From copies to corporate deployments
Hermes for Businesses is designed to run multi-step workflows without exposing company data. The product gives Nous a route into enterprise use, where the question is not just whether an agent can complete a task, but whether a company can put it to work while keeping its information protected.
The scale of Hermes’s reported use is striking, but copies and token share do not establish how often it completes useful work. The new product makes that distinction more important: enterprise buyers will be evaluating deployed workflows, not download counts.
The harder question is what customers will pay for
Nous expects annual revenue to rise from about $36 million in mid-September to more than $100 million by the end of 2026. That is an ambitious target for a short period, though the announcement does not say how much of the expected growth is tied to Hermes for Businesses.
I think the valuation and revenue target make the enterprise launch more than a product expansion: they put pressure on Nous to turn a widely copied agent into a repeatable business. What I’d want to know is how customers will measure success—and whether the promised protection of company data holds up across the workflows they actually deploy.
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