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Skild AI ARR: $100M Just 10 Months After First Deployment.

Skild AI reached $100M in annualized revenue run rate in September 2026 — just ten months after its first commercial deployment — after tripling its valuation to $14B in January. Every reported ARR, funding and valuation number is collected below, each traced back to a public source.

$100M

Reported ARR, Sep 2026

~$8.3M

Implied monthly recurring revenue

10 months

First deployment → $100M ARR

$14B

Valuation, Jan 2026

The Skild AI Revenue Curve.

Reported annualized run rate in USD millions, late 2025 to September 2026. Linear scale — the timeline is short because the commercial clock only started in late 2025.

$0M$28M$55M$83M$110MJuly 2024 — $5M ARRMid 2025 — $10M ARRJanuary 2026 — $40M ARRSeptember 10, 2026 — $100M ARRJul '242025Jan '26Sep '26
Sources: Bloomberg, company disclosures, TNW.

$0 → $100M ARR

10 months

First commercial deployment, late 2025

$1.5B → $14B valuation

18 months

Jul 2024 → Jan 2026

Total raised

$1.4B+

Bloomberg, Jan 2026

Implied MRR at $100M ARR

~$8.3M / month

Derived from ARR

Every Reported ARR Milestone.

  1. July 2024

    $5M ARR

    Carnegie Mellon spinout raises a $300M Series A from SoftBank and Jeff Bezos at a $1.5B valuation to build the 'Skild Brain' general-purpose robot foundation model. TechCrunch / Reuters

  2. Mid 2025

    $10M ARR

    Valuation climbs to $4.7B during 2025 as partnerships and pilot programs form, ahead of the first commercial deployment around late 2025. Bloomberg

  3. January 2026

    $40M ARR

    Raises $1.4B at a $14B valuation — roughly triple the prior mark — with early commercial contracts ramping across logistics and manufacturing robots. Bloomberg

  4. September 10, 2026

    $100M ARR

    Bloomberg reports Skild AI at $100M in annualized revenue run rate — just ten months after its first commercial deployment, an unprecedented ramp for robotics software. Bloomberg

Skild AI by the Numbers.

Latest reported ARR

$100M

Bloomberg, Sep 2026

Implied MRR

~$8.3M / month

Derived from ARR

Valuation

$14B

Jan 2026 round

Total raised

$1.4B+

Bloomberg

Core product

Skild Brain foundation model

Company

Time to $100M

10 months

Bloomberg, Sep 2026

Founded

2023, Carnegie Mellon spinout

Company

CEO

Deepak Pathak

Company

How One Licensed Brain Bills Every Robot.

Skild AI licenses the Skild Brain — a general-purpose robot foundation model — to enterprises deploying robots in logistics, manufacturing and other physical-work environments. Revenue comes from per-robot or fleet licensing fees plus development contracts, so each robot running the software carries recurring licensing revenue rather than a one-time hardware sale.

The model is 'one brain, any robot': a single software stack that generalizes across robot form factors and environments, which lets Skild sell the same product into multiple verticals instead of building bespoke systems per customer. That licensing structure explains how revenue can hit $100M run rate within ten months of first deployment — fleet deals scale the software across thousands of robots at once.

Revenue Mix

  • Per-robot licensingRecurring software fees for every robot running the Skild Brain.
  • Fleet deployment contractsEnterprise agreements scaling the model across logistics and manufacturing fleets.
  • Development partnershipsCustom work adapting the foundation model to new robot form factors.

FAQ

Skild AI Revenue, Answered.

What Is Skild AI's ARR in 2026?
Bloomberg reported on September 10, 2026 that Skild AI reached $100 million in annualized revenue run rate — just ten months after its first commercial deployment. That implies roughly $8.3M of monthly recurring revenue.
How Fast Did Skild AI Reach $100M ARR?
Ten months from first commercial deployment in late 2025 to $100M run rate — widely covered as the fastest revenue ramp ever reported in robotics software.
What Is Skild AI's Valuation and How Much Has It Raised?
Skild raised $1.4 billion at a $14 billion valuation in January 2026 — roughly triple its prior $4.7B mark and up from $1.5B at its July 2024 Series A backed by SoftBank and Jeff Bezos.
How Does Skild AI Make Money?
Licensing the Skild Brain foundation model to enterprises: per-robot or fleet software fees plus development contracts, so revenue scales with the number of robots running the software in logistics, manufacturing and other physical environments.
Is Skild AI's ARR Officially Disclosed?
It is company-sourced but reported rather than published in a statement: the $100M figure comes via Bloomberg's September 2026 reporting — a 'Reported' grade on the Clink ARR Leaderboard.

Building Robotics Software? Get Paid Like Skild.

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