Governance for AI agents - runtime control and observability

Governance for AI agents - runtime control and observability targets a $6.0B = 200,000 mid+large enterprises x $30,000 ACV. Target is security/compliance budgets for organizations adopting AI agents; ACV assumes organization-wide runtime governance and support. total addressable market with medium saturation and a year-over-year growth rate of 30-40% as AI agent usage and regulatory scrutiny increase.

Key trends driving demand: Agent proliferation -- developers and teams are embedding agent frameworks across workflows, increasing the volume of automated tool calls.; Enterprise AI ops -- companies are investing in production-grade AI operations, creating demand for governance and telemetry.; Regulatory focus on auditability -- compliance teams require auditable trails for automated decision-making, making tool-call observability necessary..