Vercel’s annual recurring revenue surges to $340M as AI-generated apps boost business

What matters

• Vercel’s ARR has grown from $100M in 2024 to a run rate of $340M by February 2026
• CEO Guillermo Rauch suggests the company is already operating like a public entity
• Rauch says Vercel is betting on becoming the primary platform for hosting AI-developed apps

Why it matters

Rauch says Vercel is betting on becoming the primary platform for hosting AI-developed apps

Source: https://techcrunch.com/2026/04/13/vercel-ceo-guillermo-rauch-signals-ipo-readiness-as-ai-agents-fuel-revenue-surge/

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