Solutions / Research & Intelligence / Market Intelligence
Market Intelligence
Most research answers a question you asked six weeks ago. We detect leading signals and read them through your position in the value chain, so what arrives is a decision with a window to act.
See changes earlyWe track the signals that appear well before a shift shows up in published data.
Answers built for your roleThe same market news means different things to a supplier, a provider and an investor.
Evidence you can defendEvery figure traces to a named source, so the work holds up in a board or investment meeting.
In simple terms
You tell us the decision you are facing. We gather and test the evidence. You get a clear recommendation, the reasoning behind it, and the data underneath so your team can check every number.
What Market Intelligence is. Market intelligence is the continuous work of collecting, validating and interpreting evidence about a market, its buyers, its suppliers, its regulation and its competitive structure, and converting that into a position a leadership team can act on.
What makes this different from a market report. A report is a photograph of a market on the day it was written, and it is written for every company in the industry at once. This work starts from your position and keeps running, so you hear about a change while you can still do something about it.
What the service covers
These are the areas we work across, such as the ones below. We combine them in the proportion your question needs, and we tell you which ones your question does not need.
Sizing and forecasting
TAM, SAM and SOM built bottom-up from unit economics, with stated assumptions, sensitivity bands and break conditions.
Segmentation and demand
Markets split by variables that change buying behaviour, not by whatever categories happen to be easy to count.
Competitive and chain structure
Who holds which position, where concentration is rising, and which links are about to be squeezed or disintermediated.
Signal monitoring
Funding, hiring, capacity, executive movement and regulation tracked continuously and filtered to your role.
Questions this answers
If something like this is on your agenda, the engagement is already half scoped.
- How large is this market once we strip out segments we cannot serve?
- Which segment grows fastest over three years, and what actually drives it?
- Is demand in this geography structural, or subsidy-dependent?
- Where in this value chain does margin sit, and is it moving?
- What is the earliest credible signal that our thesis is wrong?
How you can use this
A few of the situations where this service does real work.
Entering a new market
You are considering a new country, segment or category and need to know the demand is real.
Setting the plan
Growth targets are being set on the previous period plus a percentage.
Committing a product roadmap
You are about to commit serious development time to a direction.
Raising capital or reporting to a board
You need a market view an investor will accept from someone independent.
What changes for your business
The practical difference between running on this and running on what you have now, such as the following.
You decide earlier
Acting on a shift before competitors see it in published data is usually the difference between setting terms and accepting them.
You spend where the growth is
Capital, headcount and budget go to the segments with real headroom rather than the ones that grew last time.
You reduce the cost of being wrong
Market and product bets get tested against evidence before the money is committed, not after.
Your internal debates get shorter
When everyone works from one sourced set of numbers, meetings move from arguing about the market to deciding what to do.
Your board papers hold up
Independent analysis with traceable sources survives the question internal estimates usually do not: where did this number come from?
Your team stops rebuilding the same analysis
The model and evidence base are yours to reuse, so the next question starts from something rather than nothing.
Who this is for
Roles that commission this work most often include those below. Each asks a different question and gets a different cut of the same evidence.
Strategy and corporate development
Should we commit to this market, and what does being wrong cost?
Sized opportunity by segment, likely competitive response, and the conditions that would make you walk away.
Product and engineering leadership
Will this direction still be right when we launch?
Demand direction by segment, cost and capability trajectory, and the choices that are hard to reverse.
Sales and commercial leadership
Where should my team be spending its time?
Demand by territory and segment, realistic price bands, and where addressable market is growing fastest.
Investors and boards
Does the market evidence support this plan?
Independent validation or challenge of the growth case, plus early warning when a market starts to move.
In-house research and insight teams
We need depth in an area we do not cover.
Specialist capacity that works to your standards and hands over the model and sources, not a closed report.
Typical clients
How we work
The third step is the one that makes the output usable, and it is the one most work of this kind skips.
Understand the decision
We start with the choice you are making, not the topic you named. Sizing a market and approving an investment need different work.
Gather and test the evidence
Industry data, filings, trade flows, regulation and interviews with people who operate in the market. Every figure is checked against a second independent source.
Read it for your position
The same market change can help one part of a value chain and hurt another. We establish where you sit first, then interpret everything through that.
Give you the decision
A recommendation, how confident we are, and what would change our view. Then the full data, so your team can audit or rerun any part of it.
What you receive
Decision memosix to ten pages, written for the executive who signs
Full analytical report with sizingsegmentation and structure
Model workbook in Excelunlocked, assumptions traceable to source
Evidence appendix with source register and interview log
Access to Phi, our AI research platformincluded
Every engagement comes with access to Phi. Ask questions of your own findings in plain language, pull the evidence behind any number, and keep querying long after the work is delivered. Your team gets the working intelligence, not just the document.
Open PhiWays to start
Tell us the decision and the date it has to be made by. We will recommend the smallest engagement that gets you there.
Signal briefing
A focused read on one question, structured to commission without a procurement cycle.
Intelligence study
Full analysis of one market, technology or competitive set.
Intelligence programme
Continuous coverage, quarterly refresh and standing analyst access.
Common questions
How is this different from a syndicated report?
A syndicated report is written for everyone, so it is calibrated for no one. It cannot say what a finding means for your position because it does not know your position.
Can you cover a market with almost no published data?
That is the common case. We build bottom-up from capacity, trade flows, expert estimation and installed-base logic, and state the uncertainty band explicitly.
Who owns the work?
You do. It is exclusive to you, it is not resold, and working files are handed over unlocked.
Will you sign an NDA?
Yes, before the first conversation if you prefer.
Tell us the decision you are facing
Send us the question, the context and your timeline. You get back a recommended first step, what evidence it needs, and what it costs. Not a capability deck.