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Software program startup NinjaOne has surpassed $500 million in annual recurring income, or ARR, the corporate introduced Tuesday.
The IT administration platform noticed income develop practically 70% 12 months over 12 months and its buyer base enhance greater than 60% during the last 12 months to 35,000.
President and Chief Monetary Officer Chris Matarese informed CNBC that the ARR milestone has largely been pushed by the startup’s steady product innovation and buyer assist.
“I believe we have most likely spent 4 instances the trade common in assist, and we have had 98% buyer satisfaction scores all through our historical past or higher,” he stated.
Based in 2013, NinjaOne affords patch administration, backups, distant monitoring and administration, endpoint safety, and extra below a unified software program system quite than a number of siloed instruments.
Co-founder and CEO Sal Sferlazza stated in a press release that versus legacy tech, NinjaOne’s “multi-tenant-native structure can innovate quicker” to generate a number of software program options directly.
The corporate snagged a $5 billion valuation after a $500 million funding spherical led by Iconiq Progress and CapitalG, Alphabet‘s enterprise capital arm, in February 2025.
Matarese stated clients, which embody IT departments and managed service suppliers, have reported a 50% discount in endpoint administration and assist prices and a 20% increase in workers retention after adopting NinjaOne.
“About 75% of our clients exchange 4 instruments or extra once they use Ninja,” he stated. “The much less instruments you will have, the extra every part is unified, the higher every part works.”
He added that the corporate expects one other 60% to 70% in income progress for 2026 and plans to launch 5 to 6 further merchandise over the following 12 months, a few of which can incorporate synthetic intelligence.
Though the AI increase has helped a number of tech corporations attain file highs, buyers have expressed concern that the cloud software program trade could also be eaten by AI brokers as a substitute.
Matarese, nonetheless, stated his startup intends to method AI as a possibility quite than as competitors.
In October, NinjaOne rolled out its Patch Intelligence AI function, which supplies AI-driven insights to assist IT groups handle Home windows patches. Matarese stated that extra synthetic intelligence options are more likely to observe.
“I believe AI is a instrument that the perfect SaaS [software-as-a-service] corporations are going to make use of to enhance their choices,” he stated. “I believe the true worth in AI comes from augmenting human judgment, not changing it.”
