Synthesia pivots from video production to interactive AI coaching platform

The launch signifies a critical shift in AI video strategy, moving from cost-efficient content creation to outcome-oriented performance tracking. For the enterprise ecosystem, this modularizes soft-skills training—historically difficult to scale—into a quantifiable software layer. By adding a performance rubric on top of LLM reasoning, Synthesia creates a more defensible moat through integrated analytics rather than just avatar quality. Watch for whether this interactive 'live' format cannibalizes the company’s core static video business or effectively expands its seat-based licensing revenue within large HR departments.

The launch of Roleplay Sessions follows a significant capital infusion and valuation surge for the London-based startup. In January 2026, Synthesia raised a $200 million Series E round led by Google Ventures (GV), valuing the company at $4 billion. This nearly doubled its $2.1 billion valuation from just a year prior. Per Sacra reporting in May 2026, the company is on track to generate $200 million in revenue for the year, having reached $100 million in annual recurring revenue (ARR) in April 2025. This financial trajectory is supported by a customer base that reportedly includes 90% of Fortune 100 companies.

Technically, the move toward interactive coaching is supported by broader advancements in low-latency AI communication. Per OpenAI in late 2025, developments in its Realtime API have reduced speech-to-speech latency to as low as 250ms, allowing AI characters to respond with human-like prosody and intonation. This timing aligns with the emergence of what analysts call 'AI-fueled assessment' tools. According to training industry data from January 2026, roughly 34% of enterprises have already implemented some form of AI in their learning and development programs, with the global corporate L&D market now valued at over $350 billion.

Synthesia’s shift also reflects a cooling of the global 'generative hype' in favor of measurable ROI. As enterprise buyers increasingly demand proof that AI spend results in behavioral change rather than simple productivity gains, the company has expanded its engineering footprint. In July 2026, the firm opened a new U.S. West Coast engineering hub in Seattle led by an Amazon veteran to focus on agent-based products. This expansion is part of a larger $25 million investment strategy in 2026 to scale presence across Austin, Berlin, and Paris as the company targets more complex, localized business training use cases.