Particle.news
Download on the App Store

Plaud Says It Shipped Over 2 Million Notetakers and Reached About $100 Million in ARR

The company argues its hardware-first model creates subscription stickiness that can scale into professional and regulated markets.

Overview

  • Plaud disclosed Tuesday that it has shipped more than 2 million AI notetaker devices and that its subscription business has reached roughly $100 million in annualized recurring revenue.
  • Company executives say roughly half of device owners upgrade from the free tier to paid plans, and those upgrades are the main driver of the reported recurring revenue.
  • Plaud has broadened its product and software line with the Note Pro, NotePin S, a desktop app for capturing online meetings, and Plaud Teams for shared memory in workplaces.
  • The firm acquired YC‑affiliated StarJar in April 2025 to build healthcare capabilities, and press reports say Plaud plans a new wearable later this year designed to feed data to autonomous AI agents though that product remains unannounced by the company.
  • Founded after a 2021 crowdfunding campaign and grown on about $5–6 million in outside funding, Plaud’s device-plus-subscription approach creates switching costs for users and could pressure software-only rivals while opening demand in sectors that need compliant, in-person transcription.