Welcome to The Margin, a newsletter designed to keep you on the leading edge of monetization.
In business, the difference between being ahead of the curve or slow to adapt is anything but marginal. The Margin aims to be the most useful, timely, and incisive ping that hits your inbox all week. It includes critical research and analyst insights to inform short and long-term decision making.
Research Spotlight
SOABS Story? |
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MGI’s 2026 Macro-economic Forecast – 6 Scenarios |
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Late Q3 and Q4 are intense periods of budgeting and business planning. Foundational to any budget or business plan are assumptions for the direction of the economy. Will interest rates be lowered, or possibly increase? What will GDP growth look like next year? MGI is known for producing scenario-based macro-economic forecasts that initially appear overly conservative, occasionally are counter to conventional wisdom, and often end up more accurate than most forecasts. This year’s outlook is no different. In a recent webinar, MGI analysts presented six scenarios with weighted probabilities attached to each. The graphic above details MGI’s view of many of the key factors that go into this forecast. MGI’s most probable scenario is Stagflation Light – inflation is expected to remain the same or go slightly higher, driven by structural labor force issues, higher PPI and rising US Federal debt. Fed rates may decline nominally (by 50 bps, .5% probability), but market rates for mortgages and commercial credit are likely to see minimal movement. GDP growth is expected to remain constrained by reduced immigration and limited productivity gains as companies wait for AI to deliver on productivity promises. MGI assigns a 15% probability to the scenario “Stagflation Heavy” – which would see inflation increasing and GDP growth turning negative. This scenario would be SOABS – the Sum of All Bad Stuff. In the webinar, MGI presented detailed advice for technology buyers, as well as tech vendors. A replay of the webinar can be accessed here: |
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Passcode: 8?0GRq=E Reach out to your MGI client rep to schedule a private call to discuss the finer details of the Forecast and the likely impact on your industry. |
Webinar
What is the Impact of AI on Your TAM? |
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Every CEO and CMO today faces the same questions: How big and how fast is your TAM (total addressable market), and how does it change with AI? Learn how to evaluate your TAM and SAM in the age of AI and ensure your board presentations and business plans are aligned with deeply researched, data-driven analysis. Seats are limited – Reserve your spot today! |
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MGI Research has a highly differentiated bottom-up approach to market sizing, built around its proprietary MGI Forecasts database that helps companies develop highly granular TAM estimates. |
Research Spotlight
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MGI MarketLens™: CLM – Go-To-Market vs. Solution Strength |
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The CLM market is crowded and fragmented, with solutions that often look similar on the surface but serve very different use cases. The MGI MarketLens™: CLM 2025 Report cuts through the noise by mapping leading suppliers across four critical perspectives:
Here are some key findings you will find in the report:
Sign in to see the full MarketLens™ charts and explore how each solution aligns with core buyer requirements. |
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Industry News
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Agiloft Named Newsweek AI Impact Finalist Agiloft has been named a finalist in Newsweek’s AI Impact Awards for applying AI to transform contract lifecycle management. The recognition was given in light of Agiloft’s commitment to ethical and practical AI innovation. BillingPlatform Unveils RevenueIQ BillingPlatform introduced RevenueIQ, an AI-powered suite to unify and optimize finance operations. This is one part new functionality, and one part a smarter packaging of existing capabilities. Evergent and Adyen Unveil Evergent Payments to Accelerate Global Subscription Monetization Evergent partnered with Adyen to launch Evergent Payments, a pre-integrated global payments solution. Evergent is filling a gap compared to some of its direct competition, notably Cleeng, when it comes to offering more robust payments functionality. Expeditors Selects Icertis Contract Intelligence Expeditors chose Icertis Contract Intelligence, implemented by CloudMoyo, to streamline global contract operations. The solution aims to improve efficiency, visibility, and compliance. Icertis Wins 2025 AI Excellence Award Icertis has been recognized in the 2025 Artificial Intelligence Excellence Awards for its generative AI innovations in contract intelligence. This marks the third consecutive year Icertis has earned the honor. IntelAgree Expands Saige Assist with Contract Advice from Search Results IntelAgree has enhanced its AI assistant, Saige Assist, to deliver contract advice directly from search results. The feature will debut at the Running Legal Like a Business 2025 conference. Ironclad has adopted Gong’s Revenue AI platform to enhance retention and renewals processes. The integration will help the CLM leader improve forecasting, save time, and drive stronger customer outcomes. Kantata Names Technology Leader Jesse Weber to Vice President of Partner Alliances Kantata has named Jesse Weber as Vice President of Partner Alliances to expand its consulting and private equity ecosystem. Weber brings experience from Sage and SAP to the role. Recurly appointed Jemima Bowden as its first Chief Human Resources Officer. She will lead global talent strategy and initiatives to enhance employee experience. Rev.io Forms AI Innovation Board Rev.io launched an internal AI Innovation Board to accelerate its transformation into an AI-first company. The initiative will guide product development and organizational adoption of AI. Zuora Expands Workday tie-up for Revenue Management Zuora expanded its partnership with Workday to advance revenue management integration, specifically for B2C companies. |
So What Have I Missed?
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That’s it for this issue of The Margin. If you’ve made it this far, we’ll certainly see you next time.
Warm wishes,
MGI Research
