitals rolled DeepSeek out from Shanghai to nationwide within weeks of January 2025, so medical AI can be switched quickly (date: first submission date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Alibaba's Qwen is described as rivalling, if not surpassing, DeepSeek, so comparable Chinese alternatives exist (date: full date shown)."}]}},"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"ByteDance, Baidu, Alibaba, Tencent and dozens of start-ups build models; government clients and SOEs are expected to run DeepSeek in private clouds (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Low API prices and private DeepSeek deployments let Chinese buyers change AI suppliers quickly; no time given, so months is judged (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Alibaba's Qwen is described as rivalling, if not surpassing, DeepSeek, so comparable Chinese alternatives exist (date: full date shown)."}]}},"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"ByteDance, Baidu, Alibaba, Tencent and dozens of start-ups build models; government clients and SOEs are expected to run DeepSeek in private clouds (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Low API prices and private DeepSeek deployments let Chinese buyers change AI suppliers quickly; no time given, so months is judged (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflytek-is-seeing-to-raise-566-5m-to-sharpen-competitive-edge-in-voice-recognition","date":"2018-05-15","support":"iFLYTEK held about 70% of China's voice recognition market in 2018, with Alibaba, Tencent and Baidu entering (date: full date shown)."}]}},"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"ByteDance, Baidu, Alibaba, Tencent and dozens of start-ups build models; government clients and SOEs are expected to run DeepSeek in private clouds (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Low API prices and private DeepSeek deployments let Chinese buyers change AI suppliers quickly; no time given, so months is judged (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://am.vontobel.com/en/insights/fierce-competition-and-unclear-monetization-of-ai-models-in-china","date":"2025-03-12","support":"Alibaba's Qwen is described as rivalling, if not surpassing, DeepSeek, so comparable Chinese alternatives exist (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"iflytek","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://practiceguides.chambers.com/practice-guides/healthcare-ai-2026/china","date":"2026-08-05","support":"Chambers 2026: leading Chinese hospitals partner with Huawei, iFlytek, Tencent, Alibaba Health and Baidu on AI."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://practiceguides.chambers.com/practice-guides/healthcare-ai-2026/china","date":"2026-08-05","support":"No switch time is published; hospital AI is deployed as modular copilots and decision support (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://practiceguides.chambers.com/practice-guides/healthcare-ai-2026/china","date":"2026-08-05","support":"Five large tech groups are deployed in top hospitals; iFlytek has no documented decisive lead."}]}},"customer-service":{"alternatives":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"KrASIA 2023: iFLYTEK competes with Baidu, Alibaba and Huawei, which have their own large models."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"General large-model competition, not customer-service-specific; no switch time is published, so 3-12 months is a judgement (thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"Internet groups with comparable large models are the alternatives; no documented capability gap (thin)."}]}},"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://faxiangongchang.com/en/reports/china-ai-llm-application-2026","date":"2026-06-13","support":"Tianxia Gongchang 2026: iFlytek, Baidu and Huawei face almost no overseas competitors in Chinese government AI, an oligopoly of a few domestic vendors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://faxiangongchang.com/en/reports/china-ai-llm-application-2026","date":"2026-06-13","support":"Domestic content share requirement rose from 70% to 80-90% in 2025; procurement is project by project (judgement, no switch time)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://faxiangongchang.com/en/reports/china-ai-llm-application-2026","date":"2026-06-13","support":"Baidu and Huawei are the named domestic peers; no documented large capability gap."}]}},"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"KrASIA 2023: iFLYTEK is up against Baidu, Alibaba and Huawei with their own large models."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"No source gives a switch time; commercial AI services are replaceable within months (judgement, thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://kr-asia.com/iflyteks-spark-cognitive-model-a-beacon-or-a-mirage-in-the-ai-landscape","date":"2023-06-21","support":"Internet groups with comparable models are the alternatives; no documented gap."}]}}}}},"slb":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"slb","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.halliburton.com/en/software","date":"undated","support":"Halliburton's Landmark sells DecisionSpace 365 cloud E&P applications, a direct alternative to SLB's subsurface software (date: undated page)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.halliburton.com/en/software","date":"undated","support":"Halliburton cites PETRONAS deploying Landmark solutions, a programme-scale change; no duration given, so evidence is thin (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.halliburton.com/en/software","date":"undated","support":"Halliburton claims 5,000+ iEnergy users and 100+ cloud deployments, so the alternative operates at scale (date: undated page)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"slb","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1701605/000170160526000007/bkr-20251231.htm","date":"2026-02-05","support":"Baker Hughes 10-K: oilfield services competitors SLB, Halliburton, NOV, Weatherford, TechnipFMC."},{"url":"https://www.sec.gov/Archives/edgar/data/87347/000119312526021017/slb-20251231.htm","date":"2026-01-23","support":"SLB 10-K says it has numerous competitors, large and small."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/87347/000119312526021017/slb-20251231.htm","date":"2026-01-23","support":"SLB competes on technological innovation, quality of service and price; subsurface and drilling software embedded in workflows takes 1-2 years to replace (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1701605/000170160526000007/bkr-20251231.htm","date":"2026-02-05","support":"Named rivals are of comparable scale; no large gap documented."}]}}}}},"iqvia":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"iqvia","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/iqv-20251231.htm","date":"2026-02-17","support":"IQVIA lists Accenture, Aetion, Optum Insight, Medidata, Veeva, Tempus, ZS and others as analytics competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/0001478242/000162828026049923/iqv-q2x2026earningspressre.htm","date":"2026-07-28","support":"R&D Solutions backlog of $34.2bn, with about $9.2bn converting in 12 months, shows multi-year contracted programmes (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/iqv-20251231.htm","date":"2026-02-17","support":"IQVIA says no competitor provides the combination of its geographic reach and breadth of services (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"iqvia","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/iqv-20241231.htm","date":"2025-02-13","support":"10-K FY2024: R&D rivals ICON, Parexel, PPD, Syneos; Technology and Analytics rivals include Optum Insight, Oracle Health, Tempus, Medidata, Veeva, Definitive."},{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva 10-K names IQVIA, Ipsos and Definitive Health as the data competitors; comparable-scale prescription and claims data providers are few."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/iqv-20241231.htm","date":"2025-02-13","support":"No source gives a switch time; sponsors tie data licences and trial services to multi-year programmes (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva 10-K names IQVIA, Ipsos and Definitive as data competitors; Tempus 10-K names IQVIA among its main data-licensing rivals, so partial substitutes exist."}]}}}}},"hikvision":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hikvision","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Axis, Hanwha Vision and Motorola Solutions are among other leading video vendors (date: month only (page says updated June 2026))."},{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola names Hikvision and Dahua among 18 video competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Video-security solution implementations generally take six months to two years (date: EDGAR filing date of the document)."},{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Western governments excluded Hikvision via NDAA and FCC rules, forcing multi-year replacements (date: month only (page says updated June 2026))."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Hikvision and Dahua together hold roughly a third of global video surveillance revenue, Hikvision the larger (date: month only (page says updated June 2026))."}]}},"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Cognex says machine vision competitors include other system vendors, customers' engineering teams and open-source AI tools (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Video and vision deployments take six months up to two years; smaller industrial installs sit at the low end, so evidence is indirect (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Many large vendors (Axis, Hanwha, Motorola) offer comparable video AI, so no gap is evident (date: month only (page says updated June 2026))."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hikvision","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori: Hikvision #1 and Dahua #2 by revenue, Canon (Axis) third, Motorola $2.1bn, Hanwha $1bn+; Hikvision and Dahua excluded from Western government procurement. [date: month only]"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"City surveillance estates rebuild over 1-2 years (judgement); no switch time published, evidence thin. [date: month only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori calls Hikvision the most technically capable vendor, while Dahua and others have credible AI stacks. [date: month only]"}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori: Dahua #2, Canon (Axis) third, Motorola and Hanwha follow in video and AI analytics. [date: month only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Camera and analytics replacements across sites take months (judgement, no switch time published). [date: month only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Rivals have credible edge AI stacks; gap is modest (Memoori). [date: month only]"}]}}}}},"experian":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"experian","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion says US competition generally includes Equifax, Experian and LexisNexis (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"The three national bureaus and LexisNexis offer comparable credit and risk analytics, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"experian","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion 10-K: US competition generally includes Equifax, Experian and LexisNexis; FICO and Verisk in verticals."},{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO 10-K lists Experian as a rival in fraud, origination and customer management."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax 10-K describes many specialised competitors; no switch time is published, so 3-12 months for moving bureau volume is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Equifax and TransUnion sell comparable data; no documented large capability gap."}]}}}}},"manhattan-associates":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"manhattan-associates","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.infios.com/en/knowledge-center/news/infios-leader-in-2025-gartner-magic-quadrant-wms","date":"2025-05-05","support":"Infios (Korber) was named a Leader in Gartner's 2025 WMS Magic Quadrant for a seventh year, one of several rivals (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.silicon.co.uk/press-release/staples-transforms-complex-fulfillment-operations-with-manhattan-active-warehouse-management","date":"2025-05-07","support":"Staples implemented Manhattan Active WM at nine sites in 18 months, the scale of a WMS replacement (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.infios.com/en/knowledge-center/news/infios-leader-in-2025-gartner-magic-quadrant-wms","date":"2025-05-05","support":"Several WMS Leaders offer comparable capability, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"manhattan-associates","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1056696/000119312526037138/manh-20251231.htm","date":"2026-02-04","support":"10-K FY2025: ERP vendors Oracle, SAP, Infor; supply-chain execution Blue Yonder/Panasonic, E2open, Infios, SAS, IBM Sterling, Relex; POS Aptos, Oracle, Jumpmind, Salesforce."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sccodeworks.com/wms-implementation/","date":"2026","support":"Implementation-partner guide (2026): multi-warehouse WMS 3 to 6 months, Tier 1 enterprise suites quarters to years. [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1056696/000119312526037138/manh-20251231.htm","date":"2026-02-04","support":"Manhattan says some competitors have larger installed bases; named rivals are comparable, so none falls short."}]}}}}},"honeywell":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"honeywell","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked 19 asset-performance software vendors, including ABB, AVEVA, Baker Hughes, Emerson, GE Vernova, Hitachi Energy, Honeywell and IBM (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell names Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as major competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Phillips 66 moved a cogeneration unit's control system to Honeywell Experion in phases from October 2022 to 2024, about two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.processingmagazine.com/process-control-automation/instrumentation/article/55350859/abb-named-1-dcs-market-leader-by-arc-advisory-group","date":"2021-01-26","support":"ARC data: the leading DCS vendor (ABB) held only 19.2% of a $15bn market, so several vendors operate at comparable scale (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"honeywell","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"Enterprise engineering software deployments run 12 to 24 months (PLM services firm, undated; analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."}]}}}}},"momenta":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"momenta","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye lists Huawei, Horizon Robotics, NVIDIA, Qualcomm and others, plus Momenta and OEM in-house stacks, as ADAS competitors (date: EDGAR filing date of the document)."},{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-oct-2025-clear-divergence-across-sub-sectors-70039900","date":"2025-12-19","support":"OEM in-house ADAS is rising (BYD 13.3% of one category) alongside Huawei (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye says integration cycles run about one to three years after a design win before series production (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://cnevpost.com/2026/07/08/momenta-rises-hk-trading-debut/","date":"2026-07-08","support":"Momenta held 64.5% of independent urban NOA supply in the 12 months to February 2026, so rivals have less installed capacity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"momenta","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"Gasgoo (26 Feb 2026): in China 2025 ADAS rankings Bosch 14.5%, BYD 12.5%, Valeo, Momenta 4.9% (438,741 sets); local suppliers gaining share."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"ADAS suites are designed into vehicle programmes with multi-year lead times (judgement; no switch time published)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"Bosch, BYD, Valeo and others hold larger shares in the same rankings; no documented large capability gap."}]}}}}},"huawei":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"huawei","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye lists Huawei, Horizon Robotics, NVIDIA, Qualcomm and others, plus Momenta and OEM in-house stacks, as ADAS competitors (date: EDGAR filing date of the document)."},{"url":"https://cnevpost.com/2026/07/08/momenta-rises-hk-trading-debut/","date":"2026-07-08","support":"Momenta works with all mainstream Chinese carmakers (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm","date":"2026-02-12","support":"Mobileye says integration cycles run about one to three years after a design win before series production (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://cnevpost.com/2026/07/08/momenta-rises-hk-trading-debut/","date":"2026-07-08","support":"Momenta, with 64.5% of independent urban NOA supply, offers a larger-scale alternative (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"huawei","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"Gasgoo (26 Feb 2026): Huawei LiDAR 41.5% share vs Hesai 33.8% and RoboSense 17.0%; ADAS suites led by Bosch and BYD; local rivals gaining."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"ADAS suites are designed into vehicle programmes with multi-year lead times (judgement; no switch time published)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://autonews.gasgoo.com/articles/news/rankings-of-adas-component-suppliers-in-china-jan-dec-2025-lidar-market-surges-2026961525657333761","date":"2026-02-26","support":"Hesai and RoboSense are close in sensing; no documented large gap in ADAS suites."}]}}}}},"emerson":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"emerson","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1897982/000189798224000053/azpn-20240630.htm","date":"2024-08-13","support":"AspenTech competes with industrial software firms, automation companies with software portfolios, start-ups and in-house tools (date: EDGAR filing date of the document)."},{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked 19 asset-performance software vendors, including ABB, AVEVA, Baker Hughes, Emerson, GE Vernova, Hitachi Energy, Honeywell and IBM (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Phillips 66 moved a cogeneration unit's control system to Honeywell Experion in phases from October 2022 to 2024, about two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.processingmagazine.com/process-control-automation/instrumentation/article/55350859/abb-named-1-dcs-market-leader-by-arc-advisory-group","date":"2021-01-26","support":"ARC data: the leading DCS vendor (ABB) held only 19.2% of a $15bn market, so several vendors operate at comparable scale (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"emerson","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/32604/000003260425000087/emr-20250930.htm","date":"2025-11-10","support":"Emerson 10-K says some competitors have substantially greater sales, assets and resources; names none."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"Enterprise engineering software deployments run 12 to 24 months (PLM services firm, undated; analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/32604/000003260425000087/emr-20250930.htm","date":"2025-11-10","support":"Emerson says it holds a market leadership position in many product lines (company claim); rivals are broader."}]}}}}},"equifax":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"equifax","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax says its US competition includes global consumer credit reporting companies with a similar product suite (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax says verification services are highly competitive with low barriers to entry (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"equifax","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"10-K FY2025: competes with global consumer credit reporting companies, verification firms and many specialised-area competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion names Equifax, Experian and LexisNexis as the US competitor set."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"No switch time is published; 3-12 months for moving bureau volume is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Experian and TransUnion sell comparable data; no documented large capability gap."}]}}}}},"autodesk":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"autodesk","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Autodesk names Bentley, Dassault, Nemetschek, Oracle, Procore, PTC, Siemens, Trimble and others as competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://events.3ds.com/sites/default/files/3dexperience-conference-t-systems-a-customer-project-showcase-breaking-the-silos-with.pdf","date":"undated","support":"Large design-data migrations run for years (one automaker planned three years for a PLM move); building-design moves are smaller, so 1-2 years is judged (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Many established design software vendors compete, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"autodesk","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"10-K FY2026: competitors Adobe, Bentley, Dassault, Hexagon, MSC, Nemetschek, Oracle, Procore, PTC, 3D Systems, Siemens, Trimble; AI may alter the market."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise design and PLM rollouts take 12 to 24 months (analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Named competitors include Dassault, Siemens, Bentley, Nemetschek and Trimble; none is documented as falling short."}]}}}}},"schneider-electric":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"schneider-electric","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley names AVEVA (Schneider) and Hexagon as key rivals in industrial and resources software (date: EDGAR filing date of the document)."},{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked 19 asset-performance software vendors, including ABB, AVEVA, Baker Hughes, Emerson, GE Vernova, Hitachi Energy, Honeywell and IBM (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Phillips 66 moved a cogeneration unit's control system to Honeywell Experion in phases from October 2022 to 2024, about two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"AVEVA is one of 19 benchmarked APM vendors, so comparable alternatives exist (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"schneider-electric","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley 10-K names AVEVA (Schneider) as a competitor in industrial, resources and asset performance software."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"Engineering and operations software deployments run 12 to 24 months for enterprises (PLM services firm, undated; analogous evidence). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."}]}}}}},"relex-solutions":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"relex-solutions","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"o9 was named a 2025 Gartner Leader in supply chain planning, one of several rivals to RELEX (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.relexsolutions.com/resources/customer-story-biyoute-trading/","date":"2026-09-02","support":"A 113-store retailer went live on RELEX in 171 days against a 210-day plan, so a planning switch takes about six months (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.silicon.co.uk/press-release/o9-named-a-leader-in-the-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions","date":"2025-04-16","support":"Several planning Leaders offer comparable forecasting, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"relex-solutions","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1056696/000119312526037138/manh-20251231.htm","date":"2026-02-04","support":"Manhattan 10-K FY2025 lists Relex with Blue Yonder, E2open, Infios, SAS and IBM Sterling as supply-chain vendors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sccodeworks.com/wms-implementation/","date":"2026","support":"Implementation-partner guide (2026): enterprise supply-chain suites take quarters to years (judgement for planning). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.oracle.com/news/announcement/oracle-once-again-named-a-leader-in-2025-gartner-magic-quadrant-for-supply-chain-planning-solutions-2025-05-16/","date":"2025-05-16","support":"Oracle and other planning vendors are Gartner Leaders (company release); no clear gap."}]}}}}},"cognex":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"cognex","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Cognex competes with other machine vision vendors, customers' engineering departments and open-source AI tools (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Cognex warns customers may find alternative providers, without a time; evidence is thin and months is judged (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Other vendors and open-source AI tools offer comparable inspection, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"cognex","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"10-K FY2025: competitors are other machine vision vendors, image-processing makers, system integrators, customers internal engineers and open-source AI tools; none named."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Vision systems are specified per line or project; no switch time published (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Open-source AI tools and integrators substitute for part of the function; no large gap documented."}]}}}}},"nice":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"nice","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO names NICE Actimize alongside Experian, Pegasystems, BAE, SAS, ACI, IBM, Feedzai and Featurespace in bank fraud solutions (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"Several large vendors compete in the same bank fraud and financial-crime market, so no material gap is evident (date: EDGAR filing date of the document)."}]}},"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"nice","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.moodys.com/web/en/us/site-assets/ma-kyc-chartis-financial-crime-and-compliance50-2024.pdf","date":"2024","support":"Chartis FCC50 2024: NICE Actimize 82.6, Oracle 81.5, SAS 77.7 (8th), Feedzai 74.1 (13th); several vendors score within a few points. [date: year only]"},{"url":"https://www.sec.gov/Archives/edgar/data/814547/000081454725000030/fico-20250930.htm","date":"2025-11-07","support":"FICO 10-K lists Nice Actimize among bank fraud vendors with Experian, Pegasystems, SAS, ACI, IBM, Feedzai and Featurespace."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.moodys.com/web/en/us/site-assets/ma-kyc-chartis-financial-crime-and-compliance50-2024.pdf","date":"2024","support":"Bank financial-crime platforms are systems of record for AML and fraud; no switch time is published, so 1-2 years is a judgement (evidence thin). [date: year only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.moodys.com/web/en/us/site-assets/ma-kyc-chartis-financial-crime-and-compliance50-2024.pdf","date":"2024","support":"NICE Actimize leads Oracle by 1.1 points in the 2024 ranking, a small gap. [date: year only]"}]}},"customer-service":{"alternatives":{"level":2,"evidence":[{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Gartner 2026 CCaaS Magic Quadrant evaluates 10 vendors; Genesys claims Leader for the 12th year (undated Genesys page). [undated page]"},{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE says it is a 2025 CCaaS Leader for the 11th year (company release)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts migrations for 500 to 5,000+ agents at 6 to 18 months; the upper half is a 1-2 year band (consultant estimate, evidence thin). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Genesys claims highest for Ability to Execute in 2026 while NiCE claimed the same in 2025: leaders trade places, so no gap. [undated page]"}]}}}}},"alphasense":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"alphasense","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://allmind.ai/research/alphasense-competitors-2026","date":"2026-08-20","support":"A rival vendor lists Bloomberg, FactSet, Capital IQ Pro and LSEG Workspace, expert networks (Third Bridge, GLG, Guidepoint) and Hebbia and Rogo as competitors (date: original publication date shown (updated 30 Aug 2026))."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://allmind.ai/research/alphasense-competitors-2026","date":"2026-08-20","support":"The rival's guide advises buyers to count duplicated tasks across overlapping subscriptions, so research teams can move quickly; evidence is thin (date: original publication date shown (updated 30 Aug 2026))."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://allmind.ai/research/alphasense-competitors-2026","date":"2026-08-20","support":"The guide says to keep AlphaSense when its licensed broker and expert library is the main purchase (date: original publication date shown (updated 30 Aug 2026))."},{"url":"https://fortune.com/2024/06/10/ai-research-firm-alphasense-to-buy-rival-tegus-only-months-after-filing-patent-lawsuit","date":"2024-06-10","support":"AlphaSense bought rival Tegus in 2024, removing one expert-transcript competitor (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"alphasense","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra (2026): Bloomberg, FactSet, S&P Capital IQ, LSEG and AI entrants such as Hebbia and Rogo all offer AI research; AlphaSense AI capabilities are contestable. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra: subscriptions are annual at $10,000-20,000 per seat and AlphaSense is a complement that can be cut at budget review. [date: year only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra says proprietary content moats partly offset easy replication of its AI features. [date: year only]"}]}}}}},"transunion":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"transunion","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion says US competition generally includes Equifax, Experian and LexisNexis, and FICO in financial services (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Equifax and Experian compete directly in every market TransUnion serves, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"transunion","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"10-K FY2025: US competition generally includes Equifax, Experian and LexisNexis, plus FICO, Verisk, LiveRamp and LifeLock in verticals."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"No switch time is published; 3-12 months for moving bureau volume is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax and Experian sell comparable data and fraud tools; no documented large capability gap."}]}}}}},"ptc":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ptc","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC says enterprise CAD and PLM competitors are Autodesk, Dassault Systemes and Siemens (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://events.3ds.com/sites/default/files/3dexperience-conference-t-systems-a-customer-project-showcase-breaking-the-silos-with.pdf","date":"undated","support":"T-Systems case: Jaguar Land Rover planned to migrate up to two million datasets from Teamcenter to 3DEXPERIENCE over three years (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC names Autodesk, Dassault and Siemens as established enterprise CAD/PLM vendors, so comparable alternatives exist (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ptc","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"10-K FY2025: for enterprise CAD and PLM PTC competes with large established companies Autodesk, Dassault and Siemens; ALM with IBM, Jama, Siemens."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise PLM deployment with SAP integration typically 12 to 24 months. [undated page]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"Autodesk, Dassault and Siemens are large established rivals, so substitutes exist but with different strengths."}]}}}}},"dassault-systemes":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"dassault-systemes","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.veeva.com/customer-stories/top-biopharmas-share-why-switch-to-veeva-clinical-data/","date":"undated","support":"Veeva says eight top-20 biopharmas have switched to Veeva Clinical Data, a qualified alternative to Medidata (date: undated page)."},{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000162828026008322/iqv-20251231.htm","date":"2026-02-17","support":"IQVIA lists Medidata among competitors with Veeva and others (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.veeva.com/resources/six-of-the-top-20-pharma-select-veeva-vault-edc-as-company-standard-for-new-trials/","date":"2023-02-23","support":"Veeva says six top-20 pharmas chose its EDC as company standard 'for new trials', so switching follows multi-year trial cycles (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.veeva.com/customer-stories/top-biopharmas-share-why-switch-to-veeva-clinical-data/","date":"undated","support":"Eight top-20 biopharmas run Veeva clinical data, so the best alternative operates at comparable scale (date: undated page)."}]}},"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC says enterprise CAD and PLM competitors are Autodesk, Dassault Systemes and Siemens (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://events.3ds.com/sites/default/files/3dexperience-conference-t-systems-a-customer-project-showcase-breaking-the-silos-with.pdf","date":"undated","support":"T-Systems case: Jaguar Land Rover planned to migrate up to two million datasets from Teamcenter to 3DEXPERIENCE over three years (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC names Autodesk, Dassault and Siemens as established enterprise CAD/PLM vendors, so comparable alternatives exist (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"dassault-systemes","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva lists Dassault, IQVIA, OpenText, Oracle and Honeywell as rivals in clinical, regulatory and quality applications."},{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/iqv-20241231.htm","date":"2025-02-13","support":"IQVIA lists Medidata (part of Dassault) among Technology and Analytics competitors, with Veeva."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"No switch time is published; per-study choice of EDC tools would let a rival start on new studies within months (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva and Oracle sell comparable clinical suites; no documented large capability gap."}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K lists Siemens, ABB, Schneider, Emerson, Mitsubishi Electric, Honeywell and Dassault as competitors in industrial software and automation."},{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"PTC names Autodesk, Dassault and Siemens as the large established enterprise CAD/PLM competitors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"A PLM services firm says enterprise PLM deployments with SAP integration and migration typically take 12 to 24 months (vendor-side estimate). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/857005/000119312525291326/ptc-20250930.htm","date":"2025-11-21","support":"Autodesk and Siemens are named alongside Dassault as large established rivals in CAD and PLM; none is documented as far behind."}]}}}}},"microsoft":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"microsoft","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://dhinsights.org/news/epic-shakes-up-the-ai-ambient-listening-market-with-integrated-option","date":"2026-02-12","support":"Epic's native AI Charting could displace third-party scribes from Microsoft (DAX), Abridge, Nabla and Suki, so several qualified scribe vendors exist (date: full date shown)."},{"url":"https://medcitynews.com/2026/02/mount-sinai-microsoft-clinical-documentation/","date":"2026-02-11","support":"Mount Sinai piloted Microsoft against Abridge and Suki before choosing Microsoft, so several vendors are qualified (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.abridge.com/press-release/uchealth-scales-abridge","date":"2026-02-24","support":"The company says UCHealth went from a nine-month, 250-provider pilot to a systemwide Abridge rollout, a months-scale switch (date: full date shown)."},{"url":"https://medcitynews.com/2026/02/mount-sinai-microsoft-clinical-documentation/","date":"2026-02-11","support":"Mount Sinai ran short pilots of each vendor before choosing, so qualifying a replacement scribe takes months, not years (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.healthcareittoday.com/2025/08/21/a-deep-dive-into-the-announcements-at-epic-ugm-2025/","date":"2025-08-21","support":"Epic said Microsoft supplies its Dragon ambient technology for transcription and note components, so Microsoft also underpins Epic's native tool (date: full date shown)."},{"url":"https://medcitynews.com/2026/02/mount-sinai-microsoft-clinical-documentation/","date":"2026-02-11","support":"Mount Sinai's digital chief said 'Microsoft and Abridge were relatively close' in its evaluation, so the best alternative is near parity (date: full date shown)."}]}},"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"microsoft","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"About 60 ambient scribe companies compete, including Oracle, Abridge, Commure, DeepScribe, Nabla and Suki alongside Microsoft. [date: month only]"},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Abridge 94.7 and Ambience 94.4 points lead ambient speech; Microsoft Nuance CDI 89.1 leads its category."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"PHTI: ambient scribing as a discrete capability is commoditized with low switching costs; replacing 100,000 clinicians across systems still needs security and EHR work. [date: month only]"},{"url":"https://microsoft.com/en-us/industry/blog/healthcare/2026/03/05/unify-simplify-scale-microsoft-dragon-copilot-meets-the-moment-at-himss-2026","date":"2026-03-05","support":"Microsoft says more than 100,000 clinicians use Dragon Copilot daily (company claim), so a replacement must ramp at that scale."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.statnews.com/2026/02/04/epic-ai-charting-ambient-scribe-abridge-microsoft/","date":"2026-02-04","support":"Epic AI Charting has similar features to Microsoft and Abridge products (STAT, 4 Feb 2026)."},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Abridge outscored every other ambient vendor; Microsoft leads only in CDI (89.1) and front-end speech recognition."}]}},"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"Verint names Genesys, NICE, Calabrio, Alvaria, Pega, Qualtrics and Alphabet, Amazon, Salesforce units as competitors (Competition section)."},{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Gartner 2026 CCaaS Magic Quadrant evaluates 10 vendors (Genesys page, undated). [undated page]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts contact-centre migrations at 3 to 6 months for 100-500 agents and 6 to 18 months above that; Microsoft AI is an add-on layer, so 3-12 months is a judgement. [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Genesys and NICE each claim Leader positions in Gartner CCaaS; Microsoft is one of several large-platform alternatives, none far ahead. [undated page]"},{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE says it is highest for Ability to Execute in the 2025 Gartner CCaaS Magic Quadrant (company statement)."}]}}}}},"bloomberg":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bloomberg","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":3,"evidence":[{"url":"https://www.thirdbridge.com/en-us/about-us/media/perspectives/what-is-wrong-with-lseg","date":"2025-12-23","support":"Third Bridge describes LSEG Workspace closing the functionality gap with Bloomberg, with early share gains in FX (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://investment-international.com/News/stock-spotlight-lseg-plans-to-challenge-bloomberg-terminal-with-microsoft-teams/","date":"2022-12-20","support":"A Morningstar analyst said Bloomberg terminals are hard to replace owing to network effects and switching costs (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.thirdbridge.com/en-us/about-us/media/perspectives/what-is-wrong-with-lseg","date":"2025-12-23","support":"Third Bridge says Bloomberg 'remains firmly entrenched in its market share' while LSEG targets cost-conscious firms (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bloomberg","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra (2026): Bloomberg Terminal about 33% share; FactSet 4.5%, S&P Capital IQ and AlphaSense are the named alternatives. [date: year only]"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra says Bloomberg messaging network effect makes it indispensable for trading professionals; moving a desk takes 1-2 years (judgement). [date: year only]"}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Bloomberg holds about a third of the market against FactSet 4.5%; no alternative matches its breadth and network. [date: year only]"}]}}}}},"heartflow":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"heartflow","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1464521/000146452126000042/htfl-20251231x10k.htm","date":"2026-03-18","support":"HeartFlow names earlier-stage AI-CCTA rivals Cleerly, Elucid Bioimaging and Keya Medical (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.dicardiology.com/content/cleerlys-ai-cardiovascular-imaging-analysis-now-covered-aetna","date":"2026-01-07","support":"Cleerly's AI plaque analysis is covered by Aetna, UnitedHealthcare, Cigna and Humana under a Category I code from 1 Jan 2026, easing switching (date: full date shown)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1464521/000146452126000042/htfl-20251231x10k.htm","date":"2026-03-18","support":"The company says its tests rest on 200+ studies in 365,000+ patients, with FFRCT coverage of about 99% of US covered lives (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"heartflow","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1464521/000146452126000042/htfl-20251231x10k.htm","date":"2026-03-18","support":"10-K FY2025: AI-based CCTA competitors are Cleerly, Elucid and Keya; Siemens, GE, Philips and Canon sell traditional tests."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1464521/000146452126000042/htfl-20251231x10k.htm","date":"2026-03-18","support":"Hospitals can add a rival CT analysis within months, but payer coverage and clinician habits favour HeartFlow (judgement, no switch time published)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1464521/000146452126000042/htfl-20251231x10k.htm","date":"2026-03-18","support":"HeartFlow calls its test the first and most widely adopted AI-enabled non-invasive CAD test authorised in the US (company claim); clearance and coverage status of rivals not checked."}]}}}}},"hexagon":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hexagon","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley names Hexagon with Autodesk, Trimble and AVEVA as key competitors across infrastructure and industrial software (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htm","date":"2026-02-25","support":"Comparable design and survey software is sold on one- to three-year subscriptions with no renewal obligation; evidence is indirect (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Several established vendors compete in each segment, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hexagon","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Autodesk 10-K names Hexagon (Intergraph) with Bentley, Dassault, Nemetschek, PTC, Siemens and Trimble."},{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley 10-K names Hexagon as a competitor in public works, resources and industrial."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise deployments typically 12 to 24 months (analogous evidence). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley, Autodesk, AVEVA and others compete in the same sectors; no gap documented."}]}}}}},"appfolio":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"appfolio","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata lists AppFolio among SMB property software with Buildium, Propertyware and Yardi Breeze (date: filing date on the S-1 cover)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio works to remove barriers to switching and assists customers with data migration; no duration given (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata says enterprise sales cycles run six to 12 months (date: filing date on the S-1 cover)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Several SMB property platforms offer comparable products, so no gap is evident (date: filing date on the S-1 cover)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"appfolio","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio 10-K FY2025: competes with vertical real estate software providers, horizontal business-management providers and many point-solution firms; 22,096 AppFolio customers."},{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.bcsolut.com/resources/realpage-to-yardi-migration-checklist","date":"undated","support":"Yardi consultancy (undated): a standard Yardi implementation takes 3-6 months and the old system is kept read-only for 12-24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra: Yardi and Entrata already control systems of record and bundle native agentic AI; comparable capability exists. [date: year only]"}]}}}}},"rockwell-automation":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"rockwell-automation","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell names Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault as major competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Phillips 66 moved a cogeneration unit's control system to Honeywell Experion in phases from October 2022 to 2024, about two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.processingmagazine.com/process-control-automation/instrumentation/article/55350859/abb-named-1-dcs-market-leader-by-arc-advisory-group","date":"2021-01-26","support":"ARC data: the leading DCS vendor (ABB) held only 19.2% of a $15bn market, so several vendors operate at comparable scale (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"rockwell-automation","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"10-K FY2025: competitors Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell, Dassault Systemes, from large diversified firms to small specialists."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"Enterprise engineering and control software deployments run 12 to 24 months (PLM services firm, undated; analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Seven large named competitors; no documented gap."}]}}}}},"tempus":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"tempus","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"Tempus names Flatiron Health, IQVIA and ConcertAI as main data competitors, and IQVIA, PPD, ICON and Syneos for trials (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"Rival oncology datasets are licensed to pharma the same way; the filing gives no switching time, so evidence is thin and months is judged (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"Tempus calls its data 'one of the largest libraries' of oncology data, implying peers of similar scale (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"tempus","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"10-K FY2025: data-licensing competitors Flatiron, IQVIA and ConcertAI; test competitors Foundation Medicine, Caris, Guardant, Natera, NeoGenomics (Competition section)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"10-K also lists CROs (Fortrea, ICON, Syneos, PPD) offering data and trial-matching; pharma buys data per programme, so a new source can start within 3-12 months (judgement, no published time)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1717115/000119312526066961/tem-20251231.htm","date":"2026-02-24","support":"Flatiron, IQVIA and ConcertAI are named as the main data competitors and CROs also sell data (10-K); no capability gap is documented."}]}}}}},"ge-vernova":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ge-vernova","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked GE Vernova alongside Hitachi Energy, ABB, AVEVA, Honeywell and others in APM (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Control-system migrations at energy facilities run about two years (Phillips 66, 2022-2024); grid software is judged similar (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Several large rivals offer comparable grid and asset software, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ge-vernova","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"10-K FY2025: Electrification competitors (grid solutions and software) Hitachi Energy, Siemens Energy, Siemens, Schneider Electric, Mitsubishi Electric, ABB."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"Utility grid software is long-lived infrastructure; no switch time published, so 1-2 years is a judgement (evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"Six named competitors of similar scale; no gap documented."}]}}}}},"axon":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"axon","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Axon names Motorola Solutions, Policereports.ai and Truleo as AI report-drafting competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://govtech.com/biz/ai-infused-software-looks-to-quicken-police-report-writing","date":"2024-04-24","support":"Draft One works from Axon Body 3 and Body 4 camera audio (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Axon software is sold on multi-year subscription terms (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.govtech.com/biz/aclu-slams-ai-police-reports-and-axon-in-particular","date":"2024-12-17","support":"Truleo, an Axon competitor, also uses AI for police reports and markets itself as the alternative (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"axon","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"10-K FY2025: body camera rivals Axis, Genetec, Getac, Hikvision, Motorola; evidence rivals Genetec, Motorola, NiCE, OpenText, Oracle; Draft One rivals Mark43, Truleo, Motorola."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"SaaS revenue is recognised over multi-year contract terms; police evidence systems are replaced over 1-2 years (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Motorola and Genetec offer comparable cameras and evidence software; no large gap documented."}]}}}}},"soundhound-ai":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"soundhound-ai","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}},"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://www.eweek.com/news/news-nvidia-yumbrands-ai-fast-food/","date":"2025-03-20","support":"Yum! Brands is rolling out NVIDIA-based voice ordering; McDonald's ended an IBM pilot and others are testing AI ordering (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.eweek.com/news/news-nvidia-yumbrands-ai-fast-food/","date":"2025-03-20","support":"Yum! planned voice AI in 500 restaurants within the year, so a chain can change ordering AI within months (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.eweek.com/news/news-nvidia-yumbrands-ai-fast-food/","date":"2025-03-20","support":"Several large chains run comparable voice-ordering AI, so no capability gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"soundhound-ai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"10-K FY2025: big tech voice AI, legacy vendors and few full-platform providers (company description); Verint cites many niche AI firms."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"No switch time published; voice-ordering and customer-service bots are replaced within months (judgement, thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"SoundHound says the number of full solution platform providers is very limited (company claim)."}]}},"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"10-K FY2025: big tech voice AI offerings and legacy vendors compete (company description)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"No switch time published; restaurant voice ordering is rolled out per chain, replaceable within months (judgement, thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1840856/000184085626000006/soun-20251231.htm","date":"2026-03-02","support":"SoundHound says full-platform providers are very limited (company claim); no independent gap evidence."}]}}}}},"entrata":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"entrata","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata names Yardi, RealPage, MRI, AppFolio, Buildium and Propertyware as competitors (date: filing date on the S-1 cover)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata cites switching costs and a six- to 12-month enterprise sales cycle (date: filing date on the S-1 cover)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Yardi, RealPage and MRI are established incumbents of comparable scope, so no gap is evident (date: filing date on the S-1 cover)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"entrata","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio 10-K FY2025: competes with vertical real estate software providers, horizontal business-management providers and many point-solution firms; 22,096 AppFolio customers."},{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.bcsolut.com/resources/realpage-to-yardi-migration-checklist","date":"undated","support":"Yardi consultancy (undated): a standard Yardi implementation takes 3-6 months and the old system is kept read-only for 12-24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"}]}}}}},"genesys":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"genesys","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"genesys","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":2,"evidence":[{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Gartner 2026 CCaaS MQ evaluates 10 vendors; Genesys claims Leader for the 12th year (undated page). [undated page]"},{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"Verint names NICE, Genesys, Calabrio, Alvaria as key competitors."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts migrations for 500 to 5,000+ agents at 6 to 18 months (consultant estimate, evidence thin); platforms underpin large operations. [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE claims highest Ability to Execute in 2025 CCaaS MQ; leaders swap places, so no meaningful gap."}]}}}}},"amdocs":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amdocs","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"Amdocs competes with other telecom software vendors and with operators' in-house IT and network departments (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"Amdocs delivers managed services under long-term agreements, and purchases face delays typical of large capital projects (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"Operators' in-house teams and other vendors provide alternatives; no unique capacity is described (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amdocs","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"20-F FY2025: competitors are IT services firms, software vendors, communications specialists, network equipment providers and customers own IT."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"Amdocs provides managed services under long-term service agreements and competes for them (20-F); telecom billing replacement runs multi-year (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1062579/000119312525319187/dox-20250930.htm","date":"2025-12-15","support":"Competitors may adapt faster to GenAI (20-F risk language); gaps are modest."}]}}}}},"salesforce":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"salesforce","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow names Microsoft, Oracle, SAP, Salesforce and Workday as competitors (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow notes customer reluctance to migrate away from current solutions (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"salesforce","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","date":"2026-03-02","support":"10-K FY2026: competitors include AI-native startups, packaged-software vendors, vertical vendors and cloud platforms."},{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow 10-K names Microsoft, Oracle, SAP, Salesforce and Workday plus AI entrants."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","date":"2026-03-02","support":"AI-native startups are named competitors; an AI agent layer can be replaced in months though CRM itself is slower (judgement)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","date":"2026-03-02","support":"AI-native startups using generative AI as core architecture may offer specialised, autonomous solutions; no documented gap in favour of Salesforce."}]}}}}},"motive":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"motive","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Samsara lists Motive among 19 fleet and telematics competitors, so many alternatives exist (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1646681/000162828025058773/motive-sx1.htm","date":"2025-12-23","support":"Motive says its implementations are 20-30% faster than competitors' (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Rival devices are self-installed in as little as one hour (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1646681/000162828025058773/motive-sx1.htm","date":"2025-12-23","support":"A Motive-commissioned VTTI study found its AI dashcam alerted 81% of the time vs 26% and 34% for two rivals (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"motive","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Samsara 10-K names Motive with Geotab, Lytx, Netradyne, Verizon Connect, Webfleet, Zonar and over a dozen others as competitors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Devices are fitted per vehicle; no switch time published, so 3-12 months is a judgement (evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026018167/iot-20260131.htm","date":"2026-03-16","support":"Samsara and many others compete; no gap documented."}]}}}}},"anduril":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"anduril","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":3,"evidence":[{"url":"https://defensescoop.com/2025/07/21/anduril-army-next-generation-command-and-control-award/","date":"2025-07-21","support":"The Army's NGC2 programme is open to other vendors, with more prototype awards expected for other units (date: full date shown)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://defensescoop.com/2025/07/21/anduril-army-next-generation-command-and-control-award/","date":"2025-07-21","support":"Anduril's division-level NGC2 prototype agreement runs 11 months, typical of defence qualification cycles (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://defensescoop.com/2025/07/21/anduril-army-next-generation-command-and-control-award/","date":"2025-07-21","support":"Anduril was chosen to lead the first division-level NGC2 prototype with Palantir and Microsoft, a small lead over rivals (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"anduril","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":3,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/03/army-anduril-enter-new-20b-enterprise-agreement/412143/","date":"2026-03-16","support":"Army enterprise agreements: Anduril 120 contracts up to $20bn (16 Mar 2026), Palantir 75 contracts up to $10bn; autonomy rivals not verified."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/03/army-anduril-enter-new-20b-enterprise-agreement/412143/","date":"2026-03-16","support":"Both agreements run a five-year base plus a five-year option; programme integration is multi-year (judgement)."}]},"capabilityGap":{"level":3,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/03/army-anduril-enter-new-20b-enterprise-agreement/412143/","date":"2026-03-16","support":"Army treats Anduril as a platform supplier at $20bn ceiling; Palantir is a partial substitute for software only."}]}}}}},"ant-group":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ant-group","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://fintechnews.sg/134902/ai/ant-digital-technologies-ai-banks-revenue/","date":"2026-10-16","support":"Microsoft runs a similar 'agent factory' strategy for banks (date: full date shown)."},{"url":"https://venturebeat.com/ai/socure-lands-450m-as-the-identity-verification-market-heats-up","date":"2021-11-09","support":"Many AI identity-verification platforms compete with eKYC tools such as ZOLOZ (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://fintechnews.sg/134902/ai/ant-digital-technologies-ai-banks-revenue/","date":"2026-10-16","support":"ZOLOZ had to be adapted to Philippine IDs for GCash, showing deployments need months of tailoring; evidence is thin (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://fintechnews.sg/134902/ai/ant-digital-technologies-ai-banks-revenue/","date":"2026-10-16","support":"Ant's bank agents and eKYC face similar offerings from global vendors, with no unique capacity described (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ant-group","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://technode.com/2023/09/11/ant-group-unveils-finance-focused-ai-model/","date":"2023-09-11","support":"TechNode (11 Sep 2023): Ant unveiled a financial-purpose LLM, joining a wave of sector-specific models; page names no rivals (evidence thin)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://technode.com/2023/09/11/ant-group-unveils-finance-focused-ai-model/","date":"2023-09-11","support":"No switch time is published; enterprise AI tools for banks are replaceable within a year (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://technode.com/2023/09/11/ant-group-unveils-finance-focused-ai-model/","date":"2023-09-11","support":"Ant says its financial LLM is purpose-built; no independent gap evidence found (thin)."}]}}}}},"yardi":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"yardi","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata names legacy incumbents Yardi, RealPage and MRI Software and SMB vendors AppFolio and Buildium (date: filing date on the S-1 cover)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata cites switching costs and a six- to 12-month enterprise sales cycle (date: filing date on the S-1 cover)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"The company says it wins about 70% of formal competitive evaluations against other platforms, so alternatives are at least comparable (date: filing date on the S-1 cover)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"yardi","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio each control the system of record for large housing portfolios and bundle native AI. [date: year only]"},{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio 10-K lists vertical real-estate providers and point-solution firms as competitors."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.bcsolut.com/resources/realpage-to-yardi-migration-checklist","date":"undated","support":"Yardi consultancy (undated): a standard Yardi implementation takes 3-6 months and the old system is kept read-only for 12-24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra: Entrata and AppFolio bundle native AI of similar kind; Yardi Chat IQ is audited for Fair Housing compliance. [date: year only]"}]}}}}},"trimble":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"trimble","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htm","date":"2026-02-25","support":"Trimble says it increasingly competes with large established companies offering comparable portfolios (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htm","date":"2026-02-25","support":"Initial subscription terms typically run one to three years and customers have no obligation to renew (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/864749/000086474926000015/trmb-20260102.htm","date":"2026-02-25","support":"Competitors offer 'similar or comparable portfolios', so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"trimble","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","date":"2026-03-03","support":"Autodesk 10-K names Trimble among competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley 10-K names Trimble as a competitor in public works and commercial facilities."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise deployments run 12 to 24 months (analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Autodesk, Hexagon and others compete in the same sectors; no gap documented."}]}}}}},"dahua":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"dahua","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Axis, Hanwha Vision and Motorola Solutions are among other leading video vendors (date: month only (page says updated June 2026))."},{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola names Dahua and Hikvision among its video competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Video-security solution implementations generally take six months to two years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Hikvision, the larger of the two Chinese leaders, offers comparable products, so no gap is evident (date: month only (page says updated June 2026))."}]}},"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm","date":"2026-02-12","support":"Cognex says machine vision competitors include other system vendors, customers' engineering teams and open-source AI tools (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Video and vision deployments take six months up to two years; smaller industrial installs sit at the low end, so evidence is indirect (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Hikvision and Western vendors offer comparable video AI, so no gap is evident (date: month only (page says updated June 2026))."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"dahua","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori: Dahua is #2 by revenue behind Hikvision, with Canon (Axis), Motorola, Hanwha following. [date: month only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Camera estates are rebuilt per project; no switch time is published (judgement). [date: month only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori: Dahua has a credible AI stack that closes the gap to Hikvision, so the best alternative is at least equal. [date: month only]"}]}},"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori: Hikvision, Axis, Motorola, Hanwha follow Dahua in video and analytics. [date: month only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Site camera swaps take months (judgement, no switch time published). [date: month only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Hikvision is a larger equal-or-better alternative with similar edge AI. [date: month only]"}]}}}}},"bentley-systems":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bentley-systems","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley names Autodesk, Trimble and Hexagon in public works and Hexagon and AVEVA in industrial and resources (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley reports 99% account retention and over 70% of revenue from accounts of more than 10 years (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Autodesk, Trimble and Hexagon offer comparable infrastructure design tools, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bentley-systems","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"10-K FY2025: Autodesk, Trimble, Hexagon, AVEVA, Dassault, Nemetschek, Oracle, Esri, GE Vernova and mining specialists compete by sector."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"PLM services firm (undated): enterprise engineering software deployments take 12 to 24 months (analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1031308/000103130826000007/bsy-20251231.htm","date":"2026-02-26","support":"Bentley says competition varies by lifecycle phase and sector, with niche specialists; alternatives are partial in some sectors."}]}}}}},"sp-global":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sp-global","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"S&P Global calls its markets 'intensely competitive', facing traditional data providers, exchanges and clients' own tools (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"Market Intelligence revenue is mainly data subscriptions via feeds and web platforms; no switching time given, so evidence is thin (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"S&P Global says competition, including from non-traditional providers, pushes it to lower fees, implying comparable alternatives (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sp-global","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"10-K FY2025: competitors include traditional content and analytics providers (including exchanges) and technology-led companies."},{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra (2026): Bloomberg about 33% share, FactSet 4.5%; AlphaSense also competes with Capital IQ. [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra says AlphaSense is bought as a complement and can be cut at budget review, so AI research tools swap within months (judgement). [date: year only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://sacra.com/c/alphasense/","date":"2026","support":"Sacra says Capital IQ has stronger quantitative analysis but weaker content discovery than specialist AI tools; gaps run both ways. [date: year only]"}]}}}}},"socure":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"socure","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://venturebeat.com/ai/socure-lands-450m-as-the-identity-verification-market-heats-up","date":"2021-11-09","support":"Socure competes with Identiq, Jumio, Onfido, Checkr, Trulioo and Trusona among AI identity platforms (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.prosightfa.org/insights/is-your-model-risk-rating-source-agnostic/","date":"2021-11-29","support":"Under SR 11-7, 'all models, including vendor models, should be validated', so a bank replacing a scoring vendor needs months of validation (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://venturebeat.com/ai/socure-lands-450m-as-the-identity-verification-market-heats-up","date":"2021-11-09","support":"Many AI-powered verification platforms operate in a market projected at $17.8bn, so no capability gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"socure","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"Equifax 10-K: a large number of competitors offer products in specialised areas such as fraud and identity."},{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"TransUnion, Equifax, Experian and LexisNexis all sell identity and fraud data."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/33185/000003318526000010/efx-20251231.htm","date":"2026-02-19","support":"No switch time is published; identity checks sit in onboarding flows replaceable in months (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1552033/000155203326000012/tru-20251231.htm","date":"2026-02-27","support":"Bureaus and LexisNexis sell comparable identity data; no documented large gap."}]}}}}},"motorola-solutions":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"motorola-solutions","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola lists 18 video competitors (Axis, Axon, Bosch, Flock, Genetec, Hikvision, Verkada and others) and 15 command-centre rivals (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola says its solutions 'generally take six months to two years to complete' (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Many large vendors compete across video and command-centre software, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"motorola-solutions","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"10-K FY2025: video rivals Axis, Axon, Bosch, Genetec, Hanwha, Verkada, Flock; command center rivals Axon, CentralSquare, Hexagon, Mark43, Oracle, RapidSOS, Tyler."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Command-centre and video systems are public-safety systems of record; replacement runs 1-2 years (judgement, no switch time published)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Axon names Motorola as a rival in cameras, evidence and AI report drafting; comparable options exist."}]}}}}},"verint":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"verint","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"verint","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"10-K FY2025 (Jan 2025): key competitors Alvaria, Calabrio, Genesys, NICE, Pegasystems, Qualtrics; also divisions of Microsoft, Alphabet, Amazon, Salesforce."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts contact-centre migrations for 500+ agents at 6 to 18 months (consultant estimate); Verint says over 80 of the Fortune 100 use its solutions (company claim). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"NICE and Genesys are named, larger rivals; hyperscalers and niche AI firms also compete; no gap in Verint favour."}]}}}}},"unitedhealth-group":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"unitedhealth-group","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000011/way-20251231.htm","date":"2026-02-17","support":"Waystar says it onboarded many new clients after a 2024 competitor cybersecurity incident, showing an alternative to Change Healthcare at scale (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.aha.org/node/692736","date":"undated","support":"In a March 2024 survey, 67% of hospitals said switching clearinghouses was 'difficult or very difficult' during the Change Healthcare outage (date: page shows survey dates (9-12 March 2024) but no publication date, so undated)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.aha.org/node/693117","date":"2024-04-16","support":"Change Healthcare says it processes 15 billion transactions a year and touches 1 in 3 patient records, volume rivals had to absorb in 2024 (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"unitedhealth-group","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"Best in KLAS 2026 RCM technology awards went to CodaMetrix (autonomous coding), Dolbey (computer-assisted coding), Quadax (claims), Waystar (patient access) and others; the article does not name Optum."},{"url":"https://www.sec.gov/Archives/edgar/data/1478242/000147824225000045/iqv-20241231.htm","date":"2025-02-13","support":"IQVIA lists Optum Insight with Oracle Health, Tempus and others as competitors in health technology and analytics."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/731766/000073176626000062/unh-20251231.htm","date":"2026-03-02","support":"UnitedHealth 10-K describes competitors as startups to Fortune 50 enterprises; no switch time is given, so 3-12 months is a judgement (evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"CodaMetrix topped Best in KLAS for autonomous coding, so a specialist already leads in one of Optum Insight AI use cases."}]}}}}},"ge-healthcare":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ge-healthcare","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"Siemens (Deep Resolve), GE (AIR Recon DL) and Philips (SmartSpeed) each sell deep-learning MR reconstruction; Canon offers AI noise reduction (date: undated page)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"AI reconstruction is 'vendor-dependent and highly proprietary', so replacing it means re-equipping scanners; no time given, so evidence is thin and 1-2 years is judged (date: undated page)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.medicaleconomics.com/view/ge-healthcare-tops-fda-list-for-ai-enabled-medical-devices-for-fourth-year-in-a-row","date":"2025-07-23","support":"GE HealthCare has led the FDA AI-enabled device list four years running with 100 authorizations, so the nearest rivals trail somewhat (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ge-healthcare","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"FDA AI-device authorisations to Q1 2026: GE 130, Siemens Healthineers 95, Philips 58, Canon 48, United Imaging 40, Aidoc 33, DeepHealth 29, Samsung 21, Rapid.ai 20."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1932393/000193239326000007/gehc-20251231.htm","date":"2026-02-04","support":"GE says it both competes and partners with digital health and AI participants, so hospitals can add third-party AI on GE scanners in months; scanner replacement itself is slower."},{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"Software-only vendors Aidoc (33 clearances) and Rapid.ai (20) appear on the same list."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1932393/000193239326000007/gehc-20251231.htm","date":"2026-02-04","support":"Primary competitors Siemens Healthineers, Philips, United Imaging, Mindray and Canon all sell AI-enabled imaging; no leader gap is documented."}]}}}}},"abb":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"abb","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked 19 asset-performance software vendors, including ABB, AVEVA, Baker Hughes, Emerson, GE Vernova, Hitachi Energy, Honeywell and IBM (date: full date shown)."},{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell names Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as major competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://controlglobal.com/show-coverage/honeywell-users-group/article/55296612/phillips-66-converts-aging-dcs-to-honeywell-experion-pks","date":"2025-06-11","support":"Phillips 66 moved a cogeneration unit's control system to Honeywell Experion in phases from October 2022 to 2024, about two years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.processingmagazine.com/process-control-automation/instrumentation/article/55350859/abb-named-1-dcs-market-leader-by-arc-advisory-group","date":"2021-01-26","support":"ABB led DCS with 19.2% of a $15bn market, so rivals hold about four-fifths and have comparable capability (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"abb","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."},{"url":"https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm","date":"2026-01-29","support":"GE Vernova 10-K lists ABB, Siemens, Schneider, Hitachi Energy, Mitsubishi Electric in electrification."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://emugtech.com/plm-engineering-platforms/teamcenter-3dexperience-windchill/","date":"undated","support":"Enterprise engineering and control software runs 12 to 24 months (PLM services firm, undated; analogous evidence, thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1024478/000102447825000116/rok-20250930.htm","date":"2025-11-12","support":"Rockwell 10-K FY2025 lists Siemens, ABB, Schneider Electric, Emerson, Mitsubishi Electric, Honeywell and Dassault Systemes as competitors."}]}}}}},"ibm":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ibm","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://reliamag.com/topics/guides/best-eam-software-utilities","date":"2026-10-20","support":"A 2026 utility guide compares Maximo with SAP EAM, IFS Ultimo, Octave Attune, Oracle and AVEVA APM (date: page shows only a last-updated date, used as given)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://reliamag.com/topics/guides/best-eam-software-utilities","date":"2026-10-20","support":"The guide says utility-scale EAM implementations are major programmes and warns of three-year rollouts (date: page shows only a last-updated date, used as given)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://reliamag.com/topics/guides/best-eam-software-utilities","date":"2026-10-20","support":"The guide ranks Octave Attune EAM first, so the best alternative is at least comparable (date: page shows only a last-updated date, used as given)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"ibm","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.marketsandmarkets.com/ResearchInsight/enterprise-asset-management-market.asp","date":"undated","support":"MarketsandMarkets (undated): EAM vendors include IBM, IFS, SAP, Oracle, Trimble, Aptean, ServiceNow, Siemens, Hitachi Energy; the top five hold about 40-43% of the market. [undated page]"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.marketsandmarkets.com/ResearchInsight/enterprise-asset-management-market.asp","date":"undated","support":"Asset-management systems are embedded in plant maintenance; no switch time published, so 1-2 years is a judgement (evidence thin). [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.marketsandmarkets.com/ResearchInsight/enterprise-asset-management-market.asp","date":"undated","support":"IFS, SAP and Oracle are named peers of similar scale; no gap documented. [undated page]"}]}}}}},"flock-safety":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"flock-safety","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola lists Flock among video-security competitors with Axon, Genetec, Verkada and others (date: EDGAR filing date of the document)."},{"url":"https://404media.co/cities-are-ditching-flock-immediately-replacing-it-with-axon-license-plate-readers/","date":"2026-08-06","support":"Cities replaced Flock with Axon licence-plate readers (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://404media.co/cities-are-ditching-flock-immediately-replacing-it-with-axon-license-plate-readers/","date":"2026-08-06","support":"Several US cities 'immediately replaced' Flock cameras with equivalent Axon systems (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://404media.co/cities-are-ditching-flock-immediately-replacing-it-with-axon-license-plate-readers/","date":"2026-08-06","support":"Replacements are described as 'equivalent systems from law enforcement contracting giant Axon' (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"flock-safety","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Axon 10-K lists Flock FlockOS among Fusus rivals (Genetec Citigraf, Motorola CommandCentral Aware, Coreforce)."},{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Motorola 10-K names Flock, Verkada, Axis, Genetec among video rivals."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"City contracts for cameras are renewed on short terms; replacement within a year is plausible (judgement, no published time)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","date":"2026-02-25","support":"Axon and Motorola offer comparable real-time platforms; no documented gap."}]}}}}},"baker-hughes":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"baker-hughes","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Verdantix benchmarked 19 APM vendors including Baker Hughes, AVEVA, Emerson, GE Vernova, Honeywell and IBM (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"APM software overlays existing plant systems; no switching time given, so evidence is thin and months is judged (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://research.verdantix.com/insights/report/green-quadrant--asset-performance-management-apm-solutions-2026","date":"2026-04-28","support":"Nineteen benchmarked vendors offer comparable APM, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"baker-hughes","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"industry-infrastructure":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1701605/000170160526000007/bkr-20251231.htm","date":"2026-02-05","support":"10-K FY2025: OFSE competitors SLB, Halliburton, NOV, Weatherford, TechnipFMC; IET competitors Siemens Energy, Solar, Mitsubishi Heavy, Sulzer, Flowserve, Emerson."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1701605/000170160526000007/bkr-20251231.htm","date":"2026-02-05","support":"Cordant is an AI-enabled modular enterprise solution; no switch time published, so 3-12 months is a judgement (evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/87347/000119312526021017/slb-20251231.htm","date":"2026-01-23","support":"SLB and other large vendors offer comparable digital tools; no large gap documented."}]}}}}},"epic":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"epic","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://dhinsights.org/news/epic-shakes-up-the-ai-ambient-listening-market-with-integrated-option","date":"2026-02-12","support":"Epic's native AI Charting could displace third-party scribes from Microsoft (DAX), Abridge, Nabla and Suki, so several qualified scribe vendors exist (date: full date shown)."},{"url":"https://www.healthcareittoday.com/2025/08/21/a-deep-dive-into-the-announcements-at-epic-ugm-2025/","date":"2025-08-21","support":"Epic said customers 'can use other third parties to do Ambient AI as they do today' (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.abridge.com/press-release/uchealth-scales-abridge","date":"2026-02-24","support":"The company says UCHealth went from a nine-month, 250-provider pilot to a systemwide Abridge rollout, a months-scale switch (date: full date shown)."},{"url":"https://dhinsights.org/news/epic-shakes-up-the-ai-ambient-listening-market-with-integrated-option","date":"2026-02-12","support":"Third-party AI tools need separate contracts, security assessments and fees, so a switch is a procurement project of months (date: full date shown)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.techtarget.com/searchhealthit/news/366643293/Health-systems-delay-EHR-purchases-amid-uncertainty-rising-AI-investment","date":"2026-05-18","support":"KLAS: Epic holds 43.7% of US acute-care hospitals and gained a net 77 in 2025, the largest base for embedded clinical AI; third parties need separate contracts (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"epic","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"About 60 ambient scribe companies compete in the US, including Microsoft, Oracle, Abridge, Nabla and Suki (landscape section); Epic AI also faces KLAS-ranked rivals. [date: month only]"},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Epic top health-system suite for the 16th year, but Abridge, Ambience and Microsoft hold the top ambient and CDI scores."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://healthsystemcio.com/2026/09/28/late-epic-migration-foundation/","date":"2026-09-28","support":"A three-hospital system chose Epic on 24 June 2026 with go-live planned for 2028, about two years; EHR-embedded AI cannot move without the EHR."},{"url":"https://www.healthcareittoday.com/2026/07/09/the-2026-ehr-market-is-cooling-as-leaders-pivot-to-ai/","date":"2026-07-09","support":"KLAS: zero large health-system EHR migrations last year; leaders are delaying a full rip and replace, patching with AI over 12 to 24 months."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.statnews.com/2026/02/04/epic-ai-charting-ambient-scribe-abridge-microsoft/","date":"2026-02-04","support":"Epic launched AI Charting in Feb 2026; STAT says it has similar features to products from Abridge and Microsoft, so rivals trail by little."},{"url":"https://hitconsultant.net/2026/05/14/klas-2026-ehr-market-share-report/","date":"2026-05-14","support":"KLAS 2026: Epic added 77 hospitals in 2025 and was the only vendor large systems chose, so its embedded AI reaches further than rivals can match."}]}}}}},"veeva":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"veeva","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva says its CRM competes primarily with Salesforce; IQVIA, Dassault, OpenText, Oracle and Honeywell compete in parts of R&D and quality (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva says CRM migration 'will require time and expense' and some customers plan to move to Salesforce, a multi-year process (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Veeva says no single vendor competes with all of its Development Cloud or Quality Cloud applications (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"veeva","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"10-K FY2026: CRM competes primarily with Salesforce; data rivals IQVIA, Ipsos, Definitive; Development and Quality Cloud rivals IQVIA, Dassault, OpenText, Oracle, Honeywell."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"10-K names Salesforce, IQVIA, Dassault, OpenText, Oracle and Honeywell as alternatives but gives no switch time; regulated systems of record take 1-2 years to replace (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","date":"2026-03-20","support":"Salesforce is the principal CRM competitor and IQVIA a data competitor (10-K); no capability gap is documented."}]}}}}},"moodys":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"moodys","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"Moody's says its Analytics unit faces various diversified competitors in risk software, research and commercial data (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"Moody's Analytics sells cloud subscriptions and cites strong retention; no switching time given, so evidence is thin and months is judged (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"Moody's describes competitors ranging from large, well-resourced firms to agile ones, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"moodys","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"10-K FY2025: Moodys Analytics competes broadly in financial information and risk software against diversified competitors; MIS competes with other rating agencies."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1059556/000162828026009136/mco-20251231.htm","date":"2026-02-18","support":"Many users have in-house credit research that can substitute for purchased content; analytics subscriptions are swapped within a year (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/64040/000006404026000013/spgi-20251231.htm","date":"2026-02-11","support":"S&P 10-K lists traditional content providers and technology-led companies as competitors; no large capability gap is documented."}]}}}}},"hithink-royalflush":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hithink-royalflush","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":1,"evidence":[{"url":"https://finance.sina.com.cn/stock/observe/2026-05-15/doc-inhxyimc9351259.shtml?cref=cj","date":"2026-05-15","support":"Sina compares Hithink with Hundsun, Kingdom, Dingdian, TDX and Dazhihui, and with Wind and East Money's Choice in data (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://finance.sina.com.cn/stock/observe/2026-05-15/doc-inhxyimc9351259.shtml?cref=cj","date":"2026-05-15","support":"Hithink sells AI software and system maintenance to institutions, implying integration work; no switching time given, so evidence is thin (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://finance.sina.com.cn/stock/observe/2026-05-15/doc-inhxyimc9351259.shtml?cref=cj","date":"2026-05-15","support":"Several listed peers sell comparable securities IT and data products, so no capability gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"hithink-royalflush","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"financial-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.caixinglobal.com/2026-08-27/brokerage-licenses-drive-profit-divide-among-chinas-online-finance-platforms-102478567.html","date":"2026-08-27","support":"Caixin (27 Aug 2026): East Money dominated China online finance platforms in H1 2026; rest of article paywalled."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.caixinglobal.com/2026-08-27/brokerage-licenses-drive-profit-divide-among-chinas-online-finance-platforms-102478567.html","date":"2026-08-27","support":"Retail investor apps are free to move between; no switch time is published (judgement, evidence thin)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.caixinglobal.com/2026-08-27/brokerage-licenses-drive-profit-divide-among-chinas-online-finance-platforms-102478567.html","date":"2026-08-27","support":"East Money is a larger broker-linked rival; no capability gap evidence found."}]}}}}},"philips":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"philips","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"Siemens (Deep Resolve), GE (AIR Recon DL) and Philips (SmartSpeed) each sell deep-learning MR reconstruction; Canon offers AI noise reduction (date: undated page)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://mriquestions.com/ai-in-clinical-mri.html","date":"undated","support":"AI reconstruction is 'vendor-dependent and highly proprietary', so replacing it means re-equipping scanners; no time given, so evidence is thin and 1-2 years is judged (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.medicaleconomics.com/view/ge-healthcare-tops-fda-list-for-ai-enabled-medical-devices-for-fourth-year-in-a-row","date":"2025-07-23","support":"GE HealthCare leads the FDA AI-enabled device list with 100 authorizations, so the best alternative is at least at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"philips","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"FDA AI-device authorisations to Q1 2026: GE 130, Siemens 95, Philips 58, Canon 48, United Imaging 40, Aidoc 33."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1932393/000193239326000007/gehc-20251231.htm","date":"2026-02-04","support":"GE 10-K: imaging makers also partner with AI participants, so software can be added or swapped on scanners within months; hardware cycles are longer (judgement)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://rtmedical.com.br/en/top-fornecedores-ia-fda/","date":"2026-06-18","support":"Philips has fewer FDA AI clearances (58) than GE (130) and Siemens (95), so larger-count rivals are at least as capable."}]}}}}},"mri-software":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"mri-software","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata names legacy incumbents Yardi, RealPage and MRI Software and SMB vendors AppFolio and Buildium (date: filing date on the S-1 cover)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata cites switching costs and a six- to 12-month enterprise sales cycle (date: filing date on the S-1 cover)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/2028464/000162828026038608/entrata-sx1.htm","date":"2026-05-28","support":"Entrata says it wins about 70% of formal competitive evaluations, so alternatives are at least comparable (date: filing date on the S-1 cover)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"mri-software","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1433195/000143319526000011/appf-20251231.htm","date":"2026-02-05","support":"AppFolio 10-K FY2025: competes with vertical real estate software providers, horizontal business-management providers and many point-solution firms; 22,096 AppFolio customers."},{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Sacra (2026): Yardi, Entrata and AppFolio are the main system-of-record rivals bundling AI (MRI not named, evidence thin). [date: year only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.bcsolut.com/resources/realpage-to-yardi-migration-checklist","date":"undated","support":"Yardi consultancy (undated): a standard Yardi implementation takes 3-6 months and the old system is kept read-only for 12-24 months. [undated page]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://sacra.com/c/eliseai","date":"2026","support":"Rivals bundle native AI into the system of record; no documented lead for MRI alternatives to fall short of. [date: year only]"}]}}}}},"r1-rcm":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"r1-rcm","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","date":"2024-02-27","support":"R1 faces other end-to-end and functional RCM providers, modular vendors, global outsourcers and hospitals' in-house teams (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","date":"2024-02-27","support":"R1 says end-to-end agreements span seven to 10 years and its sales process takes six to 18 months (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","date":"2024-02-27","support":"R1 lists many competitor types including in-house RCM and describes no unique capacity; evidence on a gap is thin (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"r1-rcm","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","date":"2024-02-27","support":"10-K FY2023: competitors are other end-to-end and modular RCM providers, in-house departments, software vendors and consultants."},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Ensemble won end-to-end RCM outsourcing at 96.9 points against R1 as the only other rated vendor."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1910851/000162828024007062/ah-20231231.htm","date":"2024-02-27","support":"10-K FY2023: end-to-end RCM contracts typically run seven to 10 years and modular ones up to three years; sales cycles take 6 to 18 months."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Ensemble beat R1 by 42.9 points (96.9 vs about 54); R1 customers rate it poorly on loyalty and value."}]}}}}},"abridge":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"abridge","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://dhinsights.org/news/epic-shakes-up-the-ai-ambient-listening-market-with-integrated-option","date":"2026-02-12","support":"Epic's native AI Charting could displace third-party scribes from Microsoft (DAX), Abridge, Nabla and Suki, so several qualified scribe vendors exist (date: full date shown)."},{"url":"https://hlth.com/insights/news/epic-releases-native-ai-charting-for-integrated-clinical-documentation-2026-02-06","date":"2026-02-06","support":"Health systems are reassessing separate contracts with Abridge, Ambience and Nabla now that Epic ships native AI charting (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.abridge.com/press-release/uchealth-scales-abridge","date":"2026-02-24","support":"The company says UCHealth went from a nine-month, 250-provider pilot to a systemwide Abridge rollout, a months-scale switch (date: full date shown)."},{"url":"https://medcitynews.com/2026/02/mount-sinai-microsoft-clinical-documentation/","date":"2026-02-11","support":"Mount Sinai ran short pilots of each vendor before choosing, so qualifying a replacement scribe takes months, not years (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://medcitynews.com/2026/02/mount-sinai-microsoft-clinical-documentation/","date":"2026-02-11","support":"Mount Sinai's digital chief said 'Microsoft and Abridge were relatively close' in its evaluation, so the best alternative is near parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"abridge","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"PHTI counts about 60 ambient scribe companies and notes the segment is over-capitalized. [date: month only]"},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026: Ambience 94.4 points trails Abridge 94.7 by 0.3; Microsoft and Epic also compete."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"Ambient scribing is described as commoditized with low switching costs; an enterprise-wide swap still needs a pilot, security review and EHR integration. [date: month only]"},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS: an overwhelming majority of customers say Abridge is part of their long-term plans (stickiness)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"KLAS 2026 gap between first (Abridge) and second (Ambience) is 0.3 points."},{"url":"https://www.statnews.com/2026/02/04/epic-ai-charting-ambient-scribe-abridge-microsoft/","date":"2026-02-04","support":"Epic AI Charting reportedly has features similar to Abridge and Microsoft products (STAT, 4 Feb 2026)."}]}}}}},"bloomreach":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bloomreach","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Coveo was named a 2025 Leader in Gartner's Search and Product Discovery Magic Quadrant, one of several Leaders (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.algolia.com/customers/YourSurprise","date":"undated","support":"Algolia says a retailer implemented its search in under a month and went live a month later (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Several Leaders offer comparable product discovery, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"bloomreach","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Coveo (26 Jun 2025): positioned among vendors in the Leaders quadrant of the 2025 Gartner Search and Product Discovery MQ; several vendors (Algolia, Google, Coveo) are leaders."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"No switch time is published; commerce search and personalisation layers are swapped within a quarter or two (judgement, evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Several vendors sit in the Leaders quadrant, so best alternatives are at least equal."}]}}}}},"zendesk":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"zendesk","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 lists Microsoft, Oracle, Salesforce, ServiceNow and Zendesk among CRM vendors in customer service, plus many contact-centre rivals (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"zendesk","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow 10-K names Microsoft, Oracle, SAP, Salesforce and Workday plus AI point and platform entrants."},{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"Verint lists many CX vendors and hyperscalers."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow flags customer reluctance to migrate; help-desk swaps take months (judgement)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","date":"2026-03-02","support":"Salesforce lists AI-native startups and large platforms as competitors; no documented capability gap for Zendesk alternatives."}]}}}}},"waystar":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"waystar","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000011/way-20251231.htm","date":"2026-02-17","support":"Waystar describes a highly fragmented market of RCM vendors, point-solution vendors, EHR and PM vendors and in-house builds (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000011/way-20251231.htm","date":"2026-02-17","support":"Waystar says it implemented many clients leaving a 2024 competitor outage in as little as 48 hours; contracts run two or three years (date: EDGAR filing date of the document)."},{"url":"https://www.aha.org/node/692736","date":"undated","support":"In a March 2024 survey, 67% of hospitals said switching clearinghouses was 'difficult or very difficult' during the Change Healthcare outage (date: page shows survey dates (9-12 March 2024) but no publication date, so undated)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000011/way-20251231.htm","date":"2026-02-17","support":"Rivals of varying scale exist and Waystar describes no capacity it alone provides; evidence on a gap is indirect (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"waystar","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":1,"evidence":[{"url":"https://hitconsultant.net/2026/07/22/klas-2026-revenue-cycle-management-suites-report-insights/","date":"2026-07-22","support":"KLAS 2026 RCM suites: Waystar A, Experian Health B+, FinThrive B, Availity also rated; KLAS has not validated any fully mature end-to-end platform."},{"url":"https://www.techtarget.com/revcyclemanagement/news/366638784/Abridge-Microsoft-earn-top-spots-for-revenue-cycle-tech","date":"2026-02-05","support":"Best in KLAS 2026 also names Quadax, Availity, Experian Health, FinThrive, CodaMetrix in other RCM categories."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1990354/000141057825000148/way-20241231x10k.htm","date":"2025-02-18","support":"10-K FY2024: clients face significant time and resources to switch; Waystar says it implemented many new clients in as little as 48 hours (company claim)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://hitconsultant.net/2026/07/22/klas-2026-revenue-cycle-management-suites-report-insights/","date":"2026-07-22","support":"Waystar earned the only A and leads satisfaction, but Experian Health (B+) is close and gaps are in integration, not capability."}]}}}}},"alphabet":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"alphabet","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"alphabet","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"Verint names Genesys, NICE, Calabrio, Alvaria, Pega, Qualtrics and units of Microsoft, Alphabet, Amazon and Salesforce as competitors."},{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Gartner 2026 CCaaS Magic Quadrant evaluates 10 vendors (Genesys page, undated). [undated page]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts contact-centre migrations at 3 to 6 months for 100-500 agents; add-on AI agents swap faster than platforms (judgement). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Leaders in the Magic Quadrant claim top positions in turn (Genesys 2026, NiCE 2025); no gap against Google. [undated page]"}]}}}}},"amazon":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amazon","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 says its solution deploys quickly with minimal disruption, though larger organisations need longer sales and implementation cycles (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"amazon","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1166388/000116638825000014/vrnt-20250131.htm","date":"2025-03-26","support":"Verint lists Genesys, NICE, Calabrio, Alvaria, Pega, Qualtrics and units of Microsoft, Alphabet, Amazon and Salesforce as competitors."},{"url":"https://www.genesys.com/en-gb/resources/gartner-magic-quadrant-for-contact-center-as-a-service","date":"undated","support":"Gartner 2026 CCaaS MQ evaluates 10 vendors (undated Genesys page). [undated page]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.inflectioncx.com/intelligence/guides/ccaas-migration-guide","date":"2026","support":"A CX consultancy puts migrations at 3 to 6 months for 100-500 agents and 6 to 18 months for larger sites; Amazon Connect AI is an add-on layer (judgement). [date: year only]"}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE claims highest Ability to Execute in the 2025 Gartner CCaaS MQ; Genesys claims it in 2026: leaders swap places, no gap."}]}}}}},"scale-ai":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"scale-ai","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://defensescoop.com/2025/07/14/pentagon-ai-contracts-musk-xai-google-openai-anthropic-cdao/","date":"2025-07-14","support":"The CDAO awarded agentic-AI contracts of up to $200m each to OpenAI, Anthropic, Google and xAI (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://defensescoop.com/2025/07/14/pentagon-ai-contracts-musk-xai-google-openai-anthropic-cdao/","date":"2025-07-14","support":"Four frontier-AI vendors were put on contract within about a month (June-July 2025), so agencies can add suppliers in months (date: full date shown)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://defensescoop.com/2025/07/14/pentagon-ai-contracts-musk-xai-google-openai-anthropic-cdao/","date":"2025-07-14","support":"Several frontier labs now offer the Pentagon comparable agentic AI, so no capability gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"scale-ai","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/05/dod-grows-scale-ai-agreement-500m/413396/","date":"2026-05-07","support":"DOD raised its Scale AI OTA ceiling from $100m to $500m for computer vision and generative AI decision support (Washington Technology, 7 May 2026); competitor list not verified."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/05/dod-grows-scale-ai-agreement-500m/413396/","date":"2026-05-07","support":"An Other Transaction Agreement lets DOD components buy as needed, so work can move to another vendor within a year (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.washingtontechnology.com/contracts/2026/05/dod-grows-scale-ai-agreement-500m/413396/","date":"2026-05-07","support":"Demand exceeded the original ceiling (company statement), but no capability gap evidence is published."}]}}}}},"shopify":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"shopify","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1594805/000159480526000007/shop-20251231.htm","date":"2026-02-11","support":"Shopify calls its market 'highly fragmented', with ecommerce software, CMS, payments, POS and marketplace competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1594805/000159480526000007/shop-20251231.htm","date":"2026-02-11","support":"Shopify says the difficulty and cost to switch to a competitor may not be significant for many merchants (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1594805/000159480526000007/shop-20251231.htm","date":"2026-02-11","support":"Shopify expects competition to increase, so comparable alternatives exist (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"shopify","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://s27.q4cdn.com/572064924/files/doc_financials/2025/q4/SHOP-Q4-2025-10K.pdf","date":"2026-02-11","support":"10-K FY2025: market is highly fragmented; merchants may choose ecommerce software vendors, content management systems, payment processors, point-of-sale providers and others."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://s27.q4cdn.com/572064924/files/doc_financials/2025/q4/SHOP-Q4-2025-10K.pdf","date":"2026-02-11","support":"No switch time is published; merchants can replatform within months (judgement, evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://s27.q4cdn.com/572064924/files/doc_financials/2025/q4/SHOP-Q4-2025-10K.pdf","date":"2026-02-11","support":"Shopify says it compares favourably to competitors (company claim); the field is fragmented and no clear gap is documented."}]}}}}},"c3ai":{},"sensetime":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sensetime","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":1,"evidence":[{"url":"https://thechinaproject.com/2022/04/25/can-chinas-ai-industry-live-up-to-the-hype/","date":"2022-04-25","support":"SenseTime is one of four 'little dragons' (with Megvii, CloudWalk, Yitu) and competes with AI equipment makers like Hikvision (date: full date shown)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/68505/000006850526000010/msi-20251231.htm","date":"2026-02-12","support":"Video and command-centre deployments take six months to two years; software-only replacements sit at the low end, so evidence is indirect (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://thechinaproject.com/2022/04/25/can-chinas-ai-industry-live-up-to-the-hype/","date":"2022-04-25","support":"Several Chinese vision-AI firms and equipment makers offer comparable systems, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"sensetime","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"Memoori (Jun 2026): Hikvision and Dahua lead video surveillance; Canon (Axis), Motorola, Hanwha and Verkada follow; many vendors sell AI vision (SenseTime not covered, evidence thin). [date: month only]"}]},"switchingTime":{"level":2,"evidence":[{"url":"https://memoori.com/video-surveillance-market-leaders-2026/","date":"2026-06","support":"No switch time is published; smart-city video estates are procured per project (judgement, evidence thin). [date: month only]"}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://sensetime.com/en/news/51170581","date":"2026-03-26","support":"SenseTime says its CV 2.0 unit turned profitable and generative AI drives growth (company statement); Memoori calls Hikvision the most capable vendor, so gap to the best rival is modest."}]}}}}},"algolia":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"algolia","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Coveo was named a 2025 Leader in Gartner's Search and Product Discovery Magic Quadrant, one of several Leaders (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.algolia.com/customers/YourSurprise","date":"undated","support":"Algolia says a retailer implemented its search in under a month and went live a month later (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Several Leaders offer comparable search, so no gap is evident (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"algolia","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"retail-services":{"alternatives":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Coveo (26 Jun 2025): second year as a Leader in the 2025 Gartner Search and Product Discovery MQ; other vendors sit in the Leaders quadrant (Algolia also announced Leader status)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Site search is a modular service; no switch time is published, so weeks to a few months is a judgement (evidence thin)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://ir.coveo.com/en/news-events/press-releases/detail/440/coveo-named-a-leader-in-the-2025-gartner-magic","date":"2025-06-26","support":"Several vendors are Gartner Leaders, so best alternatives are at least equal."}]}}}}},"constructor-io":{},"halliburton":{},"horizon-robotics":{},"itron":{},"nemetschek":{},"tyler-technologies":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"tyler-technologies","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"Tyler names Oracle, Infor, SAP, Workday, CentralSquare, Thomson Reuters, Motorola, Axon and Constellation Software (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":3,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"Implementations include planning, design, data conversion and testing; contracts run one to 10 years with about 2% annual client turnover (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"Large vendors (Oracle, SAP, Workday) offer comparable public-sector software, so no gap is evident (date: EDGAR filing date of the document)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"tyler-technologies","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"government-public":{"alternatives":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"10-K FY2025: competitors Oracle, Infor, SAP, Workday, CentralSquare, Thomson Reuters, Motorola, Axon, Constellation, plus integrators and government IT teams."}]},"switchingTime":{"level":4,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"SaaS contracts run 1-10 years (typically 1-3), client turnover about 2% a year, and procurement uses RFPs: core government systems take 2-4 years to replace (judgement)."}]},"capabilityGap":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/860731/000086073126000016/tyl-20251231.htm","date":"2026-02-18","support":"Tyler says competitors may move faster on AI (risk factor); large vendors are comparable."}]}}}}},"oracle":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"oracle","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://www.suki.ai/oracle-health/","date":"undated","support":"Suki offers two-way integration with Oracle Health; Oracle customers can also use other ambient vendors (date: undated page)."},{"url":"https://dhinsights.org/news/epic-shakes-up-the-ai-ambient-listening-market-with-integrated-option","date":"2026-02-12","support":"Epic's native AI Charting could displace third-party scribes from Microsoft (DAX), Abridge, Nabla and Suki, so several qualified scribe vendors exist (date: full date shown)."}]},"switchingTime":{"level":1,"evidence":[{"url":"https://www.suki.ai/oracle-health/","date":"undated","support":"Suki says its Oracle Health implementation typically takes 8-12 weeks (date: undated page)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.techtarget.com/searchhealthit/news/366643293/Health-systems-delay-EHR-purchases-amid-uncertainty-rising-AI-investment","date":"2026-05-18","support":"KLAS: Oracle Health holds 21.9% and lost a net 56 hospitals in 2025, mostly to Epic, so a larger alternative already absorbs its customers (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"oracle","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"healthcare-life-sciences":{"alternatives":{"level":2,"evidence":[{"url":"https://hitconsultant.net/2026/05/14/klas-2026-ehr-market-share-report/","date":"2026-05-14","support":"KLAS 2026: Oracle Health is the second EHR (Epic added 77 hospitals, Oracle lost a net 56); MEDITECH is the third; EHR-embedded AI has few direct substitutes but many point tools."},{"url":"https://phti.org/wp-content/uploads/sites/3/2025/03/PHTI-Adoption-of-AI-in-Healthcare-Delivery-Systems-Early-Applications-Impacts.pdf","date":"2025-03","support":"Oracle is one of about 60 ambient scribe vendors; the PHTI report names Microsoft, Abridge, Commure, Nabla and Suki as others. [date: month only]"}]},"switchingTime":{"level":3,"evidence":[{"url":"https://hitconsultant.net/2026/05/14/klas-2026-ehr-market-share-report/","date":"2026-05-14","support":"Nearly one-third of sampled Oracle Health customers say it is not in long-term plans, yet it lost a net 56 hospitals in 2025: EHR changes are slow (judgement)."},{"url":"https://healthsystemcio.com/2026/09/28/late-epic-migration-foundation/","date":"2026-09-28","support":"A small three-hospital system needs about two years from selection (June 2026) to go-live (2028) for an EHR change."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.statnews.com/2026/02/04/epic-ai-charting-ambient-scribe-abridge-microsoft/","date":"2026-02-04","support":"Epic AI Charting (Feb 2026) has features similar to Abridge and Microsoft, so credible rivals already match Oracle Health Clinical AI Agent."},{"url":"https://www.prnewswire.com/news-releases/oracle-health-clinical-ai-agent-helps-emergency-and-inpatient-doctors-spend-more-time-on-patient-care-302710039.html","date":"2026-03-11","support":"Oracle says its Clinical AI Agent note generation became available for inpatient and emergency settings only on 11 March 2026 (company release)."}]}}}}},"cognite":{},"procore":{},"lseg":{},"quantexa":{},"servicenow":{"a":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"servicenow","rater":"a","model":"claude-opus-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow names Microsoft, Oracle, SAP, Salesforce and Workday as competitors (date: EDGAR filing date of the document)."},{"url":"https://www.sec.gov/Archives/edgar/data/1288847/000128884726000023/fivn-20251231.htm","date":"2026-02-20","support":"Five9 names Avaya, Cisco, Genesys, NICE, Amazon, Twilio, Microsoft, Talkdesk, Content Guru, RingCentral and Zoom as contact-centre competitors (date: EDGAR filing date of the document)."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"ServiceNow notes customer reluctance to migrate from current solutions; contact-centre tools deploy in months (date: EDGAR filing date of the document)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.nice.com/press-releases/nice-named-a-leader-in-the-2025-gartner-magic-quadrant-for-contact-center-as-a-service-for-11th-consecutive-year","date":"2025-09-10","support":"NiCE was rated highest in Ability to Execute in Gartner's 2025 CCaaS Magic Quadrant, one of several Leaders, so alternatives are at parity (date: full date shown)."}]}}}},"b":{"schema":"5lc-index-rating/1","key":"applications-vertical-ai","entityId":"servicenow","rater":"b","model":"claude-sonnet-5-5","ratedAt":"2026-10-23","functions":{"customer-service":{"alternatives":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"10-K FY2025: competitors Microsoft, Oracle, SAP, Salesforce, Workday, plus AI point and platform entrants, in-house tools and integrators."}]},"switchingTime":{"level":2,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"Risk factors cite customer reluctance to migrate away from current solutions; service workflows move within about a year (judgement)."}]},"capabilityGap":{"level":1,"evidence":[{"url":"https://www.sec.gov/Archives/edgar/data/1373715/000137371526000007/now-20251231.htm","date":"2026-01-29","support":"Large vendors such as Microsoft and Salesforce are named competitors; no gap evidence."}]}}}}},"feedzai":{},"guidewire":{},"intapp":{},"glodon":{},"hundsun":{},"factset":{},"msci":{},"megvii":{},"ncino":{}},"validation":[]}