We launched Sierra just over two and a half years ago. This week, we hit $400M+ in ARR, adding over $150M+ in ARR in Q3 alone. That’s more ARR in one quarter than we generated all of last year. More importantly, our growth is accelerating: we took six months to double from $100M to $200M ARR, and only five months to double from $200M to $400M.

This growth is driven by a number of different factors, including:

• •The increasing ambition of our customers — while being some of the largest and most heavily regulated businesses in the world, they’re pushing to do more with their agents, faster.
• •A step change in what agents can do — moving from one-and-done support conversations to interactions that last weeks or months and drive revenue.
• •The ease of building and improving agents with Ghostwriter — this month a large US retailer ($40B+ in revenue) went from first meeting to live agent in 27 days.

Looking toward 2027, we’re excited to help businesses — we now work with almost 50% of the Fortune 50 — answer the big questions they’re facing. How do I turn our AI investments into measurable returns? Are personal agents an opportunity or a threat? What’s my competitive advantage when everyone has access to the same intelligence?