Latest signals
AnthropicFundamentalsAnthropic is on track to surpass $19 billion in revenue run rate
Anthropic is on track to generate nearly $20 billion in annual revenue—more than doubling from $9 billion at the end of 2025.
Source: Bloomberg
AndurilAnduril expects to nearly double revenue this year to about $4.3 billion
Anduril expects to nearly double revenue this year to about $4.3 billion — but its operating loss will also grow, rising nearly 50% to $1.2 billion.
Source: TechCrunch
Mistral AIFundamentalsMistral hit $400M in ARR in January 2026
Sacra estimates Mistral hit $400M in ARR in January 2026, up ~20x year-over-year
Source: Sacra
AnysphereFundamentalsCursor has reportedly surpassed $2B in annualized revenue
The AI coding assistant Cursor has surpassed $2 billion in annualized revenue, according to a Bloomberg source.
Source: TechCrunch
Bilt RewardsFundamentalsBilt hit $400M revenue run rate in Mar 2025
Bilt hit $400M revenue run rate in Mar 2025, up from $280M at end of 2024
Source: Sacra
BytedanceFundamentalsByteDance generated $186B in revenue for 2025
Sacra estimates that ByteDance generated $186B in revenue for 2025, up roughly 20% year-over-year from $155B in revenue in 2024.
Source: Sacra
Axiom SpaceContractsVast and Axiom awarded new private missions to ISS, continue work on commercial space stations
With NASA awarding back-to-back Private Astronaut Missions to aerospace companies Vast Space and Axiom Space in early 2026, NASA continues to foster and accelerate growth in commercial low-Earth orbit. The new missions are expected to launch in 2027, with NASA and SpaceX partnering with the companies to train, launch, and return four-person crews to and from the International Space Station.
Source: NasaSpaceFlight
CanvaFundamentalsCanva hit $4B in ARR at the end of 2025
Canva hit $4B in ARR at the end of 2025, up 43% YoY from $2.8B
Source: Sacra
HarveyFundamentalsHarvey hit $195M in ARR in 2025
Sacra estimates that Harvey hit $195M in annual recurring revenue (ARR) in 2025, up 3.9x from $50M at the end of 2024.
Source: Sacra
ClickHouseFundamentalsClickHouse hit $160M in ARR
ClickHouse hit $160M in ARR by the end of 2025, growing 256% year-over-year
Source: Sacra
StripeFundamentalsBusinesses running on Stripe generated $1.9 trillion in total volume
Businesses running on Stripe generated $1.9 trillion in total volume, up 34% from 2024, and equivalent to roughly 1.6% of global GDP.Beyond payments, Stripe’s Revenue suite is on track to hit an annual run rate of $1 billion this year.Stripe powers 90% of the Dow Jones Industrial Average and 80% of the Nasdaq 100, and the cohort of companies that joined Stripe in 2025 is the highest performing yet.
Source: Stripe
DeelFundamentalsDeel hit $1.3B in annualized revenue in 2025
Sacra estimates that Deel hit $1.3B in annualized revenue in 2025, up 63% year-over-year from $800M in 2024, with roughly 15% EBITDA margin.
Source: Sacra