Top Cloud Companies in London (420)

Strong Revenue Growth: Revenue rose 31% year over year to NZ$2.75–2.80 billion, alongside 37% AMRR growth and a 23% uplift in average revenue per customer. Customers increased 11% to about 4.92 million, reinforcing top-line momentum.

Healthy Cash Flow: Free cash flow reached NZ$554 million in FY26, increasing from the prior year. Adjusted EBITDA also grew 18% to NZ$757 million, indicating strong cash generation while scaling.

Market Expansion: Growth accelerated in the U.S. (including Melio payments) with continued double‑digit momentum in ANZ and the UK. Net additions of 506,000 in FY26 and a 4.92 million customer base highlight expanding regional reach.

Profitability: FY2026 marked the first full year of GAAP profitability, and Q1 FY2027 delivered a fourth consecutive GAAP‑profitable quarter. Profit guidance and expanding non‑GAAP operating margins indicate continued bottom‑line strength.

Healthy Cash Flow: Free cash flow was $102.7M in FY2026 and $41.2M in Q1 FY2027. Cash and investments of $444M and a $100M share repurchase authorization underscore liquidity to invest while returning capital.

Future-Ready Strategy: Management emphasizes AI‑first Operations Cloud offerings and a new usage‑based package aimed at re‑accelerating growth. Product and packaging moves are positioned to drive longer‑term expansion and retention.

Strong Revenue Growth: Revenue rose about 23% year over year in Q2 2026 and 24% for full-year 2025, with ARR up 25% and GPV up 22% reinforcing a scaling top line. Guidance for 2026 recurring gross profit growth of roughly 23–25% further underpins momentum.

Profitability: Operating income and EPS roughly doubled year over year in Q2 2026 (operating income $152M vs. $80M; diluted EPS $0.26 vs. $0.13). Management also highlighted rising adjusted EBITDA and improved net income alongside recurring gross profit expansion.

Market Expansion: New offerings (e.g., Toast Drive‑Thru) and enterprise wins/expansions (e.g., Best Western, TGI Fridays UK, multi‑unit brands like Caribou Coffee and Potbelly) support broader adoption. The footprint reached about 180,000 total locations as of June 30, 2026, up roughly 22% year over year.

Profitability: GAAP net income turned positive in Q1 and Q2 2026, with improving operating metrics versus prior‑year losses. This points to healthier unit economics even as top‑line growth is modest.

Innovation-Driven Growth: Investment in AI‑driven “agentic commerce,” LLM data enrichment, and B2B operational agents—alongside embedded payments—signals a roadmap aimed at future monetization. Double‑digit GMV growth and sequential NRR improvement indicate these capabilities are supporting healthier platform engagement.

Strategic Partnerships: Expanded Stripe capabilities and PayPal‑embedded payments, plus ecosystem activity across BigCommerce, Feedonomics, and Makeswift, are highlighted as growth enablers. These integrations support attach‑rate and monetization theses tied to payments and partner services.

Strong Revenue Growth: Revenue is accelerating, with early‑2026 results exceeding the prior year’s pace and the full‑year outlook raised to reflect continued momentum. Large‑customer additions further reinforce top‑line expansion at scale.

Healthy Cash Flow: Operating and free cash flow remain substantial, including strong generation in Q2 2026 and across FY2025. This liquidity provides flexibility to invest while sustaining growth.

Innovation-Driven Growth: New AI‑powered capabilities—such as Bits AI offerings, GPU Monitoring, and an agent builder—were launched around Q1–Q2 2026 and at DASH 2026, supporting usage and upsell. Broader multi‑product adoption and growth in high‑ARR cohorts are highlighted across recent updates.

Strong Revenue Growth: Reported revenue rose from $1.9B in 2024 to $5.1B in 2025, with early‑2026 quarters continuing triple‑digit year‑over‑year increases. These disclosures indicate a steep, ongoing acceleration in scale.

Strategic Partnerships: Multi‑year, multi‑billion‑dollar agreements with Meta, Anthropic, Jane Street, and expanded OpenAI commitments point to durable, large‑scale utilization. A deepened NVIDIA collaboration, including early deployments of GB200/GB300 and plans to accelerate AI “factory” buildouts, supports access to cutting‑edge capacity.

Investor Backing & Capital Strength: Significant financing and market recognition—including a $1.1B Series C, large credit and notes facilities, and inclusion in the Nasdaq‑100—underscore strong capital access. This funding underpins rapid data‑center expansion and GPU procurement.

Strong Revenue Growth: Revenue is rising rapidly across recent periods, with FY2026 results and the subsequent quarter both showing sharp year-over-year increases and strong subscription-led momentum. Management raised the FY2027 outlook following the latest quarter, underscoring continued demand.

Healthy Cash Flow: Free cash flow is meaningfully positive and improving at scale, including a healthy margin in Q1 FY2027 and a large year-over-year increase in FY2026. Improving subscription contribution margins indicate growing operating leverage.

Strong Market Position & Advantage: Independent analyst recognitions place the company among market Leaders for backup/data protection and cyber recovery, often highlighted for vision. Expanding large-customer cohorts and post-IPO scale further reinforce competitive standing.

Strong Revenue Growth: Total revenue increased 19% in FY2026 and 16% in Q1 FY2027, while ARR reached about $2.14B, up roughly 17% year over year. Net‑new ARR also accelerated, signaling strengthening demand.

Profitability: Non‑GAAP operating income was $592M in FY2026 with ~29% margin, and Q1 FY2027 reported a ~29% margin alongside robust adjusted free cash flow. Free cash flow for FY2026 was $529M, underscoring strong operating leverage.

Resilient & Sustainable Growth: Multi‑year double‑digit ARR and revenue expansion, record large deals, and 41% organic net‑new ARR growth in Q1 FY2027 point to durable demand. A subscription‑led model and fast‑growing logs consumption support ongoing platform adoption.

Strong Revenue Growth: Cisco’s filings indicate Observability revenue rose year over year, with Q2 FY2026 growth “primarily driven by growth in ThousandEyes,” and 6% growth for the full year—pointing to a continued positive trend. This suggests ThousandEyes is expanding its contribution within Cisco’s Observability category.

Product Line Growth: New capabilities and positioning—including updated Internet/Cloud Intelligence pages and broadband/ISP assurance showcased at MWC 2026—show ongoing investment and widening use cases. The cadence of launches indicates active development rather than stagnation.

Innovation-Driven Growth: Deepening integrations across Meraki/Catalyst and Internet Insights and a push toward end‑to‑end digital experience assurance align with rising cloud/SaaS reliance. These moves reflect a forward‑leaning roadmap aimed at broader, outcome‑oriented visibility.

Investor Backing & Capital Strength: Bridgepoint agreed to acquire a majority stake in July 2026 with explicit plans to accelerate product innovation (including AI), international expansion, and selective M&A, with closing expected by year‑end 2026. Prior growth capital from Insight Partners in 2021 further supports a multi‑year scale‑up trajectory.

Product Line Growth: The July 2025 acquisition of Redjack added passive network discovery and application dependency mapping, broadening the platform’s capabilities and use cases. Ongoing 2026 releases (e.g., “Lansweeper Connect – Spring 2026”) point to an active product cadence.

Market Expansion: Company materials evolved from citing 25,000+ to 28,000+ customers and now reference 30,000+ environments, and a U.S. municipal FY2026 budget line indicates a planned increase in Lansweeper spend. MSP‑focused offerings and launch events have historically aligned with entry into new buyer segments.

Strong Revenue Growth: ARR is reported up 42% year over year in 2024 with a further 28% uplift cited year‑to‑date in late 2025 and continued growth into 2026. Cloud ARR also rose strongly across 2023–2026, reinforcing top‑line momentum.

Market Expansion: New‑customer additions of 305 in 2024, 340 in 2025, and 90 early in 2026, alongside cloud adoption reaching 78% of the base, point to a widening footprint. Additional Azure regions (e.g., Switzerland) and thousands of organizations served further indicate expanded reach.

Innovation-Driven Growth: New AI‑powered offerings such as Ask iManage, iManage AI Enrichment, and Mailbox Assistant, plus secure MCP integrations, signal product‑led expansion. An expanded partnership with Thomson Reuters to deliver governed AI‑powered workflows underscores focus on AI‑enabled growth.

Strong Revenue Growth: Subscription revenue reached $3.877B in Q2 2026, growing strongly year over year, with total revenue also advancing. The company raised its full-year 2026 subscription outlook to $15.76–$15.78B and guided continued double-digit growth into Q3.

Product Line Growth: “ServiceNow AI” surpassed $1B in ACV in Q2 2026, acting as a catalyst for deal activity and upsell. Newer AI capabilities layered onto core workflows are described as adding incremental momentum.

Resilient & Sustainable Growth: Current and total RPO climbed to $13.20B and $29.0B, respectively, indicating strong contracted demand ahead. The number of customers above $5M in ACV increased meaningfully, supporting durable multi‑year expansion.

Strong Revenue Growth: Revenue momentum is highlighted by nearly 50% year-over-year ARR growth from large enterprise customers in 2025. Repeat inclusion on the Inc. 5000 (2026) and Deloitte Technology Fast 500 (2024/2025) underscores sustained multi-year expansion.

Strong Market Position & Advantage: Competitive standing is reinforced by a Leader placement in Forrester’s Third-Party Risk Management Wave (Q1 2026) and consecutive G2 “Leader” badges into Summer 2026. These signals indicate solid traction with buyers in an active GRC/TPRM market.

Innovation-Driven Growth: Product velocity is evident in the Spring 2026 release of AI-powered workflow agents and new integrations aimed at enterprise use cases. Governance-oriented moves such as appointing a new CISO in May 2026 align with scaling an enterprise-grade, security-focused roadmap.

Investor Backing & Capital Strength: Recent financing rounds added $70M in equity at a higher valuation and a $250M credit facility to fund expansion. These moves, with participation from strategic investors, provide resources to scale infrastructure and reach.

Market Expansion: The company cites more than three exabytes under management across 16 global regions and announced the acquisition of Seagate’s Lyve Cloud. Investments in EMEA channels and cyber‑resilience integrations reflect a broader go‑to‑market push.

Product Line Growth: New offerings such as a high‑performance storage class (Wasabi Fire) target AI and other data‑intensive workloads. This product expansion aligns with stated plans to support AI infrastructure and performance‑sensitive use cases.

Strong Revenue Growth: Revenue is portrayed as expanding, including a 38% year-over-year increase in subscription revenue in 2024 and multiple “best quarter” records. Company communications in January 2026 cite strong 2025 results and entry into 2026 with “record momentum.”

Strong Market Position & Advantage: Market position is reinforced by leadership placements in the 2026 Gartner Magic Quadrant and the 2025–2026 IDC MarketScape. Status as the only SAP Endorsed App for pricing and repeated partner recognitions signal credible enterprise channels and competitive strength.

Customer Loyalty & Retention: Customer retention is characterized as very high, with 97.4% retention noted for 2024 and references to sustained loyalty. Narratives also point to organizations expanding usage after realizing pricing and margin gains, supporting durable growth.

Profitability: Operating margins remain high, indicating sustained efficiency even as top‑line growth stays modest. Management commentary emphasizes maintaining strong margin discipline through 2026.

Healthy Cash Flow: Cash generation is robust, with sizable quarterly free cash flow and higher full‑year targets underscoring balance‑sheet flexibility. Capital returns and liquidity headroom support ongoing investment despite subdued growth.

Future-Ready Strategy: AI-led initiatives such as Dash and embedding intelligence into the core product signal a pivot toward next‑generation workflows. Ongoing rollouts and integrations point to a roadmap designed to reaccelerate growth over time.

Strong Revenue Growth: Revenue rose 23% in FY2026 to about $2.46B, with Q4 FY2026 up 27% year over year and Q1 FY2027 up 25% year over year. Management guided FY2027 revenue to roughly $2.92–$2.96B, indicating continued double‑digit expansion.

Healthy Cash Flow: Operating cash flow reached about $505M in FY2026, and management highlighted “rule‑of‑40” performance in Q4. Recent updates also cite strong free cash flow in Q1 FY2027.

Innovation-Driven Growth: Atlas is the primary growth engine and reached roughly 73% of FY2026 revenue (about 75% in Q1 FY2027), with Atlas revenue growing around the high‑20s to ~30% year over year in recent periods. AI‑related additions such as vector search and Automated Embeddings (via Voyage AI) are positioned as catalysts for further adoption.

Strong Revenue Growth: Revenue and ARR are expanding rapidly at scale, with Q1 FY27 revenue near $479M and ARR approaching $2B while full‑year guidance still calls for further growth. Continued expansion among $100K+ and $1M+ customer cohorts reinforces momentum.

Profitability: The company reports consecutive GAAP‑profitable quarters alongside improving non‑GAAP operating and free‑cash‑flow margins, indicating operating leverage. Management also expects GAAP profitability for the full FY27.

Innovation-Driven Growth: New products such as AI Multicam, Asset Maintenance, Asset Tags, Connected Training, and Connected Workflows are contributing materially to net new ACV and deepening multi‑product adoption. A large and growing data platform and interest in Operational AI further catalyze expansion.

Product Line Growth: Recent launches tied to AI-era development—such as Sonar Vortex, the SonarQube Remediation Agent, a unified SonarQube CLI, and expanded code‑security capabilities—signal an actively expanding product suite. The acquisition of Gitar adds AI‑native code review to the platform, indicating continued investment and category reach.

Market Expansion: Expansion moves include establishing a regional headquarters in Singapore and positioning the platform as an independent verifier layer across AI models and common SDLC tools. Marquee adopters and broad Fortune 100 penetration suggest reach across industries and geographies.

Strong Market Position & Advantage: Scale indicators such as 7M+ developers across 400k+ organizations, ‘750B+ lines of code analyzed daily,’ and logos like Nvidia, AstraZeneca, and Ford point to an entrenched position. Headcount rising from roughly 700 (2023) to about 1,000 (2026, estimate) further supports operational capacity at scale.

Strong Revenue Growth: Revenue accelerated to about $1.60B in Q2 2026, up 19% year over year, following 12% growth in Q1 2026 and an 11% increase for full-year 2025. Rising ARPU alongside expanding DAU/MAU supported this top-line momentum.

Healthy Cash Flow: Q2 2026 free cash flow reached roughly $121M and operating cash flow improved to about $176M, both sharply higher year over year. These gains indicate improved operating efficiency even as GAAP net income remains negative.

Diversified Revenue Streams: “Other revenue” driven by subscriptions like Snapchat+ grew ~85% year over year in Q2 2026 (after ~87% in Q1), and Snapchat+ surpassed 25M subscribers by mid‑2026. This diversification is complementing ad recovery and helping sustain growth.