How much faster the AI 100's billed-but-unearned revenue grows than its revenue, in percentage points.
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56 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Revenue | Deferred revenue | Revenue a year earlier | Deferred revenue a year earlier | Its own figure | Share of market cap |
|---|---|---|---|---|---|---|
| AlphabetGOOGL | $445.87B | $17.75B | $371.40B | $14.76B | +0.3 pp | 19.8% |
| AppleAAPL | $466.82B | $9.54B | $408.63B | $8.98B | -8.0 pp | 19.1% |
| MicrosoftMSFT | $331.84B | $75.71B | $281.72B | $67.27B | -5.2 pp | 12.7% |
| AmazonAMZN | $775.68B | $20.43B | $670.04B | $21.66B | -21.5 pp | 11.7% |
| TeslaTSLA | $103.62B | $7.50B | $92.72B | $7.00B | -4.6 pp | 7.2% |
| OracleORCL | $67.36B | $9.92B | $57.40B | $9.39B | -11.7 pp | 3.0% |
| Lam ResearchLRCX | $23.23B | $2.28B | $18.44B | $2.57B | -37.2 pp | 2.2% |
| Cisco SystemsCSCO | $63.33B | $29.78B | $56.65B | $28.78B | -8.3 pp | 2.1% |
| Applied MaterialsAMAT | $30.84B | $3.27B | $28.61B | $2.47B | +24.7 pp | 1.9% |
| KLAKLAC | $13.58B | $1.78B | $12.16B | $1.71B | -8.1 pp | 1.8% |
| GE VernovaGEV | $41.37B | $39.94B | $36.62B | $19.60B | +90.8 pp | 1.4% |
| Palantir TechnologiesPLTR | $6.16B | $613.2M | $3.44B | $421.4M | -33.4 pp | 1.3% |
| Palo Alto NetworksPANW | $11.48B | $14.76B | $9.22B | $12.75B | -8.8 pp | 1.2% |
| Dell TechnologiesDELL | $151.20B | $29.72B | $101.45B | $26.18B | -35.5 pp | 1.2% |
| SanDiskSNDK | $20.25B | $849.0M | $7.36B | $25.0M | +3120.7 pp | 1.2% |
| Arista NetworksANET | $10.54B | $6.87B | $7.95B | $4.06B | +36.5 pp | 1.0% |
| QualcommQCOM | $44.07B | $361.0M | $43.26B | $378.0M | -6.4 pp | 0.9% |
| CrowdStrikeCRWD | $5.40B | $4.84B | $4.34B | $3.83B | +2.0 pp | 0.9% |
| AppLovinAPP | $6.83B | $0.00 | $4.25B | $45.0M | -160.6 pp | 0.8% |
| Intuitive SurgicalISRG | $11.03B | $549.4M | $9.14B | $499.9M | -10.8 pp | 0.6% |
| VertivVRT | $11.48B | $3.63B | $9.09B | $1.26B | +162.8 pp | 0.6% |
| Quanta ServicesPWR | $32.91B | $4.24B | $26.05B | $2.14B | +72.0 pp | 0.5% |
| CadenceCDNS | $5.84B | $1.17B | $5.09B | $884.4M | +17.5 pp | 0.5% |
| SnowflakeSNOW | $5.43B | $2.60B | $4.12B | $2.28B | -18.2 pp | 0.5% |
| CumminsCMI | $34.71B | $2.66B | $33.72B | $2.68B | -3.7 pp | 0.5% |
| DatadogDDOG | $3.97B | $1.34B | $3.02B | $996.3M | +2.7 pp | 0.4% |
| CloudflareNET | $2.51B | $852.4M | $1.88B | $582.5M | +12.8 pp | 0.4% |
| Bloom EnergyBE | $3.11B | $464.6M | $1.63B | $107.6M | +240.8 pp | 0.4% |
| SynopsysSNPS | $9.42B | $2.72B | $6.44B | $2.37B | -32.0 pp | 0.3% |
| Nebius GroupNBIS | $1.36B | $5.98B | $223.3M | $19.3M | +30352.7 pp | 0.3% |
| Comfort SystemsFIX | $11.23B | $3.23B | $7.68B | $1.55B | +62.8 pp | 0.3% |
| TeradyneTER | $4.46B | $193.8M | $2.83B | $124.0M | -1.5 pp | 0.3% |
| Hewlett Packard EnterpriseHPE | $41.87B | $5.56B | $33.08B | $5.31B | -21.9 pp | 0.3% |
| Rockwell AutomationROK | $8.97B | $651.0M | $8.06B | $648.0M | -10.9 pp | 0.3% |
| KeysightKEYS | $6.58B | $957.0M | $5.24B | $765.0M | -0.4 pp | 0.2% |
| CoreWeaveCRWV | $7.59B | $9.69B | $3.52B | $4.85B | -15.4 pp | 0.2% |
| FlexFLEX | $29.27B | $2.05B | $26.07B | $1.88B | -2.8 pp | 0.2% |
| CienaCIEN | $6.02B | $311.3M | $4.54B | $277.3M | -20.3 pp | 0.2% |
| GlobalFoundriesGFS | $6.94B | $189.0M | $6.84B | $219.0M | -15.1 pp | 0.2% |
| Axon EnterpriseAXON | $3.22B | $1.06B | $2.39B | $932.5M | -21.3 pp | 0.2% |
| NRG EnergyNRG | $33.13B | $1.82B | $29.37B | $1.62B | -0.4 pp | 0.1% |
| Symbotic IncSYM | $2.65B | $1.74B | $2.19B | $923.1M | +67.5 pp | 0.1% |
| ZscalerZS | $3.35B | $2.93B | $2.67B | $2.47B | -6.9 pp | 0.1% |
| Onto InnovationONTO | $1.12B | $35.9M | $1.04B | $39.0M | -16.1 pp | 0.1% |
| BWX TechnologiesBWXT | $3.51B | $313.3M | $2.86B | $198.3M | +35.3 pp | 0.1% |
| Super Micro ComputerSMCI | $39.06B | $2.61B | $21.97B | $731.4M | +179.4 pp | 0.1% |
| GeneracGNRC | $4.44B | $227.8M | $4.41B | $200.5M | +13.0 pp | 0.1% |
| Applied DigitalAPLD | $611.3M | $4.7M | $228.6M | $3.6M | -137.6 pp | 0.1% |
| TrimbleTRMB | $3.78B | $947.1M | $3.58B | $998.7M | -11.0 pp | 0.1% |
| CognexCGNX | $1.09B | $49.0M | $929.6M | $53.1M | -24.9 pp | 0.1% |
| Globus MedicalGMED | $3.14B | $28.0M | $2.63B | $24.0M | -3.2 pp | 0.0% |
| Kratos DefenseKTOS | $1.52B | $93.6M | $1.21B | $77.3M | -4.4 pp | 0.0% |
| AmbarellaAMBA | $417.8M | $20.9M | $348.1M | $19.5M | -12.9 pp | 0.0% |
| NuScale PowerSMR | $10.7M | $753,000 | $56.1M | $642,000 | +98.2 pp | 0.0% |
| Fluence EnergyFLNC | $2.63B | $1.01B | $2.45B | $593.0M | +63.5 pp | 0.0% |
| Centrus EnergyLEU | $473.9M | $85.0M | $436.9M | $154.8M | -53.6 pp | 0.0% |
NVIDIANVDA, BroadcomAVGO, Meta PlatformsMETA, MicronMU, AMDAMD, IntelINTC, AmphenolAPH, SeagateSTX, EatonETN, MarvellMRVL, Uber TechnologiesUBER, EquinixEQIX, Constellation EnergyCEG, Astera LabsALAB, CoherentCOHR, Monolithic PowerMPWR, LumentumLITE, Digital RealtyDLR, VistraVST, Credo TechnologyCRDO, HubbellHUBB, FabrinetFN, Talen EnergyTLN, AlcoaAA, OkloOKLO, AeroVironmentAVAV