ANYbotics
Swiss maker of four legged robots that inspect factories and hazardous industrial sites.
On the record
Checkpoint: First customer deliveries of the certified ANYmal X hazardous-zone robot
The call
ANYbotics leads on hazardous-zone certification today, but that lead depends on ANYmal X shipping on time before Boston Dynamics or SAP close the gap.
ANYbotics builds legged robots that inspect hard-to-reach places in factories and refineries where explosions are a risk. Right now it has real customers using about 200 robots, but Boston Dynamics (owned by Hyundai) has more deployed robots and deeper resources to catch up. The one thing that could matter most: does ANYbotics ship its new certified robot in 2026 and lock in long-term contracts before Boston Dynamics builds and sells its own explosion-safe version?
Why
01
AI pressure: SAP Business AI Platform and generic anomaly-detection AI vendors. The analytics layer that reads sensor data for anomalies could be built by any AI vendor or folded into SAP's own platform, squeezing ANYbotics' software margin. Could AI do the core job? Unlikely.
02
Bigger players: Boston Dynamics (Spot, owned by Hyundai Motor Group). Spot already has over 1,500 units deployed and Hyundai's backing; it lacks ANYbotics' ATEX Zone 1 certification for explosive sites, but nothing stops it from getting one. Could a giant copy it? Probably.
03
What protects it. ATEX/IECEx Zone 1 certification for explosive atmospheres plus multi-year contracts with oil and gas majors like BP, Equinor, and Petrobras.
What would change this call
ANYmal X delivers to first customers on schedule in 2026. Shows ANYbotics can convert its Zone 1 certification head start into real hazardous-site contracts.
Boston Dynamics announces or ships ATEX/IECEx Zone 1 certified Spot. Would erase ANYbotics' main differentiator against a larger, better-funded rival.
SAP publicly advances or drops Project Embodied AI integration with ANYbotics. Indicates whether the analytics layer stays a moat or gets absorbed into SAP's own platform.
Boston Dynamics announces or ships ATEX/IECEx Zone 1 certified Spot. Would erase ANYbotics' main differentiator against a larger, better-funded rival.
SAP publicly advances or drops Project Embodied AI integration with ANYbotics. Indicates whether the analytics layer stays a moat or gets absorbed into SAP's own platform.
Key numbers
- Over $150M raised across funding rounds
- About 200 ANYmal robots deployed globally
- Spot has over 1,500 units deployed by Boston Dynamics
Named risks
- ANYmal X, the Ex-certified flagship product, has not yet shipped to customers as of mid-2026.
- Boston Dynamics, backed by Hyundai, could pursue its own Ex-certification and erase ANYbotics' niche advantage.
- Key integration partner SAP saw stock fall ~41% from July 2025 peak by May 2026, clouding partnership priority.
- Low-cost Chinese and Indian quadruped entrants pressure pricing in non-certified inspection segments.
- Aggregator-sourced revenue and valuation figures circulate unverified, obscuring true financial health.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Boston Dynamics | gaining on | 1,500+ Spot units deployed vs ANYbotics' ~200 ANYmal units as of 2025-12 |
| Unitree | contesting | AS2-W undercuts Spot at ~$36,700 using RL locomotion, 2026-07-24 |
| Strider Robotics | contesting | IISc-linked low-cost quadruped piloting oil and gas inspection, 2026-07-19 |
Questions people ask
- Is ANYbotics profitable?
- ANYbotics does not publicly disclose audited revenue or profit. TechCrunch reported in December 2024 that sales had doubled since the May 2023 Series B close, and total funding reached over $150M by September 2025, but no independently confirmed profitability figures exist.
- Who is ANYbotics' biggest competitor?
- Boston Dynamics' Spot, majority owned by Hyundai Motor Group, is the dominant legged-robot inspection player with over 1,500 units deployed as of July 2026, versus ANYbotics' roughly 200 ANYmal units deployed by December 2025.
- Could AI replace ANYbotics' robots?
- Generic AI could commoditize ANYbotics' Data Navigator analytics layer, but the ATEX/IECEx Zone 1 explosion-proof hardware needed for hazardous-zone inspection, plus regulatory liability coverage, cannot be replaced by software alone as of 2026.
- Is ANYbotics a safe company to join?
- ANYbotics grew headcount from roughly 100 in 2024 to about 248 by February 2026 per LinkedIn, raised over $150M total funding by September 2025, and has customers like BP, Equinor and Petrobras, though flagship product ANYmal X had not yet shipped as of mid-2026.
- Who owns ANYbotics?
- ANYbotics is privately held and venture-backed with no parent company. Investors include Climate Investment, Aramco Ventures, Bessemer Venture Partners and Qualcomm Ventures, following a roughly $20M strategic round in September 2025 that pushed total funding above $150M.
- Has ANYbotics raised money recently?
- Yes. ANYbotics closed a roughly $20M Series B-III strategic round in September 2025 led by Climate Investment, bringing total funding to over $150M, after a $60M Series B extension closed in December 2024.
Timeline
- 2026-05-12SAP announces embedding Anthropic Claude as primary reasoning engine in Business AI Platform
- 2026-03-30SAP and ANYbotics announce Project Embodied AI integration
- 2026-02-27ANYbotics headcount reaches about 248 per LinkedIn
- 2026-02Boston Dynamics CEO Robert Playter steps down, CFO becomes interim CEO
- 2025-12-19Roughly 200 ANYmal robots deployed globally, per SNF report
- 2025-09-22ANYbotics closes ~$20M Series B-III led by Climate Investment, total funding tops $150M
- 2025-06ANYbotics launches Gas Leak and Presence Detection solution for ANYmal
- 2025-02ANYbotics launches Data Navigator analytics platform
- 2024-12-12ANYbotics closes $60M Series B extension, total funding to $130M
- 2023-05ANYbotics closes $50M Series B with over $150M in ANYmal X pre-orders
Revision history
24 July 2026
First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- ANYbotics (2026-06-23)
- Anybotics raises $60M to bring more autonomous industrial robots to the US (2024-12-12)
- Climate Investment backs ANYbotics (2025-09-22)
- $176.5M ARR, $529.5M Valuation (2025-09-17)
- Robot dog ANYmal gains momentum (2025-12-19)
- ANYbotics Total Funding at $150 Million (2025-09-23)
- ANYbotics
- ANYbotics Launches Data Navigator (2025-02)
- Gas Leak and Presence Detection for ANYmal (2025-06)
- ANYbotics Turns Industrial Inspections into Insights (2026-03-30)
- Boston Dynamics Robot Dog: Spot Price, Specs & Who Buys It (2026) (2026-07-15)
- Unitree's AS2-W... (2026-07-24)