Cognition (Devin) vs Cursor (Anysphere) revenue

Cursor (Anysphere) reports 4.0× the annualized revenue of Cognition (Devin) on their most recent sourced figures ($4B as of 2026-06 vs $1B as of 2026-09-25).

Leaderboard rank: Cognition (Devin) #2, Cursor (Anysphere) #1. Dates differ, so compare with care.

Cognition (Devin)Cursor (Anysphere)
Annualized revenue$1B$4B reported
BasisARRARR (reported)
As of2026-09-252026-06
SourceCognition blogForbes (person familiar; enterprise share from the company)
Revenue figuresARR $1B (2026-09-25, Cognition blog)
ARR $900M (2026-09-08, Cognition blog (Series E))
ARR $492M (2026-05-27, Cognition blog (Series D))
ARR $73M (2025-06, Cognition blog)
ARR $4B (2026-06, Forbes (person familiar; enterprise share from the company))
ARR $3B (2026-04, Forbes (person familiar))
ARR $2B (2026-03, TechCrunch)
ARR $1B (2025-11, Cursor blog (Series D))
TierVenture-backedVenture-backed
Founded20242022
Team—over 300 engineers, researchers, designers, and operators (Nov 2025)
What it doesAutonomous AI software engineer (Devin) plus Windsurf IDE suite.AI-native code editor whose agents write, edit, and reason over large codebases; part of SpaceX since Aug 2026.
Business modelEnterprise SaaS subscriptionsSubscription SaaS (individual + enterprise seats)

Figures exactly as sourced; MRR×12 where only MRR is public. Machine: compare.json · interactive compare · all comparisons