Apps

the dominant assistant

About $13B revenue in 2025, against about $34B of costs (reported)

Makes Claude and Claude Code, and is strongest with businesses and software builders.

Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

AI inside Office

20M+ users (2025)

Builds Meta AI into Facebook, Instagram and WhatsApp, and makes the Ray-Ban glasses with EssilorLuxottica.

Sales more than tripled (H1 2025)

French lab with open and paid models, chosen by European firms that want data kept in Europe.

About $14B valuation (Sep 2025)

AI search

More than $750M annualised, up from under $250M at the start of 2026 (press reports, Aug 2026)

Builds the Grok assistant, offered through X and its own app and API.

About $500M annualised run rate in 2026 (reported)

meeting notes

About $100M a year (2025)

Builds Apple Intelligence into iPhone, Mac and iPad, and uses partner models for harder tasks.

Writing checker and AI writing assistant, now sold under the Superhuman umbrella.

Workspace app for notes, wikis and projects, with AI writing and search added.

Q&A site that runs Poe, an app for chatting with many AI models in one place.

AI search and chat app for research and work, sold to individuals and firms.

Video calls with an AI companion that writes meeting summaries and answers questions about past calls.

CRM company selling Agentforce, AI agents built into its customer software.

Agentforce ARR about $800M in the quarter to Jan 2026, up 169% year on year (company, Q4 FY26)

voice AI

About $500M ARR (Apr 2026, Sacra estimate)

doctors' notes

Contracted ARR of $117M was reported for early 2025, the last figure found

customer support agents

Passed $100M annualised (reported Aug 2026, citing Newcomer)

legal AI

About $300M ARR (Sacra estimate, May 2026). One blog reports $400M, not confirmed

AI platform for law firms that drafts, reviews and researches contracts, with more than 1,000 customers in 50 markets.

Passed $100M ARR (Apr 2026, company reported)

Free clinical search tool for doctors that answers medical questions with cited sources.

About $300M annualised by mid-2026 (reported). Sacra estimated $150M for 2025

AI for investment bankers and private equity analysts, built for research and deal work.

Over $50M annual recurring revenue (reported)

customer support agents

About $200M annualised (May 2026, company reported)

Ambient AI that writes clinical notes and coding for doctor groups and health systems.

AI for personal injury law firms, building case valuations and demand letters.

Over $2B (Series E, $150M, led by Bessemer)

AI search and analysis for banks and investment firms, reading filings and documents at scale.

About $700M (reported, one tracker dated June 2026, date unconfirmed)

AI agents that phone patients for check-ins and follow-ups, sold to health systems and insurers.

About $3.5B (Series C, $126M, Nov 2025)

Legal, tax and news publisher whose CoCounsel AI is sold to law firms and accountants.

Enterprise AI writing platform for marketing and corporate content, with its own model stack.

consumer subscriptions

About $13B revenue in 2025, against about $34B of costs (reported)

Puts Gemini into Android phones, Search and Gmail, and sells paid AI plans.

25% of AI chip supply (Epoch AI)

the best-selling AI wearable

Sales more than tripled (H1 2025)

Voice app for making audiobooks, dubbing and voice clips, and an API for developers.

About $500M ARR (Apr 2026, Sacra estimate)

AI search app with cited answers, sold free and through a paid plan to individuals.

More than $750M annualised, up from under $250M at the start of 2026 (press reports, Aug 2026)

Design app used by millions for slides, posters and social posts, with AI built in.

About $4B annual recurring revenue at the end of 2025 (company)

companion chat

About $30M annualised (Jul 2025, Sacra estimate)

Makes slides, pages and websites from a prompt, sold on a free and paid plan.

Passed $100M ARR (company, late 2025). Sacra estimate $102M in Oct 2025

AI image generator used by artists and designers, sold by subscription.

About $500M in 2025 (Latka estimate)

AI video tools for filmmakers, studios and ad makers.

About $300M (Multiples.vc record)

AI music

About $300M ARR per the CEO (Feb 2026). Not audited

German maker of the FLUX image models, sold through an API and used inside other apps.

$3.25B (Dec 2025, after a $300M Series B)

Owns TikTok and CapCut, which now adds AI video and editing tools for everyday users.

AI video app for making short clips from text or an image.

AI music generator and a rival to Suno, used to make songs from prompts.