Integrated Research (IRI) Investor Day 2026 summary

Strategic direction and innovation

• Focus on product-led growth through continuous innovation and an agile development framework, aiming to improve business performance and expand the addressable market.

• Moving beyond traditional IT observability to orchestrate business performance, leveraging AI-driven insights and predictive analytics.

• Expanding user base by targeting new verticals and user groups, including non-IT stakeholders and clients' customers.

• Leveraging expertise in critical payments and communications infrastructure to develop new product concepts and solutions.

• Integration with platforms like ServiceNow has already resulted in significant multi-year contract wins.

Product and technology evolution

• Core intelligence platform, Prognosis, delivers AI-enabled observability across unified communications, financial services, and infrastructure.

• Introduction of Iris, an AI-powered assistant, democratizes access to observability insights and enables natural language queries for both internal and external users.

• Enhanced interoperability and automation, including remediation playbooks and integration with client ecosystems, drive operational efficiencies.

• Product roadmap includes expanding AI capabilities, layering additional data sources, and automating remediation processes.

• Hybrid technology strategy preserves on-premises solutions while leveraging cloud benefits for flexible deployment.

Financial and business model outlook

• Transitioning to hybrid pricing models that combine fixed and consumption-based approaches, balancing risk and enabling organic revenue growth.

• Product innovation and AI integration are expected to unlock higher value propositions and new revenue streams.

• Embedded value and incumbency position the business to optimize future benefits from expanded user adoption and hybrid pricing.

• Trusted by leading global enterprises across tech, finance, health, and retail sectors, supporting a strong client base for future growth.

• Organic revenue growth is anticipated through client expansion, new product launches, and increased market penetration.