Key Takeaways:

2025 was Scale’s strongest financial year ever, ending the year with well over $1B in new business, with nearly half of all new bookings coming in Q4 alone.
Enterprise closed its strongest bookings quarter ever in Q4, adding customers including Mayo Clinic, BP, and Allianz. The applications business continues to grow and we expect it to double this year.
Our U.S. Government business delivered its best quarter to date in Q3, securing multi-million-dollar awards, including two contracts in the nine figures.
Our International Public Sector team doubled its revenue last year, continuing its growth beyond Europe into the Middle East, drastically expanding its footprint in Qatar and the UK, establishing its presence in Riyadh and Dubai, and driving impact across a range of sectors. We project our international business to double in 2026.
SEAL emerged as a trusted industry authority for model benchmarking, introducing 15 new frontier leaderboards and publishing more than 450 evaluations across 50+ releases as labs rolled out new models.

As 2026 ramps up, I wanted to share an update on Scale’s progress over the past year and lay out where we’re headed next.

The pace of change across the AI industry has been breakneck, and Scale has played an important role in moving it forward. Through it all, we remain focused on executing and delivering for our customers. That focus carried us through a year of remarkable change and allowed us to end it in our strongest financial position. In 2025, we delivered our biggest year of revenue ever, driven by over $1B in new business across both our data and applications businesses.

As AI moves beyond pilots, customers are more focused on reliability. They want systems that can be trusted to support the important work they do. That shift led us to update our mission in September: to develop reliable AI systems for the world’s most important decisions. In service of that mission, we grew our global footprint, expanding across New York, London, Washington, D.C., Doha, and St. Louis, while continuing to invest in our team. Over the past year, we brought on more than 500 people to the team and ended 2025 with the highest offer acceptance rate in our history.

Looking ahead, we’ll strengthen our technical foundation and accelerate in places where we’re seeing the most momentum. Below is a snapshot of how our data and applications businesses performed in 2025, and how we’re building on that progress in 2026.

Building the Data Foundation for Reliable AI

Our data business helps the world’s leading AI labs and technology companies train, test, and improve advanced models using high-quality, trusted data. In 2025, our data business saw strong year-over-year growth. Despite media reporting following the Meta deal, the business performed best in the second half of the year and is now profitable.

As AI expands beyond screens and into the physical world, we also grew our work supporting physical AI and robotics companies, delivering more than 150,000 hours of data and onboarding 10 new robotics customers.

Our Safety Evaluation and Alignment Lab (SEAL) evaluates how advanced models perform in real-world conditions, not just in controlled or theoretical settings. As new frontier models were released throughout 2025, SEAL became a trusted reference point for how those systems perform at launch. Last year, the SEAL team introduced 15 new benchmarks and published more than 450 evaluations across more than 50 models. Benchmarks such as Humanity’s Last Exam, SWE-Bench Pro, and MCP Atlas are now widely used by labs and developers to assess model capability, safety, and reliability at release. Together, this work gives the industry clearer signal on what new models can actually do and where they fall short.

Bringing AI into Production

Our applications business helps make AI work across enterprises and governments, a challenge the broader industry is still working through as organizations expect bigger returns on their AI investments. In 2025, our applications business accelerated meaningfully, more than doubling revenue in the second half of the year. The applications business continues to meaningfully grow and we expect it to roughly double again this year.

Our Enterprise business closed its strongest bookings quarter ever in Q4, with new customers including Mayo Clinic, BP, and Allianz. Our Public Sector business continued delivering capabilities that support America's national defense. In 2025, the Department of War awarded Scale two major contracts totaling nearly $200M. We also continue to lead Project Thunderforge, the Pentagon’s flagship effort to integrate AI agents into mission planning, with the help of Anduril and Microsoft.

Outside the U.S., our International Public Sector business has accelerated rapidly, with the Middle East emerging as our fastest-growing region. We are seeing a distinct shift where governments are moving past the experimental phase and selecting Scale to deliver full-stack, sovereign AI infrastructure. In Qatar, for example, we worked alongside the Ministry of Communications and Information Technology to deploy AI applications for the Ministry of Education and Higher Education, the Council of Ministers, and Qatar Museums in direct support of national priorities in education, governance, and the arts and culture. We've also forged important partnerships with Google Cloud, Microsoft, AWS, Inception, and Malomatia to power AI deployment across Qatar, the UAE, and Saudi Arabia. Driven by this demand for production-grade AI, we project our international business to double in 2026.

Our Focus for 2026

We don’t expect 2026 to be any easier than 2025. Change across AI is happening fast, and we’re evolving just as quickly. That means training models in more realistic reinforcement learning environments and expanding our work in robotics and physical AI, where high-quality data is all that matters.

This year, we’ll apply our model-training advantage by moving technical capabilities from our data business into applications faster. We’re also investing heavily in our technology stack for enterprise and government customers, with a focus on building a more unified, AI-native foundation.

I’m excited about what’s ahead and confident in the momentum and team we’re carrying into 2026.