Product Line Growth:
Product rollouts across 2025–2026—such as the LLM‑ready API, new Figure Extraction in Extract, Adaptive/Deterministic Retrieval, and a major Kensho Link upgrade—signal widening capabilities and scope. Evidence points to an expanded feature set that connects trusted S&P Global datasets to LLMs and agentic workflows.
Market Expansion:
API call volume acceleration (e.g., a February-to-March 2026 doubling) and Kensho Link’s coverage increase to 70+ million entities indicate a larger addressable footprint and rising utilization. Ecosystem integrations with platforms like Anthropic’s Claude and Cohere further extend distribution beyond native S&P interfaces.
Future-Ready Strategy:
S&P Global’s positioning of Kensho as its embedded AI engine—reinforced by the 2026 reorganization creating “Kensho Data & Platforms” and references to sustained AI investment—underscores a plan geared to scale AI‑powered products and workflows. Materials consistently highlight Kensho’s central role in enabling AI experiences across S&P’s portfolio.
