Market Signals

Jun 2026: Q1 FY27 record net-new ARR $256M (+32%); 4-for-1 stock split

Jun 2026: Raised $300M at $12B valuation

Jun 2026: DASH '26 — GPU Monitoring GA & AI agent observability expansion

Jun 2026: Acquired Phosphorus to extend OT platform to xIoT connected devices

Jun 2026: Build '26 — Autopilots category & Scout autonomous agent

Jun 2026: Q3 FY26 rev $3.0B +31%; NGS ARR $8.13B +60% (CyberArk/Chronosphere)

Jun 2026: Acquired by Vertice to build AI procurement platform

Jun 2026: Acquired US software-pricing leader Vendr

May 2026: Team '26 — Agents in Jira GA, Rovo Incident Command, Teamwork Graph 150B nodes

May 2026: AgentCore CLI + managed harness preview; Nova 2 Omni multimodal

May 2026: $40M Series B (Sequoia, Abstract)

May 2026: Q4 rev $532M +19%; FY26 ARR >$2B +16%; 126 Q4 new logos

May 2026: Q1 rev $1.85B +20%; billings +31%; FY guide raised to $7.71–7.87B

May 2026: Refresh '26 — Freddy AI Agent Studio + MCP Gateway GA in Freshservice

May 2026: ARR crossed $300M, tripled in 15 months on AI cost-cutting demand

May 2026: Gemini 3.5 Flash + Gemini Spark agent launched at I/O 2026

May 2026: Folded into ServiceNow Otto — unified AI front door across Now Platform

May 2026: John DiLullo named CEO; Tejada to Exec Chair; $100M buyback

May 2026: Agentforce ARR $1.2B +205% YoY (all of CRM/CX, not IT alone)

May 2026: Q1 FY27 — ARR $1.16B +23%; cut ~8% of staff to fund AI bets

May 2026: Knowledge '26 — Otto AI; Action Fabric for 3rd-party agents; Autonomous CRM

May 2026: Knowledge '26 — Autonomous Workforce; AI agents now resolve 90%+ of IT requests

May 2026: Cisco Q3 rev $15.8B +12%; AI orders raised to $9B; Splunk 500 H1 logos

May 2026: Acquired by Asana (~$75M)

May 2026: Launched Headless Cloud Security — first agent-native cyberdefense platform

May 2026: Acquired Jit to fuse AI Context Graphs into the Torq AI SOC platform

May 2026: Q1 FY27 — ARR $1.9B, first-ever GAAP profitable quarter

Apr 2026: Made telemetry pipelines free at any throughput

Apr 2026: Launched Neurons AI for zero-touch patch intelligence

Apr 2026: Copilot flows GA; 20M+ active users automating across M365

Apr 2026: Launched Security Copilot agents for autonomous threat triage

Apr 2026: $7.5M seed (Gradient); several $M ARR, cashflow positive

Apr 2026: $10M Series A (Nexus, Dell Tech Capital); 6,000+ orgs

Apr 2026: Closed $7.75B Armis deal; SecOps + asset discovery now unified

Apr 2026: Launched SW1 agentic AI teammate for natural-language observability queries

Mar 2026: Integrated with Cisco AI Assistant for end-to-end app triage

Mar 2026: Launched AI Skills for no-code document processing at scale

Mar 2026: Crossed $500M ARR; launched Aurora Platform with autonomous threat investigation

Mar 2026: GA of Rovo agents for autonomous task execution in Jira and Confluence

Mar 2026: Launched ActiveAI Security Platform; IPO re-listing under review

Mar 2026: $30M Series Pre-A (HSG); $180M valuation

Mar 2026: Launched Grafana AI for natural-language metric queries across enterprise stacks

Mar 2026: $50M Series B led by Benchmark

Mar 2026: Series A+ $14.5M at $250M led by Accenture

Mar 2026: Added Zia AI for predictive incident and change management

Mar 2026: Launched AI Response — autonomous agent for root cause and fix

Mar 2026: Extended with Joule AI agent for end-to-end ERP automation

Mar 2026: Launched Tanium Automate for AI-driven endpoint remediation and compliance enforcement

Mar 2026: $30M Series A (Plural); agentic data quality

Mar 2026: Acquired by Google for $32B — largest cybersecurity acquisition

Feb 2026: $80M Series B (ICONIQ) at $800M valuation

Feb 2026: Launched CAST AI for AI workloads — GPU cost optimization for LLM training and inference

Feb 2026: Acquired Lumigo; Mar 2026: $110M Series B (Balderton) at $1B valuation

Feb 2026: Raised $150M to expand GALE agentic AI platform globally

Feb 2026: Launched AI Assistant for plain-English workflow generation

Feb 2026: Launched Advance AIOps with autonomous triage and incident summaries

Feb 2026: Launched Blueprint AI to generate automation from natural language

Feb 2026: Launched SysAid Copilot for autonomous tier-1 IT resolution

Jan 2026: Cloudability added AI cost governance module for GPU and LLM inference spend tracking

Jan 2026: Series E $100M; launched BigPanda AI for change intelligence

Jan 2026: Launched HelixGPT for autonomous change risk assessment

Jan 2026: Palo Alto closed $3.35B acquisition, unifying observability + security

Jan 2026: Launched Nova SIEM with AI-native UEBA, completing the LogRhythm integration

Jan 2026: Raised $100M Series C; expanded to cover Linux and cloud workloads

Jan 2026: Integrated with watsonx Orchestrate for agent-to-bot handoff

Jan 2026: Expanded to 500+ pre-built skills across 100+ SaaS integrations

Jan 2026: Acquired by Snowflake for ~$1B to deliver AI-powered observability

Jan 2026: Launched Command Platform unifying VM, detection, and response

Jan 2026: Launched AI agents for full-autonomy ITSM across enterprise

Dec 2025: Maestro GA on Amazon VPC

Dec 2025: Added zero-trust SaaS security to existing ITOM automation

Dec 2025: Launched agentic FinOps assistant for automated cloud cost anomaly detection and remediation

Dec 2025: Acquired by Freshworks to extend service management suite

Dec 2025: Acquired Catchpoint ($250M+); raised $800M at $2.4B val Nov 2024

Dec 2025: $125M Series A (Lightspeed) at $1B valuation; ~$160M raised to date

Dec 2025: Series B $25M to scale GenAI service desk with knowledge graph

Dec 2025: Series B $75M at $1B valuation (Sequoia)

Dec 2025: $2.7M seed (YC); 30k+ users

Dec 2025: Series C $50M; expanded no-code SOAR with AI action suggestions

Dec 2025: $60M Series C (Menlo); val doubled, ARR tripled

Nov 2025: Acquired by Automation Anywhere to power autonomous enterprise

Nov 2025: Series C $50M to expand AI-powered RMM for MSPs globally

Nov 2025: CAD $18M Series A (Camber Partners); MSP SaaS security

Nov 2025: Acquired Aisera (GenAI ITSM) to expand autonomous enterprise

Nov 2025: Launched autonomous HR + IT agent resolving 80% of tier-1 requests

Nov 2025: Dell absorbed Moogsoft into APEX Observability AIOps umbrella

Nov 2025: $50M from Blackstone; $140M+ total raised

Nov 2025: $22.5M Series A (Cerberus); 3x ARR growth

Nov 2025: Acquired by Workday as its enterprise agent platform

Oct 2025: Series B $125M at $1.25B valuation

Oct 2025: Raised $180M Series C at $2.5B valuation for AI expansion

Oct 2025: PE buyout by Vista Equity Partners; accelerating DEX expansion

Aug 2025: $25M seed

Aug 2025: Acquired by Uniphore

Jul 2025: Series A $25M for the agent integration layer

Jul 2025: Series A $20M

Jun 2025: Series E $115M at $1B+ val; acquired Aporia AI observability (Jan 2025)

Jun 2025: Series B $25M to scale agentic process automation

Jun 2025: $25M Series A extension; runs natively on Snowflake

Jun 2025: $18M (EQT, Mangrove); tripled revenue + customers

Jun 2025: Launched autonomous multi-step agent builder

May 2025: Acquired Opus Security to unify risk management workflows

May 2025: $60M Series B (DTCP); 200+ enterprise clients

May 2025: Raised $24M Series B led by Bessemer Venture Partners

May 2025: $16M Series A (Lobby Capital); enterprise pivot

Apr 2025: $93M Series B (DFJ Growth, Salesforce Ventures); +131% YoY

Apr 2025: $35M Series B (Zeev); $60M total, US expansion

Apr 2025: Acquired by LaunchDarkly for release intelligence

Apr 2025: Series B $62M raised, $96M total; expanding AI incident platform

Apr 2025: $30M Series B (Redpoint); 1.5M+ endpoints, +380% YoY

Apr 2025: $50M Series B (Key1); +300% YoY revenue

Mar 2025: $10M seed (Khosla, First Round); rebranded to Onyx

Mar 2025: Agreed to acquire Moveworks for front-end AI assistant and search

Feb 2025: $35M Series A (Plural); $49M total

Nov 2024: $5M seed (StageOne, Seventure)

Sep 2024: $13M Series A (Venture Guides, Salesforce Ventures)

Aug 2024: Series E $319M at $3.5B valuation

Oct 2023: Acquired by Arctic Wolf; SOAR folded into Aurora

2024: $56M seed to build an AI agent operating system

2025–26: Process Intelligence Graph + agentic AI push; last priced at $13B (2022)

2025: Gartner Cool Vendor; 200k+ investigations, 92% actionable

Seed (YC, Spark); in production at MongoDB and Comcast

2024: Series C ~$97M to scale enterprise agent orchestration

2024: Series B $130M led by Andreessen Horowitz

2026: Expanded its AI agent across service desk workflows

2026: Akamai to acquire LayerX for $205M (AI browser security)

Raised ~$50M (Menlo, Coatue)

2026: ~$64M raised (Mayfield, M12) for agentic SRE

2025: Launched AI Agent Studio in Fusion Applications

2025: Rebranded to OttoKit; launched AI Agents

Backed by Y Combinator & General Catalyst

2025: Expanded Joule agents across finance, HR, and IT processes

2025: Launched SS&C Blue Prism Next Gen / WorkHQ for agentic process automation at scale

2026: $48M raised (Sequoia, Kleiner Perkins) — causal RCA engine

Rebranded to Ultravox; $17M for open-weight voice SLM

2025: Rolled out Illuminate Agents + Agent System of Record