A companion to Where the software money goes. Thirty-seven software companies, set side by side on what they have published in 2026: how fast they are growing, how big they are, who owns them, what they have restructured, and whether they are building in the UK.
Most growth rates here are year on year from the latest quarter. Some companies report revenue and some report annual recurring revenue (ARR), so the figure says which. The spread is wide: a handful of AI and data companies above 30%, a large middle between 10% and 25%, and the communications and older contact centre businesses in single digits.
Latest reported quarter or ARR update, 2026. Palo Alto Networks includes acquired revenue. Sources are linked in the table below.
The private companies don't publish quarterly results, but most announce revenue run rates or ARR with each funding round. The scale is logarithmic, because the largest is several hundred times the smallest. The point is less who is biggest than how many of these did not exist five years ago.
Company announcements and reported investor updates, 2026. Run rates are annualised and not audited.
| Company | Ownership | Scale | Growth | 2026 changes | UK go-to-market |
|---|
"Not disclosed" means no 2026 figure was published. Blank UK entries mean no evidence was found, not that there is no UK presence.
The fastest growers name the cost they remove. Sierra and Decagon sell AI agents that take on contact centre work. Vanta takes on the manual work of audit preparation. Genesys is growing 30% by selling AI into the same contact centres. With 45% of AI budgets funded by cutting other software, a product that replaces an existing line is far easier to buy than one that adds a new one.
Growth and job cuts are now happening together. ServiceNow, Atlassian, Cloudflare and Workday all grew by double digits and all restructured in 2026. Headcount no longer tracks revenue, which changes what a growing company looks like from the outside.
The most contested category is the busiest. Customer service is the software CIOs most want to replace, and it is where the largest number of fast-growing newcomers are aimed. Expect the argument in that market to shift from features to outcomes, and from cost per seat to cost per resolution.