Top Cloud Companies in NYC, NY (398)

Strong Revenue Growth: Feedback suggests ARR expanded from an estimated $170M in 2024 to $250M in 2025, indicating roughly mid-to-high-40% growth at scale. Additional narrative points to multi-year acceleration supported by rising customer counts and product breadth.

Investor Backing & Capital Strength: Feedback suggests a $166M investment led by Salesforce in September 2026, with reports of valuation rising to around $3.2B. This capital indicates continued confidence to fund expansion and strategic initiatives.

Product Line Growth: Feedback suggests expansion beyond core HR into payroll and FP&A through acquisitions like Pento (2024) and Mosaic (2025). These moves broaden cross-sell potential and support upmarket motion.

Strong Revenue Growth: Results indicate broad-based top-line momentum, with operating revenue and recurring revenue both rising strongly year over year. Organic growth is also highlighted, showing that expansion is not solely acquisition-driven.

Market Expansion: Customer numbers increased and international markets, including the U.S., showed accelerated traction. Management outlook points to continued expansion through further investment in key regions.

Healthy Cash Flow: Free cash flow increased alongside growth in adjusted EBITDA. This suggests the business is scaling while continuing to generate solid cash.

Profitability: Operating earnings increased year over year to $3.6 billion, indicating improving core performance. Results point to continued earnings momentum alongside broader business expansion.

Investor Backing & Capital Strength: Surplus rose to $34.7 billion and top-tier financial-strength ratings were affirmed, underscoring a robust capital base. A record $2.8 billion policyholder dividend further signals balance-sheet capacity.

Diversified Revenue Streams: Growth appeared across multiple lines, with higher insurance, annuity, and mutual fund sales in 2025. Assets under management also rose to $892 billion, reinforcing breadth beyond traditional insurance.

Strong Revenue Growth: Revenue is increasing at a double‑digit pace, with Q2 2026 revenue of about $1.91B up year over year. Full-year 2025 revenue also rose meaningfully to roughly $6.15B from $4.96B the prior year, indicating momentum across periods.

Profitability: Profitability is improving, as Q2 2026 net income increased to about $154M and operating income to roughly $152M from the prior year’s quarter. Recurring gross profit from subscription and fintech reached approximately $585M, showing stronger unit economics alongside scale.

Market Expansion: Customer reach is widening, with roughly 9,500 net locations added in Q2 2026 and total locations around 180,000, both higher than a year earlier. The company is also extending into retail, enterprise, international markets, and AI-enabled products such as Toast IQ.

Strong Revenue Growth: Recent results indicate sales are rising sharply, with fiscal Q3 2026 revenue increasing significantly year over year and management lifting its revenue outlook for both FY2026 and FY2027. Growth is broad-based across servers, networking, and the Cloud & AI segment, underscoring strong top-line momentum.

Profitability: Operating performance has strengthened materially, with operating profit up sharply and margins expanding in the latest quarter. Guidance points to continued non-GAAP earnings growth into FY2027, suggesting improved earnings durability.

Healthy Cash Flow: Cash generation is strengthening, with free cash flow rising to about $1.0B in the latest quarter. The outlook targets at least $5B of free cash flow in FY2027, signaling robust internal funding capacity.

Strong Revenue Growth: Revenue expanded from roughly $1.9B in 2024 to $5.1B in 2025, with mid-2026 quarterly revenue still rising sharply. A very large revenue backlog of about $104B and additional net new commitments point to continued demand.

Strong Market Position & Advantage: The company is described as a leading specialist in AI-focused cloud infrastructure, supported by major contracts and third-party recognition. This advantage is reinforced by large-scale GPU capacity and adoption across AI labs, hyperscalers, and enterprises.

Strategic Partnerships: Relationships with NVIDIA and multiyear agreements with organizations such as Meta and Anthropic underpin access to advanced hardware and sizeable workloads. These alliances appear to support capacity build-out and commercial visibility.

Strong Revenue Growth: Revenue for the trailing 12 months was announced above $1 billion, with five consecutive quarters of accelerating growth reported by leadership. These milestones indicate renewed momentum and continued top-line expansion into 2026.

Healthy Cash Flow: The company is described as cash-flow positive for several years, signaling capacity to fund operations and investments internally. This supports ongoing growth without heavy reliance on new primary financing.

Product Line Growth: Expansion beyond payroll into benefits, retirement, financial services, compliance, AI tools, and acquisitions (e.g., Guideline, Mosey) is widening monetization paths. Announced waves of product updates in 2026 reinforce an expanding platform scope.

Healthy Cash Flow: Cash generation is described as substantial, with unlevered free cash flow of about $1.016B in 2025 and $283.5M in Q2 2026, indicating strong cash-producing ability despite modest top-line growth.

Profitability: Margins are portrayed as strong, with a 40.6% non-GAAP operating margin in 2025 and near 40% in Q2 2026, reflecting disciplined cost management and efficient operations.

Resilient & Sustainable Growth: Feedback suggests core revenue excluding FormSwift has returned to slight year-over-year growth and paying users have increased for several consecutive quarters, pointing to stabilization and incremental expansion.

Strong Revenue Growth: Revenue has accelerated, with fiscal Q2 2027 rising 30% year over year to $771.8M after fiscal 2026 grew 23% to $2.46B. Management also raised fiscal 2027 revenue guidance to about $2.99–$3.03B.

Customer Loyalty & Retention: Existing customers are expanding spend, as net revenue retention reached 122% and customers generating at least $100,000 in ARR grew to nearly 3,000. Total customers also increased to roughly 70,600, indicating broadening adoption alongside expansion within accounts.

Healthy Cash Flow: Free cash flow nearly doubled to $137.6M in Q2 FY2027, alongside an improved non-GAAP operating margin of 24% and a swing to positive GAAP net income. Reported cash and short-term investments were approximately $2.4B at quarter-end.

Market Expansion: Customer reach is described as 500+ brands and 150+ agency and media partners in 2026, indicating a broad commercial footprint. Added distribution via a Comcast Advertising partnership further extends access to advertisers.

Innovation-Driven Growth: The launch of AI Search Lift in 2026 signals investment in emerging ad-measurement categories like LLM and AI-driven discovery. Product activity and new measurement offerings point to continued platform development.

Strategic Partnerships: New alliances, such as the Comcast Advertising integration for advanced TV attribution, are highlighted as expanding distribution and market access. Selection by major media companies like Warner Bros. Discovery reinforces enterprise credibility.

Profitability: Peacock achieved positive adjusted EBITDA in Q2 2026 and remained profitable in Q3, marking a clear improvement in streaming economics. This shift indicates strengthening financial performance in a strategically important business.

Strong Revenue Growth: Media and Studios showed strong year-over-year gains in 2026, with Media still increasing even when major-event effects are removed. Content & Experiences revenue also rose in Q3 2026, alongside higher contributions from Peacock, distribution, and advertising.

Market Expansion: The opening of Epic Universe in Orlando expanded the parks footprint and contributed to higher 2025 parks revenue. Announced additions such as a Universal Kids Resort in Texas and new attractions signal continued investment in destination experiences.

Strong Revenue Growth: Revenue increased 38% year over year to $427.3M in Q2 FY2027, with subscription revenue up 37% and subscription ARR up 33% to $1.66B. Enterprise adoption is also rising, with customers generating at least $100K in subscription ARR growing from 2,505 to 3,084 year over year.

Healthy Cash Flow: Free cash flow was positive at $65.7M in Q2 FY2027, up from $57.5M a year earlier. Operating leverage is improving as subscription ARR contribution margin increased to 14.0% from 9.4%.

Investor Backing & Capital Strength: Liquidity is substantial, with $1.75B in cash, cash equivalents and short‑term investments as of July 31, 2026. This balance sheet capacity provides flexibility to fund continued growth and execution.

Strong Revenue Growth: Revenue has been accelerating on a quarterly basis, and full-year guidance was raised, reflecting sustained top-line momentum. Contracted demand indicators also point to continued near-term growth.

Market Expansion: Enterprise penetration is deepening with record additions of large customers and a notable footprint among major corporate ecosystems and top global websites. The customer mix is shifting upmarket, signaling successful movement into higher-value segments.

Innovation-Driven Growth: Adoption of Workers, Zero Trust, and AI-related workloads is highlighted as a key catalyst expanding use of the platform. Product breadth across security, developer services, and edge computing is supporting multi-product growth.

Strong Revenue Growth: Revenue is reported to have increased year over year in 2024, indicating business momentum. Trade coverage attributes the uplift to growth across both subscriptions and advertising.

Diversified Revenue Streams: Subscription income is complemented by advertising from a growing free, ad-supported tier and by transactional video via the ROW8 acquisition. Company commentary indicates the free tier’s ad revenue has become a more meaningful contributor.

Market Expansion: Audience reach broadened with millions of monthly active users reported in 2025 and continued expansion of the free channel lineup into 2026. New paid plans launched in 2026 aim to attract additional segments and support acquisition.

Strong Revenue Growth: Feedback suggests quarterly reported sales and organic growth have recently improved, led by the Networks business with 7% organic growth in Q3 2026 and a 6% increase in reported sales to SEK 59.5B. Underlying momentum is also visible year-to-date with 4% organic sales growth through September 2026 despite currency and portfolio effects.

Cost & Operational Efficiency: Feedback suggests margins and efficiency have seen progress, with adjusted gross margin near prior-year levels and prior-year improvements in adjusted EBITA and gross margin indicating disciplined execution. This operational resilience supports stability even when headline revenue is uneven.

Strong Market Position & Advantage: Feedback suggests Ericsson retains a strong competitive footing in mobile network infrastructure, with Networks as a clear growth engine across regions like Japan, India, Vietnam, and the Middle East. The company is viewed as a leading vendor in 5G RAN and core markets, underpinning demand durability.

Strong Revenue Growth: Revenue is described as rising at a strong, double‑digit pace across recent quarters and years, with subscription sales increasing alongside total revenue. Company guidance for subscription revenue was raised, reinforcing the momentum.

Resilient & Sustainable Growth: Remaining performance obligations and current contracted revenue expanded, indicating meaningful visibility into future sales. Growth in large enterprise customers and multi‑million‑dollar deals further supports durability.

Innovation-Driven Growth: AI offerings became a meaningful commercial driver as ServiceNow AI exceeded $1 billion in annual contract value and deployments accelerated. Adoption of workflow and AI products is highlighted as a primary catalyst.

Strong Revenue Growth: Revenue and annual recurring revenue each rose 25% in fiscal 2026, with fourth-quarter revenue also up 25% year over year. Management still expects continued double-digit growth in fiscal 2027, albeit at a slower pace.

Healthy Cash Flow: Operating cash flow reached about $1.13 billion and free cash flow was roughly $779.1 million in fiscal 2026. This points to robust cash generation alongside expansion.

Product Line Growth: The platform is expanding into AI security, data security, SASE, and agentic security operations. Security-for-AI bookings were reported to increase more than 50% sequentially in the fourth quarter, indicating early traction.

Strong Revenue Growth: Quarterly revenue increased materially year over year in Q2 2026, and full-year 2025 sales also rose. The acceleration into 2026 alongside expanding user metrics signals momentum in top-line performance.

Healthy Cash Flow: Free cash flow turned positive and expanded meaningfully versus the prior year, alongside a large step-up in adjusted EBITDA. This points to improving cash generation and operating efficiency.

Diversified Revenue Streams: Subscriptions and other direct revenue grew much faster than advertising, with products like Snapchat+, Lens+, and Memories contributing significantly. This diversification reduces sole dependence on the ad cycle and broadens monetization levers.

Resilient & Sustainable Growth: Revenue and subscription growth in the low-teens, expanding backlogs, and rising cash flow indicate steady expansion with improving unit economics. Guidance and analyst outlooks signal continued momentum supported by multi-product adoption and international reach.

Healthy Cash Flow: Operating and free cash flows have grown faster than revenue, reflecting strong cash generation from a maturing business model. Scaling non-GAAP operating margins underscore improved cost discipline and operating leverage.

Strong Market Position & Advantage: Consistent leadership placements in Gartner evaluations and extensive Fortune 500 penetration highlight a defensible position in enterprise HCM and service-centric ERP. Broad adoption of unified HR-finance capabilities and embedded AI tools strengthens competitive differentiation.