Kscope · deep dive · 2026-10-22
Dataminr sells the first public signal of an event. The signal inside the news archive is a detector we can run. The social firehose, the sensors, and the sub-minute licensed inputs stay theirs.
The row stays slice. A detector on the RSS and GDELT archive is a product whose input is already processed. The social firehose, images, video, audio, sensors, and the sub-minute licensed inputs stay theirs. The 318 million dollar figure is a five-year Department of War contract announced 26 August 2026. A customer seat has no printed price. The door is a demo.
| Feature | Dataminr | Kscope | |
|---|---|---|---|
| The first public signal | The homepage, read 2026-10-22, sells real-time event, threat, and risk intelligence. The claim is the earliest indication of a breaking event. The financial-services page, metadata 24 September 2025, names the events a desk would care about: conflicts, cyberattacks, disasters, corporate incidents, a refinery explosion, a data breach. The pitch is to drop that alert into a platform, a model, a risk dashboard, or an ESG workflow. No seat price is printed. The door is a demo. | The structured events on the news archive are already extracted: lawsuits, breaches, bankruptcies, regulatory events, and the rest of the 4.02 million, news note of 2026-09-19. An alert that waits for the story to land in RSS is a product on that archive. The first post, before a wire writes it up, is the part their firehose is built for. | Partial |
| First Alert Advanced | The 26 August 2026 release unveils First Alert Advanced for defense and government. It adds agentic corroboration, context, a description of the impact on the customer's own organization, and tactical predictive intelligence, continuously updating. The First Alert page says the input is text in 150 languages plus image, video, audio, and sensor signals, across more than 1 million public sources, more than 43 terabytes a day. | A brief on an event we have already structured is a summary of text we hold. A continuously updating brief that starts from a sensor or a social post is their detection layer. | Partial |
| Corporate security | Dataminr Advanced for Corporate Security was announced 14 September 2026 at Global Security Exchange, and the three capabilities are generally available: agentic corroboration, agentic context, and near-term predictive intelligence. The product page repeats the same intake line: 150 languages, image, video, audio, sensors, more than 1 million public sources, more than 43 terabytes a day. The page also says the models were trained on the company's own event archive of more than 10 years. | The archive we hold can be screened for the same class of event after it is published. Their 10-year alert archive, and the model trained on it, is their history of detections. | Partial |
| Feature | Dataminr | Kscope | |
|---|---|---|---|
| Government, and the contract | The same 26 August 2026 release says First Alert is used by more than 100 US government organizations, including the Department of Homeland Security, the State Department, the Department of Justice, Congress, and customers in 35 states, and by the militaries of 18 nations, including 15 NATO members. The homepage says more than 100 US government agencies and 20-plus international governments. The release also announces a 5-year, 318 million dollar contract from the U.S. Department of War, the name the release uses, for situational awareness, force protection, and indications and warnings, until 2031, across the services and the combatant commands. DefenseScoop, 27 August 2026, says the work is expected to be completed by 25 June 2031. Bloomberg Law, 24 September 2026, reported that SOC LLC had protested the Air Force award. The pages read here do not say how that protest ended. | A government contract is their customer. The public event underneath an alert, once it is in RSS or GDELT, is text we already store. | Beside |
| Newsrooms | The homepage says journalists in more than 1,500 newsrooms use Dataminr for News. The product page for news, dated 25 November 2025, says the same 1,500-plus newsrooms across 220-plus countries, and names Track Story, tailored alerting, and delivery into Slack, Teams, Wolftech, and AP Storytelling. | Search over the news archive is live. A newsroom alert that fires before the story is on a public feed is their latency. | Partial |
| A finance desk | The financial-services page sells the alert as an input to someone else's model. The older Pulse page for financial services, dated 13 October 2023, quotes customers on protecting a physical site, including a commercial site in Melbourne and assets that needed extra guarding. Those quotes are about a building. They are not a daily equity factor. | A structured event joined to the company graph can feed a risk screen. A sub-minute alert on a refinery or a breach, before the article is in the archive, is their product. | Partial |
| Feature | Dataminr | Kscope | |
|---|---|---|---|
| The intake | The pages agree on the shape and disagree on the model count. First Alert and the corporate-security product page say more than 1 million public sources, 150 languages, text, image, video, audio, and sensors, and more than 43 terabytes a day. The news resource and the corporate-security resource, both dated 25 November 2025, say more than 50 proprietary models. The corporate-security product page of 14 September 2026 says more than 60 purpose-built models. Security Today the next day says more than 60 task-specific models. | The stored archive on 2026-09-19 was 30,176,943 documents, about 40 languages, with about 100,000 RSS feeds monitored. 23,388,726 documents are RSS. GDELT is 139,355. A live newswire supplies the rest. Image, video, audio, and sensor streams are not that archive. | Beside |
| The client's own systems | On 21 October 2025 Dataminr announced a definitive agreement to acquire ThreatConnect, and the release values ThreatConnect at 290 million dollars. The homepage still headlines the item as a press release that Dataminr is to acquire ThreatConnect. A completion date was not on the pages read 2026-10-22. The release describes the point of the deal as fusing public signals with the client's internal threat data. | Internal security logs, asset inventories, and a client's own alert history stay in the client's systems. A public article about the same incident is the slice the archive can hold. | Beside |
| The price | No customer seat price is printed on the homepage, the financial-services page, First Alert, or the corporate-security page. The door is a demo. The 318 million dollar figure is the government contract in the 26 August 2026 release. It is the price of that contract. | A detector on the RSS and GDELT archive is a product whose input we already process. Pricing it is a packaging decision. Their contract price is not a template for a seat. | Partial |
Ahead The feature is data we already hold, in a form an investor can use.
Match Both products do this.
Partial We hold the filing or the extract, and not their finished screen.
Gap They ship it. We do not.
Beside The social firehose, image and video and audio, sensors, a client's internal security systems, and the sub-minute licensed inputs stay theirs. A detector on the news archive is a product whose input we already process.