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11 / Market data and deal flow

How should the next market-data pass be designed?

Section 11Page 7 of 12Last updated 20 October 2026
The research in focusRT / market-data / 07

Define the US segment before estimating it: employee range, sectors, included products/services, direct and channel purchases, and revenue recognition basis. Obtain a source that actually reports that segment or build a clearly documented bottom-up estimate with defensible inputs.

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Define the US segment before estimating it: employee range, sectors, included products/services, direct and channel purchases, and revenue recognition basis. Obtain a source that actually reports that segment or build a clearly documented bottom-up estimate with defensible inputs.

For pricing, collect comparable anonymized quotes using a fixed scope, record observation date and discount/term conditions, and separate recurring service from software and projects. Report sample size and distribution rather than a single “typical” number. No such quote sample exists in this export.

For buying volume, seek actual contract or procurement data. Search interest, job advertisements and breach counts can be useful contextual signals but cannot be relabeled as service purchases.

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