New this week
New companies, new figures and score changes from the last 30 days. Re-checks that only confirmed existing figures are left out. RSS feed
This week
- GigamonUpdated
- New figure: $311M revenue (FY2016)
- GigamonUpdated
- How it was built: details added
- Magic: The GatheringUpdated
- How it was built: details added
- LegoraAdded
- Headline: Over $200M aRR, company-reported (Oct 2026), self-reported
- Signal 8.3, Trust 2/5
- PlaniswareAdded
- Headline: €198.0M full-year revenue, +7.9% reported, +10.3% constant currency (FY2025), self-reported
- Signal 14.3, Trust 3/5
- OmnicomAdded
- Headline: $19.2B revenue, nine months to Sep 30, 2026 (includes IPG) (9M 2026), self-reported
- Signal 14.4, Trust 4/5
- SonosUpdated
- Profitability: FY2025 was an audited GAAP net loss of $61.1M (10-K). Profitable only in FY2026 so far: unaudited GAAP net income of $94.8M and free cash f…
- StagwellAdded
- Headline: $2.91B total revenue, full year (FY2025), self-reported
- Signal 17, Trust 5/5
- Dadbod GamesAdded
- Headline: $37,917 gross revenue, first two months (before Steam's cut and refunds) (Aug 14 to Oct 2026), self-reported
- Watchlist, Trust 1/5
- New figure: RMB 54.43B net income attributable to shareholders, Q3 2026 (gross margin 89.53%) (Q3 2026), self-reported
- New figure: RMB 77.61B net income attributable to shareholders, first half 2026 (interim report) (H1 2026), self-reported
- Pop MartUpdated
- How it was built: details added
- ThredUpUpdated
- How it was built: details added
- AnthropicUpdated
- How it was built: details added
- Demand 4 → 5
- New demand signal: About 900% net revenue retention (Sep 30 2026), self-reported
- New demand signal: More than 11,900 customers with at least $100,000 of trailing 12-month revenue (Sep 30 2026), self-reported
- RedditAdded
- Headline: $2.203B revenue, full year 2025 (+69% YoY) (FY2025)
- Signal 20, Trust 5/5
- Headline: RMB 118.71B revenue, Q3 2026 (+613% YoY) (Q3 2026), self-reported
- Signal 12.8, Trust 3/5
- Nvidia Data CenterUpdated
- How it was built: details added
- EnshroudedAdded
- Headline: About $40.5M estimated Steam gross revenue (consumer spend, before platform cut), medium-confidence estimate (Jul 2026)
- Watchlist, Trust 2/5
- VercelAdded
- Headline: $600M annualized revenue run rate, up 148% YoY (Oct 2026), self-reported
- Signal 8.3, Trust 2/5
- HiggsfieldUpdated
- New figure: About $20M annualized revenue run rate (baseline) (Jan 2026), self-reported
- OuraUpdated
- How it was built: details added
- PodcastOneUpdated
- How it was built: details added
- PoppiUpdated
- New figure: $1.95B acquisition price paid by PepsiCo (gross; $1.65B net of tax benefits) (March 2025)
- ReplitUpdated
- How it was built: details added
- WARDOGSUpdated
- How it was built: details added
- New demand signal: About 3M copies sold in Early Access on PC, per publisher parent (To Sept 30, 2026), self-reported
- X&OUpdated
- How it was built: details added
Last week
- EliseAIUpdated
- How it was built: details added
- KalshiAdded
- Headline: $263.5M fee revenue, full year 2025 (2025)
- Signal 8.3, Trust 2/5
- PoppiAdded
- Headline: $1.95B acquisition price paid by PepsiCo (gross; $1.65B net of tax benefits) (March 2025)
- Signal 9.8, Trust 3/5
- OpenRouterAdded
- Headline: $140M annualized revenue (estimate), July 2026 (July 2026)
- Signal 8.3, Trust 2/5
- HiggsfieldUpdated
- How it was built: details added
- RampUpdated
- How it was built: details added
- PTCUpdated
- How it was built: details added
- Cal AIUpdated
- How it was built: details added
- New demand signal: Ahead of MyFitnessPal passed MyFitnessPal in app store rankings before the acquisition (Before March 2026)
- Life360Updated
- How it was built: details added
- Magic: The GatheringUpdated
- How it was built: details added
- GrindrUpdated
- How it was built: details added
- AnthropicUpdated
- New figure: $2.16B revenue from AWS and Google cloud marketplaces, booked gross (47% of total; about $351M paid to platforms as distribution fees, recorded as marketing cost) (FY2025), self-reported
- BodycamUpdated
- New figure: About $60.9M total Steam gross sales since launch (estimate, medium confidence) (June 2024 to October 26 2026)
- New figure: About 3.05M copies sold on Steam (estimate, medium confidence) (June 2024 to October 26 2026)
- Nvidia Data CenterAdded
- Headline: $96,221M revenue (Q2 2027)
- Signal 22, Trust 5/5
- SonosUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: About 17.1 million households with registered Sonos products (Sep 27, 2025), self-reported
- New demand signal: Nearly 53.4 million sonos products registered (units) (Sep 27, 2025), self-reported
- xAIUpdated
- How it was built: details added
- AppLovinUpdated
- How it was built: details added
- 1PasswordAdded
- Headline: Over $500M annual recurring revenue (October 2026), self-reported
- Signal 8.8, Trust 2/5
- WhopAdded
- Headline: Over $400M annualized revenue run rate, CEO statement (October 2026), self-reported
- Signal 8.3, Trust 2/5
- OctusAdded
- Headline: $3.535B acquisition price, all cash, LSEG buying from Permira funds and management (Oct 2026)
- Signal 14.4, Trust 4/5
- Magic: The GatheringAdded
- Headline: $616M magic: The Gathering revenue, Q3 2026 (+34% YoY, record) (Q3 2026)
- Signal 11.7, Trust 4/5
- MiraklAdded
- Headline: $218M annual recurring revenue, +23% YoY (2025), self-reported
- Signal 8.3, Trust 2/5
- boAtAdded
- Headline: ₹84.5 crore net profit, +38% YoY (FY26 (year to March 2026))
- Signal 9.8, Trust 3/5
- AudioboomAdded
- Headline: $80.4M revenue, full year 2025 (+10% from $73.4M) (FY2025), self-reported
- Signal 16, Trust 5/5
- ReformationAdded
- Headline: $507.1M net revenue, +15.7% YoY (FY2025)
- Signal 16, Trust 5/5
- TallyAdded
- Headline: $6M aRR (founder-reported) (Sept 2026), self-reported
- Signal 7.2, Trust 2/5
- Clarion EventsUpdated
- How it was built: details added
- falAdded
- Headline: $800M annualized revenue (run-rate), per The Information (September 2026)
- Signal 8.8, Trust 2/5
- DefectorAdded
- Headline: $4.65M total revenue (company annual report) (Sept 2024 to Aug 2025), self-reported
- Watchlist, Trust 3/5
- DataFastAdded
- Headline: $29,138 monthly recurring revenue (payment-connected profile, company-reported) (October 2026), self-reported
- Signal 6.6, Trust 2/5
- ThredUpUpdated
- How it was built: details added
- DuolingoUpdated
- How it was built: details added
- IRENUpdated
- How it was built: details added
- DuolingoUpdated
- New figure: $33.2M net income (Q2 2026)
- GrindrUpdated
- New figure: $17.7M net income (Q2 2026)
- Life360Updated
- New figure: $5.1M net income (Q2 2026)
- OpenAIUpdated
- New figure: About $50B annualized recurring revenue (End Sept 2026)
Earlier this month
- ElevenLabsUpdated
- New figure: $350M annual recurring revenue (End of 2025), self-reported
- New figure: Over $500M annual recurring revenue (April 2026), self-reported
- Life360Added
- Headline: $489.5M total revenue, FY2025 (+32% YoY) (FY2025)
- Signal 18, Trust 5/5
- PerplexityUpdated
- New figure: Over $750M annualized revenue (August 2026)
- New figure: Under $250M annualized revenue (Start of 2026)
- GrindrAdded
- Headline: $439.9M total revenue (+28% YoY) (FY2025)
- Signal 20, Trust 5/5
- DuolingoAdded
- Headline: $1,037.6M total revenue, FY2025 (+39% YoY) (FY2025)
- Signal 23, Trust 5/5
- Billion Dollar BoyAdded
- Headline: $32M revenue, last 12 months (company-reported, up 48% from $22M) (12 months to late 2025), self-reported
- Watchlist, Trust 2/5
- RampAdded
- Headline: Over $2B annualized revenue, company-reported (October 2026), self-reported
- Signal 8.3, Trust 2/5
- UltrahumanAdded
- Headline: ₹564.7 Cr operating revenue, FY25 (year to Mar 2025), up 5x from INR 104.6 Cr, about $66M (FY2025)
- Signal 12, Trust 3/5
- LovableUpdated
- New demand signal: Two-thirds fortune 500 companies with employees using Lovable (Sep 2026), self-reported
- ThredUpAdded
- Headline: $310.8M revenue, FY2025, up 20% YoY (FY2025)
- Signal 16, Trust 5/5
- SonosAdded
- Headline: $1.443B revenue, FY2025 (year to Sep 27 2025) (FY2025)
- Signal 19, Trust 5/5
- PTCUpdated
- New figure: $734M net income (FY2025)
- New figure: $119M net income (Q3 2026)
- How it was built: details added
- Demand scored 3/5
- New demand signal: $2,448M constant currency ARR, excluding divested businesses (As of June 30, 2026), self-reported
- Business strength 20 → 18. Durability lowered from 5 to 3: PTC states retention beat plan but gives no retention or churn figure.
- IRENUpdated
- New figure: -$248M net loss (Q3 2026)
- New figure: $145M revenue (Q3 2026)
- New figure: $707M revenue (FY2026)
- Demand scored 3/5
- New demand signal: $9.7B over a 5-year average term, 20% prepaid microsoft AI cloud contract (November 2025), self-reported
- New demand signal: $2.8B total contract value new multi-year AI cloud contracts (July 2026), self-reported
- Schedule IUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: About 2 million copies sold (est.) (2025)
- New demand signal: 459K peak concurrent players on Steam (April 2025)
- NecesseAdded
- Headline: About $14.4M cumulative gross revenue since launch (Dec 2019 to Oct 2026)
- Watchlist, Trust 4/5
- Keeper SecurityAdded
- Headline: $240M+ aRR (Oct 2026), self-reported
- Signal 9.4, Trust 2/5
- Headline: Rs 73,188 crore (about $7.64B) revenue from operations (Q2 FY2027 (Jul to Sep 2026))
- Signal 13.5, Trust 4/5
- Tata ElxsiAdded
- Headline: Rs 3,757.4 crore (about $430M) operating revenue (FY26 (year to Mar 2026)), self-reported
- Signal 12, Trust 3/5
- Publicis GroupeAdded
- Headline: EUR 14,547M, +4.2% reported, +5.6% organic net revenue (FY2025), self-reported
- Signal 12, Trust 3/5
- HCLTechAdded
- Headline: $14.7B (Rs 130,144 crore), +3.9% CC revenue (FY26 (year to Mar 2026)), self-reported
- Signal 12.8, Trust 3/5
- Mod OpAdded
- Headline: $93.5M revenue (2025), self-reported
- Signal 7.2, Trust 2/5
- PodcastOneAdded
- Headline: $61.7M (+18% YoY) revenue (FY2026 (year to Mar 31 2026)), self-reported
- Signal 10.5, Trust 3/5
- Enero GroupAdded
- Headline: A$129.5M (-7% YoY, from A$138.7M) net revenue (FY26 (year to Jun 30 2026)), self-reported
- Watchlist, Trust 3/5
- GigamonUpdated
- Demand scored 3/5
- New demand signal: More than 4,000 customers worldwide (2025), self-reported
- New demand signal: Over 80% of the Fortune 100 fortune 100 enterprises as customers (2025), self-reported
- LoopUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: 30 new clients, 93% win rate new clients won (2025), self-reported
- Nous ResearchUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: More than 24M hermes Agent clones (Oct 2026), self-reported
- New demand signal: About 2.5% share of global AI token usage (Oct 2026), self-reported
- Onimusha: Way of the SwordUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: Over 1 million units sold worldwide (Launch day, September 4, 2026), self-reported
- New demand signal: Over 10 million onimusha series cumulative units (As of September 7, 2026), self-reported
- The Blood of DawnwalkerUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: Over 1 million copies sold worldwide (September 3 to 5, 2026), self-reported
- xAIUpdated
- Demand scored 3/5
- New demand signal: About 1.9 million active SuperGrok subscriptions (SuperGrok, Heavy, Lite) (March 31, 2026), self-reported
- New demand signal: About 117 million grok monthly active users (March 2026), self-reported
- OpenAIUpdated
- Demand scored 4/5
- New demand signal: More than 50 million chatGPT consumer subscribers (February 2026), self-reported
- New demand signal: More than 9 million paying ChatGPT business users (February 2026), self-reported
- Business strength 16 → 14. Durability lowered from 5 to 3 because no retention or repeat figure is stated.
- OuraUpdated
- How it was built: details added
- Demand scored 5/5
- New demand signal: 5.0 million paid members (As of June 30, 2026), self-reported
- New demand signal: About 85% weighted-average 12-month paid member retention (As of June 30, 2026), self-reported
- SteamUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: 109,000 a day new buyers making a first-ever purchase (Aug 1, 2024 to Aug 1, 2025), self-reported
- New demand signal: 42.04 million (all-time record) peak concurrent users (January 11, 2026), self-reported
- Business strength 19 → 18. Durability lowered from 4 to 3 because there is no stated retention or repeat figure.
- CursorUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: 100x enterprise revenue growth (Nov 2025), self-reported
- New demand signal: >$2B annualized recurring revenue (Feb 2026)
- AnthropicUpdated
- Demand scored 4/5
- New demand signal: More than 1,000 business customers spending over $1M a year (April 2026), self-reported
- New demand signal: More than 300,000 business customers (September 2025), self-reported
- Business strength 16 → 14. Durability lowered from 5 to 3 because no retention or repeat figure is stated.
- ElevenLabsUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: $600M annual recurring revenue (September 2026), self-reported
- New demand signal: Over 55% enterprise share of ARR (September 2026), self-reported
- EliseAIUpdated
- Demand scored 3/5
- New demand signal: One in six US apartments share of US apartments running on the platform (June 2026), self-reported
- New demand signal: More than 30 million Americans people who have interacted with EliseAI since launch (September 2026), self-reported
- MidjourneyUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: 14.8 million members of the Midjourney Discord server (September 2023)
- PerplexityUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: 780 million monthly queries (May 2025), self-reported
- The Free PressUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: More than 170,000 paid subscribers (Oct 2025), self-reported
- New demand signal: From about 155,000 to more than 170,000 paid subscribers (2025)
- RunwayUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: Dolce & Gabbana and Palo Alto Networks new enterprise customers named (September 2026), self-reported
- New demand signal: Shutterstock and Robinhood named enterprise customers (February 2026)
- BodycamUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: About 3.2M copies sold on Steam (estimate) (June 2024 to September 2026)
- New demand signal: 38,958 peak concurrent players on Steam (September 6, 2026)
- AppLovinUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: 28% above Q4 2025 consumer (e-commerce) advertiser spend vs. Q4 2025 seasonal peak (Q2 2026), self-reported
- Business strength 24 → 22. Durability lowered from 5 to 3: no stated advertiser retention or repeat-spend figure is disclosed.
- GrünsUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: More than 1 million customers (Apr 2026), self-reported
- New demand signal: Over 6,000 stores retail locations (Apr 2026), self-reported
- Business strength 21 → 20. Durability lowered 4 to 3: no stated retention or repeat-purchase figure is public (subscription model alone is not a retention number).
- Kuku TechnologiesUpdated
- How it was built: details added
- Demand scored 5/5
- New demand signal: Over 10 million paid subscribers (Oct 2025), self-reported
- New demand signal: Over 90% subscribers active month over month (Oct 2025), self-reported
- VintedUpdated
- Demand scored 3/5
- New demand signal: 80 million across 18 countries registered members (not active users) (Nov 2024), self-reported
- New demand signal: More than 6x since US launch uS active users (2026)
- Business strength 21 → 19. Durability lowered 5 to 3: no stated retention, repeat-purchase or active-buyer figure is public; only registered members.
- Pop MartUpdated
- How it was built: details added
- Demand scored 4/5
- New demand signal: 51.6% member repurchase rate (H1 2026), self-reported
- New demand signal: 82.4M registered members (H1 2026), self-reported
- LovableUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: 1M new projects per week (June 2026), self-reported
- New demand signal: 60M projects hosted (Aug 2026), self-reported
- How to FishUpdated
- How it was built: details added
- Demand scored 3/5
- New demand signal: 1M+ copies sold (August 20 to 22, 2026), self-reported
- New demand signal: 28,193 steam user reviews (95% positive) (August 20 to October 14, 2026)
- Cal AIAdded
- Headline: Over $30M annual revenue (Under two years after launch, to March 2026), self-reported
- Signal 6.6, Trust 2/5
- OlipopAdded
- Headline: $400M annual sales (FY2024), self-reported
- Signal 8.3, Trust 2/5
- LoopUpdated
- New figure: $13.5M net revenue (FY2025), self-reported
- HiggsfieldUpdated
- New figure: $700M annualized revenue run rate (Aug 2026), self-reported
- New figure: About $20M annualized revenue run rate (year-earlier baseline) (Aug 2025), self-reported
- LovableUpdated
- New figure: More than $600M annualized run rate (Sep 2026), self-reported
- SnykAdded
- Headline: $278M revenue (up 26% from 2023) (FY2024)
- Watchlist, Trust 2/5
- ReplitAdded
- Headline: $150M annualized revenue (company said on track for) (Sep 2025), self-reported
- Signal 8.3, Trust 2/5
- X&OUpdated
- Demand scored 3/5
- New demand signal: Just over $8M revenue from client sprints (FY2025), self-reported
- New demand signal: Coca-Cola (Minute Maid, via WPP Open X), Verizon, Danone, Shutterstock named enterprise clients (2025 to 2026), self-reported
- WARDOGSUpdated
- Demand scored 3/5
- New demand signal: Over 3M copies sold at $39.99 (Sept 10 to about Sept 27, 2026), self-reported
- New demand signal: Over 2M copies sold (First five days after Sept 10, 2026 launch), self-reported
- HiggsfieldUpdated
- Demand scored 3/5
- New demand signal: Nearly 1 million paying subscribers (Sept 2026), self-reported
- New demand signal: Majority of revenue business customers' share of revenue (Aug 2026), self-reported
- M-KOPAAdded
- Headline: $363.4M (+45% YoY) revenue from contracts with customers (FY2025)
- Signal 11.3, Trust 3/5
- PTCUpdated
- New figure: $600M revenue (Q3 2026)
- New figure: $2,739M revenue (FY2025)
- GigamonAdded
- Headline: $311M revenue (FY2016)
- Watchlist, Trust 2/5
- Nous ResearchAdded
- Headline: $36M annualized revenue (Mid-September 2026), self-reported
- Watchlist, Trust 2/5
- SteamAdded
- Headline: $16.5B (+13% YoY vs $14.5B) steam gross player spend, Jan to Sep 2026 (Jan to Sep 2026)
- Signal 9.9, Trust 2/5
- Clarion EventsAdded
- Headline: GBP 417.3M group revenue (Year to 31 Jan 2025)
- Signal 16, Trust 5/5
- BodycamAdded
- Headline: $24.2M steam gross sales, September 2026 (estimate) (September 2026)
- Watchlist, Trust 2/5
- How to FishAdded
- Headline: $19.3M steam gross sales, September 2026 (estimate) (September 2026)
- Watchlist, Trust 2/5
- Headline: $30.4M estimated Steam gross sales (September 2026)
- Watchlist, Trust 2/5
- Headline: $26.9M estimated Steam gross sales (September 2026)
- Watchlist, Trust 2/5
- PTCAdded
- Headline: $600M revenue (Q3 2026)
- Signal 18, Trust 5/5
- WARDOGSAdded
- Headline: $86.9M (estimate) steam gross sales, September 2026 (Sept 10 to 30, 2026)
- Watchlist, Trust 2/5
- IRENAdded
- Headline: $145M revenue (Q3 2026)
- Watchlist, Trust 5/5
- Kuku TechnologiesAdded
- Headline: INR 1,484.2 crore operating revenue (FY26 (year to Mar 2026))
- Signal 15.8, Trust 3/5
- EliseAIAdded
- Headline: $200M+ annual recurring revenue (June 2026), self-reported
- Signal 8.3, Trust 2/5
- HiggsfieldAdded
- Headline: $1B+ annualized revenue run rate (Sept 2026 (latest 4 weeks x 13)), self-reported
- Signal 9.4, Trust 2/5
- PerplexityAdded
- Headline: $450M+ annual recurring revenue (March 2026), self-reported
- Signal 8.3, Trust 2/5
- ElevenLabsAdded
- Headline: $600M annual recurring revenue (September 2026), self-reported
- Signal 8.3, Trust 2/5
- RunwayAdded
- Headline: $200M annual recurring revenue (September 2026), self-reported
- Signal 7.7, Trust 2/5
- MidjourneyAdded
- Headline: Significantly above $200M annual revenue (CEO statement) (2023), self-reported
- Signal 8.3, Trust 2/5
- xAIAdded
- Headline: $3.201B aI segment revenue (xAI incl. X) (FY2025), self-reported
- Signal 14, Trust 5/5
- AnthropicAdded
- Headline: >$11.5B revenue (preliminary) (Q2 2026), self-reported
- Signal 10.5, Trust 3/5
- X&OAdded
- Headline: Just over $8M revenue (FY2025), self-reported
- Signal 7.7, Trust 2/5
- OpenAIAdded
- Headline: $13.07B revenue (FY2025), self-reported
- Signal 10.5, Trust 3/5
- CursorUpdated
- New figure: >$2B annualized revenue (Feb 2026)
- OuraUpdated
- New figure: $406.8M revenue (FY2024 (Sep 30))
- New figure: $907.9M revenue (FY2025 (Sep 30))
- New figure: $1,214.5M revenue (9 months to Jun 30 2026)
- New figure: $406.8M revenue (FY ended Sept 30, 2024)
- New figure: $907.9M revenue (FY ended Sept 30, 2025)
- New figure: $1,214.5M revenue (unaudited interim) (Nine months ended June 30, 2026)
- GrünsUpdated
- New figure: $100M revenue (2025)