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#355 by ARRCalifornia, USnianticlabs.com ↗

Niantic

Niantic Spatial sells a Large Geospatial Model, Visual Positioning System (VPS) and Scaniverse 3D capture tools to robotics, AR, industrial and defense customers.

ARR
$344M revenue (est.)
as of Oct 2026
Employees
714
as of Oct 2026
Valuation
—
latest round
ARR / employee
$482K
revenue efficiency
About Niantic

Niantic Spatial builds geospatial AI for machines. Its products include the Scaniverse capture platform, VPS 2.0 (visual positioning that works where GPS fails), a Reconstruction API and a Large Geospatial Model trained on crowdsourced imagery from Pokémon GO players. Customers and partners include robotics firms such as Coco Robotics, Snap, Meow Wolf and defense and aerial-data partners such as Vantor and Spexi. It sells to enterprises and developers through platform and API services. It was spun out of Niantic in May 2025 when Scopely bought the games business, and was capitalized with $250M ($200M from Niantic and $50M from Scopely). Inhi Cho Suh became CEO in March 2026, and headcount was about 183 as of May 2026.

Investors · 18

LeadCoatueHedge / crossover fund14 partners on file
BoardAlsop Louie PartnersVenture capital· Gilman Louie (Partner at Alsop Louie Partners)3 partners on file
BoardSpark CapitalVenture capital· Megan Quinn (Partner at Spark Capital)15 partners on file
InvestorAlsop Louie PartnersVenture capital3 partners on file
InvestoraXiomatic GamingVenture capital
InvestorBattery VenturesVenture capital29 partners on file
InvestorCauseway Media PartnersVenture capital1 partner on file
InvestorCRVVenture capital16 partners on file
InvestorFounders FundVenture capital23 partners on file
InvestorGoogleCorporate15 partners on file
InvestorIVPVenture capital17 partners on file
InvestorJavelin Venture PartnersVenture capital1 partner on file
InvestorLeft Lane CapitalVenture capital16 partners on file
InvestorMeritech Capital PartnersVenture capital
InvestorNetEaseVenture capital3 partners on file
InvestorNintendoVenture capital3 partners on file
InvestorSamsung Venture InvestmentCorporate15 partners on file
InvestorSpark CapitalVenture capital15 partners on file
InvestorThe Brandtech Group (You & Mr Jones)Venture capital3 partners on file
InvestorThe Pokémon CompanyVenture capital
174 partner contacts across these firms, emails and LinkedIn are in Investor Contacts for paid members.

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