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State of the Data & Analytics Market – Q2-2026
In this quarterly market update, Carsten Bange and Shawn Rogers once again take a critical look at the state of the data, analytics, and AI market in Q2/2026. They discuss how semantic layers and metadata are becoming the foundation for AI agents, the shift to GenAI and agentic interfaces, new consumption- vs. capacity-based pricing models, AI governance and runaway token costs, data sovereignty, the "SaaSpocalypse", and the latest M&A and investment moves across the market.
Get in touch with us!
Carsten Bange: https://barc.com/team/dr-carsten-bange/
Shawn Rogers: https://barc.com/team/shawn-rogers/
BARC on LinkedIn: https://tinyurl.com/4j96bfnf
Stay up to date with our newsletter: https://tinyurl.com/3ft3vpxv
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By Carsten Bange – BARCIn this quarterly market update, Carsten Bange and Shawn Rogers once again take a critical look at the state of the data, analytics, and AI market in Q2/2026. They discuss how semantic layers and metadata are becoming the foundation for AI agents, the shift to GenAI and agentic interfaces, new consumption- vs. capacity-based pricing models, AI governance and runaway token costs, data sovereignty, the "SaaSpocalypse", and the latest M&A and investment moves across the market.
Get in touch with us!
Carsten Bange: https://barc.com/team/dr-carsten-bange/
Shawn Rogers: https://barc.com/team/shawn-rogers/
BARC on LinkedIn: https://tinyurl.com/4j96bfnf
Stay up to date with our newsletter: https://tinyurl.com/3ft3vpxv