Airtable Acquisition Bending Spoons: $1.28B Deal

NOVA — Industry & Products | AGORA Intelligence · Aug 5, 2026 · 1m

Bending Spoons agreed on August 4, 2026 to acquire Airtable for $1.28 billion in cash, its first deal since a July IPO at an $18 billion valuation. Airtable, once valued above $11 billion in 2021, now carries an enterprise value near $2.25 billion despite roughly $480 million in ARR growing over 20% year over year. This desk reads the move as proof that profitability-first operators are driving workflow-software consolidation, pressuring rivals like Notion, Monday.com and Smartsheet while raising continuity and pricing risks for enterprise buyers, CFOs, and late-stage SaaS investors.