Company Research Report: Observe, Inc.

Company Overview

• Name: Observe, Inc.

• Mission: Observe's mission is to become the market leader in observability by turning the world’s business data into information.

• Founded: September 28, 2017

• Founders: Jacob Leverich, Jonathan Trevor, Philipp Unterbrunner, Jon Watte, Mike Speiser. The company was incubated by Sutter Hill Ventures at their Palo Alto office.

• Headquarters: 520 S El Camino Real # 400, San Mateo, CA 94402

• Number of Employees: No information is available

• Revenue: No information is available

• Known For: The company is known for its SaaS observability solutions, broad integration capabilities (over 400), and observability cloud that allows engineers to troubleshoot distributed applications faster and more cost-effectively.

Key People

• Jeremy Burton: CEO

• Keith Butler: President & CRO

• Christine Dorrion: VP Revenue Operations

• Qi Jin: President, Engineering & Products

• Kristin Lyles: VP Marketing

• Irina Seals and Dustin Yelinek: VP Sales

• Eric Rehm: VP Finance

• Board Members: Sahir Azam, Mike Speiser, John McMahon, Daniel Sturman, Soma Somasegar

Products

Observability Cloud

• Description: Centralized observability platform offering comprehensive observability solutions including Application Performance Management (APM), Infrastructure Monitoring, Log Analytics, and O11y AI.

• Key Features:

• Application Performance Management: Complete visibility into application health and performance with no sampling or blindspots.

• Infrastructure Monitoring: Dedicated tools for monitoring infrastructure health and performance.

• Log Analytics: Advanced analytics for log data, integrated with correlation tags for effective data analysis.

• O11y AI: AI-assisted observability features aimed at improving troubleshooting outcomes and lowering Mean Time To Repair (MTTR).

Recent Developments

• New Products and Features:

• OpenTelemetry-Native Application Performance Management: Released on September 26, 2024, focuses on reducing MTTR.

• Kubernetes Explorer: Launched on November 12, 2024, for visualizing and troubleshooting containerized applications within Kubernetes environments.

• Monitors v2: Announced on December 19, 2024, as a significant update to existing monitoring capabilities.

• Strategic Partnerships and Financial Developments:

• Series B Funding: Closed on September 26, 2024, with $145M raised to fuel growth, achieving a H1 FY25 ARR growth rate of over 200% with a Net Revenue Retention (NRR) of 190%.

• Industry Recognition:

• Deloitte's 2024 Technology Fast 500 Ranking: Ranked 13th, demonstrating a 10,977% growth over the past three years.

Products and Key Features (Detail)

Observe, Inc. provides a holistic and unified observability solution with the following key offerings:

1. Observability Cloud

• Facilitates centralized data analysis with full data fidelity for both known and unknown problems.

• Offers capabilities for data retention without additional overhead costs.

2. O11y Investigator (AI Assistance)

• Utilizes AI to drive faster incident resolution by automating repetitive investigation tasks.

3. Project Voyager

• Announced in September 2024, it represents a significant product update aligning with the company’s visional expansion.

New Features and Integrations

• General Availability of New AI Capabilities: In September 2024, Observe Inc. introduced AI-powered observability solutions to enhance troubleshooting in Kubernetes environments.

• Enhanced AWS Integration: Designed to provide seamless integration for data ingestion from AWS, improving cost and performance optimization.

Note

This report is based on the provided data. For fields marked with "No information is available," further data acquisition might be required for a comprehensive analysis.