IRIS Market · Runway Race · SEC filings · 2026-11-06
The Runway Race.
If revenue stopped tomorrow, how long could each company keep paying every bill? Same rule for everyone: cash ÷ monthly operating costs. Then put your startup on the track.
02 yrs5 yrs10 yrs ▸ finish
1Palantir$10.56B cash · FCF positive41 mo
2Cloudflare$5.13B cash · FCF positive26 mo
3Zoom$7.25B cash · FCF positive23 mo
4Coinbase$8.82B cash · FCF positive18 mo
5Datadog$5.23B cash · FCF positive18 mo
6Duolingo$1.24B cash · FCF positive16 mo
7Confluent$2.05B cash · FCF positive16 mo
8Airbnb$12.59B cash · FCF positive16 mo
9Unity$2.65B cash · FCF positive14 mo
10MongoDB$2.41B cash · FCF positive11 mo
11Okta$2.30B cash · FCF positive10 mo
12UiPath$1.28B cash · FCF positive10 mo
13Twilio$2.89B cash · FCF positive7 mo
14Roblox$3.20B cash · FCF positive6 mo
15DoorDash$5.98B cash · FCF positive6 mo
16HubSpot$1.30B cash · FCF positive5 mo
17Snowflake$2.34B cash · FCF positive5 mo
18Lyft$1.79B cash · FCF positive4 mo
19Asana$220M cash · FCF positive3 mo
20GitLab$226M cash · FCF positive3 mo
21Toast$1.20B cash · FCF positive2 mo
22DocuSign$528M cash · FCF positive2 mo
23Samsara$291M cash · FCF positive2 mo
Public lanes: (cash + short-term investments) ÷ (revenue − GAAP operating income) ÷ 12, from each company’s latest SEC filings. A stress test, not a forecast: every company here generates positive free cash flow today. Your lane uses your own numbers and never leaves your link.