[rrggrr]

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.

[mbesto]

> 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.

[rrggrr]

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.

[acct1771]

The last part just sounds like social responsibility/good focus.

[johns]

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.

[rrggrr]

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.

[kareemm]

Where did they announce revenue?

[toomuchtodo]

http://www.businessinsider.com/zapier-35-million-annualized-...

[philipDS]

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.

[meritt]

> Annual Run Rate is different from ARR though

What exactly does ARR mean if not Annual Run Rate?

[drwl]

Annual recurring revenue

[meritt]

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]

It's something that pirates say.

[dragonwriter]

Accounting Rate of Return

https://www.investopedia.com/terms/a/arr.asp

[toomuchtodo]

Agreed, sharp founding team.

[kbos87]

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

[acct1771]

That essentially nobody else offers to their target market.

At least, from the perspective of their users.

[tixocloud]

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.

[murukesh_s]

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

[toomuchtodo]

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]

Few more: Dell Boomi, Segment.io, Pandium, Infomatica...

[oicu812]

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-2...

[murukesh_s]

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]

Wondering why there is so much disparity in price. For e.g. Workato is charging way higher than Integromat. What seems to be driving the pricing for these services?