Disclosed ARR / run-rate / reported revenue (point-in-time)
Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.
All observations (9)
| Period | Metric | Value | YoY | Quality | How | Source |
|---|---|---|---|---|---|---|
| as of 2026-09-25 | run-rate | $1.00B | — | reported | reported “Cognition said on September 25, 2026 that it had crossed $1B in annualized revenue run rate” | Unite.AI reporting Cognition announcement |
| as of 2026-09-08 | run-rate | $900.00M | — | reported | reported “Since our last round in May, Cognition's run-rate revenue has grown from $492M to almost $900M.” | Cognition |
| as of 2026-05-27 | run-rate | $492.00M | — | reported | reported “Cognition told investors it has reached $492 million in annualized revenue run-rate” | LetsDataScience reporting TechCrunch |
| as of 2026-05 | run-rate | $492.00M | — | reported | reported “Cognition said that since announcing its last fundraise in May, its annualized run-rate revenue has grown from $492 million to $900 million.” | TechCrunch |
| as of 2025-09-09 | ARR | $150.00M | — | reported | reported “Cognition, the AI coding company behind Devin and Windsurf, has rapidly scaled its annual recurring revenue to more than $150 million ARR in 2025, following the acquisition of Windsurf.” The source says “more than” this figure. | ARR Club |
| as of 2025-07-31 | ARR | $82.00M | — | reported | reported “Cognition said Windsurf had $82 million in ARR, more than 350 enterprise customers and hundreds of thousands of daily active users.” | Aree Blog reporting Cognition |
| as of 2025-06-30 | ARR | $73.00M | — | reported | reported “Cognition recorded continuous revenue increases since the solution's launch in March 2024, including a jump from $1 million in recurring revenue in September 2024 to $73 million in June 2025.” | Built In |
| as of 2025-05-31 | ARR | $37.00M | — | reported | reported “But when it comes from a company reporting $492 million in annualized revenue after starting 2025 at $37 million, the numbers are harder to dismiss.” | Awesome Agents |
| as of 2024-09-30 | ARR | $1.00M | — | reported | reported “Cognition recorded continuous revenue increases since the solution's launch in March 2024, including a jump from $1 million in recurring revenue in September 2024 to $73 million in June 2025.” | Built In |