SOM CEO Ricardo Ramos says M market may grow 25% in 2026

SOM CEO Ricardo Ramos says M market may grow 25% in 2026

SOM Market Growth Projections and Strategic Implications for 2026

The Serviceable Obtainable Market (SOM), a critical metric in market analysis, represents the portion of a company's Serviceable Available Market (SAM) that can realistically be captured with current resources and capabilities according to Gust de Backer. Recent commentary from industry leaders, including SOM CEO Ricardo Ramos, suggests optimism about market expansion, with predictions of a 25% growth in the M market for 2026 as noted in the analysis. This projection aligns with broader trends in strategic resource allocation and market segmentation.

The TAM SAM SOM framework provides a structured approach to understanding such growth forecasts. For instance, a company's SOM is influenced by factors such as operational capacity, competitive dynamics, and customer acquisition efficiency according to market research. In the case of the M market, a 25% growth estimate would require analyzing existing demand, resource constraints, and the feasibility of scaling operations. Historical examples, such as the fast-food restaurant case study in source materials, illustrate how SOM calculations balance market potential with practical limitations as demonstrated.

Ramos' prediction likely incorporates data on resource availability, including staffing, capital, and technological infrastructure. For example, the source materials highlight that SOM calculations often consider "staff, money, brand awareness, location, and competition" according to industry analysis. If the M market's SOM is expanding, it may reflect improved access to these resources or shifts in consumer behavior. Additionally, the role of earlyvangelists—early adopters who validate market assumptions—could be pivotal in refining growth strategies as research indicates.

However, the accuracy of such projections depends on dynamic factors like supply chain stability and macroeconomic conditions. The semiconductor industry's 2026 outlook, for instance, underscores risks such as material shortages and geopolitical disruptions according to Deloitte, which could indirectly affect SOM calculations across sectors.

For investors, understanding SOM growth estimates requires scrutiny of the underlying assumptions. A 25% increase in the M market's SOM would imply significant confidence in resource optimization and market responsiveness. Companies leveraging advanced analytics, as noted in SaaS growth strategies, may enhance their ability to capture SOM through personalized outreach and data-driven decision-making according to Otso Karvinen.

In conclusion, while Ricardo Ramos' 25% growth forecast for the M market reflects a strategic application of the TAM SAM SOM model, stakeholders should evaluate it alongside evolving market conditions and operational realities. Accurate SOM analysis remains essential for aligning growth ambitions with achievable outcomes.

According to Gust de Backer: Gust de Backer, TAM SAM SOM (2025): Meaning and Examples
According to Deloitte: Deloitte, 2025 Global Semiconductor Industry Outlook
According to Otso Karvinen: Otso Karvinen, 2026 Growth Predictions: ABM, AIO & SEO for SaaS