Emergent ARR Hit $100M
Feb 17, 2026
Emergent is a rapidly scaling AI-driven “vibe-coding” platform that enables users — particularly non-technical builders and small businesses — to generate production-ready software simply by describing what they want in natural language, using text or voice prompts.
Launched only eight months ago, the platform has amassed more than 6 million users in over 190 countries and facilitated the creation of over 7 million applications, from custom CRMs and ERPs to inventory and logistics tools, demonstrating broad appeal across use cases. Its intuitive AI agents let people transition from spreadsheets and manual workflows to fully functional applications that can be deployed directly to web, iOS, and Android, with seamless context between mobile and desktop environments.
Emergent’s meteoric revenue growth reflects strong product-market fit in the emerging AI software creation category. In the past month alone, the company doubled its annualized revenue run rate, surpassing $100 million ARR less than a year after debut — a milestone rare among AI startups.
With roughly 150,000 paying customers, this implies a robust monetization model built on subscriptions, usage-based pricing, and deployment/hosting fees, while its gross margins continue to improve monthly. The platform also enjoys broad geographic reach, with approximately 70 % of revenue coming from the U.S. and Europe and India emerging as its fastest-growing market segment.
This growth has been backed by strong investor confidence: Emergent recently closed a $70 million funding round led by SoftBank Vision Fund 2 and Khosla Ventures — following a $23 million Series A — tripling its valuation to an estimated $300 million.
The company’s strategic expansion includes the rollout of a native mobile app that empowers users to build and publish applications on the go, further democratizing software development and reinforcing its position in a competitive landscape alongside tools like Replit, Lovable, and Rocket.new. Emerging from its early adopter phase, Emergent is also testing enterprise offerings, signaling its readiness to serve larger organizations and capture further market share in the AI-assisted code generation era.