bullish

Clay

Clay Crosses $150M/year

131 Views01 Jul 2026 11:00
TL;DR: In March 2026, Clay split its pricing to charge separately for data and for workflows—cutting data costs 50-90% while adding a new "Actions" meter on every workflow step, shifting monetization from data enrichment to orchestration. Sacra estimates Clay hit $150M ARR in May 2026, up from $100M in November 2025, raising at $5B in a January tender offer for a 43.5x multiple on ~$115M in January ARR. For more, check out our updated report and dataset on Clay...
What is covered in the Full Insight:
  • Introduction to Clay's Recent Developments
  • Clay's Financial Performance and ARR Growth
  • Competitive Landscape in the AI GTM Stack
  • Pricing Strategy Overhaul and Market Impact
  • Future Outlook and Industry Trends
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  • Clay Crosses $150M/year
    01 Jul 2026
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