Hightouch Hits $100M ARR as AI Marketing Agents Add $70M in 20 Months (April 2026)

Hightouch, the San Francisco–based Composable CDP pioneer, disclosed on April 15, 2026 that it has crossed $100 million in annualized recurring revenue, with roughly $70 million of that new ARR booked in the 20 months since the company launched its AI Decisioning and AI Agents products in late 2024. The number was first reported by TechCrunch and later confirmed by co-CEO Kashish Gupta in a LinkedIn post.

What Happened

Hightouch was founded in 2019 by Tejas Manohar (ex-Segment engineering manager), Josh Curl (now CTO) and Kashish Gupta. The company coined the “composable CDP” category — a customer data platform that sits directly on top of a company’s data warehouse (Snowflake, Databricks, BigQuery) instead of storing a second copy of customer data. In February 2025 it raised an $80 million Series C led by Sapphire Ventures at a $1.2 billion valuation, crossing into unicorn territory.

Since then, the company’s growth has been overwhelmingly driven by AI. The AI Decisioning product automates audience segmentation and offer selection for marketers, while AI Agents — launched in late 2024 — autonomously generate brand-consistent ad creative, including images and short-form video, by plugging into a customer’s Figma, DAM, and content systems to learn brand identity. Approximately 70% of the ARR growth over the past 20 months is attributable to these two products, according to the TechCrunch report.

Key Details

• ARR milestone: Hightouch crossed $100M ARR in the first half of April 2026, a roughly 230% increase from the $30M ARR level it was reported at in late 2023.
• AI-driven growth: Around $70 million in new ARR was added in the 20 months since the AI product launch — meaning more than two-thirds of the company’s current revenue run-rate is tied to products that didn’t exist two years ago.
• Customer roster: Brands now using Hightouch AI include Domino’s, Chime, PetSmart and Spotify, per the company’s public statements.
• Headcount: Approximately 380 employees, up from 300 at the time of the February 2025 Series C.
• Case study: Hightouch’s homepage highlights fashion retailer Otrium, which reported a 70–80% reduction in briefing-to-launch time, a 13% click-through rate improvement and a 15% sales lift after moving to Hightouch Ad Studio.
• Last private valuation: $1.2 billion (Series C, Sapphire Ventures led, February 2025).

What Marketers and Engineers Are Saying

Reaction on LinkedIn and in the r/martech subreddit has been positive but tempered. Marketers at mid-market retailers praise the ability to produce dozens of on-brand ad variants without involving a design team or outside agency — Gupta told TechCrunch that “before GenAI, it was impossible for someone without many years of design skills to create consumer-level assets,” and customers echo that sentiment. The recurring skeptical note is that AI-generated creative still needs human review to avoid subtle brand-voice drift, and that Hightouch’s pricing can become significant at enterprise scale. On Hacker News, engineers continue to debate whether a warehouse-native CDP truly replaces the need for a dedicated customer data platform — the original “composable CDP” thesis that Manohar popularized.

What This Means for Marketers

Hightouch’s numbers are a concrete data point in the broader argument that AI-generated creative has crossed the quality threshold for mainstream consumer brands. A $70M ARR swing in 20 months, concentrated in AI products, suggests that large B2C marketers are not just experimenting with AI-generated ads but putting them into production paid-media spend with brands like Domino’s and Spotify. For marketing leaders, the implication is that the cost curve of producing “on-brand” creative is flattening quickly — the bottleneck is shifting from design throughput to strategy, testing and guardrails.

For the martech ecosystem, Hightouch’s ARR trajectory is also a signal to competitors in the CDP category, including Segment (Twilio), mParticle and Treasure Data, that AI-native functionality is no longer optional. Expect a wave of “we also have AI agents” announcements across the category through the rest of 2026.

What’s Next

Hightouch has not publicly announced a new funding round on the back of the milestone, but at $100M ARR with a 70–80% AI contribution, a follow-on round at a materially higher valuation than the $1.2B Series C mark is plausible later in 2026. The company’s public roadmap includes expanding AI Agents beyond creative into full-funnel journey orchestration — a direct collision course with Braze, Klaviyo and Adobe Journey Optimizer. Customers can expect continued investment in Ad Studio, video generation and deeper integrations with retail-media networks through the rest of the year.

Sources

• Hightouch reaches $100M ARR fueled by marketing tools powered by AI — TechCrunch — primary source for the ARR milestone and co-CEO quotes
• Hightouch homepage — company product pages and Otrium case study metrics
• Hightouch on Y Combinator — founding team, composable CDP positioning
• Kashish Gupta on LinkedIn — co-CEO confirmation of the ARR figure
• NewsBytes — Hightouch hits $100M ARR after AI tools add $70M — independent confirmation of the $70M AI-driven ARR figure
• AI Business coverage — context on generative AI adoption in martech