Top Cloud Companies in Sydney (134)

Strong Revenue Growth: Revenue is advancing at a strong double‑digit pace with Cloud accelerating, while forward indicators like ARR and contracted backlog are also expanding, pointing to durable top‑line momentum.

Innovation-Driven Growth: AI-led capabilities (e.g., Rovo) and deeper platform adoption are tied to higher monetization and faster ARR expansion among adopters, reinforcing product-led growth.

Customer Loyalty & Retention: Cloud net revenue retention remains well above 100% and has improved over successive quarters, suggesting healthy expansion within the existing customer base.

Profitability: GAAP net income turned positive in Q1 and Q2 2026, with improving operating metrics versus prior‑year losses. This points to healthier unit economics even as top‑line growth is modest.

Innovation-Driven Growth: Investment in AI‑driven “agentic commerce,” LLM data enrichment, and B2B operational agents—alongside embedded payments—signals a roadmap aimed at future monetization. Double‑digit GMV growth and sequential NRR improvement indicate these capabilities are supporting healthier platform engagement.

Strategic Partnerships: Expanded Stripe capabilities and PayPal‑embedded payments, plus ecosystem activity across BigCommerce, Feedonomics, and Makeswift, are highlighted as growth enablers. These integrations support attach‑rate and monetization theses tied to payments and partner services.

Profitability: FY2026 marked the first full year of GAAP profitability, and Q1 FY2027 delivered a fourth consecutive GAAP‑profitable quarter. Profit guidance and expanding non‑GAAP operating margins indicate continued bottom‑line strength.

Healthy Cash Flow: Free cash flow was $102.7M in FY2026 and $41.2M in Q1 FY2027. Cash and investments of $444M and a $100M share repurchase authorization underscore liquidity to invest while returning capital.

Future-Ready Strategy: Management emphasizes AI‑first Operations Cloud offerings and a new usage‑based package aimed at re‑accelerating growth. Product and packaging moves are positioned to drive longer‑term expansion and retention.

Strong Revenue Growth: Revenue rose 31% year over year to NZ$2.75–2.80 billion, alongside 37% AMRR growth and a 23% uplift in average revenue per customer. Customers increased 11% to about 4.92 million, reinforcing top-line momentum.

Healthy Cash Flow: Free cash flow reached NZ$554 million in FY26, increasing from the prior year. Adjusted EBITDA also grew 18% to NZ$757 million, indicating strong cash generation while scaling.

Market Expansion: Growth accelerated in the U.S. (including Melio payments) with continued double‑digit momentum in ANZ and the UK. Net additions of 506,000 in FY26 and a 4.92 million customer base highlight expanding regional reach.

Strong Revenue Growth: ARR is described as rising from over $300M in 2025 to over $400M by mid-2026, alongside large-scale telemetry usage that signals expanding adoption. This trajectory indicates sustained top-line expansion through 2026.

Innovation-Driven Growth: AI-led capabilities such as Edwin AI are portrayed as a meaningful driver of bookings with rapid recurring revenue momentum, and the company is advancing an “Autonomous IT” roadmap. Continued AI feature launches through 2026 point to product-led expansion.

Investor Backing & Capital Strength: An $800M financing in late 2024 at around a multi‑billion valuation provides resources to accelerate platform expansion, acquisitions, and entry into new markets. This capital base supports ongoing scaling initiatives.

Strong Revenue Growth: Revenue is rising briskly, with the latest quarter up year over year and full‑year FY2026 guidance raised for both revenue and ARR. Prior billings and deferred revenue growth indicate healthy demand heading into FY2026.

Strong Market Position & Advantage: Independent analyst evaluations place the company as a leader in SSE/SASE and note frequent inclusion on enterprise shortlists. A broad global footprint and regulatory certifications bolster competitiveness in regulated and international markets.

Product Line Growth: Expansion in newer offerings—such as Data Security, AI‑focused modules, and Zero Trust Branch—shows meaningful traction. Metered, non‑seat‑based solutions accounted for a sizable share of new ACV, suggesting broader monetization beyond core seats.

Strong Market Position & Advantage: Placement as a Leader in Gartner’s 2024–2025 Magic Quadrant for Digital Experience Platforms and continued industry recognition indicate durable competitive standing. Ongoing Engage events and partner programs align with sustained enterprise adoption.

Innovation-Driven Growth: Active product expansion—such as the 2026 launches of Acquia AI and major Acquia Source updates, plus prior acquisitions like Monsido and Widen—shows continued investment in the platform. These moves broaden the DXP footprint across AI, DAM/PIM, and governance.

Customer Loyalty & Retention: Company retrospectives for 2022–2023 cite record renewal rates alongside multi‑year revenue increases. This points to a stable installed base that supports resilience through market cycles.

Strong Revenue Growth: Total revenue increased 19% in FY2026 and 16% in Q1 FY2027, while ARR reached about $2.14B, up roughly 17% year over year. Net‑new ARR also accelerated, signaling strengthening demand.

Profitability: Non‑GAAP operating income was $592M in FY2026 with ~29% margin, and Q1 FY2027 reported a ~29% margin alongside robust adjusted free cash flow. Free cash flow for FY2026 was $529M, underscoring strong operating leverage.

Resilient & Sustainable Growth: Multi‑year double‑digit ARR and revenue expansion, record large deals, and 41% organic net‑new ARR growth in Q1 FY2027 point to durable demand. A subscription‑led model and fast‑growing logs consumption support ongoing platform adoption.

Investor Backing & Capital Strength: Recent financing rounds added $70M in equity at a higher valuation and a $250M credit facility to fund expansion. These moves, with participation from strategic investors, provide resources to scale infrastructure and reach.

Market Expansion: The company cites more than three exabytes under management across 16 global regions and announced the acquisition of Seagate’s Lyve Cloud. Investments in EMEA channels and cyber‑resilience integrations reflect a broader go‑to‑market push.

Product Line Growth: New offerings such as a high‑performance storage class (Wasabi Fire) target AI and other data‑intensive workloads. This product expansion aligns with stated plans to support AI infrastructure and performance‑sensitive use cases.

Strong Revenue Growth: Revenue accelerated to about $1.60B in Q2 2026, up 19% year over year, following 12% growth in Q1 2026 and an 11% increase for full-year 2025. Rising ARPU alongside expanding DAU/MAU supported this top-line momentum.

Healthy Cash Flow: Q2 2026 free cash flow reached roughly $121M and operating cash flow improved to about $176M, both sharply higher year over year. These gains indicate improved operating efficiency even as GAAP net income remains negative.

Diversified Revenue Streams: “Other revenue” driven by subscriptions like Snapchat+ grew ~85% year over year in Q2 2026 (after ~87% in Q1), and Snapchat+ surpassed 25M subscribers by mid‑2026. This diversification is complementing ad recovery and helping sustain growth.

Strong Revenue Growth: Revenue rose 26% year over year to $1.39B in Q1 FY2027, while ARR grew 24% to $5.51B with record net new ARR. Management also raised FY2027 revenue and ARR guidance, indicating confidence in continued double‑digit expansion.

Profitability: GAAP profitability was achieved in Q1 FY2027 (diluted EPS $0.11) alongside higher non‑GAAP earnings, reflecting operating leverage at scale. Prior periods also highlighted improving profit metrics, reinforcing an upward profitability trend.

Healthy Cash Flow: Cash generation reached record levels in Q1 FY2027 with $591M in operating cash flow and $468.5M in free cash flow. FY2026 likewise set records for operating and free cash flow, underscoring durable unit economics.

Strong Market Position & Advantage: Industry recognitions place the company in the Leaders tier across key AppSec categories, signaling durable competitive standing. Ongoing ecosystem visibility, such as a 2025 Google Cloud Technology Partner of the Year award, reinforces presence with major platforms.

Product Line Growth: The platform has broadened via acquisitions like Helios and Probely to add visibility, DAST, and API security alongside SCA/SAST. Momentum in newer modules, including Snyk Code surpassing about $100M in ARR and launches like Evo, supports larger account expansion and upsell.

Innovation-Driven Growth: The company is leaning into AI-native security with investments and acquisitions (e.g., Invariant Labs) and AI-assisted workflows. AI-forward offerings and product announcements indicate a roadmap aligned to modern development patterns.

Strong Revenue Growth: Subscription revenue reached $3.877B in Q2 2026, growing strongly year over year, with total revenue also advancing. The company raised its full-year 2026 subscription outlook to $15.76–$15.78B and guided continued double-digit growth into Q3.

Product Line Growth: “ServiceNow AI” surpassed $1B in ACV in Q2 2026, acting as a catalyst for deal activity and upsell. Newer AI capabilities layered onto core workflows are described as adding incremental momentum.

Resilient & Sustainable Growth: Current and total RPO climbed to $13.20B and $29.0B, respectively, indicating strong contracted demand ahead. The number of customers above $5M in ACV increased meaningfully, supporting durable multi‑year expansion.

Strong Revenue Growth: Revenue is rising rapidly across recent periods, with FY2026 results and the subsequent quarter both showing sharp year-over-year increases and strong subscription-led momentum. Management raised the FY2027 outlook following the latest quarter, underscoring continued demand.

Healthy Cash Flow: Free cash flow is meaningfully positive and improving at scale, including a healthy margin in Q1 FY2027 and a large year-over-year increase in FY2026. Improving subscription contribution margins indicate growing operating leverage.

Strong Market Position & Advantage: Independent analyst recognitions place the company among market Leaders for backup/data protection and cyber recovery, often highlighted for vision. Expanding large-customer cohorts and post-IPO scale further reinforce competitive standing.

Profitability: Reported GAAP profitability with rising operating performance and improved free cash flow signal a strengthening earnings profile. Management guidance points to further free cash flow growth.

Strong Market Position & Advantage: Independent analyst recognition in commercial loan origination and a large global customer base with marquee banks underscore leadership in core lending and onboarding workflows. Ongoing platform expansion through acquisitions and AI capabilities reinforces competitive positioning.

Customer Loyalty & Retention: Healthy contract value retention and record gross bookings indicate expansion within the installed base. Growth in contracted value suggests durable land‑and‑expand dynamics.

Strong Revenue Growth: Q4 FY2026 revenue rose 12% year over year to $1.95B, with FY2026 up 5% to $6.93B. Guidance for FY2027 implies roughly 7–8% growth at the midpoint.

Profitability: FY2026 delivered record gross profit and operating income, with GAAP EPS up 12% for the year. Record Q4 and FY results underscore earnings strength exiting FY2026.

Healthy Cash Flow: Free cash flow rose 40% to $1.87B and operating cash flow grew 37% to $2.07B in FY2026. Strong cash generation supported $1.36B of capital returns via buybacks and dividends.

Profitability: Profitability is improving, with stronger non-GAAP operating margins and a shift into net income alongside sustained margin health. Free cash flow generation is described as strong, supporting continued operating resilience.

Strong Revenue Growth: Revenue is described as up year over year, including a recent quarter showing continued top-line expansion and prior fiscal-year growth. Recurring momentum is also reinforced by rising ARR, indicating expansion in the subscription base.

Strong Market Position & Advantage: The company is positioned as a frequently evaluated alternative amid market disruption following Broadcom’s VMware acquisition, creating an advantage in competitive migrations. Multiple analyst recognitions and ecosystem momentum are presented as support for a leading position in its core categories.

Strong Revenue Growth: ARR is reported to have surpassed $300M in 2024, up from roughly $200M in 2023, signaling a clear year-over-year step-up. Post-merger materials also reference a larger combined ARR base, reinforcing multi-year expansion.

Product Line Growth: The scope expanded beyond ingestion through the acquisition of Census (reverse ETL) and Tobiko Data/SQLMesh in 2025 and the completion of the dbt Labs merger in 2026. This broader open data infrastructure footprint supports more of the analytics and AI workflow and creates cross-sell opportunities.

Strategic Partnerships: Ecosystem ties are evidenced by 4,400+ joint customers with Google Cloud and partner recognitions such as Databricks awards. Co-sell and marketplace motions are highlighted alongside rising BigQuery usage, indicating go-to-market leverage.

Strong Market Position & Advantage: Red Hat is repeatedly positioned as a leader in container management and multicloud/hybrid cloud management, with OpenShift highlighted for hybrid development, tooling, and edge deployment. RHEL is also described as holding a commanding position in enterprise Linux, reinforcing defensibility in core infrastructure markets.

Strong Revenue Growth: Red Hat is described as delivering sustained double-digit revenue growth across multiple reported periods, and as a major growth contributor within IBM’s Hybrid Platform & Solutions/Software reporting. OpenShift ARR is cited as reaching the multi-billion-dollar range with growth that outpaces the broader portfolio, supporting momentum beyond core Linux.

Future-Ready Strategy: The company is portrayed as positioning for enterprise AI infrastructure and continued hybrid-cloud standardization, tying product roadmaps (OpenShift, Ansible, RHEL) to modernization and AI operationalization. Strategic emphasis on open standards, automation, security, and hybrid portability is presented as aligned with evolving enterprise demands.