NinjaOne, a software firm, revealed on Tuesday that its annual recurring revenue, or ARR, has exceeded $500 million.
Over the past year, the IT management platform’s customer base has grown by more than 60% to 35,000, and its income has increased by about 70%.
Chris Matarese, President and Chief Financial Officer, told CNBC that the startup’s ongoing product innovation and customer service have been a major factor in reaching the ARR milestone.
He shared his believe as they have spent four times the industry average in support, and they have had 98% customer satisfaction scores throughout our history or better.
NinjaOne was established in 2013 and provides patch management, backups, remote monitoring and management, endpoint security, and more under a single software system as opposed to several separate applications.
It is also an all-inclusive IT management software company made to make endpoint operations in Linux, macOS, and Windows environments easier. Through a single interface that removes tool sprawl, users can monitor device health, automate patch deployments, manage backups, and offer remote help.
In contrast to traditional technology, NinjaOne’s “multi-tenant-native architecture can innovate faster” to provide many software solutions simultaneously, according to a statement from co-founder and CEO Sal Sferlazza.
Following a $500 million fundraising round headed by Iconiq Growth and CapitalG, Alphabet’s venture capital division, the company received a $5 billion valuation in February 2025.
After implementing NinjaOne, customers including IT departments and managed service providers reported a 20% increase in employee retention and a 50% decrease in endpoint management and support expenses, according to Matarese.
“When they use Ninja, about 75% of our customers replace four or more tools,” he stated. “Everything works better when you have fewer tools and are more unified.”
He went on to say that the company anticipates a further 60% to 70% increase in sales by 2026 and intends to introduce five to six new products over the course of the following year, some of which might include artificial intelligence.
Investors are worried that AI agents may eat into the cloud software sector, despite the fact that the AI boom has helped a number of IT businesses reach all-time highs.
But according to Matarese, his business plans to view AI as an opportunity rather than a rival.
NinjaOne’s Patch Intelligence AI tool, which offers AI-driven insights to assist IT organisations in managing Windows patches, was introduced in October. According to Matarese, there will probably be additional AI functions in the future.
“I believe the best SaaS [software-as-a-service] companies will use AI as a tool to improve their offerings,” he stated. “I believe AI’s real value lies in enhancing human judgement rather than replacing it.”
Over the past year, NinjaOne’s customer base has grown by more than 60%, reaching 35,000 organisations in more than 140 countries. And with projected revenue growth of 60% to 70% for 2026 and plans to launch new features and products, the company is looking forward to another successful year.
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