Tools and platforms

Makes Codex, its coding agent, alongside ChatGPT.

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

Anthropic's terminal coding agent

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

Microsoft's coding assistant

20M+ users (2025)

Builds its own AI models for writing software and licenses them to businesses.

Third-party estimates of $10M to $50M for 2025 (GetLatka says about $50M). Not company-disclosed

Hosts websites and apps, and makes v0, an AI tool that builds user interface code.

About $340M run-rate (Apr 2026, reported)

Bolt.new lets people build and run web apps from a prompt, inside the browser.

About $40M ARR (Mar 2025, Sacra estimate). No 2026 figure found

Makes Devin, an AI software engineer, and owns the Windsurf coding editor it bought in 2025.

About $492M ARR in 2026 (Tech Insider). A KuCoin headline says $900M ARR. Sources conflict

AI code editor

About $4B annualised revenue (early Jun 2026, reported). About 75% from enterprises (reported)

Sells Droids, AI coding agents built for enterprise engineering teams.

About $60M annualised (Mar 2026, Sacra estimate), up from $5M at end 2025. The company has not published ARR

describe an app and it builds it

ARR about $400M by early 2026 and $500M by Jun 2026 (company statements and press reports, dates disputed)

browser app builder

About $525M annualised (Apr 2026, Sacra estimate), up from $300M at end 2025. Multiples.vc reports $1B latest revenue, which conflicts

Sells Copilot Studio, its tool for building agents inside Microsoft 365 and Azure.

20M+ users (2025)

Sells Agentforce, a platform for building AI agents into its CRM and other business apps.

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

open-source workflow automation

About $40M a year (reported at the Aug 2025 term sheet, Sifted). GetLatka also estimates $40M

agent framework

LangSmith annual recurring revenue reported at $12M to $16M (TechCrunch, 2025). Not confirmed by the company

Business software giant that invested in n8n and plans to put n8n inside its Joule Studio agent tool.

Open-source framework where several AI agents work together as a team on one task.

About $3.2M ARR in 2025 (estimate, via a news report citing Latka). Growjo estimates $2.4M

workflow automation

About $250M+ a year (estimate)

automation moving to agents

About $1.5B a year (public)

Low-code platform where businesses build teams of AI agents without deep coding.

US$24M Series B led by Bessemer (May 2025), after a $15M Series A (2023)

Enterprise automation platform that connects business systems and runs AI agents across them.

ARR up 35% year on year and net new ARR up 50% in FY26 (year to 31 Jan 2026, company-reported via a summary site). Over 700 customers above $100K ARR

Sells Microsoft Fabric, a data platform that sits beside its Office and Azure products.

20M+ users (2025)

Sells the CRM, and its Data Cloud and Agentforce products put company data and AI agents inside that CRM.

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

data and AI platform

About $4B a year, growing 50%+. $100B+ valuation

data cloud

Over $4B product revenue guided

Data integration and data quality software for large firms, now owned by Salesforce.

search across a company's own data

$7.2B valuation. Over $100M a year

database with AI search built in

$5B valuation (Oct 2025)

Streaming data platform built on Apache Kafka that moves live business events between systems.

Search engine company whose database finds matching text and meaning for AI apps.

Copies data from business apps like CRMs and accounting tools into a warehouse, and now owns dbt Labs, which cleans that data into shape.

A database for flexible business records that now also stores the vectors AI search uses.

Managed vector database that stores the number codes AI apps use to search by meaning.

Turns PDFs, emails, slides and scans into clean text that AI models can read.

Open source vector database for building search and retrieval into AI apps.

Owns Wiz after its $32B purchase, bringing cloud security into Google Cloud.

25% of AI chip supply (Epoch AI)

bought Protect AI to add AI security

Next-generation security ARR of $8.13B, up 60% year on year (Q3 FY26, reported)

cloud security

Reported above $1B ARR during 2025, from unnamed sources (press)

Israeli cyber firm that agreed to buy Lakera to add AI security to its products.

Zurich firm whose Lakera Guard and Lakera Red products protect AI apps from attacks and test them before launch.

About $300M, the price Check Point is reported to pay (estimate, not officially disclosed)

Startup that secures AI and machine learning models, now being bought by Palo Alto Networks.

Price not disclosed (Palo Alto deal announced Apr 2025)

Endpoint and cloud security company that is adding protection for AI agents and AI apps.

Ending ARR about $5.84B, up 25% year on year (quarter to 31 Jul 2026)

compliance automation

About $300M ARR (Apr 2026, Sacra estimate). A company profile says over $300M, not confirmed

AI governance platform

No figure found

Startup that secures AI agents by watching what they do and what they are allowed to access.

About $400M (Globes, unnamed sources, not officially disclosed)