Emergent hits $100M ARR in eight months and launches mobile app to publish native apps

Emergent scaled to an annual run-rate surpassing $100M roughly eight months after launch, a jump fueled by heavy uptake from small businesses and non-technical users. The company now reports about 6 million total users and roughly 150,000 paying customers, while platform creators have generated over 7 million applications.

Revenue comes from subscription tiers, usage-based charges and deployment/hosting fees, and the business says gross margins are improving month over month. Emergent’s market footprint is concentrated: the U.S. and Europe account for about 70% of revenue, with India as the next fastest-growing region enabled by localized pricing.

A significant share of users—about 40%—are small businesses, and roughly 70% report no prior coding experience, indicating product-market fit among non-developers. Most new projects are optimized for handheld devices, with 80–90% of launches focused on mobile-first apps.

Today Emergent added a native mobile client for iOS and Android that supports conversational and prompt-driven app creation and direct publishing to app stores. The mobile release aligns with the company’s agent-based, asynchronous workflows where users assign tasks to AI agents and return later to review progress.

Emergent has begun limited enterprise pilots to surface needs around security, governance and compliance before a broader corporate rollout. Investor backing accelerated this trajectory: a recent $70M round led by SoftBank Vision Fund 2 and Khosla Ventures followed a $23M Series A and pushed valuation to about $300M.

Competitive pressure is intensifying across adjacent vendors such as Replit, Rocket.new and other AI-assisted app generators that target both developers and citizen builders. Emergent’s growth vector emphasizes low-friction onboarding, mobile-first deployment and expanding monetization levers, which together create higher customer lifetime value if churn remains controlled.

Key operational signals to monitor include enterprise pilot outcomes, margin improvement trends, and geographic revenue diversification away from the U.S./Europe concentration. The mobile app is an acquisition and retention play; its success will hinge on publish-to-store reliability, app performance, and agent handoff quality between mobile and desktop.

• Annual Run-Rate (ARR): $100M+
• Total users: 6,000,000
• Paying customers: 150,000
• Apps created on platform: 7,000,000
• Mobile-focused new projects: 80–90%
• Recent funding: $70M (valuation ~$300M)

In short, Emergent demonstrates that AI-first low-code tools can rapidly monetize among SMBs and non-technical users when coupled with mobile-native workflows and simple publishing paths. The next inflection point will be translating pilot learnings into enterprise-grade controls while preserving the product simplicity that drove early consumer traction.