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Scale AI ARR: $1B+ After the Meta Deal Reset.

Scale AI rode the data-labeling boom to ~$2B of revenue, sold half of itself to Meta, and then watched 2026 guidance get cut from $4B to just over $1B as its biggest AI-lab customers walked. Every reported revenue, valuation and guidance number is collected below, each traced back to a public source.

$1B+

2026 revenue guidance

~$2B

2025 revenue (est.)

$14.3B

Meta's 49% stake, Jun 2025

$29B

Valuation at Meta deal

The Scale AI Revenue Curve.

Reported and estimated revenue in USD millions, 2022 through 2026 guidance. 2026 shows the reset: guidance was cut from a projected $4B to just over $1B after the Meta deal.

$0M$550M$1.1B$1.6B$2.2BFull year 2022 — $290M ARRFull year 2024 — $870M ARRJune 2025 — $870M ARRFull year 2025 — $2B ARR2026 guidance — $1B ARR20222024Jun '2520252026
Sources: Sacra, Value Add VC, The Information, Meta, Scale.

$0 → $290M revenue

6 years

2016 founding → 2022

$290M → ~$2B revenue

3 years

2022 → 2025

Valuation $13.8B → $29B

~13 months

May 2024 → Jun 2025

2026 guidance vs 2025 plan

$4B → $1B+

Post-Meta reset

Every Reported ARR Milestone.

  1. Full year 2022

    $290M ARR

    Roughly $290M of revenue, built on data labeling for autonomous vehicles before the LLM era took over. Sacra

  2. Full year 2024

    $870M ARR

    $870M of revenue, with an annualized run rate around $1.5B by year-end; a May 2024 round valued the company at $13.8B. Sacra / The Information

  3. June 2025

    $870M ARR

    Meta paid $14.3B for a 49% non-voting stake at a $29B valuation. CEO Alexandr Wang left to lead Meta's superintelligence unit. Meta / Value Add VC

  4. Full year 2025

    $2B ARR

    Estimated ~$2B of revenue. Scale called 2025 its 'strongest financial year ever' — but OpenAI and Google began pulling business over the Meta association. Sacra / Scale

  5. 2026 guidance

    $1B ARR

    Guidance slashed from an earlier $4B projection to just over $1B after major AI-lab customers defected — with snapshots suggesting a partial recovery toward ~$2B annualized by mid-2026. Sacra / Value Add VC

Scale AI by the Numbers.

2026 revenue guidance

$1B+

Sacra / Value Add VC

2025 revenue (est.)

~$2B

Sacra

2024 revenue

$870M

Sacra / The Information

Meta investment

$14.3B for 49%

Meta, Jun 2025

Valuation

$29B

Meta deal, Jun 2025

Founded

2016, San Francisco

Company

CEO

Jason Droege (post-Meta deal)

Company

How Data Labeling Became a $2B Business.

Scale sells the human side of AI: data labeling and RLHF for model training, expert evaluations, plus government and enterprise AI applications. Revenue grew from $290M in 2022 to ~$2B in 2025 as every frontier lab became a customer — and its list price model is engagement-based, with large multi-year contracts for training data pipelines and evaluation.

The Meta deal inverted the business. Meta's $14.3B purchase of a 49% non-voting stake in June 2025 — which also took CEO Alexandr Wang to Meta — made Scale's rivals its owner's rivals. OpenAI and Google pulled back their business, and 2026 guidance was cut from a projected $4B to just over $1B, the steepest reversal reported for the company. Scale has since leaned on enterprise and government contracts and new business lines, with third-party snapshots suggesting a run rate recovering toward ~$2B annualized by June 2026.

Revenue Mix

  • Data labeling & RLHFTraining data pipelines and expert human feedback for AI labs — the historical core.
  • Enterprise & government AIApplied AI engagements, including public-sector contracts, now carrying more weight post-Meta deal.
  • Evaluation & model opsModel evaluation services for labs and enterprises shipping AI products.

FAQ

Scale AI Revenue, Answered.

What Is Scale AI's ARR in 2026?
Scale AI's 2026 revenue guidance is just over $1 billion, down from earlier projections of $4B for 2026. In 2025 the company generated an estimated ~$2B of revenue. Third-party snapshots suggest the run rate recovered toward ~$2B annualized by mid-2026.
Why Did Scale AI's 2026 Guidance Get Cut?
The Meta deal. When Meta bought a 49% stake for $14.3B in June 2025, Scale's largest AI-lab customers — OpenAI and Google among them — pulled back business over vendor-independence concerns. The resulting reset took 2026 guidance from $4B to $1B+.
What Did Meta Pay for Scale AI?
$14.3 billion for a 49% non-voting stake, valuing Scale at $29 billion — more than double its $13.8B May 2024 mark. Meta also hired CEO Alexandr Wang to lead its superintelligence unit; Scale continued as an independent company under new CEO Jason Droege.
How Does Scale AI Make Money?
Primarily data labeling and RLHF services sold to AI labs under engagement-based contracts, plus enterprise and government AI applications and model evaluation services. The data engine for autonomous vehicles was the original business.
How Fast Did Scale AI Grow?
Revenue roughly tripled from $290M in 2022 to $870M in 2024, then reached an estimated ~$2B in 2025. The 2026 guidance reset to $1B+ marks the first contraction in the company's reported trajectory.

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