Replit CEO says enterprise contracts are about 15% of 2026 revenue, up from about 2%
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What happened
Replit CEO Amjad Masad said on stage at TechCrunch Disrupt on Thursday, October 15, 2026, that enterprise contracts accounted for about 15% of Replit's revenue this year, up from about 2% last year. He added that more than 50% of Replit's revenue was business-to-business. TechCrunch and Unite.AI both reported the figures on October 16. They are statements by the CEO, not audited numbers, and no dollar amounts were given: Masad said Replit was not sharing annual recurring revenue numbers yet.
Backstage, Masad told TechCrunch he expected more than half of Replit's 2027 revenue to come from enterprise and government customers. Unite.AI reported that Masad put net revenue retention above 400%, said Replit had been gross-margin positive, said there were no immediate plans to raise new funding, said an IPO was in the company's future, and said Replit had turned down acquisition approaches. In the same session, Masad said Replit no longer worked with Anthropic; TechCrunch reported that one person familiar with the matter, who asked not to be named, said the partnership was still in place.
Key points
- Masad said enterprise contracts are about 15% of Replit's 2026 revenue, up from about 2% in 2025.12
- He said more than 50% of revenue is now business-to-business.12
- Masad declined to share annual recurring revenue figures.12
- Backstage, he told TechCrunch he expects enterprise and government to exceed half of 2027 revenue.1
- Unite.AI reported he put net revenue retention above 400% and cited no immediate plans to raise funding.2
Why it matters
By the CEO's account, enterprise contracts went from about 2% to about 15% of revenue in a year, and business customers now make up more than half. That gives a customer-type view of a business whose revenue total was withheld.
Without annual recurring revenue, the percentages cannot be turned into dollars, so the sources do not tie the shift to a valuation.
All figures come from the CEO's spoken remarks. The retention and margin claims rest on one outlet, Unite.AI, and the 2027 figure is the CEO's own expectation.
In context
| Round | Date | Post-money valuation | Raised | Led by |
|---|---|---|---|---|
| Series B | Dec 8, 2021 | $800M | $80M | Coatue |
| Series B extension | Apr 25, 2023 | $1.2B | $97M | Andreessen Horowitz |
| Series C | Sep 10, 2025 | $3.0B | $250M | Prysm Capital |
| Series D | Mar 11, 2026 | $9.0B | $400M | Georgian |
Updated
Fact-check
- Enterprise contracts are about 15% of Replit's 2026 revenue.Confirmed by [1] TechCrunch and [2] Unite.AI as Masad's statement: about 15% of revenue is enterprise contracts this year.Verified
- Enterprise was about 2% of Replit's revenue in 2025.Confirmed by [1] TechCrunch, quoting Masad that enterprise was like 2% of revenue last year, and by [2] Unite.AI.Verified
- More than 50% of Replit's revenue is B2B.Confirmed by [1] TechCrunch and [2] Unite.AI as Masad's statement.Verified
- Masad declined to share ARR figures.Confirmed by [1] TechCrunch (quote: not sharing ARR numbers just yet) and [2] Unite.AI.Verified
- Masad said he expects enterprise and government customers to be more than half of 2027 revenue.Confirmed by [1] TechCrunch as a backstage statement to TechCrunch. It is the CEO's expectation, not a result; [2] Unite.AI does not report it.Verified
- Masad put net revenue retention above 400% and said there are no immediate plans to raise new funding.Confirmed by [2] Unite.AI as Masad's statements; not reported by [1] TechCrunch.Verified
- Masad spoke at TechCrunch Disrupt on Thursday, October 15, 2026.Confirmed by [1] TechCrunch: Masad spoke Thursday onstage at Disrupt; the article is dated October 16, 2026, so Thursday was October 15.Verified
Sources
- [1]TechCrunch (opens in a new tab)Replit is no longer working with Anthropic, CEO saysenterprise was like 2% of revenue last year
- [2]Unite.AI (opens in a new tab)Replit CEO Masad Says Company No Longer Works With Anthropic
