Who ships what
Every filing by who filed it (the company's actor type) and what it is (its layer). Filings off the usual pattern, such as a model provider shipping a Use product, are the market moving.
| Hear | See | Speak | Show | Think | Orchestrate | Connect | Use | |
|---|---|---|---|---|---|---|---|---|
| Model providers | 47 | 52 | 11 | 29 | 7 | 7 | ||
| Platforms | 39 | 47 | 16 | 28 | 88 | 44 | 62 | |
| Enterprises | 15 | |||||||
| Enablers (SI/BPO) | 4 |
Week by week
| Building blocks | Plumbing | Applied | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Week | Hearspeech-to-text | Seevision input | Speaktext-to-speech | Showavatars, video | ThinkLLMs, speech-to-speech | Orchestrateframeworks, evals | Connecttelephony, channels | Useagents in market | All |
| 2026 | |||||||||
| W4028 Sepnow | 8 | 12 | 3 | 4 | 7 | 3 | 9 | 46 | |
| W3921 Sep | 11 | 6 | 3 | 3 | 7 | 5 | 20 | 55 | |
| W3814 Sep | 7 | 3 | 2 | 7 | 4 | 2 | 8 | 33 | |
| W377 Sep | 3 | 6 | 1 | 4 | 5 | 1 | 5 | 25 | |
| W3631 Aug | 3 | 4 | 3 | 5 | 1 | 16 | |||
| W3524 Aug | 6 | 3 | 3 | 7 | 1 | 2 | 22 | ||
| W3417 Aug | 1 | 1 | 1 | 1 | 4 | ||||
| W3310 Aug | 2 | 1 | 4 | 7 | |||||
| W323 Aug | 2 | 3 | 2 | 2 | 2 | 11 | |||
| W3127 Jul | 5 | 3 | 1 | 2 | 1 | 1 | 13 | ||
| W3020 Jul | 4 | 1 | 1 | 3 | 2 | 3 | 14 | ||
| W2913 Jul | 1 | 1 | 4 | 4 | 10 | ||||
| W286 Jul | 1 | 2 | 1 | 2 | 1 | 7 | |||
| W2729 Jun | 1 | 1 | 5 | 1 | 8 | ||||
| W2622 Jun | 1 | 2 | 1 | 2 | 2 | 4 | 12 | ||
| W2515 Jun | 3 | 2 | 2 | 3 | 1 | 2 | 13 | ||
| W248 Jun | 1 | 2 | 1 | 2 | 6 | ||||
| W231 Jun | 3 | 4 | 3 | 10 | |||||
| W2225 May | 2 | 2 | 2 | 2 | 1 | 9 | |||
| W2118 May | 1 | 1 | 1 | 2 | 1 | 6 | |||
| W2011 May | 1 | 2 | 1 | 2 | 1 | 2 | 9 | ||
| W194 May | 1 | 1 | 1 | 1 | 1 | 1 | 6 | ||
| W1827 Apr | 2 | 1 | 3 | 1 | 1 | 1 | 9 | ||
| W1720 Apr | 1 | 2 | 1 | 1 | 2 | 2 | 9 | ||
| W1613 Apr | 1 | 2 | 3 | 2 | 4 | 3 | 15 | ||
| W156 Apr | 2 | 1 | 2 | 1 | 6 | ||||
| W1430 Mar | 2 | 1 | 3 | ||||||
| W1323 Mar | 1 | 3 | 3 | 3 | 1 | 11 | |||
| W1216 Mar | 1 | 2 | 2 | 4 | 9 | ||||
| W119 Mar | 1 | 2 | 2 | 2 | 2 | 1 | 10 | ||
| W102 Mar | 2 | 3 | 2 | 1 | 1 | 1 | 3 | 13 | |
| W0923 Feb | 1 | 1 | 1 | 2 | 5 | ||||
| W0816 Feb | 1 | 1 | 1 | 3 | 1 | 1 | 8 | ||
| W079 Feb | 2 | 1 | 2 | 1 | 1 | 2 | 9 | ||
| W062 Feb | 4 | 2 | 1 | 1 | 3 | 1 | 12 | ||
| W0526 Jan | 1 | 1 | 1 | 1 | 4 | ||||
| W0419 Jan | 2 | 4 | 2 | 2 | 1 | 1 | 12 | ||
| W0312 Jan | 3 | 3 | 1 | 2 | 3 | 1 | 1 | 14 | |
| W025 Jan | 1 | 1 | 2 | 1 | 5 | ||||