6 ms·

Makes me wonder if we will see a Zapier IPO soon. It's a crowded space, integration as a service, and in need of consolidation. Zapier doesn't have MuleSofts en

by rrggrr 9y ago

Makes me wonder if we will see a Zapier IPO soon. It's a crowded space, integration as a service, and in need of consolidation. Zapier doesn't have MuleSofts enterprise street cred because IMHO weak B2B marketing, but the infrastructure is there.

deleted 9y ago
[deleted]
johns 9y ago
Zapier is doing amazing, but it would be a few more years to IPO. They announced 35M in ARR in January. Probably need to get that over 200 to IPO.
- kareemm 9y ago
  Where did they announce revenue?
  - toomuchtodo 9y ago
    http://www.businessinsider.com/zapier-35-million-annualized-run-rate-software-trends-report-2018-1 http://www.businessinsider.com/zapier-35-million-annualized-...
    - philipDS 9y ago
      Very impressive! Annual Run Rate is different from ARR though. Annual Run Rate is probably just taking one (or a few) months, and extrapolate that to a year. Still great progress for having raised to little though.
      - deleted 9y ago
        [deleted]
      - toomuchtodo 9y ago
        Agreed, sharp founding team.
      - meritt 9y ago
        > Annual Run Rate is different from ARR though What exactly does ARR mean if not Annual Run Rate?
        dragonwriter 9y ago
        Accounting Rate of Return https://www.investopedia.com/terms/a/arr.asp https://www.investopedia.com/terms/a/arr.asp
        drwl 9y ago
        Annual recurring revenue
        meritt 9y ago
        Annual Run Rate. I'm just adding this for posterity since there 3 completely different yet acceptable definitions of ARR, so telling someone they are "wrong" for not using the same definition as you is a tad silly.
        sweeneyrod 9y ago
        It's something that pirates say.
- rrggrr 9y ago
  They're not going to get to 200 unless: - Better enterprise marketing. - Increase depth of existing integrations. - Add additional Zapier-hosted zaps. I'm a very happy Zapier user and fan, but my sense is they need to hire a few seasoned senior people to level up. I may be wrong, just my sense.
murukesh_s 9y ago
" It's a crowded space" - Never thought it's that crowded. Wondering who are the major players there..?
- toomuchtodo 9y ago
  Mulesoft, Zapier, Microsoft Flow, Automate.io, Tray.io, Integromat, Workato, PieSync, Dsync, OneSaas, Skyvia Defining "major" is hard, I think. You either select a few big providers for integrations, or you go long tail with hundreds. I think there won't be winner take all, as there are a lot of integration dollars to go around (enterprise, SMB, freelance/individual users, etc), and each integration system has their own moat (Microsoft Flow gets access to everyone using Office cloud products, for example).
  - surbas 9y ago
    Few more: Dell Boomi, Segment.io, Pandium, Infomatica...
    - oicu812 9y ago
      According to the Gartner Magic Quadrant[1] Informatica is number one, Dell Boomi is number two and MuleSoft is number three. [1] https://solutionsreview.com/data-integration/whats-changed-2017-gartner-magic-quadrant-for-enterprise-integration-platform-as-a-service/ https://solutionsreview.com/data-integration/whats-changed-2...
    - murukesh_s 9y ago
      Is there any scope for differentiation? We were thinking of entering this space for some time. I felt most of the platforms are spit into two groups - either a glorified IFTTT or sophisticated, Java based systems that demand tremendous learning curve. We are trying to place ourselves somewhere in between with market place for open source components supporting modern stacks like Python, R, Node.js etc.. We were wondering if that would unlock tremendous power to system integrators?
  - murukesh_s 9y ago
mbesto 9y ago
> IMHO weak B2B marketing, but the infrastructure is there Two very different product sets. Zapier falls over as soon as you want to bring in customized data structures/flows/etc, which frankly every enterprise biz does. It also doesn't integrate with the big on-premise stuff (SAP/Oracle/etc) in a customizable/graceful way. This is, by the way, not a bad thing.
- acct1771 9y ago
  The last part just sounds like social responsibility/good focus.
- rrggrr 9y ago
  Not at all true. 1. Zapier is very flexible if you're willing to write a bit of Python code. 2. Zapier integrates with really any API that supports webhooks, and even those that don't via a CLI and custom language support. I don't work for Zapier (sadly). But I do use the product every day and have customized it to some pretty unique needs.
kbos87 9y ago
Have you tried using Zapier? They may be facilitating tens of thousands of integrations, but they are painfully basic integrations.
- acct1771 9y ago
  That essentially nobody else offers to their target market. At least, from the perspective of their users.
tixocloud 9y ago
I worked with both MuleSoft and Zapier and while Zapier is much easier to use, they only have the basic infrastructure in place. There'a lot more complexity (unnecessary or otherwise) that goes in enterprise integration services. I don't doubt that Zapier can get there but there is still some way to go even on the infrastructure side.

by rrggrr 9y ago

deleted 9y ago

[deleted]

johns 9y ago

Zapier is doing amazing, but it would be a few more years to IPO. They announced 35M in ARR in January. Probably need to get that over 200 to IPO.

kareemm 9y ago
Where did they announce revenue?
- toomuchtodo 9y ago
  http://www.businessinsider.com/zapier-35-million-annualized-run-rate-software-trends-report-2018-1 http://www.businessinsider.com/zapier-35-million-annualized-...
  - philipDS 9y ago
    Very impressive! Annual Run Rate is different from ARR though. Annual Run Rate is probably just taking one (or a few) months, and extrapolate that to a year. Still great progress for having raised to little though.
    - deleted 9y ago
      [deleted]
    - toomuchtodo 9y ago
      Agreed, sharp founding team.
    - meritt 9y ago
      > Annual Run Rate is different from ARR though What exactly does ARR mean if not Annual Run Rate?
      - dragonwriter 9y ago
        Accounting Rate of Return https://www.investopedia.com/terms/a/arr.asp https://www.investopedia.com/terms/a/arr.asp
      - drwl 9y ago
        Annual recurring revenue
      - meritt 9y ago
        Annual Run Rate. I'm just adding this for posterity since there 3 completely different yet acceptable definitions of ARR, so telling someone they are "wrong" for not using the same definition as you is a tad silly.
      - sweeneyrod 9y ago
        It's something that pirates say.
rrggrr 9y ago
They're not going to get to 200 unless: - Better enterprise marketing. - Increase depth of existing integrations. - Add additional Zapier-hosted zaps. I'm a very happy Zapier user and fan, but my sense is they need to hire a few seasoned senior people to level up. I may be wrong, just my sense.

murukesh_s 9y ago

" It's a crowded space" - Never thought it's that crowded. Wondering who are the major players there..?

toomuchtodo 9y ago
Mulesoft, Zapier, Microsoft Flow, Automate.io, Tray.io, Integromat, Workato, PieSync, Dsync, OneSaas, Skyvia Defining "major" is hard, I think. You either select a few big providers for integrations, or you go long tail with hundreds. I think there won't be winner take all, as there are a lot of integration dollars to go around (enterprise, SMB, freelance/individual users, etc), and each integration system has their own moat (Microsoft Flow gets access to everyone using Office cloud products, for example).
- surbas 9y ago
  Few more: Dell Boomi, Segment.io, Pandium, Infomatica...
  - oicu812 9y ago
    According to the Gartner Magic Quadrant[1] Informatica is number one, Dell Boomi is number two and MuleSoft is number three. [1] https://solutionsreview.com/data-integration/whats-changed-2017-gartner-magic-quadrant-for-enterprise-integration-platform-as-a-service/ https://solutionsreview.com/data-integration/whats-changed-2...
  - murukesh_s 9y ago
    Is there any scope for differentiation? We were thinking of entering this space for some time. I felt most of the platforms are spit into two groups - either a glorified IFTTT or sophisticated, Java based systems that demand tremendous learning curve. We are trying to place ourselves somewhere in between with market place for open source components supporting modern stacks like Python, R, Node.js etc.. We were wondering if that would unlock tremendous power to system integrators?
- murukesh_s 9y ago

mbesto 9y ago

> IMHO weak B2B marketing, but the infrastructure is there Two very different product sets. Zapier falls over as soon as you want to bring in customized data structures/flows/etc, which frankly every enterprise biz does. It also doesn't integrate with the big on-premise stuff (SAP/Oracle/etc) in a customizable/graceful way. This is, by the way, not a bad thing.

acct1771 9y ago
The last part just sounds like social responsibility/good focus.
rrggrr 9y ago
Not at all true. 1. Zapier is very flexible if you're willing to write a bit of Python code. 2. Zapier integrates with really any API that supports webhooks, and even those that don't via a CLI and custom language support. I don't work for Zapier (sadly). But I do use the product every day and have customized it to some pretty unique needs.

kbos87 9y ago

Have you tried using Zapier? They may be facilitating tens of thousands of integrations, but they are painfully basic integrations.

acct1771 9y ago
That essentially nobody else offers to their target market. At least, from the perspective of their users.

tixocloud 9y ago

I worked with both MuleSoft and Zapier and while Zapier is much easier to use, they only have the basic infrastructure in place. There'a lot more complexity (unnecessary or otherwise) that goes in enterprise integration services. I don't doubt that Zapier can get there but there is still some way to go even on the infrastructure side.