Updated November 2026
SaaS ARR Tracker: Revenue Milestones of 90 SaaS and AI Companies
Every ARR figure here links to its source: a company announcement, a founder's or investor's post, or reputable press. 193 figures on 90 SaaS and AI companies, newest first, with a leaderboard and the $100M ARR club.
- Companies tracked
- 90
- Each with at least one sourced figure
- ARR figures
- 193
- ARR, run-rate or annualized revenue
- Crossed $100M in 2026
- 45
- With the date and a source
- Latest milestone
- Oct 30, 2026
- Sierra, $400M
Latest ARR milestones
The 20 newest figures in the tracker. The date is when the company reached the figure, or when it was announced if the source doesn't say.
| Company | Date | ARR | Reported as | Source | What it does |
|---|---|---|---|---|---|
 Sierrasierra.ai | Oct 30, 2026 | $400M | ARR | Source | AI agents for enterprise customer service |
 Riversideriverside.com | Oct 29, 2026 | $100M | ARR | Source | Podcast and video recording and editing platform |
 Horizon3.aihorizon3.ai | Oct 20, 2026 | $100M | ARR | Source | Autonomous AI pentesting platform |
 Mercurymercury.com | Oct 19, 2026 | $1B | Annualized revenue | Source | Business banking for startups and small companies |
 Modalmodal.com | Oct 14, 2026 | $1B | Run-rate | Source | Serverless GPU cloud for AI inference, training and sandboxes |
 Runpodrunpod.io | Oct 13, 2026 | $325M | ARR | Source | GPU cloud for building and running AI models |
 Exaexa.ai | Oct 13, 2026 | $100M | Annualized revenue | Source | Web search engine built for AI agents |
 Railwayrailway.com | Oct 13, 2026 | $100M | ARR | Source | Cloud platform for deploying apps and databases |
 MicroAGImicroagi.ai | Oct 9, 2026 | $100M | Run-rate | Source | Real-world data collection and deployment for industrial robots |
 OpenAIopenai.com | Oct 8, 2026 | $50B | Annualized revenue | Source | AI lab behind ChatGPT and the GPT models |
 Monarchmonarch.com | Oct 2, 2026 | $100M | ARR | Source | Personal finance and budgeting app |
 Vercelvercel.com | Oct 1, 2026 | $600M | Annualized revenue | Source | Cloud platform for deploying web apps, makers of Next.js |
 Meshymeshy.ai | Sep 30, 2026 | $100M | ARR | Source | Generative AI that turns text and images into 3D models |
 DeepInfradeepinfra.com | Sep 29, 2026 | $105M | Usage run-rate | Source | Inference API for running open-source AI models |
 Kahuakahua.com | Sep 29, 2026 | $100M | Annualized revenue | Source | Program management software for construction and capital projects |
 Cognitioncognition.com | Sep 25, 2026 | $1B | Run-rate | Source | Devin autonomous AI software engineer and Windsurf IDE |
 ElevenLabselevenlabs.io | Sep 24, 2026 | $600M | ARR | Source | AI voice generation and voice agent platform |
 Lovablelovable.dev | Sep 24, 2026 | $600M | Run-rate | Source | Builds full-stack web apps from plain-language prompts |
 Motivegomotive.com | Sep 10, 2026 | $600M | ARR | Source | Fleet management and AI dashcam platform for physical operations |
 Keepitkeepit.com | Sep 10, 2026 | $100M | ARR | Source | Backup and recovery for SaaS application data |
ARR leaderboard
The 50 biggest companies in the tracker by their latest sourced figure. Figures are from different dates and some are run-rates, so read the date and the label before comparing two companies.
| Company | Latest ARR | Growth over a year | What it does | HQ |
|---|---|---|---|---|
1 Anthropicanthropic.com | $65BRun-rate · Jul 31, 2026 | 13× | AI safety lab building the Claude models | San Francisco, USA |
| 2OpenAIopenai.com | $50BAnnualized revenue · Oct 8, 2026 | 2.3× | AI lab behind ChatGPT and the GPT models | San Francisco, USA |
3 Canvacanva.com | $4BARR · Dec 31, 2025 | — | Online design platform for visual content | Sydney, Australia |
4 Cursorcursor.com | $4BAnnualized revenue · Jun 8, 2026 | 8× | AI code editor and coding agents, made by Anysphere | San Francisco, USA |
5 Vismavisma.com | €2.8BARR · Dec 31, 2025 | 1.2× | Accounting, payroll and business software for European SMBs | Oslo, Norway |
6 Mercormercor.com | $2BARR · Jun 2026 | 20× | Expert marketplace supplying human data to AI labs | San Francisco, USA |
7 Handshakejoinhandshake.com | $1.1BAnnualized revenue · Apr 14, 2026 | — | Career network that now supplies expert data to AI labs | San Francisco, USA |
| 8Cognitioncognition.com | $1BRun-rate · Sep 25, 2026 | 6.8× | Devin autonomous AI software engineer and Windsurf IDE | San Francisco, USA |
9 Fireworks AIfireworks.ai | $1BRun-rate · Jul 16, 2026 | 3.6× | Inference cloud for running open-source AI models | San Mateo, USA |
10 Higgsfieldhiggsfield.ai | $1BRun-rate · Sep 2026 | 50× | AI video and image generation for creators and marketers | San Francisco, USA |
| 11Mercurymercury.com | $1BAnnualized revenue · Oct 19, 2026 | 1.5× | Business banking for startups and small companies | San Francisco, USA |
| 12Modalmodal.com | $1BRun-rate · Oct 14, 2026 | 17× | Serverless GPU cloud for AI inference, training and sandboxes | New York, USA |
13 Moonshot AImoonshot.ai | $1BARR · Aug 2026 | — | Chinese AI lab behind the Kimi models | Beijing, China |
14 Together AItogether.ai | $1BAnnualized revenue · Mar 5, 2026 | 10× | AI cloud for training and serving open models | San Francisco, USA |
15 Perplexityperplexity.ai | $750MRun-rate · Aug 24, 2026 | 5× | AI answer engine, browser and agents | San Francisco, USA |
16 Basetenbaseten.co | $600MAnnualized revenue · Mar 31, 2026 | — | Inference platform for deploying AI models in production | San Francisco, USA |
| 17ElevenLabselevenlabs.io | $600MARR · Sep 24, 2026 | 3× | AI voice generation and voice agent platform | London, UK |
| 18Lovablelovable.dev | $600MRun-rate · Sep 24, 2026 | 6× | Builds full-stack web apps from plain-language prompts | Stockholm, Sweden |
| 19Motivegomotive.com | $600MARR · Sep 10, 2026 | 1.2× | Fleet management and AI dashcam platform for physical operations | San Francisco, USA |
| 20Vercelvercel.com | $600MAnnualized revenue · Oct 1, 2026 | 1.8× | Cloud platform for deploying web apps, makers of Next.js | San Francisco, USA |
21 Clioclio.com | $500MARR · May 12, 2026 | 2.5× | Cloud practice management software for law firms | Burnaby, Canada |
22 Gonggong.io | $500MARR · May 12, 2026 | 1.7× | Revenue intelligence platform built on sales conversations | San Francisco, USA |
23 NinjaOneninjaone.com | $500MARR · Dec 31, 2025 | — | Endpoint management and IT operations platform | Austin, USA |
24 VAST Datavastdata.com | $500MBooked ARR · Apr 22, 2026 | 2.5× | Data platform and storage for AI workloads | New York, USA |
25 Harveyharvey.ai | $400MARR · Sep 9, 2026 | 4× | AI platform for law firms and legal teams | San Francisco, USA |
| 26Sierrasierra.ai | $400MARR · Oct 30, 2026 | 4× | AI agents for enterprise customer service | San Francisco, USA |
27 ClickHouseclickhouse.com | $350MARR · Aug 25, 2026 | — | Open-source real-time analytics database and cloud | Palo Alto, USA |
| 28Runpodrunpod.io | $325MARR · Oct 13, 2026 | 2.7× | GPU cloud for building and running AI models | San Francisco, USA |
29 Gleanglean.com | $300MARR · May 28, 2026 | 3× | AI search and assistant across company knowledge | Palo Alto, USA |
30 OpenEvidenceopenevidence.com | $300MAnnualized revenue · Jul 17, 2026 | — | Free, ad-supported AI medical search for doctors | Miami, USA |
31 Gensparkgenspark.ai | $250MARR · Mar 2026 | 25× | AI agent workspace for slides, docs and research | Palo Alto, USA |
32 Harnessharness.io | $250MARR · Dec 11, 2025 | — | AI software delivery platform: CI/CD, testing and security | San Francisco, USA |
33 Apollo.ioapollo.io | $200MARR · Feb 5, 2026 | 1.3× | B2B contact database and sales engagement platform | San Francisco, USA |
34 Base44base44.com | $200MARR · Aug 20, 2026 | — | Vibe-coding app builder, owned by Wix | Tel Aviv, Israel |
35 falfal.ai | $200MAnnualized revenue · Oct 2025 | 20× | Inference platform for generative image, video and audio models | San Francisco, USA |
36 Legoralegora.com | $200MARR · Sep 2026 | — | AI workspace for lawyers and legal teams | Stockholm, Sweden |
37 Pendopendo.io | $200MARR · Jan 31, 2024 | — | Product analytics and in-app guidance software | Raleigh, USA |
38 Runwayrunway.com | $200MARR · Sep 8, 2026 | — | Generative AI video models and creative tools | New York, USA |
39 Hugging Facehuggingface.co | $150MAnnualized revenue · Aug 24, 2026 | — | Open-source hub for AI models and datasets | New York, USA |
40 Replitreplit.com | $150MAnnualized revenue · Sep 10, 2025 | — | Browser-based AI agent that builds and deploys apps | Foster City, USA |
41 OpenRouteropenrouter.ai | $140MAnnualized revenue · Jul 29, 2026 | — | One API and marketplace for routing across AI models | New York, USA |
42 Abridgeabridge.com | $117MBooked ARR · Mar 2025 | — | Ambient AI that writes clinical notes from patient visits | San Francisco, USA |
43 n8nn8n.io | €100MARR · May 12, 2026 | — | Workflow automation platform for AI agents and integrations | Berlin, Germany |
| 44DeepInfradeepinfra.com | $105MUsage run-rate · Sep 29, 2026 | — | Inference API for running open-source AI models | Palo Alto, USA |
45 AfterQueryafterquery.com | $100MRun-rate · Apr 2026 | — | Expert-made training data for frontier AI labs | San Francisco, USA |
46 Arenaarena.ai | $100MUsage run-rate · Jun 29, 2026 | — | Crowdsourced AI model evaluation and leaderboards | San Francisco, USA |
47 Capacitycapacity.com | $100MARR · Jun 18, 2026 | 1.7× | Agentic AI platform for customer support automation | St. Louis, USA |
48 Clayclay.com | $100MARR · Dec 8, 2025 | 3.3× | GTM data enrichment and workflow platform for sales teams | New York, USA |
49 ControlUpcontrolup.com | $100MARR · Apr 15, 2026 | — | Digital employee experience and endpoint management for IT | San Francisco, USA |
50 Crestacresta.com | $100MARR · Apr 30, 2026 | — | AI agents and real-time coaching for contact centers | Sunnyvale, USA |
How the tracker works
Each company's figures are kept as a dated history in LeadWave's database: the amount, whether it's ARR, a run-rate or annualized revenue, the date and the source. New milestones are added as companies announce them; older ones stay, so the history shows how fast each company grew.
Only public figures go in. A figure the source calls approximate ("over $100M") is entered at the stated amount, and a month-only date shows as a month.
Frequently asked questions
ARR, annual recurring revenue, is the subscription revenue a company expects to repeat over the next twelve months: monthly recurring revenue times twelve, without one-off fees. It's the headline number SaaS companies and their investors use to track growth.
ARR counts contracted, recurring subscriptions. A run-rate multiplies the latest month's revenue by twelve, often including usage-based charges that may not repeat. Annualized revenue does the same for all revenue. AI companies often report run-rates, which grow and shrink faster than ARR. Every figure here says which one it is.
Anthropic, at $65B (Jul 31, 2026). The leaderboard on this page ranks all 90 companies by their latest figure.
From the companies themselves, their founders and investors, and reputable press such as TechCrunch, Bloomberg and Reuters. Every figure links to its source, and nothing is estimated: a company with no public figure has no row.
Whenever a company announces a new figure. The current version is from November 2026.