Latest signals
ArmisArmis hit $340M ARR in Jan 2026
Armis hit $340M ARR in Jan 2026, up from $300M in Jul 2025 and $200M in Aug 2024.
Source: Sacra
SnykFundamentalsSnyk hit $343M in annual recurring revenue (ARR)
Snyk hit $343M in annual recurring revenue (ARR) in 2025, up 12% YoY from $305M at the end of 2024.
Source: Sacra
MercuryFundamentalsMercury hit $650M in annualized revenue as of September 2025
Sacra estimates Mercury hit $650M in annualized revenue as of September 2025, up from $500M at the end of 2024.
Source: Sacra
CohereFundamentalsCohere hit $150M ARR in Oct 2025
Cohere hit $150M ARR in Oct 2025, up from $100M in May 2025 and $62M at end of 2024.
Source: Sacra
SierraFundamentalsSierra hit $100M ARR in Oct 2025
Sierra hit $100M ARR in Oct 2025, up 400% YoY from $20M.
Source: Sacra
VAST DataFundamentalsVASR Data projects reaching $600 million ARR by 2026
VAST Data hit $200 million in annual recurring revenue (ARR) in January 2025. The company currently projects reaching $600 million ARR by 2026.
Source: Sacra