We crossed $200M ARR last week, doubling from $100M in April.
Runway is the world model company. We power the daily work of more than 60 million creators and 95% of the Fortune 100. From award-winning films and ad campaigns to real-time media applications to generalist robotics. Our largest customers are increasingly licensing our frontier models directly.
As we expand our research in robotics, the wonderful team from Kinetix, a Paris-based research lab, is joining Runway to help drive our efforts there.
Proud of the team for getting us here. Back to building the universal world simulator.
At the limit, world models will become the RL environments for everything.
Excited to announce GWM Worlds 2, the first world model with a general action space, merging navigation, manipulation and human interaction in one model.
We're already using it to evaluate vision-language models on real-world tasks. We're also working with game developers to prototype new kinds of interactive experiences, powered by a world-prompting format that lets you schedule player actions, dialogue, SFX and world events.
Interfaces that are generated, not coded.
Solaris is our first step toward our vision of end-to-end neural software, where user interfaces are streamed directly onto your screen by a real-time video model, without any intermediate code or HTML/CSS. Today we're releasing a technical report and opening it up for limited testing by the community.
Amazing work by the team, combining the best of our research in general world models with Runway's HCI spirit.
Runway added more than $40M in net new ARR so far this quarter, and we're less than halfway through. The biggest growth period in the history of the company.
Generative video has hit its inflection point. Enterprises like Amazon and Robinhood are using Runway daily to reshape how they tell stories and reach customers, on our frontier video and world models.
Thank you to our team and our customers. The best is yet to come.