Yep, and a ton of rapidly growing competitors in the overall it ops space (scalyr, kentik, honeycomb, grafana, riverbed, and probably 10 more, and even bigger d

Yep, and a ton of rapidly growing competitors in the overall it ops space (scalyr, kentik, honeycomb, grafana, riverbed, and probably 10 more, and even bigger dev efforts at Google/AWS/MS) means a race to the bottom revenue wise and many easy alternatives for sub-1B acquisition (im guessing most will be < 50M for the startups or say 6X on revenue for bigger, if you are considering working at one and need to value stock growth)