This seems to be on pace with my recent conclusions following reading that (I paraphrase - my bold) ..

The market intelligence market was valued at USD 12.1 billion in 2024 and is expected to reach USD 21.4 billion by 2031, growing at a CAGR of 8.2% The market is consolidating around value-add - not just raw data, but curated, contextualised intelligence delivered into existing workflows.

That’s exactly right. It’s like SAAS horizontal plays losing to highly focussed vertical plays. The same is happening with ‘information and intelligence’. Thats what we are doing.