Cohere CEO Aidan Gomez smiling, presumably about all the moneys.
Cohere CEO Aidan Gomez smiling, presumably about all the moneys.
  • Cohere's annual recurring revenue reached approximately $240 million last year, exceeding their initial target.
  • The company experienced quarter-over-quarter growth exceeding 50% throughout 2025, showcasing rapid expansion.
  • Cohere emphasizes a capital-efficient model by leveraging software revenue and managed cloud services, setting it apart from competitors.
  • Plans for 2026 include expanding in Europe and further developing its AI agent platform, North, aiming for continued rapid growth.

Great Success Cohere Hit Revenue Jackpot

Jagshemash, esteemed readers. Borat Sagdiyev here, reporting live from, well, not Kazakhstan. I am investigating this "Cohere," a company making computers think, like my neighbor Nursultan Tulyakbay, but much faster. Very nice. They say they made $240 million. That is more than my entire village makes in, maybe, ten years. High five.

Fifty Percent Growth? Is Number Fabricated?

This Cohere claims over 50% growth each quarter. Is like saying I win every arm wrestling match. Maybe true, maybe for show. But serious, their "sales pipeline" is growing. Even big organizations want Cohere. This is good because big organization equals big moneys. Very nice for Cohere. But maybe not so nice for organizations when they run into situations like Starmer's Political Universe Collapses Under Epstein Shadows. I hope they check their AI for any bad ideas, like making Borat wear mankini in winter.

Nvidia and Salesforce Investing? Wawaweewa

Nvidia and Salesforce put moneys in Cohere. Very smart people. Nvidia makes the chips that make computers go fast, and Salesforce sells things to businesses. Cohere is now worth $7 billion. I once tried to sell my sister for two goats and a tractor. I was offered only one goat and a rusty plow. I should have started AI company.

Public Market Debut Soon? Maybe Is Good Time

Aidan Gomez, the head of Cohere, wants to sell shares to public. He says it will be "pure play AI investment opportunity." I not sure what that means, but sounds fancy. OpenAI and Anthropic also want to sell shares. Is like horse race, but with computers instead of horses. I once bet on horse named "Sex Machine." He came in last. Very bad.

Competing With Big Boys Like OpenAI and Anthropic is Hard

OpenAI and Anthropic already have many customers. More than 1 million businesses use OpenAI. Anthropic has over 300,000. This is like saying I have more wives than my neighbor. Hard to compete with that. But Cohere says they are different. They are "capital-efficient." I not know what that means, but sounds smart.

No Speculation Here: Sustainable Growth Guaranteed

Cohere says they make moneys from software. They don't need big computers. They can use "managed cloud services" or "their own hardware." This means they can spend more moneys on getting customers and making better AI. Very clever. They also make 70% profit. This is more than I make selling Borat brand vodka made from potato peelings. Cohere says they are insulated from the "speculative excesses" of the AI market. This means they won't go bankrupt like my cousin who invested in tulips. In 2026, Cohere will expand in Europe and build "AI agent platform." They expect to grow fast again. I hope they are right. If they fail, I will make a movie about it. Very funny movie.


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