Applied Intuition revenue and valuation
Specter estimates Applied Intuition's annual revenue at $570M to $1.92B and its valuation at $13.3B to $18.9B. The company last reported $1B ARR in March 2026 and was priced at $15B in June 2025.
- Estimated revenue
- $570M–$1.92B
- Estimated valuation
- $13.3B–$18.9B
- Reported ARR
- $1B
- Total funding
- $1.5B
- Founded
- 2017
- Headquarters
- Mountain View, United States
- Employees
- 1,677
Applied Intuition revenue
Applied Intuition last reported $1B ARR in March 2026. Specter's model puts current ARR between $570M and $1.92B.
Monthly data
| Month | Specter estimate | Low | High | Reported ARR |
|---|---|---|---|---|
| $1.04B | $570M | $1.92B | ||
| $1.01B | $580M | $1.76B | ||
| $1B | $620M | $1.62B | ||
| $1.01B | $690M | $1.49B | ||
| $1B | $700M | $1.42B | ||
| $1B | $740M | $1.35B | ||
| $980M | $770M | $1.24B | ||
| $1B | $830M | $1.2B | $1B | |
| $260M | $79M | $430M | ||
| $270M | $77M | $460M | ||
| $270M | $77M | $460M | ||
| $240M | $74M | $410M | ||
| $220M | $78M | $370M | ||
| $240M | $68M | $410M | ||
| $210M | $42M | $390M | ||
| $190M | $38M | $340M | ||
| $200M | $36M | $370M | ||
| $152M | $37M | $270M | ||
| $123M | $37M | $210M | ||
| $151M | $36M | $270M | ||
| $158M | $30M | $290M | ||
| $122M | $27M | $220M | ||
| $122M | $27M | $220M | ||
| $112M | $26M | $197M | ||
| $116M | $26M | $210M | ||
| $101M | $24M | $178M |
| Date | Reported ARR | Source |
|---|---|---|
| $1B |
Applied Intuition valuation
Applied Intuition's valuation rose from $250M at its Series B in September 2019 to $15B at its Series F in June 2025. Specter's live estimate sits between $13.3B and $18.9B.
Monthly data
| Month | Specter estimate | Low | High | Reported valuation |
|---|---|---|---|---|
| $15.9B | $13.3B | $18.9B | ||
| $15B | $12.5B | $18B | $15B (press) | |
| $15B | $12.3B | $18.4B | ||
| $15B | $12.5B | $18B | $15B (press) | |
| $15B | $11.4B | $19.7B | ||
| $15B | $11.3B | $19.9B | ||
| $15B | $11.4B | $19.7B | ||
| $15B | $11.2B | $20.1B | ||
| $15B | $10.6B | $21.1B | ||
| $15B | $10.8B | $20.9B | ||
| $15B | $11.3B | $19.9B | ||
| $15B | $11.3B | $19.9B | ||
| $15B | $11.6B | $19.4B | ||
| $15B | $12B | $18.8B | ||
| $15B | $12.3B | $18.3B | ||
| $15B | $12.4B | $18.2B | ||
| $15B | $12.5B | $18B | $15B (round) | |
| $13.8B | $8.5B | $22.4B | ||
| $12.7B | $7.99B | $20.2B | ||
| $11.7B | $7.58B | $18B | ||
| $10.8B | $7.15B | $16.2B | ||
| $9.89B | $6.85B | $14.3B | ||
| $9.1B | $6.46B | $12.8B | ||
| $8.37B | $6.17B | $11.4B | ||
| $7.7B | $5.89B | $10.1B | ||
| $7.09B | $5.55B | $9.05B |
Applied Intuition funding rounds
| Date | Round | Raised | Post-money valuation | Lead investors |
|---|---|---|---|---|
| Series F | $600M | $15B | BlackRock, Kleiner Perkins | |
| Secondary | $300M | $6B | Undisclosed | |
| Series E | $250M | $6B | Porsche Investments Management, Lux Capital | |
| Series D | $175M | $3.6B | Addition, Elad Gil, Coatue | |
| Series C | $125M | $1.25B | General Catalyst, Andreessen Horowitz, Lux Capital | |
| Series B | $40M | $250M | General Catalyst | |
| Series A | $11.5M | Undisclosed | Floodgate, Andreessen Horowitz | |
| Series A | Undisclosed | Undisclosed | Undisclosed |
Applied Intuition competitors
The autonomous vehicle software market splits between full-stack developers and simulation infrastructure providers.
| Company | Revenue | Valuation |
|---|---|---|
| $570M–$1.92B | $13.3B–$18.9B | |
| $127M–$970M | $8.51B–$12B | |
| $17M–$88M | No estimate | |
| $2.8M–$15M | $71M–$350M | |
| $59M–$320M | No estimate |
Applied Intuition revenue and valuation FAQ
What is Applied Intuition's revenue?
Specter estimates Applied Intuition's annual recurring revenue at $570M to $1.92B as of October 2026. Applied Intuition last reported $1B ARR in March 2026.
What is Applied Intuition's valuation?
Applied Intuition's latest post-money valuation is $15B, from a June 2025 Series F. Specter's live estimate is $13.3B to $18.9B.
What is Applied Intuition's revenue multiple?
Applied Intuition is valued at about 15× ARR, based on its $15B June 2025 valuation and $1B last reported ARR. That works out to roughly $596K of ARR per employee.
How much funding has Applied Intuition raised?
$1.5B across eight rounds, from a Series A in September 2017 to a $600M Series F in June 2025.
Who invested in Applied Intuition?
49 investors, including Addition, BlackRock, Elad Gil, Kleiner Perkins, Lux Capital and Porsche Investments Management.
Who are Applied Intuition's competitors?
Wayve, aiMotive, Foretellix and Torc Robotics. Specter ranks 28 competitors for Applied Intuition.