Glean vs Notion Labs, Inc.: Strategic Comparison

This in-depth comparison examines Glean and Notion Labs, Inc. across revenue, market value, business model, competitive positioning, and long-term growth strategy. Whether you are researching Glean on its own, evaluating Notion Labs, Inc., or weighing the two companies side by side, the breakdown below highlights where each company leads and where the gap between Glean and Notion Labs, Inc. is widest.

On the headline numbers, annual revenue is N/A for Glean and N/A for Notion Labs, Inc., while their respective market capitalizations stand at N/A and N/A. Both Glean and Notion Labs, Inc. are headquartered in United States. Their local markets and applicable rules may still differ.

Glean: Glean is often described as "Google for the enterprise." Employees at large companies spread knowledge across chat, documents, tickets, CRM records and code. Glean connects to those systems, keeps an index that respects each source's permissions, and lets people search, ask questions in natural language, or hand off tasks to AI agents. It has grown from a search product launched in 2021 into a broader Work AI platform used by companies such as Databricks, Reddit, Pinterest and Samsung. The company is headquartered in Palo Alto, California.

Notion Labs, Inc.: Notion is a connected workspace where pages, databases and wikis are built from interchangeable blocks. A team can keep its handbook, product roadmap, meeting notes and project tracker in one place, link them with relational databases, and now ask AI agents to search, summarize or update them. Starting with students, startups and creators, Notion has grown into a tool used by companies such as OpenAI and Cursor. The company is headquartered in San Francisco, California. Notion was founded in 2013 in San Francisco, California, by Ivan Zhao and Simon Last; after a complete codebase rewrite while living in Kyoto, Japan, they relaunched Notion 2.0 to create the iconic all-in-one connected workspace used by over 100 million people worldwide.

Glean and Notion Labs, Inc. pursue distinct approaches to generating revenue, and understanding how each company operates is the foundation of any fair comparison between Glean and Notion Labs, Inc..

Glean business model: Glean sells enterprise software to large companies, usually through IT and CIO organizations, on multi-year contracts. According to CEO Arvind Jain (TechCrunch, May 2026), customers can choose a consumption-based model that charges per use, or a hybrid model that combines a fixed monthly fee per active user with separate usage fees for AI model consumption. Revenue therefore grows with seat expansion inside existing accounts and with how heavily employees and agents query the platform. Because part of the top line is usage-based, TechCrunch noted that some of Glean's reported $300 million is closer to an annualized run rate than classic subscription ARR.

Notion Labs, Inc. business model: Notion uses a freemium subscription model. Individuals can use a Free plan; teams pay per member per month for Plus (about $10 billed annually), Business (about $20, which since May 2025 includes full Notion AI such as agents, AI Meeting Notes and Enterprise Search) or custom-priced Enterprise contracts with SSO, audit logs and admin controls. Revenue grows as free users bring Notion into their employers and teams upgrade to higher tiers. The former standalone Notion AI add-on was retired for new buyers in 2025 when AI moved into the Business plan.

The durability of a company's moat often decides long-term winners. Here is how the competitive advantages of Glean stack up against those of Notion Labs, Inc..

Glean competitive advantage: Glean's main advantages are neutrality and depth of integration. It indexes Microsoft, Google, Slack, Atlassian, Salesforce and other systems into one enterprise graph, while suite vendors have little incentive to index rivals' data. Its permission model mirrors source-system access controls so that search results, assistant answers and agent actions only use content a user can already see. Jain also argues that grounding AI in Glean's context graph lets models answer with fewer operations, which cuts customers' token bills.

Notion Labs, Inc. competitive advantage: Notion's edge is a flexible block-and-database model that lets non-engineers build their own wikis, trackers and lightweight apps, plus a large creator and template community that drives organic sign-ups. Bottom-up adoption means many enterprise deals start with employees who already use Notion personally. Bundling AI agents, email, calendar and meeting notes into one workspace raises switching costs as more work lives inside Notion.

Future prospects matter as much as current results. The growth strategies below explain how Glean and Notion Labs, Inc. each plan to expand from here.

Glean growth strategy: Glean's growth comes from expanding inside large enterprises (moving from a single department to company-wide deployments), international expansion across North America, Europe and Asia-Pacific, and selling agents and model usage on top of search seats. It is also expanding its sales footprint, including a Nashville, Tennessee sales office announced in April 2026, and launched the Work AI Institute in late 2025 with researchers from Stanford and Harvard to publish guidance on enterprise AI adoption.

Notion Labs, Inc. growth strategy: Notion's growth plan has three parts: move AI into higher-priced plans (full Notion AI now sits in Business and Enterprise), expand the workspace into adjacent apps (Notion Calendar, Notion Mail, Sites, Forms, AI meeting notes), and sell upmarket to large enterprises with connectors to Microsoft Teams, SharePoint, Gmail and Slack plus Enterprise Search across those tools.

A closer look at the financial trajectory of Glean and Notion Labs, Inc. rounds out the comparison.

Glean: Glean does not publish audited financials, so figures come from company announcements and press. It said it passed $100 million in ARR in its fiscal year ended January 31, 2025, doubled to $200 million by December 2025, and reached $300 million in May 2026, roughly tripling in 15 months. Funding milestones: a $100 million Series C at a $1 billion valuation (May 2022), more than $200 million in Series D at $2.2 billion (February 2024), $260 million in Series E at $4.6 billion co-led by Altimeter and DST Global (September 2024), and $150 million in Series F at $7.2 billion led by Wellington Management (June 2025). Profitability has not been disclosed.

Notion Labs, Inc.: Notion does not publish audited financials. Its key disclosed figure is annualized revenue of more than $500 million, stated to CNBC in September 2025 alongside the launch of Notion AI agents. CNBC later reported that half of Notion's Business and Enterprise customers pay for AI features, up from 10-20% a year earlier. Notion has raised roughly $330 million in total, most of it the $275 million Series C at a $10 billion valuation in October 2021, and has since used secondary tender offers rather than new primary rounds; the latest, at an $11 billion valuation, gave employees and early investors liquidity. Third-party estimates (e.g. Sacra) put 2026 ARR well above $500 million, but these are not company-confirmed.