Applied Intuition

Name

Applied Intuition

Legal name

Applied Intuition, Inc.

Website

https://appliedintuition.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Autonomous Vehicle Software

NAICS

Computer Systems Design Services (541512), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Autonomous Driving & ADAS Perception (HDAAAEAI)

akta.pro secondary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Autonomous vehicle software
• Simulation and validation tools
• Vehicle operating system
• Autonomous driving platform
• Defense autonomy software

Headquarters

HQ city

Mountain View

HQ country

United States

HQ region

North America

Offices14 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Enterprise Software Licenses and Multi-year Programs: Generates revenue primarily from selling its operating system, simulation software, and autonomy platform to automakers and the U.S. military under long-term contracts; revenue doubled to ~$800M in 2025 with gross margins of at least 80%; focuses on operational profitability and long-term customer contracts rather than rapid growth.
2. Multi-Year Strategic Partnership Programs: Multi-year co-development programs with OEMs (e.g., Stellantis multi-year program across 14 brands) for embedding Vehicle OS, Cabin Intelligence, and SDS into vehicle programs; program-based engagements replacing traditional black-box vendor relationships.
3. Vehicle OS / Platform Licensing Across Programs: Software platform licensing model where 50%-70% of work is pre-built and reused across OEM vehicle programs, with applications layered on top; enables over-the-air update revenue streams and continuous improvement throughout vehicle lifecycle.
4. Annual Recurring Revenue (ARR) from Long-Term Contracts: Reported $415 million in 2024 annual recurring revenue projected to double annually; ARR-based revenue model supported by long-term contracts with automakers, defense customers, and industrial OEMs.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Core offering

Applied Intuition provides an end-to-end software platform for safely developing, testing, and deploying autonomous vehicles and physical AI systems at scale. The platform spans three core areas: Tools for Vehicle Intelligence (Axion-based simulation, data, and validation toolchain), Vehicle OS (AI-defined middleware and software foundation), and Self-Driving System (end-to-end autonomy stack for L2+ through L4). It is hardware-agnostic across sensors and compute platforms, and serves automotive OEMs, defense agencies, and industrial customers across trucking, mining, construction, and agriculture.

Product overview

Applied Intuition's offering is a single unified platform with multiple integrated products and modules rather than a collection of standalone tools. The platform is structured around three core areas: Tools and Infrastructure (Tools for Vehicle Intelligence — the Axion-based simulation, data, and validation toolchain including ODD coverage analysis and cloud-native HD maps), Operating Systems (Vehicle OS — the AI-defined foundation for software-defined vehicles), and Autonomy (Self-Driving System / SDS — the end-to-end autonomy stack with industry variants including SDS for Construction, Warship OS, and Autonomy Factory). Layered on top is Cabin Intelligence, a sub-product delivering in-cabin experience software built on Vehicle OS and applied across passenger vehicles (Stellantis), commercial vehicles (TRATON ONE OS), and industrial cabins (agriculture, construction, mining). Adjacent offerings include Applied Edge (mobile operations center) and DECK (data engine for the U.S. Navy). Together, these products form an end-to-end stack spanning tools, OS, and autonomy for any moving machine — from cars and trucks to mining rigs and naval vessels.

Differentiator

Problem solved

Functional benefit

Brands

• Self-Driving System (SDS): End-to-end autonomy stack for automotive, trucking, construction and mining, supporting L2 to L4 driver-assistance and autonomous capabilities.
• Vehicle OS
• Cabin Intelligence
• Applied Edge
• Warship OS

Products and services

• Self-Driving System (SDS)

Quantifiable outcome

• IVI development compressed from 4 years to under 2 years (50%+ reduction) with Stellantis
• +6 more outcomes

Named customers22 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability18 records

Feature12 records

Partnerships

25 partnerships are on record, tiered flagship, core and minor.

• Isuzu Motors (SDS for Automotive)flagshipStrategic or Co-development Partner · 17 June 2026Expanding Self-Driving System (SDS) to Japan with L2+ and L2++ driver-assistance capabilities including intelligent parking, active safety, and urban driving. Builds on prior L4 trucking work with Isuzu; leverages local engineering teams, vehicle operations, and data infrastructure established in Japan.
• StellantisflagshipStrategic or Co-development Partner · 21 May 2026Expanded strategic technology partnership (announced May 21, 2026) to develop and scale Stellantis' next-generation STLA Brain intelligent vehicle platform. Applied Intuition provides Vehicle OS, Cabin Intelligence, and autonomy systems. Builds on prior STLA SmartCockpit work where Applied Intuition cut infotainment development timeline from 4 years to under 2 years.
• WayvecoreStrategic or Co-development Partner · 21 May 2026Joint collaboration with Stellantis, Qualcomm, and Wayve announced at Stellantis Investor Day 2026. Wayve partnership focuses on large-scale hands-free, door-to-door supervised automated driving integration; potential deployment in North America as early as 2028.
• Qualcomm TechnologiescoreStrategic or Co-development Partner · 21 May 2026Expanded partnership with Stellantis to deploy Snapdragon Digital Chassis platforms covering driving assistance, cockpit, and connectivity as part of Stellantis' STLA Brain platform. AI-powered Vehicle OS and scalable Level 2+ autonomous driving features.
• U.S. Department of War (CDAO)flagshipStrategic or Co-development Partner · 14 May 2026Selected by the Department of War's Chief Digital and Artificial Intelligence Office to build Autonomy Factory, an enterprise autonomy development platform built on Applied Intuition's Axion toolchain and data engine for the development, testing, and deployment of autonomous military systems.
• Heidelberg MaterialscoreStrategic or Co-development Partner · 30 April 2026Collaboration to deploy SDS for Construction autonomous haulage systems at a quarry site in Clarence Sands, Australia. Designed for smaller operations including as few as two 40-ton trucks; upon success to expand across Heidelberg Materials' broader Australian network.
• HII (Huntington Ingalls Industries)coreStrategic or Co-development Partner · 21 April 2026Strategic MOU at Sea-Air-Space Exposition 2026 to collaborate on developing AI-defined capabilities for next-generation naval platforms, centered on Applied Intuition's Warship OS operating system. Initial integration into HII's ROMULUS family of unmanned surface vessels; future expansion to crewed naval platforms.
• Northrop GrummancoreStrategic or Co-development Partner · 16 April 2026Full partner integration on Northrop Grumman's Talon IQ autonomous testbed with successful mid-flight software swap from Applied Intuition to Accelint mission autonomy software, demonstrating dynamic switching capabilities at the skill level.
• AeroVironmentcoreStrategic or Co-development Partner · 15 April 2026Partnering on AI-enabled collaborative attack/swarming capabilities for MAYHEM 10 launched effects system (part of MAYHEM product line). MAYHEM 10 features 10-lb payload, 62-mile range, 50-minute flight time. Low-rate initial production planned for 2026 with scalable output to hundreds of units per month.
• TRATON GROUP (Scania, MAN, International, Volkswagen Truck & Bus)flagshipStrategic or Co-development Partner · 31 March 2026Joint development of TRATON ONE OS, a unified software platform across all four TRATON brands supporting predictive maintenance, OTA updates, and autonomous driving capabilities. ECU hardware testing begins April 2026; rollout targeted for 2028.
• Isuzu MotorsflagshipStrategic or Co-development Partner · 31 March 2026Deploying second-generation autonomous trucks on a 450-km commercial hub-to-hub logistics route between Tochigi and Aichi prefectures in Japan. Powered by Applied Intuition's end-to-end autonomy model and continuous data engine. Goal: Level 4 autonomous truck launch by fiscal year 2028.
• LG InnotekcoreTechnology or Integration · 30 March 2026Strategic partnership to optimize Applied Intuition's Self Driving System with LG Innotek's camera, lidar, and radar sensors for autonomous vehicle development. Sensors mounted on Applied Intuition's global test fleet across US, Europe, and Japan; LG Innotek integrates virtual sensor technology into simulation tools. Expands into drones and robotics.
• NVIDIAflagshipStrategic or Co-development Partner · 17 March 2026Collaboration announced at NVIDIA GTC 2026 positioning Applied Intuition as a recommended software provider for OEMs developing L2+ driver assistance systems optimized for NVIDIA hardware. Stack optimized for NVIDIA DRIVE AGX Orin and upcoming NVIDIA DRIVE AGX Thor; incorporates NVIDIA Cosmos World Foundation Models.
• OpenAIcoreTechnology or Integration · 16 February 2026OpenAI partnered with Applied Intuition-led submission (co-listing Sierra Nevada Corporation and Noda AI) for the $100M Pentagon prize challenge to develop voice-controlled drone swarming software. OpenAI's role limited to translating battlefield commanders' voice commands into digital instructions.
• Sierra Nevada CorporationminorStrategic or Co-development Partner · 16 February 2026Co-listed partner with Applied Intuition Inc. and Noda AI in successful submission to the $100M Pentagon prize challenge for voice-controlled drone swarming software orchestration.
• Noda AIminorStrategic or Co-development Partner · 16 February 2026Co-listed partner with Applied Intuition Inc. and Sierra Nevada Corporation in successful submission to the $100M Pentagon prize challenge for voice-controlled drone swarming software orchestration.
• UK Ministry of Defence (Dstl)coreStrategic or Co-development Partner · 12 February 2026Applied Intuition UK awarded first phase of the MOD's Dstl Software Defined Swarms contract to deliver an autonomy test bed for ground-launched, near-surface drone swarms. Leads a consortium with Rowden Technologies, Evolve Dynamics, SAIF Autonomy, Frazer-Nash Consultancy, and an academic partner.
• AUVSI (Association for Uncrewed Vehicle Systems International)coreGTM or Marketing Partner · 5 February 2026Industry-led partnership alongside Boston Dynamics, Intrinsic AI, Apptronik, Forterra, Ghost Robotics, and Teradyne. Launched Partnership for Robotics Competitiveness (PfRC) on Capitol Hill, developing National Robotics Strategy covering workforce, industrial resilience, supply chain, and standards.
• KomatsuflagshipStrategic or Co-development Partner · 9 September 2025Multi-year strategic partnership to deploy Applied Intuition's Vehicle OS, autonomy technology, and AI-powered tooling across Komatsu's mining vehicles for autonomous haulage, collision avoidance, and software-defined vehicle platform. Described as the most significant technology investment in Komatsu's history.
• EpiSci (EpiSys Science Inc.)coreStrategic or Co-development Partner · 1 June 2025Acquired EpiSys Science Inc. (EpiSci) in 2024-2025 to strengthen all-domain defense autonomy capabilities and bolster its defense product portfolio.
• PorschecoreStrategic or Co-development Partner · 1 January 2024Partnership forged in 2024 to advance automated driving capabilities across passenger, commercial trucking, and off-road sectors.
• AudicoreStrategic or Co-development Partner · 1 January 2024Partnership forged in 2024 to advance automated driving capabilities across passenger, commercial trucking, and off-road sectors.
• Embark TruckscoreStrategic or Co-development Partner · 1 January 2023Strategic acquisition of Embark Trucks for $71 million in 2023 enabled Applied Intuition to move from pure simulation software into actual autonomous trucking deployment, validating its end-to-end autonomy stack in real operational environments.
• Mechanical Simulation Corporation (CarSim)coreStrategic or Co-development Partner · 14 March 2022Acquired Mechanical Simulation Corporation, known for its vehicle dynamics software CarSim, in March 2022. Acquisition enhances combination of vehicle behavior prediction and autonomy simulation for ADAS and AV development.
• Toyota (Woven Planet Group)coreStrategic or Co-development Partner · 1 January 2022Woven Planet Group partnered with Applied Intuition to test its self-driving system end-to-end under a vast number of scenarios quickly, safely, and comprehensively. Includes automotive-grade simulation engine, large-scale cloud simulations, and testing of perception modules using synthetic data.

Scale indicators12 records

Recent moves11 records

Expansion highlights8 records

Direct peers

• Wayve: End-to-end AI autonomous driving stack that partners with OEMs (including Stellantis, announced alongside Applied Intuition) to deliver hands-free driving. Comparable to Applied Intuition's SDS as a competing end-to-end autonomy stack targeting the same L2+/L4 OEMs.
• Mobileye: Supplies ADAS and autonomous driving solutions (EyeQ chips, REM mapping, SuperVision/Chauffeur) to global automakers. Directly comparable as an L2+/L3 software stack competitor to Applied Intuition's SDS and Vehicle OS across the same OEM customer base.
• Aurora Innovation: Autonomous trucking company developing the Aurora Driver stack for commercial freight. Comparable as a competing autonomy platform for L4 trucking, an adjacent but overlapping market to Applied Intuition's Isuzu and TRATON commercial vehicle programs.
• Woven by Toyota: Toyota's software subsidiary building automated driving (Teammate/Aisin), vehicle OS, and ARENA simulation platform. Although Toyota is also an Applied Intuition customer, Woven is the in-house counterpart competing for the same SDV and ADAS wallet across Toyota's global brands.

Broad incumbents

• NVIDIA (DRIVE): Compute platform provider for autonomous driving (DRIVE AGX Orin/Thor) with growing software stack ambitions (DRIVE OS, Cosmos). Both a key partner for Applied Intuition and a broad incumbent whose vertical integration could compete with Applied's Vehicle OS/SDS at OEMs.
• Qualcomm Technologies: Provides Snapdragon Digital Chassis (cockpit + ADAS + connectivity) with a growing vehicle software platform. Co-listed with Applied Intuition and Stellantis at STLA Brain, indicating both collaboration and competition for the same SDV stack real estate.
• Bosch: Global Tier-1 supplier offering ADAS, vehicle software, and cross-domain computing solutions to OEMs. A broad incumbent whose integrated hardware + software offerings compete with Applied Intuition's Vehicle OS for OEM software platform mandates.
• Aptiv: Tier-1 supplier of advanced vehicle architecture, ADAS, and software-defined vehicle solutions (Wind River, SVA). Comparable as a broad incumbent offering overlapping vehicle OS, ADAS, and middleware capabilities to the same automotive OEM customers.

Emerging players

• Kodiak Robotics: Autonomous trucking company developing the Kodiak Driver for hub-to-hub freight operations. Comparable as an emerging L4 trucking competitor that intersects with Applied Intuition's commercial trucking partnerships (Isuzu, TRATON) at the autonomy-stack layer.
• Pony.ai: Autonomous driving technology company with robotaxi, trucking, and licensing programs. Comparable as an emerging player in end-to-end autonomous driving that overlaps with Applied Intuition's SDS across multiple geographies and use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat9 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AppliedInt
• Facebookfacebook.com/appliedint
• LinkedInlinkedin.com/company/applied-intuition-inc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries4 records

Funding overview

Funding rounds9 records

Investors39 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Applied Intuition