largest addressable market expansion in software history." Hardware and infrastructure have Within that broader opportunity, agentic solutions alone represent an estimated $3 trillion of incremental value - driven by software's expanding role in executing work that was previously done by people. Third-party research estimates global labor value is between S50 to 60 trillion, and that $15 to 20 trillion of that labor pool may be addressable by Agentic Al, with 10 to 30% of that value accruing to the can be standardized, governed and priced. total projected value accumulated to that point). Value creation was estimated through a combination of (l) assessing current market performance of Generative Al Market Leaders (Hardware: Nvidia, Intel, AMD, Broadcom, HP: CSPs / Infra: Microsoft, Google, Amazon, IBM, Alibaba; Software: Adobe, Salesforce, ServiceNow,Oracle, SAP) to estimate value created to-date and (2) projecting Generative Al-driven revenue through 2030 using Bain's Al market forecast to calculate incremental market capitalization gains. Certain information presented in this slide was prepared by a third party and Vista makes no representation regarding its accuracy. The"forecasts" presented herein are provided for illustrative purposes only, and actual results may differ materially. Such information herein was selected by Vista and although Vista believes that the determinations related assurances that Vista or any Vista Fund portfolio company will partner with, or continue to partner with,any of the companies referenced herein in the future. 3Source: Google + BCG Al TAM model, as of 02/2026.
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