Latest movers: Lovable, Base44 and other reported AI revenue changes, sourced
Five AI businesses with two dated, reported revenue figures on the same basis: Lovable, Base44 (Wix), Cursor (Anysphere), Capacity and Harvey. Every figure shows its as-of date and links its source (publisher, plus the article date where known). Label: reported, not payment-verified. Prepared Oct 29, 2026.
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1. Lovable: $500M to $600M annualized revenue run rate (+20.0%)
reported, not payment-verified. Both points are run-rate figures (tracker metric label ARR).
- Before: $500M annualized revenue run rate, as of Jun 2026 (company told TechCrunch). Source: TechCrunch, Jun 9, 2026
- After: $600M annualized revenue run rate, as of Sep 2026 (co-founder at HumanX). Source: TechCrunch, Sep 24, 2026
Caveat: The tracker's earlier reported point is $400M ARR in Feb 2026 (TechCrunch), but that source says ARR, not run rate, so it is not paired with these points.
2. Base44 (Wix): $150M to $200M ARR (+33.3%)
reported, not payment-verified. Both points are ARR.
- Before: $150M ARR, as of May 2026 (Wix earnings call). Source: The Motley Fool (Wix Q1 2026 earnings call transcript), May 13, 2026
- After: $200M ARR, as of Aug 2026 (reporting the founder's post). Source: Calcalist Ctech
Caveat: Calcalist relays the founder's own post; the point is labelled reported because the cited source is the publisher. The tracker's earlier point is $100M ARR in Mar 2026 (Wix SEC filing).
3. Cursor (Anysphere): $3B to $4B annualized revenue (+33.3%)
reported, not payment-verified. Both points are annualized revenue (tracker metric label ARR).
- Before: $3B annualized revenue, as of Apr 2026 (late April; person familiar, first reported by Bloomberg). Source: Forbes, Jun 8, 2026
- After: $4B annualized revenue, as of Jun 2026 (early June; person familiar, Cursor did not publish it). Source: Forbes, Jun 8, 2026
Caveat: Both points come from the same Forbes article and an unnamed source; the company did not confirm the figures.
4. Capacity: $5M to $100M ARR (+1,900.0%, 20x)
reported, not payment-verified. Both points are ARR.
- Before: $5M ARR, as of Dec 2022 (baseline stated in the Jun 2026 announcement). Source: PR Newswire (company release)
- After: $100M ARR, as of Jun 2026 (same release). Source: PR Newswire (company release)
Caveat: The old point is a 3.5-year-old baseline restated in the same release, not a separately published 2022 figure.
5. Harvey: $100M to $190M ARR (+90.0%)
reported, not payment-verified. Both points are ARR.
- Before: $100M ARR, as of Aug 2025. Source: CNBC, Aug 4, 2025
- After: $190M ARR, as of Jan 2026. Source: CNBC, Mar 25, 2026
Caveat: The tracker also holds a later $400M ARR point (Sep 2026), but it comes from the company's own X post (self-reported), so it is not used here.
Method
- Reported figures only: press and publishers, earnings calls, filings, or a company release distributed by a wire service. Nothing self-reported (a company's own site or social posts), nothing from payment-processor marketplaces.
- A change is two dated figures for the same business on the same basis (ARR to ARR, run rate to run rate). MRR Ledger never converts between MRR, ARR and run rate, and shows each figure in the wording its source uses.
- Figures are as reported by the cited sources. MRR Ledger has not checked them against payment data and never estimates or edits them.
- No business in the tracker has a reported, same-basis change whose newer figure is dated October 2026, so these are the five latest-dated qualifying changes, newest first.
Cite as: MRR Ledger, "Latest movers: Lovable, Base44 and other reported AI revenue changes, sourced", https://mrrledger.com/movers/october-2026/ (CC BY 4.0).