Annual Recurring Revenue (ARR) stories

Palo Alto Networks beat quarterly estimates but flagged weaker next-quarter earnings, unsettling investors despite stronger revenue and contract growth.

Anthropic opens Bengaluru hub, naming Irina Ghose India MD as it doubles revenue and ramps local-language AI for schools, farms and courts.

Simbian claims 15-fold customer surge as its AI-driven SOC agents vie to replace rules-based automation in the cyber defence arms race.

Trust tech firm Drata opens San Francisco HQ after hitting USD $100m ARR, eyeing deeper ties with security buyers and partners.

New Zealand AI startup Contented raises AUD $4.1m seed round to speed UK and US expansion and triple headcount in coming months.

Christchurch AI startup Contented raises NZD $4.1m seed round to grow its meeting-minutes platform and push into Australia, UK and US.

Cloudera posts surging FY26 growth as enterprises embrace governed hybrid AI, fuelling expansion, fresh hires and multi-cloud innovation.

Copilot Capital promotes Dave Sun to Partner and Zerxis Billimoria to Director as it sharpens focus on pan-European software investments.

monday.com rides AI demand and larger clients to 2025 revenue of USD $1.23 billion, up 27%, with a 14% non-GAAP operating margin.

CyberArk names PwC its 2025 Global Partner of the Year as partner-led deals surge and certification-driven identity security gains pace.

Agentic AI is shredding seat-based SaaS models, sparking a wave of ‘zombie’ vendors, valuation shocks and leaner, AI-native rivals.

Celonis adds CyberArk chief Matt Cohen to its board as it doubles down on process intelligence and AI-focused enterprise software growth.

CyberFOX secures nine-figure backing from Level Equity and Radian to scale MSP-focused security tools, AI projects and global expansion.

Ataccama posts record AI data trust deals and 30% CAGR in 2025, as enterprises boost data governance spend and adopt agentic platforms.

GoCab secures USD $45m in equity and debt to expand gig driver vehicle financing and electric mobility across Africa and emerging markets.

London-based Intruder posts 81% surge in enterprise ARR as AI, cloud security and consolidation drive midmarket and enterprise demand.

BioCatch posts record ARR above $185 million as it adds 90 banks, blocks $4 billion in fraud and expands its global trust network.

Exclaimer launches Brand Kits to centralise multi-brand control across email signatures and video meetings, aiming to cut inconsistency at scale.

xReality receipts jump 85% as US defence and police contracts swell pipeline to AUD $63 million and support a larger Sydney base.

Summize raises USD $50m to accelerate its AI-powered contract platform, targeting rapid expansion across the UK and US legal markets.