North Metric
    NEWNorth Metric now predicts which of your customers will churn.Get your free churn report →

    Tailscale makes about $60M a year.

    Tailscale is a secure-networking tool that connects devices into a private mesh VPN using WireGuard. This page estimates Tailscale's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$60M ARR for the Series C developer tools company, based in Toronto, Canada.

    ANNUAL RECURRING REVENUE
    $60M
    LOW $36MHIGH $84M
    MRR$5.0MGROWTH · MOM+4.7%
    UPDATED JUL 12, 2026 · MODELLED FROM PUBLIC SIGNALS
    DEVELOPER TOOLSMEDIUM CONFIDENCE
    STAGESeries CFOUNDED2019HQTorontoFUNDING$275M
    01REVENUE & GROWTH

    Where $5.0M ofMRR moves each month.

    Modelled monthly movements: new, expansion and reactivation in; contraction and churn out.

    MRR MOVEMENTS · LAST 30 DAYSMODELLED
    New+$189K
    Expansion+$89K
    Reactivation+$15K
    Contraction−$16K
    Churned−$42K
    Net new MRR+$236K
    GROSS MRR CHURN0.8%Of MRR lost to cancellations and downgrades each month.
    NET REVENUE RETENTION108%Expansion outruns churn and contraction.
    CUSTOMER CHURN2.1%Of paying customers lost each month.
    GROSS REVENUE RETENTION87%Revenue kept before any expansion.
    WEB TRAFFIC · MONTHLY8.9M
    Direct60%
    Organic search20%
    Social4%
    Referral12%
    Paid0%
    PLAN MIX · MODELLED
    Standard65%Premium35%
    FAILED CHARGES · BEFORE RETRIES$275K/mo5.5% of charges fail each month before Stripe retries them. Retries win most of it back; about $15K/mo is lost after them.
    This is Tailscale from the outside.Connect your Stripe and get a free churn report on your own customers.
    ACTIONS OFF BY DEFAULTGet your free churn report →
    02BENCHMARKS

    How Tailscale comparesto its peers.

    Each metric against the same-stage SaaS median. The shaded band is near the median; the mark is Tailscale, and further right is better.

    69/ 100
    ESTIMATED BUSINESS SCORESolid, with one thing to watch.Strongest on retention (NRR 108%); weakest on economics (CLV $4.4K).
    Retention80
    Efficiency76
    Economics60
    Growth60
    GROSS MRR CHURNABOVE MEDIAN
    0.8%
    PEER P25P75
    lower is betterOpen metric →
    NET MRR CHURNABOVE MEDIAN
    −0.6%
    PEER P25P75
    negative = net expansionOpen metric →
    NRRNEAR MEDIAN
    108%
    PEER P25P75
    higher is betterOpen metric →
    GRRNEAR MEDIAN
    87%
    PEER P25P75
    higher is betterOpen metric →
    CUSTOMER CHURNABOVE MEDIAN
    2.1%
    PEER P25P75
    lower is betterOpen metric →
    MRR GROWTHABOVE MEDIAN
    4.7%
    PEER P25P75
    month over monthOpen metric →
    03CUSTOMERS & PRICING

    About 705K accounts,54K of them paying.

    Account counts and unit economics modelled from traffic and pricing. Prices are from Tailscale’s public pricing page.

    TOTAL ACCOUNTS705KFree and paying
    PAYING CUSTOMERS54KOn any paid plan
    ARPA$92Per paying account / month
    CUSTOMER LTV$4KAt current churn
    PAID CONVERSION0.3%Visitor to paying · assumed, not measured
    ASP$83New customer / month
    PUBLISHED PRICINGCHECKED JUL 2026
    PersonalFreeUp to 6 users, free forever
    Standard$8/ USER / MOUnlimited users
    Premium$18/ USER / MOAdvanced compliance and AI security
    EnterpriseCustomFull platform with custom needs
    04WHAT WE’D FIND

    North Metric sees~$53K a month at risk.

    From public signals alone. On your own Stripe, the free churn report shows the exact figures and the first 5 customers to act on.

    Likely to leave$30K/mo
    Paying accounts with fading usageUsage falls before the bill does. On your own Stripe, each one is scored and ranked by money at risk.
    Failed payments$15K/mo
    Lost after Stripe’s retriesModelled as about a third of monthly churn — the usual share from cards that fail for good. A card-update note can win part of it back.
    Cancellations$8K/mo
    Recent cancels likely to come backFormer customers with strong past use. A win-back note goes out within 90 days.
    ESTIMATES FROM PUBLIC SIGNALS · NOT TAILSCALE DATAHow we estimate →
    05PEERS

    Revenue estimatesfor Tailscale’s peers.

    Same method, same ranges. Open any company for its full breakdown.

    Netlify

    DEVELOPER TOOLS
    Netlify is a web-development platform for building, deploying, and hosting modern websites and apps. This page estimates Netlify's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$64M ARR for the late-stage developer tools company, based in San Francisco, CA.
    EST. ARR$64M$38M–$89MMEDIUM CONFIDENCE

    Linear

    DEVELOPER TOOLS
    Linear is an issue-tracking and project-planning tool built for software product teams. This page estimates Linear's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$72M ARR for the Series C developer tools company, based in San Francisco, CA.
    EST. ARR$72M$43M–$101MMEDIUM CONFIDENCE

    Render

    DEVELOPER TOOLS
    Render is a cloud platform for deploying and hosting web apps, APIs, and databases. This page estimates Render's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$31M ARR for the Series C developer tools company, based in San Francisco, CA.
    EST. ARR$31M$19M–$44MMEDIUM CONFIDENCE

    Railway

    DEVELOPER TOOLS
    Railway is a cloud platform for deploying and hosting applications and databases for developers. This page estimates Railway's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$14M ARR for the Series A developer tools company, based in San Francisco, CA.
    EST. ARR$14M$12M–$17MMEDIUM CONFIDENCE

    Vercel

    DEVELOPER TOOLS
    Vercel is a frontend cloud platform for building, deploying, and scaling modern web applications. This page estimates Vercel's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$219M ARR for the late-stage developer tools company, based in San Francisco, CA.
    EST. ARR$219M$132M–$307MMEDIUM CONFIDENCE

    Replit

    DEVELOPER TOOLS
    Replit is a browser-based coding platform and AI agent for building and deploying software. This page estimates Replit's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$150M ARR for the late-stage developer tools company, based in Foster City, CA.
    EST. ARR$150M$128M–$173M✓REPORTED
    All estimates →
    06FAQ

    Common questionsabout Tailscale’s revenue.

    Short answers, from the same model as the numbers above.

    We estimate Tailscale’s revenue at about $60M ARR ($5.0M MRR), in a range of $36M–$84M.

    07METHODOLOGY

    How we estimate this— and what we don’t.

    Two independent methods, reconciled into one range. Here’s the short version.

    01Public inputsWeb traffic, brand search, company age and published pricing.
    02BenchmarksPublished SaaS funnel and retention rates — never tuned.
    03Fitted modelTrained on companies whose revenue is public.
    04Known limitsModelled from public signals, so it can be far off. The confidence mark up top says how far to trust it.
    Tailscale’s figure is modelled — read the range, not the midpoint.
    YOUR STRIPE, EXACT

    If we see $53K outside,imagine your Stripe.

    Get your free churn report →Actions off until you turn them on