Top Cloud Companies (4,182)

Strong Revenue Growth: Record quarterly revenue and raised outlooks indicate accelerating top-line momentum across recent quarters. Growth is concentrated in Networking and Cloud & AI, contributing to substantial year-over-year gains.

Profitability: Operating profit and margins expanded significantly with record operating results reported. This improvement accompanies heightened demand in AI infrastructure, servers, and networking.

Healthy Cash Flow: Operating cash flow and free cash flow increased versus the prior year, reflecting stronger cash generation alongside growth. Management also pointed to higher full-year free cash flow expectations.

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.

Profitability: GAAP net income turned positive in Q1 and Q2 2026 and non‑GAAP operating margin improved year over year, indicating meaningful bottom‑line progress. Adjusted EBITDA also increased, supporting a trend toward sustainable earnings.

Cost & Operational Efficiency: A September 2026 operating plan targets approximately $60M–$80M in annualized cost savings and raised operating income guidance, reflecting disciplined execution. Positive operating cash flow and sequential margin gains point to improving operational leverage.

Future-Ready Strategy: Product moves highlight AI- and agentic‑commerce capabilities and payments initiatives (e.g., BigCommerce Payments by PayPal) across BigCommerce, Feedonomics, and Makeswift. This orientation suggests readiness to better monetize growing GMV and new channels.

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.

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.

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: Revenue is described as scaling from about $120M ARR in January 2026 to roughly $240M annualized by June 2026, indicating rapid acceleration. This trajectory aligns with simultaneous expansion in developer adoption.

Investor Backing & Capital Strength: Capital raised includes a $100M Series A/growth round at a $1B valuation, alongside a prior $20M seed financing. These milestones signal substantial institutional support for continued scaling.

Customer Loyalty & Retention: Reported net dollar retention of 120% and 155% year-over-year signup growth indicate expanding spend among existing users alongside rapid acquisition. Developer counts moving from ~100K (2024) to 1M+ (2026) reinforce broadening platform engagement.

Product Line Growth: Product capabilities have expanded with new cross‑media, cookieless and outcomes‑measurement offerings, a free self‑service brand‑lift tool in 2025, and an AI Search Lift product in 2026. This points to a broader addressable market and deeper product footprint.

Strategic Partnerships: Partnership activity includes being selected by publishers such as Vevo and DAX for outcomes and brand‑lift measurement. These relationships indicate ongoing commercial traction into 2025–26.

Diversified Customer Base: Commercial reach spans 500+ brands and 150+ agency/media partners, with earlier disclosures citing 800+ clients. This breadth across brands, agencies, and media companies reflects a diversified set of customer segments.

Investor Backing & Capital Strength: A major 2026 investment of approximately $250 million from TPG’s Rise Fund is presented as fuel to scale the platform, expand the national network, and invest in technology. This level of capital support signals capacity to pursue multi-state implementations and product acceleration.

Market Expansion: Customer counts are reported to have risen from 570+ in 2023 to 825+ across all 50 states alongside new statewide wins in New Mexico and New York. Additional public-sector rollouts (e.g., TennCare and Delaware) and millions of monthly searches point to broader geographic and institutional reach.

Product Line Growth: Acquisitions such as Uno Health (2025) and Kiip (2024) expand capabilities from referrals toward digital eligibility, enrollment, and case management. This broadened scope supports a shift toward a more complete, full-stack social-care platform.

Strong Revenue Growth: Business lines such as Adobe services and Google Cloud consultancy are reported up sharply year over year (e.g., +65% and +40%), signaling momentum in core revenue-generating practices. Feedback suggests this growth coincides with active enterprise engagements and a sizable client footprint.

Strategic Partnerships: Selections and alliances with major platforms—such as Google’s Data Strength/GIP program, an Amplitude partnership, and repeated Adobe partner awards—show strong ecosystem alignment that can fuel pipeline and credibility. Feedback suggests these relationships extend reach across Google, Adobe, and adjacent analytics stacks.

Product Line Growth: New and expanded offerings, including Adswerve Premium Supply, AI-powered solutions, Adobe Journey Optimizer/Real-Time CDP services, and the Adswerve Connect platform, indicate continued broadening of solutions. This expansion suggests increased cross-sell potential and a wider addressable market.

Strong Revenue Growth: Revenue grew 26% year over year in FY2024. ARR increased 30% in 2023 after crossing the $100M threshold in 2022.

Profitability: Operations remained profitable and cash‑flow positive in FY2024 while the organization expanded to just under 600 employees.

Investor Backing & Capital Strength: A July 2024 majority investment led by Vista Equity Partners (with TCV and KKR) valued the company at about $1.2B. This reflects substantial external capital support for continued expansion.

Strong Revenue Growth: ARR has surpassed $430 million with accelerated growth, and expectations of 22–23% revenue increases in 2026–27 reinforce ongoing momentum. This scale is bolstered by tens of thousands of paying customers and broad enterprise adoption, including a large share of Fortune 100 companies.

Innovation-Driven Growth: New AI-centric offerings (e.g., Sonar Vortex and a SonarQube Remediation Agent) and the 2026 acquisition of Gitar extend the platform into AI-native code verification and review. This product cadence signals active investment to capture emerging developer and DevSecOps use cases.

Investor Backing & Capital Strength: A $412 million financing at a $4.7 billion valuation led by Advent International and General Catalyst, with Insight Partners and Permira, provides resources to scale globally. Stated plans to pursue $1 billion in revenue underline sustained access to growth capital.

Strong Revenue Growth: Revenue is reported to have increased year over year, indicating expanding scale alongside the service’s subscriber gains.

Diversified Revenue Streams: The business mixes subscription income with advertising and has expanded into free ad-supported channels and transactional video, broadening monetization beyond the core bundle.

Product Line Growth: Offerings have expanded with new pricing tiers, bundled premium services, and a growing free-channel lineup, signaling active product development and reach expansion.

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.

Strong Revenue Growth: Revenue is considered to be expanding rapidly, with recent quarters showing accelerated year-over-year gains in both total and subscription revenue. Multi-year growth at a high double-digit pace is also evident in the latest annual results.

Resilient & Sustainable Growth: Contracted revenue indicators appear robust, with total RPO at $29.0B and current RPO at $13.2B in Q2 2026. Management also raised its full-year 2026 subscription outlook, signaling confidence in continued expansion.

Innovation-Driven Growth: Newer AI offerings are gaining commercial traction, with ServiceNow AI surpassing $1 billion in annual contract value and agentic deployments scaling quickly. Large-deal activity and the count of very large customers also increased, indicating product-led expansion.

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.

Investor Backing & Capital Strength: Investor commitment appears strong, with a September 2025 Series B bringing total funding to nearly $50 million and described as oversubscribed by existing investors; an investor post also confirms the funding total. This indicates continued capital support for product and go-to-market expansion.

Strong Hiring & Retention: Headcount and role openings are described as expanding, with third-party trackers showing growth into the ~100-employee range by mid-2026 and active hiring across engineering, sales, marketing, and implementation. This pattern aligns with a company scaling its organization to support growth.

Market Expansion: Customer and employee footprints are said to span all four U.S. time zones, and company materials cite “hundreds of teams” using the platform and case studies from sizable carriers. The product is also being positioned across additional trucking segments within its niche.

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.

Profitability: Revenue is described as approaching/exceeding a $500M milestone alongside years of revenue and profitability expansion. Leadership also cites revenue and EBITDA more than tripled during a prior tenure, indicating durable earnings power.

Product Line Growth: The portfolio has expanded through acquisitions (e.g., Reflect, Stoplight, QMetry) and ongoing AI-powered releases and integrations. These moves extend capabilities across API lifecycle, testing, and test management to support continued expansion.

Strong Market Position & Advantage: Analyst recognition as a Leader in API management and enterprise testing, coupled with adoption across 32,000+ organizations and major enterprises, signals entrenched positioning. This breadth enhances cross-sell opportunities across core niches.