Bubble
Bubble is a no-code visual builder for making web and mobile apps without writing code.
On the record
Checkpoint: Broad rollout of Bubble AI Agent to all existing apps
The call
Bubble keeps millions of existing apps running and paying, while faster-growing AI-native builders pull ahead among people choosing where to start new ones.
Bubble lets people build web apps without writing code. It has a real business making about $74 million a year from roughly 7 million existing apps, and those apps are somewhat locked in because they run on Bubble's system. The problem is that newer rivals like Lovable and Replit are growing 5 to 10 times faster by letting AI do most of the work for builders starting from scratch, and Bubble's own AI tool launched in late 2025 to mixed reviews. The big question is whether Bubble's AI agent rollout in 2026 can win over both new builders and keep existing customers happy, or whether the company gets bought out to stay alive.
Why
01
AI pressure: Lovable, Replit, Bolt.new, and other AI-native app builders. Rivals let people type prompts to build apps and are growing 5 to 10 times faster than Bubble's drag-and-drop model. Could AI do the core job? Yes, likely.
02
Bigger players: Microsoft (Power Apps/Power Platform). Microsoft's low-code Power Apps competes for the same business builders with far larger enterprise reach and budgets. Could a giant copy it? Probably.
03
What protects it. Around 7 million existing apps and $1B+ a year in transactions run on Bubble, and switching them is costly and slow.
What would change this call
Bubble AI Agent broad rollout to all existing apps, targeted Q3 2026. Shows whether Bubble can retain and expand its installed base with AI features.
Bubble announces a new funding round or acquisition by mid-2027. Shows whether Bubble can raise capital to compete or is being absorbed for continuity.
Bubble's published ARR relative to Lovable and Replit revenue over the next year. Shows whether the growth gap versus AI-native rivals is closing or widening.
Bubble announces a new funding round or acquisition by mid-2027. Shows whether Bubble can raise capital to compete or is being absorbed for continuity.
Bubble's published ARR relative to Lovable and Replit revenue over the next year. Shows whether the growth gap versus AI-native rivals is closing or widening.
Key numbers
- $1B+ transacted yearly across 7M apps
- AI Agent launched Oct 16 2025, built on Claude
- Founder: AI revenue impact 'not meaningful yet'
Named risks
- No funding round since 2021 Series A while AI-native rivals raise hundred-million-dollar rounds at multi-billion valuations.
- AI Agent, launched Oct 2025, received mixed-to-negative community reception versus competitor tools.
- Core AI features run on Anthropic's Claude models, making Bubble a wrapper competing against other wrappers on identical model layer.
- Sector-wide AI-driven SaaS restructuring (Monday.com, Webflow, Cloudflare, Intuit) signals macro pressure on Bubble's category.
- Third-party revenue and headcount estimates conflict significantly (e.g., ZoomInfo $24.9M vs Getlatka $74.2M revenue).
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Replit | losing to | Replit hit ~$525M ARR by Apr 2026 vs Bubble's ~$74.2M (2024), per Sacra and Getlatka |
| Lovable | losing to | Lovable vendor-claimed ~$500M ARR growth outpaces Bubble's reported 2024 revenue trajectory |
| WeWeb | losing to | Bubble forum users called its Oct 2025 AI Agent a miss vs WeWeb's AI agent, live since Feb 2025 |
| Microsoft Power Apps | contesting | Enterprise low-code incumbents remain structurally uninterested in Bubble's builder segment |
| Bolt.new | contesting | Vibe-coding text-to-app tools directly contest Bubble's original drag-and-drop value proposition |
Questions people ask
- Is Bubble profitable in 2026?
- Bubble has not disclosed profitability. Estimated revenue was about $74.2 million in 2024, up from roughly $50 million in 2023, per Getlatka. No 2025 or 2026 revenue figure has been publicly confirmed, and the company has not disclosed profitability status as of mid-2026.
- Could AI replace Bubble?
- Bubble's own AI Agent, launched October 16, 2025, runs on Claude via Anthropic, meaning Bubble competes as a wrapper against other AI app builders on the same underlying models. Community forum reaction was mixed to negative, with users calling it a miss versus rival WeWeb's AI agent.
- Who is Bubble's biggest competitor?
- Replit and Lovable are the fastest-growing rivals in AI-native app building. Replit reached about $525 million in annualized revenue by April 2026, per Sacra, roughly seven times Bubble's estimated $74.2 million 2024 revenue, with a $9 billion valuation after a March 2026 Series D.
- Has Bubble had layoffs?
- No layoffs at Bubble had been reported as of July 2026, according to public tracking, contrasting with AI-driven restructuring at peers like Monday.com, Webflow, Cloudflare and Intuit in the same period.
- Who owns Bubble the no-code platform?
- Bubble is privately held as Bubble Group, Inc., founded in 2012 by Josh Haas and Emmanuel Straschnov. It raised a $6.25 million seed round in 2019 led by SignalFire and a $100 million Series A in July 2021 led by Insight Partners; no new round has been reported since.
- What happens to my Bubble app if the company shuts down?
- Bubble reaffirmed in a June 2026 founder AMA its longstanding commitment to release source code if it ever shuts down, so existing apps built on the platform could theoretically keep running elsewhere.
Timeline
- 2026-06-23Founder AMA reaffirms source code escrow pledge if Bubble shuts down; targets AI Agent rollout well ahead of Q4 2026
- 2026-05-22Founder Straschnov says AI revenue impact isn't meaningful yet; targets HIPAA compliance for H2 2026
- 2025-12-16AI app generation extended to mobile apps in beta
- 2025-10-16Bubble AI Agent launches at Bubble Tour events; forum reception mixed to negative
- 2025-06Native mobile app builder (React Native) enters public beta
- 2025-02-28Bubble AI, running Claude 3.7 Sonnet, opens to all new users
- 2024-10-01Bubble acquires Flusk, a network management software company
- 2021-07-27Bubble raises $100 million Series A led by Insight Partners
- 2019-06Bubble raises $6.25 million seed round led by SignalFire
- 2012Bubble founded in New York by Josh Haas and Emmanuel Straschnov
Revision history
24 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Bubble's AI vision: Beyond app generation (2025-03-25)
- 'No-code' startup Bubble raises $100 million in round led by Insight Partners (2021-07-27)
- $74.2M Est. ARR, $106.3M Raised
- Bubble Launches the First AI Agent for Visual Development (2025-10-16)
- Bubble Tour 2025: AI Agent Launch and Platform Updates (2025-12-02)
- Product Update (2025-12-16)
- Special Community Update: Introducing the Bubble AI Agent (2025-10-16)
- AI Agent Expansion, Mobile Momentum, and Platform Updates (2026-05-22)
- June AMA Recap: Data Tab, AI, and Platform Updates (2026-06-23)
- Monday.com is cutting 20 percent of its workforce as it pivots to an AI work platform (2026-07-22)
- Replit passes $500M/year (2026-05-27)
- Vibe Coding Statistics 2026 (2026-05-28)