INDEPENDENT ANALYST RESEARCH
The agentic AI sector, written for the people making the decisions.
Detailed market reports, weekly news commentary viewed through our Agentic AI framework and hypotheses, and thematic deep-dives — built on a proprietary database of more than 600 agentic AI vendors. Primary and original sources only.
Latest research published 5 May 2026 · Written by Dr Martin De Saulles and the Information Matters team.
Agentic AI Research & Comment
Coding agents: the margin reset is coming
Martin De Saulles, Principal Analyst, and Fiona, AI Research Analyst — Information Matters, May 2026 The coding-agent category has the cleanest growth story in agentic AI. The numbers are not in dispute. Cursor reached $2 billion in run-rate revenue by February 2026. Claude Code was disclosed at $2.5 billion run-rate alongside Anthropic’s February 2026 Series…
Sizing the European Agentic AI Stack
We put Europe’s agentic AI market at $5.5 billion in 2026, with a range of $4.0 to $7.5 billion. The figure is built bottom-up from 113 European-headquartered companies in our research library plus the European-attributable share of foundation-model revenues. It places Europe at 13 to 17 per cent of the global agentic AI market we sized…
How Much AI Is Actually in S&P 500 Filings?
97 per cent of S&P 500 10-Ks mention AI. Only 11 per cent disclose it with substance. Key takeaways The mention–substance gap is the editorial story. 97% of S&P 500 10-Ks mention AI; only 11% disclose AI activity with substance — measured against a six-component rubric covering quantified investment, named systems, named vendors, specific use…
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The Hidden Agentic AI Tax
This piece, originally published in early 2026, looks at the hidden costs of running agentic AI in production — the parts of the bill that don’t appear in vendor pricing pages but show up materially in deployed-system economics. Eighteen months into the agentic-AI deployment cycle, the analysis below holds up; if anything, the gap between…
