Glean's Knowledge-Graph Agent Nears ~$300M ARR — AI Work Assistant Eats Enterprise-Search SaaS

Sacra·low signal

Sacra estimates Glean reached ~$300M ARR by May 2026 (up from $208M at end-2025) at a $7.2B valuation, as its permissions-aware knowledge-graph agent eats enterprise-search SaaS and competes directly with Microsoft Copilot. The builder signal: a horizontal 'work assistant' built on a proprietary knowledge graph is one of the few AI-native categories scaling to nine-figure ARR against an incumbent giant.