Ezelogs
Market Opportunity Appendix
TAM/SAM/SOM Analysis with Methodology
September 2026 • Public Commercial Collateral

Market Opportunity Summary

TAM (Global)
$10-13B
External reports
SAM (US Addressable)
$3.64B
Internal assumptions
SOM (3-Year)
$13.5M
Planning scenario

Important: TAM from cited industry reports. SAM and SOM use internal assumptions clearly labeled. SOM is a planning scenario, not revenue forecast or guidance.

TAM: Total Addressable Market

Report Source 2026 Estimate Growth Forecast Scope
Business Research Company $12.63B 8.7% CAGR → $17.64B (2030) Global CMS
Research and Markets $12.15B 11.2% CAGR → $23.18B (2032) Global CMS
Future Market Insights $8.18B 9.1% CAGR → $13.4B (2030) Global CMS

Why Reports Differ

Market reports use different category definitions, geography weighting, and segmentation approaches for enterprise vs SMB platforms.

TAM Range: $8.2B–$12.6B (2026) | Central Estimate: $10.4B

SAM: Serviceable Available Market

Step 1: US Share of Global Market

Factor Value Source
Global TAM $10.4B Central estimate from reports
US Share 35% INTERNAL ASSUMPTION
US TAM $3.64B Calculated

Step 2: Segment Allocation

Segment Allocation Value Source
Public Owners & Agencies 18% $0.66B INTERNAL
General Contractors 38% $1.38B INTERNAL
Construction Managers 12% $0.44B INTERNAL
Specialty Contractors 32% $1.17B INTERNAL

SAM Result: $3.64B (US Addressable)

SOM: Serviceable Obtainable Market

Planning Scenario: SOM represents internal planning assumptions, NOT revenue guidance or projections.

5-Year Account Model

Year New Retained Cumulative ARR
Year 1 25 — 25 $2.5M
Year 2 50 21 71 $7.1M
Year 3 75 60 135 $13.5M
Year 4 100 115 215 $21.5M
Year 5 125 183 308 $30.8M

SOM Result (Planning Scenario)

3-Year
$13.5M
0.37% of SAM
5-Year
$30.8M
0.85% of SAM

Assumptions: ACV $100K (internal target), 85% retention (internal target). Not externally validated.

Source Classification and Citations

Element Classification
Global TAM range ($8.2-12.6B) EXTERNAL Market reports
US share (35%) INTERNAL Assumption
Segment allocation INTERNAL Assumption
ACV ($100K base) INTERNAL Target
Retention (85%) INTERNAL Target
SOM ARR projections PLANNING Scenario

Market Research Sources

Full reports are paywalled. Figures from public summaries.

Document Version: AZH-02 • September 2026 • Public Commercial Collateral
Not revenue guidance, financial projections, or investment recommendations.