Software & SaaS
Contract awards, platform migrations, renewal cycles and procurement framework places are dated and name the buyer. Hiring patterns and product launches move earlier and indicate direction rather than commitment. BACI works from the renewal cycle in particular, because enterprise software is mostly a replacement market and the only reliable moment to displace an incumbent is when a contract approaches its term, and it identifies which organisations are approaching that point rather than which ones look like a fit on paper.
Artificial Intelligence
What decides an AI purchase usually isn't the technology. An enterprise buys when its risk, legal and procurement functions have agreed a governance position, and that internal process is visible from the outside: policy publications, model risk frameworks, regulatory guidance, the appointment of someone accountable for it. BACI reads those governance signals rather than the product announcements, because an organisation without an approved framework can't buy however good the demonstration is, and one that has just approved a framework is about to.
Cybersecurity
Breach disclosures, regulatory mandates, certification requirements and published budget approvals are dated and attributable. Threat trends and advisories move earlier and affect everybody equally, which is what makes them poor targeting signals. BACI concentrates on the events that create a specific buyer at a specific moment, a disclosed incident, a failed audit, a compliance deadline, a new certification written into a customer's contract, and connects those to the procurement routes through which security spending actually gets released.
Cloud & Infrastructure
Region launches, announced migration programmes, committed spend agreements and data residency requirements are dated and public. Capacity and pricing trends are softer. BACI pays particular attention to residency rules, because a law requiring data to stay in a jurisdiction creates infrastructure demand that nothing else would have created, and connects migration programmes to the integration, tooling and services work they generate, which is usually a larger and longer opportunity than the infrastructure contract itself.
Hardware & Devices
Certification, distribution agreements, enterprise fleet procurement and refresh cycles are dated and name the parties. Component pricing and demand forecasts move earlier and set the conditions rather than the commitments. BACI treats the refresh cycle as the central signal, since hardware is bought in waves against a predictable replacement schedule, and identifies the organisations reaching the end of one alongside the distribution and channel routes through which a device can actually reach them.
Telecommunications
Spectrum auctions, licence awards, network build contracts and interconnect agreements are dated, public and heavily regulated, which makes them unusually reliable. Consultations and coverage obligations sit upstream. BACI follows the sequence from spectrum allocation to network deployment, because the vendor and supply decisions are made in the gap between the two, and a business that waits for the build contract is quoting into a supply chain that was appointed at the auction.
Data & Analytics
Platform selections, data sharing agreements and regulatory reporting requirements are recorded and dated. Hiring patterns and maturity surveys are softer indicators of whether an organisation can actually use what it buys. BACI reads both, because this is a market where the purchase frequently precedes the capability and the second sale is often the services needed to make the first one work, and identifies where a platform decision has been taken and the implementation gap is opening.
Enterprise IT
Outsourcing awards, ERP programmes, managed service contracts and approved transformation budgets are dated and attributable. Leadership changes and strategy reviews come first and commit nothing, but a new chief information officer is the most reliable predictor of a review in this sector. BACI tracks both, using appointments and reviews to flag where the estate is about to be reassessed and contract awards to confirm where budget has landed, so suppliers arrive during the review rather than after it.
Consumer Technology
Uniquely in this industry there's no named buyer to find. Demand is aggregate and anonymous, so the commercial signals sit in the channel instead: retail listings, distribution agreements, marketplace placement, pricing moves, launch timing against a competitor. BACI reads the channel rather than the customer, identifying where shelf space and distribution are opening, which markets a category is entering, and which retail and platform partners decide whether a product reaches anybody at all.
Gaming & Interactive
Publishing agreements, platform deals, store placement and licensing arrangements are dated and name the counterparties. Player counts, wishlists and engagement metrics move earlier and are the most gamed numbers in any sector BACI covers. BACI weights the commercial arrangements accordingly, identifying the publishers, platform holders and licensors whose decisions determine distribution, and treating audience metrics as an indication of momentum rather than evidence that a title has a route to market.
Semiconductors
This is a market small enough to know by name. A few dozen fabs, a handful of equipment makers, a concentrated set of designers, and capital commitments that run for years and are announced long in advance. That changes the task from discovery to timing: the question isn't who the customers are, it's which of them is reaching a decision point. BACI tracks fab investment, capacity expansion, qualification cycles and supply agreements against that known set.
Developer Tools & Platforms
Enterprise licence agreements, platform standardisation decisions and procurement approvals are dated commitments. Adoption metrics and community growth are softer, and in this category they lead the purchase by a long way, since engineers adopt before anyone signs anything. BACI reads both halves of that pattern, using adoption to identify where a tool has taken hold inside an organisation and procurement signals to identify when that informal use is about to be formalised into a paid agreement.
