, , Insight by and THE TD COWEN INSIGHT Observability has become an increasingly important piece of the software stack as complexity and scale of data and applications increase the need for greater monitoring. Growth of data across the cloud, new AI applications, a wave of vendor consolidation, and greater barriers to entry are shaping a compelling dynamic for observability vendors. We see adoption of observability tools accelerating. This is a $40b+ market that we forecast to be $80b in 2027.
