"Agent" in software earnings filings

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Q1 2024 mentions

48 earnings filings · avg 2

87

Q4 2025 mentions

51 earnings filings · avg 10

490

Q1 2026 mentions (peak)

50 earnings filings · avg 14

724

Q3 2026 mentions (latest)

51 earnings filings · avg 9

478

"Agent" mentions per quarter in software filings, Q1 2024 to Q3 2026 (partial Q4 2023 excluded)

Q1 2024
87
Q2 2024
27
Q3 2024
33
Q4 2024
174
Q1 2025
286
Q2 2025
270
Q3 2025
213
Q4 2025
490
Q1 2026
724
Q2 2026
459
Q3 2026
478

Mentions by segment, Q3 2026 (top 6)

Big tech
75
CRM
108
Collaboration
143
Data
28
HR and finance
32
Security
20

"Agent" mentions per quarter (peak Q1 2026)

2024-Q1
87
2024-Q2
27
2024-Q3
33
2024-Q4
174
2025-Q1
286
2025-Q2
270
2025-Q3
213
2025-Q4
490
2026-Q1
724
2026-Q2
459
2026-Q3
478

"Agent" mentions per year (2026 = Q1 to Q3; partial Q4 2023 excluded)

2024
321
2025
1,259
2026
1,661

Top 10 companies by "agent" mentions, Q3 2026 filings

#GroupValueShare
18725.3%
27120.6%
33911.3%
4329.3%
5236.7%
6216.1%
7205.8%
8185.2%
9174.9%
10164.7%

Segment profile, Q3 2026 ("agent" mentions)

Big tech
75
CRM
108
Collaboration
143
Data
28
HR and finance
32
Security
20
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