The problem
Enterprises can't safely govern the open-source packages, models and AI agents their developers pull in
What they do
Trusted Python packages plus a governed platform to build, secure and run enterprise AI and agents
Traction $150M ARR, profitable (Jul 2025); 50M users, 95% of Fortune 500
Hiring trend
- Open roles
- 24
- Ops roles
- 2
- Headcount
- ~400-500
Shrinking then rebuilding: cut ~14% of roles Aug 2026; LinkedIn ~500 (+8% YoY with 3 acquisitions); postings down ~15% YoY (Revelio)
Latest news
Oct 2026
Launched agent swarms and AI red-teaming built on Kilo Code, Enkrypt AI and Outerbounds ↗Glassdoor
3.1 ★ 159 reviews ↗Funding
- Last round
- $150M
- Stage
- Series C
- Date
- Jul 2025
Led by Insight Partners (Mubadala Capital participating)
- Hiring+1.524 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+1Series C · $150M, Jul 2025 (15 months ago): 12–24 months = +0.5, $100M+ round +0.5
- Traction+0.75Some growth: $150M ARR, profitable (Jul 2025); 50M users, 95% of Fortune 500
- Red flags−11 significant flag in the last 24 months, −1 eachAug 2026 layoff: cut ~14% of roles across all functions; Glassdoor reviews cite an ARR miss before the RIF and repeated layoffs. Secondary market prices it ~11% below the $1.5B round (Caplight via TrueUp).Anaconda CEO open letter: ~14% of roles eliminated (Aug 2026) ↗ · Austin Business Journal: Anaconda lays off 14% amid restructuring (Aug 2026) ↗ · Glassdoor: Anaconda layoff reviews ↗ · TrueUp: secondary valuation ~$1.3B, down 11% from last round ↗
- Total2.251.5 + 1 + 0.75 − 1 = 2.25 → Steady (1.5–3.49)
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
The default enterprise Python distribution (50M users, 95% of the Fortune 500, $150M ARR profitable) and now buying into agent tooling; but much use is free, uv/Pixi and conda-forge pressure the core, and a 2026 layoff shows the AI pivot is still unproven.
Sources: Business Wire: Anaconda $150M Series C, $150M ARR profitable (Jul 2025) ↗ · SiliconANGLE: Anaconda expands beyond Python (Oct 2026) ↗
Watch-outs
Aug 2026 layoff: cut ~14% of roles across all functions; Glassdoor reviews cite an ARR miss before the RIF and repeated layoffs. Secondary market prices it ~11% below the $1.5B round (Caplight via TrueUp).
Sources: Anaconda CEO open letter: ~14% of roles eliminated (Aug 2026) ↗ · Austin Business Journal: Anaconda lays off 14% amid restructuring (Aug 2026) ↗ · Glassdoor: Anaconda layoff reviews ↗ · TrueUp: secondary valuation ~$1.3B, down 11% from last round ↗
Last checked Oct 25, 2026