AI REVENUE WARS ● 2026-10-30

Explorer

Modal

private · AI compute & GPU cloud

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 (3)

PeriodMetricValueYoYQualityHowSource
as of 2026-10-14run-rateSandboxes run-rate$300.00M—reportedreported
“Modal's Sandboxes product alone has reached a $300M annualized run rate on its own, accounting for roughly 30 percent of Modal's total ARR and powering close to 3 billion sandboxes spun up since launch.”
TechTimes
as of 2026-09-30run-rate$1.00B—reportedreported
“Modal says it crossed $1 billion in annualized revenue run rate in September 2026.”
Oossa
as of 2026-05run-rate$300.00M—reportedreported
“When Modal announced its Series C at $4.65 billion in May 2026, it had just crossed $300 million in annualized revenue.”
TechTimes