Most comments here focus on the immediate revenue potential. But this is part of a much larger ecosystem, that spends billions of dollars deploying enterprise marketing platforms with Adobe, IBM, SAS, Oracle. Performance Optimization is just one of the many areas in this space.
The enterprise marketing platform is an area ready for disruption. Few large, expensive and slow players. Most offering clunky proprietary products, that require a huge learning curve.
After (if?) Optimizely solidify presence in this space, they can move up the food chain: tagging, re-targeting, DMP, personalization, campaign management, content management, etc.
So far they're off to a good start. And worst case scenario, they'll be acquired by Adobe and will become the new version of Test & Target.
The enterprise marketing platform is an area ready for disruption. Few large, expensive and slow players. Most offering clunky proprietary products, that require a huge learning curve.
After (if?) Optimizely solidify presence in this space, they can move up the food chain: tagging, re-targeting, DMP, personalization, campaign management, content management, etc.
So far they're off to a good start. And worst case scenario, they'll be acquired by Adobe and will become the new version of Test & Target.