Salesforce is buying MuleSoft at enterprise value of $6.5B

#1

Post by tkfx » Tue, Mar 20, 2018, 10:16 PM UTC

Salesforce is buying MuleSoft at enterprise value of $6.5B
techcrunch.com

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#2

Post by rrggrr » Tue, Mar 20, 2018, 4:32 PM UTC

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.

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#3

Post by [deleted] » Tue, Mar 20, 2018, 4:34 PM UTC

rrggrr wrote: post #2

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]

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#4

Post by johns » Tue, Mar 20, 2018, 4:37 PM UTC

rrggrr wrote: post #2

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.

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.

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#5

Post by kareemm » Tue, Mar 20, 2018, 4:39 PM UTC

johns wrote: post #4

rrggrr wrote: post #2

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.

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.

Where did they announce revenue?

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#6

Post by toomuchtodo » Tue, Mar 20, 2018, 4:40 PM UTC

kareemm wrote: post #5

johns wrote: post #4

Earlier quoted context omitted.

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.

Where did they announce revenue?

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

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#7

Post by philipDS » Tue, Mar 20, 2018, 4:56 PM UTC

toomuchtodo wrote: post #6

kareemm wrote: post #5

Earlier quoted context omitted.

Where did they announce revenue?

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

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.

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#8

Post by rrggrr » Tue, Mar 20, 2018, 5:00 PM UTC

johns wrote: post #4

rrggrr wrote: post #2

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.

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.

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.

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#9

Post by whoisjuan » Tue, Mar 20, 2018, 5:00 PM UTC

One year after their IPO? I don't get this. Why didn't they buy it last year paying a premium over the 17 USD a share of their public offering instead of paying a premium over the current 33 USD (or 40 USD I guess)? I don't understand the rationale behind these deals.

Re: Salesforce is buying MuleSoft at enterprise value of $6.5B

#10

Post by [deleted] » Tue, Mar 20, 2018, 5:02 PM UTC

philipDS wrote: post #7

toomuchtodo wrote: post #6

Earlier quoted context omitted.

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

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]