NinjaOne Surpasses $500 Million in Annual Recurring Revenue

NinjaOne Surges Past $500 Million ARR, Citing Product Innovation and Customer Focus

Software startup NinjaOne has achieved a significant milestone, surpassing $500 million in annual recurring revenue (ARR), the company announced Tuesday. This achievement underscores the growing demand for integrated IT management solutions in today’s complex technology landscape.

The IT management platform experienced robust growth, with revenue climbing nearly 70% year over year. Concurrently, its customer base expanded by over 60% in the past year, now serving 35,000 clients. This surge in adoption highlights NinjaOne’s successful strategy in addressing the evolving needs of IT departments and managed service providers.

According to Chris Matarese, President and Chief Financial Officer, this ARR milestone is largely attributable to the company’s unwavering commitment to continuous product innovation and exceptional customer support. “We’ve likely invested four times the industry average in support, and throughout our history, we’ve maintained customer satisfaction scores of 98% or higher,” Matarese stated. This dedication to customer success appears to be a key differentiator in a competitive market.

Founded in 2013, NinjaOne differentiates itself by offering a comprehensive suite of IT management tools—including patch management, backups, remote monitoring and management, and endpoint security—within a single, unified software system. This contrasts sharply with the fragmented approach often necessitated by multiple, siloed tools.

CEO Sal Sferlazza emphasized the company’s architectural advantage, noting that NinjaOne’s “multi-tenant-native architecture can innovate faster” to deliver multiple software solutions concurrently, a crucial capability for rapid adaptation in the tech sector.

This strong performance contributed to the company securing a $5 billion valuation following a $500 million funding round in February 2025. The round was led by Iconiq Growth and CapitalG, the venture capital arm of Alphabet.

Matarese highlighted the tangible benefits reported by NinjaOne’s clients, which comprise both internal IT departments and managed service providers. Adopters have experienced an average reduction of 50% in endpoint management and support costs, alongside a 20% increase in staff retention. “Approximately 75% of our customers replace four or more tools when they adopt Ninja,” he explained. “The reduction in tool complexity and the unification of processes directly translate to improved operational efficiency.”

Looking ahead, NinjaOne anticipates continued strong growth, projecting another 60% to 70% in revenue expansion for 2026. The company also plans to launch five to six new products over the next year, with a strategic focus on incorporating artificial intelligence capabilities.

While the broader AI boom has propelled many tech companies to new heights, the software industry faces ongoing discussions about AI’s potential to disrupt existing cloud software models. NinjaOne, however, views AI as a significant opportunity for enhancement rather than a competitive threat.

Demonstrating this proactive approach, NinjaOne rolled out its Patch Intelligence AI feature in October, offering AI-driven insights to streamline Windows patch management for IT teams. Matarese indicated that further AI integrations are planned, stating, “AI is a tool that the leading SaaS companies will leverage to enhance their offerings. The true value of AI lies in augmenting human judgment, not supplanting it.” This perspective positions NinjaOne to capitalize on AI’s potential to boost productivity and empower IT professionals.