Top Tech Companies in San Francisco Bay Area, CA (10,000+)

Strategic Partnerships: Partnerships with Booking.com and a broad FareHarbor Distribution Network expand operator reach through a new global integration and added OTA/API connections. Parent-company emphasis from Booking Holdings reinforces ongoing investment in this category.

Strong Market Position & Advantage: Positioning as a leading provider in tours and activities is supported by scale signals such as 23,000+ companies served and a large, growing inventory of bookable experiences. Industry and partner materials consistently reference FareHarbor as a significant player in this niche.

Innovation-Driven Growth: A rapid product cadence is evident, with 184 updates in 2025 and 178 tools/updates released between April 2025 and April 2026, plus new capabilities like rebooking workflows and an AI assistant. Ongoing feature launches around payments, memberships, and listings indicate active R&D investment.

Profitability: Gross profit is rising rapidly, with Cash App up 31% year over year in Q2 2026 and companywide gross profit also expanding. Guidance was raised on the strength of Cash App and Square, underscoring ongoing profit momentum.

Cost & Operational Efficiency: Management is prioritizing gross profit per employee and operating margins, aiming to run a smaller company while continuing product and user growth. The February 2026 restructuring was framed around “disciplined growth” and AI‑driven efficiency.

Resilient & Sustainable Growth: Users and engagement are trending up, with about 59 million monthly actives at end‑2025 and accelerating inflows per active alongside rising “primary banking” usage. Momentum carried into 2026, with strong early‑year gross profit growth supporting raised full‑year outlook.

Strong Revenue Growth: Net revenue rose 14% year over year in Q2 2026 (12% currency‑neutral) to $9.3B, with first‑half 2026 up 15% and full‑year 2025 up 16% (15% currency‑neutral). These results indicate sustained top‑line momentum across recent periods.

Diversified Revenue Streams: Value‑Added Services & Solutions grew 20% in Q2 2026 (18% currency‑neutral) and 23% in 2025, outpacing Payment Network growth. This mix shift adds a faster‑growing second engine alongside the core network.

Resilient & Sustainable Growth: Transaction fundamentals remained healthy in Q2 2026—gross dollar volume +8% to $2.9T, cross‑border +12%, and switched transactions +9% (local‑currency). Multi‑year growth from 2025 into the first half of 2026 underscores durable momentum.

Strong Revenue Growth: Revenue is accelerating, with early‑2026 results exceeding the prior year’s pace and the full‑year outlook raised to reflect continued momentum. Large‑customer additions further reinforce top‑line expansion at scale.

Healthy Cash Flow: Operating and free cash flow remain substantial, including strong generation in Q2 2026 and across FY2025. This liquidity provides flexibility to invest while sustaining growth.

Innovation-Driven Growth: New AI‑powered capabilities—such as Bits AI offerings, GPU Monitoring, and an agent builder—were launched around Q1–Q2 2026 and at DASH 2026, supporting usage and upsell. Broader multi‑product adoption and growth in high‑ARR cohorts are highlighted across recent updates.

Strong Revenue Growth: ARR is reported to have crossed $150M in 2025, with momentum re‑accelerating after an earlier slowdown as new AI‑led products gained traction. Independent estimates align with this ballpark and point to continued expansion into 2026.

Investor Backing & Capital Strength: A $100M Series D at a higher valuation in August 2023 provided resources earmarked for R&D and headcount expansion. The step‑up valuation indicates external confidence in the company’s growth prospects.

Market Expansion: Ongoing product launches and the March 2026 acquisition of Pocus are framed as moves to deepen AI‑native GTM capabilities and push further upmarket. Recent awards and list placements add signals of increasing market reach.

Strong Revenue Growth: Revenue reached $738.2M in FY2026 and $211.0M in Q1 FY2027, with four consecutive quarters of organic acceleration. Guidance was raised to $895–$899M for FY2027, signaling continued double-digit expansion.

Customer Loyalty & Retention: Dollar-based net retention remained healthy in FY2026 and edged higher in Q1 FY2027, while large-customer counts grew and remaining performance obligations reached roughly $1.08B. These trends point to expanding spend within the base and solid revenue visibility.

Healthy Cash Flow: Non-GAAP operating income turned positive in FY2026 and stayed positive in Q1 FY2027, with free cash flow positive in both periods. Improving operating leverage supports ongoing investment alongside growth.

Strong Revenue Growth: ARR is described as surpassing $100M in April 2026 and reportedly rising toward ~$150M by mid-2026, indicating unusually fast top-line expansion. These milestones are repeatedly timed at less than 18 months after general launch.

Investor Backing & Capital Strength: A $550M Series D at a ~$5.55B valuation, extended by $50M with strategic investors including Atlassian and NVIDIA’s NVentures, underscores deep capital access. Reports of discussions for a potential $10–12B valuation add to the funding momentum.

Market Expansion: New offices and hubs across North America (New York, Denver, Houston, Chicago, San Francisco, Toronto) and new presences in Mexico City and Seoul point to accelerated geographic reach. Figures of 1,480+ customers and 100,000+ professionals across 40–50+ markets, plus plans to exceed 300 North America employees by end‑2026, reinforce international scale.

Strong Revenue Growth: ARR is estimated to have risen from roughly $200M around May 2025 to about $340M by February 2026, indicating sustained double‑digit growth into 2026.

Investor Backing & Capital Strength: The company closed an oversubscribed $300M Series F on September 30, 2025 at a $9.3B post‑money valuation, alongside statements of 82% YoY top‑line growth and a doubled user base, with 2026 secondary references still around ~$8–9B.

Strong Market Position & Advantage: Next.js continues to see heavy adoption and rapid 2025–2026 releases, and Vercel has highlighted massive download growth over the prior year that tends to correlate with increased platform usage.

Strong Revenue Growth: Revenue grew 31% to $702M in FY2026, then accelerated to 40% year over year in Q1 FY2027, with full‑year FY2027 revenue outlook raised to roughly 30% growth. Momentum is reinforced by expanding enterprise adoption and integrations that support usage growth.

Profitability: FY2026 marked the first full year with positive non‑GAAP operating income alongside positive operating and free cash flow, and Q1 FY2027 non‑GAAP operating margin reached 11%. These milestones indicate improving operating leverage as scale increases.

Cost & Operational Efficiency: AI agent automation (e.g., Ava handling about 52% of interactions in FY2026) is underpinning service scalability and margin expansion. Further increases in AI‑handled interactions are expected to support additional efficiency gains.

Investor Backing & Capital Strength: A $130M Series C in January 2026 at a $1.3B valuation, with participation from strategic corporates, indicates substantial financial runway. The concurrent acquisition of OfOne underscores capacity to fund and execute on expansion initiatives.

Product Line Growth: Expansion beyond core STT into Aura/Aura‑2 TTS, Nova‑3, Flux/Flux Multilingual, and a Voice Agent API points to a broader voice‑AI platform. Frequent 2024–2026 releases and upgrades signal sustained R&D momentum.

Strategic Partnerships: Collaborations with AWS (including an SCA and SageMaker endpoints), IBM (watsonx Orchestrate), and Fortanix/NVIDIA Confidential Computing suggest deepening enterprise distribution and deployment flexibility. On‑prem/private options for regulated industries indicate traction with complex enterprise requirements.

Strong Revenue Growth: Outset reported 8x revenue growth during 2025, with earlier statements citing nearly 20% month-over-month revenue gains and a 10x increase in customer usage. These time-stamped disclosures point to rapid top-line acceleration.

Investor Backing & Capital Strength: Outset announced a $17M Series A on June 11, 2025 and a $30M Series B on December 10, 2025, bringing disclosed funding to $51M. The quick A-to-B cadence indicates ample capital and investor conviction to scale.

Market Expansion: Public materials highlight a growing enterprise footprint with customers such as Microsoft, WeightWatchers, Nestlé, Uber, and HubSpot, alongside an expansion from AI-moderated research into an AI-native CXM platform. These developments suggest wider adoption and a broadened addressable market.

Strong Revenue Growth: Revenue is described as rising in 2024 and continuing to climb through the first half of 2025, including record quarterly results as a public company. Higher trading volumes and assets under custody reinforced that momentum ahead of the 2026 integration into Schwab.

Innovation-Driven Growth: The launch of the Next Generation Marketplace in June 2025—alongside tools like ForgePro and the Accuidity acquisition—positions the platform for greater engagement and throughput across trading, data, custody, and wealth. These product moves indicate an emphasis on technology-led scaling.

Investor Backing & Capital Strength: Completion of Charles Schwab’s acquisition in March 2026 underscores strategic value and embeds the business within a larger balance sheet and distribution footprint. This ownership structure provides resources to scale private‑markets access inside a major brokerage ecosystem.

Investor Backing & Capital Strength: The company closed a $55M Series B in May 2025, bringing total capital raised to roughly $125M to fund service and technology expansion. Participation from firms such as General Catalyst, a16z, GV, and Accel indicates the capacity to finance multi‑state rollouts.

Market Expansion: Operations expanded from 5 states in 2023 to 18 by May 2025, with Care+/Preventive Care+ home visits reaching about 25 states by February 19, 2026. Announced plans in 2025 also targeted 22 states that summer, signaling sustained footprint growth.

Strong Revenue Growth: As of May 15, 2025, coverage described revenue growing six‑fold year over year alongside an 18‑state footprint. Company materials also point to surging visit volumes, including Q4 2025 exceeding the combined total of 2022–2024.

Strong Revenue Growth: Recent quarters show sharp year-over-year increases in net revenue, surpassing the billion‑dollar mark per quarter as GMV and transaction volume expand. Feedback suggests this momentum is broad‑based across multiple operating metrics rather than isolated to a single line item.

Profitability: GAAP operating income and net income turned positive in fiscal 2026 quarters, signaling improved operating leverage and margins. Company filings indicate this profitability coincides with higher volumes rather than coming solely from cost actions.

Market Expansion: Active consumers and merchants increased meaningfully, with transactions per active consumer also rising. Direct‑to‑consumer offerings—especially the Affirm Card—scaled rapidly and diversified activity beyond the largest partners.

Profitability: Adjusted EBITDA remained robust in 2025 (about $270M, ~34% margin) and 2026 guidance was lifted to $240–$250M, indicating healthy margins despite softer top-line trends. Strong quarterly EBITDA and cash generation in 1H 2026 underscore financial durability through the transition.

Diversified Revenue Streams: Pharma Direct and subscriptions are scaling quickly (Pharma Direct +41% in 2025 and +76–82% YoY in 1H 2026; subscriptions +16% in Q1 and +39% in Q2 2026), broadening the mix beyond the legacy coupon business. Management continues to position these segments as key growth drivers that can offset core declines over time.

Product Line Growth: New offerings such as condition‑specific programs (notably weight‑loss/GLP‑1), the GoodRx Companion membership, and initiatives like Employer Direct expand the product footprint. Deeper manufacturer relationships and program integrations (including presence on the federal TrumpRx.gov platform) further extend the solution set.

Investor Backing & Capital Strength: Recent financings include a $33M round in 2024 and a $52M Series B led by GV in 2025, with third‑party listings corroborating timing and amounts. This capital is positioned to scale engineering and go‑to‑market execution.

Strong Revenue Growth: The company reports being on track to 4x ARR in the year referenced by its Series B announcement and cites 5,000 paying customers. While self‑reported, these signals indicate accelerating commercial momentum.

Product Line Growth: Product cadence remains high through 2026, with launches such as Workflows, agent features, and mobile call recording alongside continued changelog activity. This sustained shipping suggests active R&D supporting expansion.

Resilient & Sustainable Growth: Square gross profit and payment volumes are rising with signs of acceleration in 2026; Q2 2026 gross profit reached about $1.16B and GPV increased at a low‑teens rate year over year. Management also raised the full‑year outlook at the Block level, indicating momentum in which Square is contributing.

Market Expansion: Traction with larger, multi‑location sellers and strong international GPV growth indicate expansion beyond very small businesses. U.S. GPV also accelerated to its strongest pace since Q2 2023, complementing faster non‑U.S. growth.

Innovation-Driven Growth: Hardware and AI are highlighted as fast‑compounding capabilities, and Square Financial Services has begun processing acquiring volume. An expanded ISO and partner ecosystem is bringing in more new sellers and deepening product adoption.

Strong Revenue Growth: Revenue rose 11% year over year in Q2 2026, while contribution ex‑TAC increased 17% and management raised full‑year 2026 growth targets. Recent periods also show steady gains, including FY2025 revenue up about 7% and contribution ex‑TAC up 10%.

Profitability: Adjusted EBITDA grew 30% year over year in Q2 2026 with a 37% margin, and net income increased to $19.4M from $11.1M. FY2025 adjusted EBITDA rose 18%, indicating expanding operating leverage.

Strong Market Position & Advantage: CTV momentum is supported by broad‑based publisher demand and SpringServe differentiation, with CTV contribution ex‑TAC up 36% to $97.1M and reaching 51% of total. Company materials consistently position the firm as the largest independent SSP and a top player in CTV.

Investor Backing & Capital Strength: Trackers cite a September 7, 2023 Series A (about $10.8M, ~$16–17M total raised) that provides resources to scale products and field operations into utilities. This funding base supports the company’s post–Series A expansion efforts.

Innovation-Driven Growth: A patent granted on April 14, 2026 for autonomous scanning and digital tree-stand representation, together with a steady 2026 cadence of releases, indicates ongoing R&D investment. Updates such as a next‑gen backpack unit “shipped to customers,” pipeline automation, and expanded species ID suggest innovation translating into field adoption.

Market Expansion: Messaging and roles increasingly emphasize utility vegetation management and “keeping the grid running,” alongside multiple open roles across U.S. locations and a larger New York headquarters lease. These signals point to expansion from forestry into utilities amid regulatory and wildfire‑mitigation tailwinds.

Investor Backing & Capital Strength: Capital momentum includes a $100M Series D in July 2024 at a higher valuation, signaling strong support for continued expansion. The raise is characterized as a notable step-up in a challenging health-tech funding climate.

Market Expansion: Geographic and payer reach are widening with nationwide availability and announced rollouts into Medicare Advantage by late 2024 and Medicaid in 2025. Broader plan connectivity and integrated primary care referral pathways indicate growth beyond the original commercial focus.

Strong Revenue Growth: Revenue is described as more than doubling over the prior 12 months alongside rising appointment volume and a rapidly expanding provider network. Milestones such as 1,000,000+ patients connected and millions of care hours delivered reinforce throughput growth.