Ayar Labs revenue and valuation
Specter estimates Ayar Labs' annual revenue at $19M to $154M and its valuation at $4.04B to $5.93B. The company was priced at $5B in September 2026.
- Estimated revenue
- $19M–$154M
- Estimated valuation
- $4.04B–$5.93B
- Total funding
- $1.25B
- Founded
- 2015
- Headquarters
- San Jose, United States
- Employees
- 265
Ayar Labs revenue
Specter's model puts current revenue between $19M and $154M.
Monthly data
| Month | Specter estimate | Low | High | Reported revenue |
|---|---|---|---|---|
| $86M | $19M | $154M | ||
| $79M | $15M | $143M | ||
| $75M | $11M | $139M | ||
| $85M | $11M | $159M | ||
| $68M | $11M | $125M | ||
| $62M | $9.3M | $114M | ||
| $68M | $11M | $124M | ||
| $66M | $10M | $123M | ||
| $69M | $11M | $126M | ||
| $62M | $12M | $111M | ||
| $60M | $12M | $108M | ||
| $60M | $9.8M | $111M | ||
| $60M | $9.8M | $111M | ||
| $59M | $8.2M | $110M | ||
| $60M | $10M | $111M | ||
| $61M | $9.7M | $113M | ||
| $58M | $9.8M | $107M | ||
| $56M | $12M | $100M | ||
| $56M | $12M | $100M | ||
| $55M | $15M | $95M | ||
| $52M | $15M | $89M | ||
| $55M | $14M | $96M | ||
| $53M | $11M | $95M | ||
| $45M | $15M | $76M | ||
| $44M | $11M | $76M | ||
| $41M | $12M | $70M | ||
| $52M | $16M | $87M | ||
| $56M | $19M | $93M | ||
| $56M | $19M | $92M |
Ayar Labs valuation
Ayar Labs' valuation rose from $60M at its Series A in November 2018 to $5B at its Series E in September 2026. Specter's live estimate sits between $4.04B and $5.93B.
Monthly data
| Month | Specter estimate | Low | High | Reported valuation |
|---|---|---|---|---|
| $4.89B | $4.04B | $5.93B | ||
| $5B | $4.16B | $6.01B | $5B (round) | |
| $4.78B | $3.73B | $6.11B | ||
| $4.56B | $3.79B | $5.49B | ||
| $4.36B | $3.52B | $5.4B | ||
| $4.16B | $3.37B | $5.15B | ||
| $3.98B | $3.27B | $4.84B | ||
| $3.8B | $3.16B | $4.57B | $3.8B (press) | |
| $3.8B | $3.16B | $4.57B | $3.8B (round) | |
| $3.45B | $2.11B | $5.65B | ||
| $3.14B | $1.92B | $5.13B | ||
| $2.85B | $1.9B | $4.28B | ||
| $2.59B | $1.8B | $3.75B | ||
| $2.36B | $1.68B | $3.31B | ||
| $2.14B | $1.54B | $2.98B | ||
| $1.95B | $1.41B | $2.69B | ||
| $1.77B | $1.32B | $2.37B | ||
| $1.61B | $1.24B | $2.09B | ||
| $1.46B | $1.13B | $1.9B | ||
| $1.33B | $1.05B | $1.69B | ||
| $1.21B | $970M | $1.52B | ||
| $1.1B | $900M | $1.35B | ||
| $1B | $830M | $1.2B | $1B (round) | |
| $820M | $350M | $1.51B | ||
| $810M | $360M | $1.6B | ||
| $650M | $340M | $1.44B | ||
| $650M | $360M | $1.27B | ||
| $780M | $460M | $1.4B | ||
| $760M | $450M | $1.39B |
Ayar Labs funding rounds
| Date | Round | Raised | Post-money valuation | Lead investors |
|---|---|---|---|---|
| Secondary | $225M | Undisclosed | Antero Peak Group | |
| Series E | $150M | $5B | Undisclosed | |
| Series E | $500M | $3.8B | Neuberger Berman | |
| Series D | $155M | $1B | Light Street Capital, Advent International | |
| Series C | $25M | Undisclosed | Capital TEN | |
| Series C | $130M | Undisclosed | Boardman Bay Capital Management | |
| Series B | $35M | $170M | BlueSky Capital, Downing Ventures | |
| Venture round | Undisclosed | Undisclosed | Lockheed Martin Ventures | |
| Debt financing | $3M | Undisclosed | Silicon Valley Bank | |
| Grant | Undisclosed | Undisclosed | DARPA | |
| Series A | $24M | $60M | Playground Global | |
| Seed | $2.5M | Undisclosed | Founders Fund | |
| Grant | $150K | Undisclosed | National Science Foundation | |
| Non-equity assistance | Undisclosed | Undisclosed | Undisclosed |
Ayar Labs competitors
The AI optical interconnect market forces a choice between component-level hardware and integrated networking systems.
| Company | Revenue | Valuation |
|---|---|---|
| $19M–$154M | $4.04B–$5.93B | |
| $4.3M–$34M | $410M–$4.79B | |
| $2M–$27M | $230M–$460M | |
| $9.1M–$67M | $4.37B–$6.51B | |
| $2.6M–$15M | $200M–$340M |
Ayar Labs revenue and valuation FAQ
What is Ayar Labs' revenue?
Specter estimates Ayar Labs' annual revenue at $19M to $154M as of October 2026.
What is Ayar Labs' valuation?
Ayar Labs' latest post-money valuation is $5B, from a September 2026 Series E. Specter's live estimate is $4.04B to $5.93B.
How much funding has Ayar Labs raised?
$1.25B across 14 rounds, from a non-equity assistance in January 2015 to a $225M Secondary in September 2026.
Who invested in Ayar Labs?
54 investors, including Advent International, Antero Peak Group, Boardman Bay Capital Management, Capital TEN, Light Street Capital and Neuberger Berman.
Who are Ayar Labs' competitors?
Celestial AI, Xscape Photonics Inc, Lumilens and Mixx Technologies Inc. Specter ranks 30 competitors for Ayar Labs.