Agent runtime governance - standardized control and observability

Agent runtime governance - standardized control and observability targets a $6.0B = 40,000 enterprises x $150k ACV. Rationale: large and mid-market enterprises deploying agents across multiple teams need enterprise-grade governance and could pay $100k-$250k/year for org-wide controls and compliance features. total addressable market with medium saturation and a year-over-year growth rate of 25% to 40%, driven by agent adoption and compliance spending.

Key trends driving demand: Agent proliferation -- more teams use agent frameworks, increasing the surface area for unmanaged tool calls and the need for centralized control.; Enterprise security focus -- security teams demand auditable trails and enforcement of policies across third-party integrations and automated agents.; Shift from sandboxing to runtime governance -- source emphasis that a sandbox isnt enough creates product opportunity for per-call enforcement layers..