Top Cloud Companies (4,142)

Strong Revenue Growth: Revenue is expanding at strong double‑digit rates across recent quarters and the latest fiscal year, with cloud revenue and ARR also rising. Investor materials and quarterly updates highlight consistent momentum rather than a one‑off spike.

Strong Market Position & Advantage: Independent analyst recognitions position the company as a Leader across multiple core categories, and it serves a very large, global customer base including much of the Fortune 500. This broad market presence supports pricing power, cross‑sell, and durable demand.

Innovation-Driven Growth: Cloud migrations and newly introduced AI capabilities are cited as meaningful tailwinds for adoption and expansion. Product enhancements and platform integrations are associated with larger enterprise deals and a growing backlog of committed revenue.

Strong Revenue Growth: Revenue is described as having exceeded 40% year over year in 2022 and 273% growth over the Deloitte Fast 500 measurement period. Recent disclosures cite well over $100M in ARR and reporting of more than $100M in annual revenue.

Market Expansion: Customer footprint is reported at 3,500+ organizations across 150+ countries, with earlier periods adding 600+ customers and a London office opened to support rapid international growth. Partnerships and channel integrations are noted as expanding reach to multinational programs.

Product Line Growth: The platform has broadened through AI-powered launches (assistants, analytics, plan builders) and the acquisition of Pyrra to add social/digital threat intelligence. Continued investment in 2026, including new leadership roles focused on AI, underscores ongoing product expansion.

Strong Market Position & Advantage: Adoption among major insurance brokers is described as deep, with 8 of the 10 largest U.S. brokers and many top-ranked agencies using an Applied system in 2025. Recognition such as Applied Epic’s inclusion in G2’s 2026 Top 100 and a large installed base reinforce a leading position in agency/broker management software.

Innovation-Driven Growth: Product expansion through AI-focused acquisitions such as Planck (2024) and Cytora (2025) adds risk digitization and automation capabilities. New offerings like Applied Recon, rapid growth in Applied Pay usage, and a “submissionless” experience with Travelers indicate active innovation driving usage.

Investor Backing & Capital Strength: Long-term backing from Hellman & Friedman, alongside Stone Point Capital, JMI Equity, and CapitalG, supports ongoing investment capacity and M&A. Multi-year ownership since 2014 aligns with continued acquisitions and product expansion.

Strong Revenue Growth: Financial statements indicate total revenue rose from $499.7M in 2024 to $737.5M in 2025, with clearing‑fee revenue increasing materially over the same period. Operating data into 2026 shows elevated activity levels, consistent with continued top‑line momentum.

Profitability: Net income increased from $70.2M in 2024 to $190.7M in 2025, and operating income shifted from losses in prior years to a positive result. This reflects improved earnings alongside higher clearing volumes.

Resilient & Sustainable Growth: Contracts cleared reached record levels in 2025 and continued to expand into 2026, while the securities‑lending program also grew in value and transactions. Multi‑year trends from 2020 to 2025 show options activity more than doubling, indicating durable expansion.

Strong Revenue Growth: Revenue is rising at substantial double-digit rates across recent years and quarters, and management has lifted the full‑year outlook. Increases in ARR and remaining performance obligations indicate momentum that extends beyond a single reporting period.

Customer Loyalty & Retention: Dollar‑based net retention remains above 100%, while larger customer cohorts (>$100K and >$1M ARR) continue to expand. This suggests existing customers are increasing spend as the company deepens its penetration in enterprises.

Healthy Cash Flow: The business is generating meaningful adjusted free cash flow alongside improved non‑GAAP operating leverage. This indicates growth is being accompanied by stronger cash generation rather than increased burn.

Resilient & Sustainable Growth: Revenue and ARR continued to rise, with ARR surpassing $300M by 2025 and revenue increasing in 2024. Feedback suggests growth has moderated from earlier hypergrowth into a steadier, efficiency‑focused trajectory while the customer base expanded to 4,500+.

Product Line Growth: Snyk Code reached $100M in ARR and newer offerings such as DAST and AI‑focused products (e.g., Evo) showed strong momentum. These developments indicate the platform is extending beyond its original core into additional security categories.

Market Expansion: Enterprise adoption intensified, with that segment driving a large share of new additions and AI security opening fresh routes to demand. Customer counts grew materially from 2024 into 2025, signaling broader market reach.

Strong Revenue Growth: ARR moved from surpassing $300M in June 2025 to exceeding $400M by May 2026, indicating a substantial year-over-year increase. The company also reported a 36% five-year organic CAGR in 2024, underscoring sustained momentum.

Product Line Growth: Edwin AI recurring revenue is reported to be growing around 200% year over year and contributing about one-third of total bookings. The December 2025 Catchpoint acquisition expanded capabilities into internet performance and digital experience monitoring.

Market Expansion: Larger enterprise accounts grew more than 25% year over year in 2025 and the company cited 700+ enterprise customers by late 2025. More than 30% of new customers came from outside the U.S., indicating ongoing international expansion.

Strong Revenue Growth: Company-reported results indicate 34% year-over-year software growth in 2024, alongside earlier periods of 100% YoY elluminate software growth in 2022 and 50% in 2021. These signals point to sustained momentum in the software business.

Market Expansion: The organization added 20 net-new clients in 2024 and more than 20 in 2025, with its footprint among top global pharma expanding from 16 to 18 of the world’s top 50 companies. This reflects a widening customer base across large enterprise accounts.

Investor Backing & Capital Strength: A September 2024 majority investment by GI Partners—described as a growth investment—with previous investor Summit Partners retaining a minority stake indicates strong institutional support. Subsequent expansion of the executive team aligns with funding to drive the next phase of growth.

Market Expansion: International entry into the United Kingdom for Lombard lending is presented as a significant step beyond the company’s original U.S. focus. This move signals geographic scaling with dedicated operations and partnerships in a new market.

Product Line Growth: New offerings such as an AI-powered document assistant and an enterprise collateral-management solution broaden the platform beyond core securities-based lending workflows. These additions indicate a deepening product footprint across adjacent use cases and asset types.

Strategic Partnerships: Enterprise collaborations—ranging from bank deployments to a transition of an existing SBL client base via a partner—demonstrate expanding distribution and institutional adoption. Such relationships reflect traction with wealth managers, banks, and platform providers.

Profitability: Adjusted EBITA and margins improved markedly in 2025, with adjusted EBITA rising from SEK 27.2B to SEK 42.9B and margin from 11.0% to 18.1%. Margin resilience continued into 2026 despite mixed sales.

Resilient & Sustainable Growth: Underlying sales show modest improvement, with +6% organic growth in Q1 2026 and +2% for H1 2026. Organic growth also appeared in three of four market areas in Q2 2026.

Healthy Cash Flow: Cash generation remained positive, with H1 2026 free cash flow before M&A up year over year. Net cash strengthened versus the prior year, supporting financial flexibility.

Strong Revenue Growth: Revenue has scaled materially, with ARR approaching the $400M mark and leadership targeting expansion toward $1B, alongside earlier signals such as 42% YoY ARR growth and very high renewal/net expansion. Feedback suggests recent indications of ~$300–350M revenue and expanding customer/end‑user coverage reinforce continued momentum.

Investor Backing & Capital Strength: A majority investment by Vista Equity Partners at an approximately $3B valuation signals strong capital support and confidence in the company’s scaling prospects. Feedback suggests this backing, including associated financing, enables continued product and geographic expansion.

Strong Market Position & Advantage: Repeated recognition as a Leader in Gartner’s DEX Magic Quadrant (2024–2026) and Forrester’s EUEM Wave points to sustained category leadership. Large‑scale enterprise adoption (e.g., 1,500+ customers and 25M+ employees served) further entrenches competitive positioning.

Strategic Partnerships: Samsung and Hiya extended their relationship through 2028, and Hiya highlights deep integrations with major operators and OEMs. Recent launches with Vodafone (UK and Ireland), Bouygues Telecom (France), DNA Finland, Telenor Sweden, Deutsche Telekom and O2 Telefónica (Germany) reinforce embedded distribution at device and network level.

Market Expansion: Hiya reports coverage in 40+ countries with network reach growing from 200M+ in 2021 to 500M–550M+ people, alongside analysis of 28B+ calls per month. Ongoing European rollouts in 2025–2026 indicate continued geographic scaling and platform utilization.

Product Line Growth: The company has broadened beyond caller ID/spam blocking into enterprise SaaS and branded calling, introducing offerings such as Hiya AI Phone and Caller Reputation. The acquisition of Loccus.ai for deepfake voice detection further expands its voice‑security portfolio.

Strong Revenue Growth: Company disclosures indicate annual recurring revenue increased in 2023, with higher‑margin recurring services expanding even faster, pointing to healthy momentum in the recurring mix.

Product Line Growth: Product expansion is evident with the 2025 launch of Vendavo AI and subsequent 2026 AI/ML feature releases, including a High‑Tech Revenue Management solution.

Market Expansion: An agreement in 2026 to acquire Model N’s High‑Tech business unit broadens capabilities into channel data management and semiconductor/high‑tech markets. New enterprise wins such as Dassault Aviation suggest a widening footprint.

Investor Backing & Capital Strength: Institutional investors are providing sustained backing—Partners Group took a significant minority stake in 2022 alongside CVC Growth—with an explicit plan to fund international expansion, new products, and strategic acquisitions. This capital availability signals resources to underwrite the next phase of growth.

Product Line Growth: The company has expanded beyond chemical management into safety, ergonomics, industrial hygiene, operational risk, environmental compliance, ESG, and AI. Recent 2026 launches and new AI capabilities demonstrate continued broadening of the platform and addressable market.

Strong Market Position & Advantage: Independent industry recognition repeatedly places the firm in leadership cohorts (e.g., Verdantix Green Quadrant and G2 category leader listings). A large installed base—spanning 10M+ users and 15,000–19,000 customers across reported periods—reinforces competitive positioning.

Product Line Growth: Recent launches in 2025–2026, including Dynamic Delivery Slots and AI-powered Predictive Time on Site, point to continued platform expansion. The latter was rolled out to the existing base of 800 customers, indicating active feature delivery at scale.

Market Expansion: Bringg reports 800+ customers across 70+ countries and a network of 250+ carriers. Leadership additions in 2026 for EMEA and North America, with the NA role spanning sales and customer success, align with an ongoing regional build-out.

Investor Backing & Capital Strength: Total funding is approximately $184.5M, including a $100M Series E in 2021 at about a $1B valuation. This signals substantial investor support to underwrite growth initiatives.

Profitability: Profitability is depicted as strong, with non-GAAP operating margins near 40% and improved GAAP net income. Feedback suggests this strength persists even amid slow top-line growth.

Healthy Cash Flow: Cash generation is highlighted as substantial, including FY2025 free cash flow above $1B and significant unlevered free cash flow in Q2 2026. Feedback suggests robust cash flow supports buybacks and financial flexibility.

Resilient & Sustainable Growth: Core operations are portrayed as stabilizing in 2026 with low single-digit revenue and ARR growth excluding FormSwift. Feedback suggests paying users have resumed modest sequential increases, indicating resilience.

Investor Backing & Capital Strength: Investor support is described as robust, with a $30M Series B led by Battery Ventures and participation from Bessemer and CRV, bringing total funding to $48M. This capital is earmarked to scale engineering and go-to-market operations.

Market Expansion: The company is said to serve 500+ independent stores across the U.S., Canada, and the Caribbean and plans to grow teams in Redwood City and Chicago. These moves indicate widening geographic reach and operational scale.

Innovation-Driven Growth: AI capabilities, including the “Dooey” agent, are highlighted as a leading reason customers choose the platform, with external coverage noting the growing importance of its AI functionality. Reported 5,000+ users on the customer app suggest expanding product adoption beyond store employees.

Strong Revenue Growth: Company disclosures cite 40% growth in 2023 and 38% subscription revenue growth in 2024, with record quarters and continued momentum into 2026. Evidence suggests recurring-revenue scaling is supported by new customer additions and expansions.

Innovation-Driven Growth: Rapid uptake of AI offerings (e.g., Pricefx Agents and Copilot) is described, including dozens of enterprise deals within months and deployments at 50 companies. Feedback suggests these innovations are monetizing quickly and creating new growth vectors.

Customer Loyalty & Retention: Retention above 97% in 2024 and an installed base of 190+ customers across 27 countries point to durable relationships and stickiness. Evidence suggests expansions within existing customers are contributing alongside net-new logos.

Strong Revenue Growth: Recent results show revenue rising from $1.62B in FY2023 to $2.17B in FY2024, $2.67B in FY2025, and about $3.35B in FY2026, with Q4 FY2026 up 25% year over year. This trajectory, alongside mid‑20% ARR growth, indicates continued expansion rather than a stall.

Healthy Cash Flow: Cash generation is growing, with free cash flow rising to about $779M in FY2026 and a free‑cash‑flow margin near 23%. Non‑GAAP operating metrics, including an ~80% gross margin, underscore operating leverage.

Strong Market Position & Advantage: Industry evaluations list the company as a Leader in the 2026 Gartner Magic Quadrants for both SSE and SASE, with five consecutive years of SSE leadership. Expanding large‑enterprise adoption and thousands of customers support a durable position in its core zero trust/SSE markets.

Investor Backing & Capital Strength: Funding rounds including $70M in January 2026 at a $1.8B valuation and a subsequent $250M credit facility signal strong access to capital. Company communications tie this financing to scaling its cloud‑storage platform, global footprint, and AI infrastructure.

Market Expansion: Expansion to 16 storage regions serving customers in 100+ countries, alongside growth from 40,000+ customers (2022) to 90,000+ (2024) and then 100,000+, indicates broadening reach. EMEA was cited as achieving approximately 77% year‑over‑year ARR growth under regional leadership.

Product Line Growth: A dedicated AI business and offerings such as Wasabi Fire and AiR, plus the acquisition of Seagate’s Lyve Cloud, point to active broadening of capabilities. More than 3 exabytes under management further reflects scaling usage across emerging workloads.