StoryCommercial
Skild AI passes $100M in annual recurring revenue about ten months after first deployment
Skild AI says its annual recurring revenue has passed $100 million, about ten months after its first commercial deployment. Most of the revenue comes from manipulation work, with mobile robots making up about a tenth.
- About $50M has been recognised since deployments began; the company reports more than 60 paying customers in that time
- Roughly 90% of revenue is manipulation; mobility, about 10%, includes AMRs from its Zebra/Fetch Robotics acquisition (about 4% of total)
- NVIDIA and Foxconn use its dual-arm robots for precise assembly of NVIDIA Blackwell systems
- Sumitomo Wiring Systems is working to deploy the model in wire-harness manufacturing; Mitsui & Co. is piloting it in commercial kitchens
- The authors say: "In robotics, you cannot leave deployment until the end."