Imply

What Imply does

Imply is a multi-cloud real-time analytics database company founded in 2015 by the original creators of Apache Druid and headquartered in San Francisco. The company commercializes the open-source Apache Druid engine through a portfolio of products: Imply Polaris, a fully managed cloud-native database-as-a-service available on AWS and Azure Marketplaces with a 30-day free trial; Imply Enterprise and Enterprise Hybrid for on-premises and bring-your-own-cloud deployments; and the newer Imply Lumi suite — an Observability Warehouse launched in September 2025 that decouples storage from compute, with subsequent Lumi Enterprise (May 2026) for data-sovereign deployments and Lumi Loglake (June 2026) for direct log search across AWS S3, Delta Lake, and Apache Iceberg. Underlying all products is a columnar, schema-on-persist architecture with exactly-once stream ingestion from Kafka and Kinesis, delivering sub-second queries on trillions of rows.

The company targets enterprises with high-volume, time-sensitive data across four primary use cases: observability and monitoring (targeting cost reduction in legacy SIEM/APM stacks), security and fraud analytics, IoT and telemetry, and real-time analytics applications. Named customers include Netflix, Confluent, Salesforce, Walmart, PayPal, Twitch, Target, Atlassian, PepsiCo, NTT, Yahoo, Reddit, Zillow, Poshmark, BTG Pactual, Citrix, and Ibotta. Imply generates revenue primarily through annual and monthly subscriptions, with quote-based enterprise pricing, marketplace pay-as-you-go options, and a self-serve PLG funnel for Polaris that funnels into a field-sales motion for larger deployments. The company holds ISO 27001, SOC 2 Type 2, GDPR, HIPAA, and CSA Star Level 1 compliance certifications.

Imply has raised $215 million in total venture capital across five rounds from Khosla Ventures, Andreessen Horowitz, Bessemer Venture Partners, Geodesic Capital, Tiger Global, OMERS Growth Equity, and Thoma Bravo, with the most recent $100 million Series D in May 2022 led by Thoma Bravo at a $1.1 billion unicorn valuation. The go-to-market blends developer-led adoption via the Druid Developer Center, Druid Summit annual conference, technical content (300+ blog posts, 250+ videos), and enterprise sales for regulated industries such as financial services, healthcare, and government served through Lumi Enterprise.

Name

Imply

Legal name

Imply Data, Inc.

Website

https://imply.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

Imply commercializes Apache Druid, the open-source real-time analytics database created by its founders, through managed cloud (Polaris), enterprise, and Observability Warehouse (Lumi) products serving thousands of enterprises across observability, security, IoT, and analytics use cases.

Ownership category

akta.pro rank

Product category

Real-time analytics database and observability data layer

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Real-Time / Streaming Data Warehousing (HDAEABAF)

akta.pro secondary industries

Cloud Data Warehouses (HDAEABAA), Data Warehouse/Lakehouse Performance Optimization & Cost Management (HDAEABAL)

Keywords

• Real-time analytics database
• Observability warehouse
• Streaming data ingestion
• Cloud-native Druid database
• Time-series analytics platform

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Imply Polaris (Subscription/Usage-based): Fully managed cloud database-as-a-service with subscription pricing. Includes 30-day free trial, TCO savings up to 50% compared to traditional infrastructure. Available via AWS and Azure Marketplaces with pay-as-you-go or subscription models.
2. Imply Enterprise (On-premises/Cloud): Commercial software for enterprises deploying Druid on-premises or in public clouds. Targets large organizations requiring full data control and custom deployment options.
3. Imply Enterprise Hybrid (BYOC): Bring-Your-Own-Cloud offering that runs within organization's AWS environment, combining full data control with managed service simplicity. Promises cost reductions up to 80% compared to traditional observability.
4. Imply Lumi (Observability Warehouse): Data layer product that reduces software costs by 70%+ and hardware costs by 40%+ by enabling organizations to move data off always-on indexed storage into low-cost open storage environments.

Pricing tiers

Go-to-market motion5 records

Distribution channels5 records

Marketing channels9 records

Core offering

Imply builds and sells a real-time analytics database platform built on Apache Druid, delivered as fully managed cloud services and as commercial on-premises software. Its core offerings include Imply Polaris, a cloud-native database-as-a-service for sub-second analytics on streaming and batch data, and Imply Lumi, an Observability Warehouse that decouples storage from compute to reduce observability costs while integrating with existing tools like Splunk and Grafana.

Product overview

Imply offers a portfolio of analytics products centered on Apache Druid, the open-source real-time analytics database created by Imply's founders. The core commercial offerings are Imply Polaris (a fully managed cloud-native database-as-a-service), Imply Lumi (an Observability Warehouse serving as a decoupled data layer), Imply Enterprise Hybrid (bring-your-own-cloud deployment), and Imply Enterprise (commercial software for on-premises/cloud deployment). These products share the Druid query engine and can be extended with Lumi Enterprise (BYOC for AWS) and Lumi Loglake (object storage log search). Imply also offers Imply Pivot for visualization. The portfolio is designed for organizations needing real-time analytics at scale across observability, security, IoT, and general analytics use cases.

Differentiator

Problem solved

Functional benefit

Brands

• Imply Lumi: Industry's first Observability Warehouse - a high-performance data layer designed to decouple observability and security stacks, allowing organizations to store more data, search faster, and reduce costs without changing existing tools
• Imply Polaris

Products and services

• Imply Polaris Fully managed, cloud-native database-as-a-service (DBaaS) built on Apache Druid that delivers sub-second real-time analytics at scale. Supports streaming and batch ingestion from Kafka, Kinesis, and object storage; offers auto-scaling, built-in visualization, and a 30-day free trial with self-serve onboarding for developers and enterprise customers.
• Imply Lumi Observability Warehouse that serves as a high-performance, cost-efficient data layer decoupling storage from compute. Integrates with existing observability platforms such as Splunk and Grafana to store more data at lower cost with sub-second queries, schema-on-persist optimization, 2-5x better compression, and a Druid-powered query engine.
• Lumi Enterprise Bring-Your-Own-Cloud deployment of Imply Lumi running entirely within an organization's AWS environment. Combines data sovereignty with managed service simplicity for regulated and large enterprises in financial services, healthcare, and government requiring full data control.
• Lumi Loglake Direct log search capability for object storage environments including AWS S3, Delta Lake, and Apache Iceberg. Enables organizations to query unstructured logs where they live without data catalogs, schema definitions, or rehydration workflows, reducing software costs by 70%+ and hardware costs by 40%+.
• Imply Enterprise Commercial software for organizations deploying Imply's Druid-based platform on-premises or in self-managed public cloud environments. Provides access to Imply's Druid expertise and management software with quote-based enterprise pricing for full data control.
• Imply Enterprise Hybrid Hybrid deployment bringing managed service simplicity to an organization's AWS VPC. Provides access to Imply's managed control plane while running within the customer's own cloud environment for enterprises that need both control and managed operations.
• Imply Pivot No-code data exploration and embedded analytics engine for Imply's Druid-based platform. Provides drag-and-drop report building, customizable dashboards, and sub-second visualization for internal and external analytics use cases.

Quantifiable outcome

• 70%+ reduced storage costs
• +7 more outcomes

Named customers20 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration37 records

AI capability8 records

Feature7 records

Partnerships

Eleven partnerships are on record, tiered core and key.

• Amazon Web Services (AWS)coreTechnology or IntegrationCloud-native partnership with AWS offering Imply Polaris DBaaS on AWS Marketplace and Enterprise Hybrid deployment options within customer AWS VPCs. Polaris is available in multiple AWS regions including US and AP-South-1 (Mumbai).
• Microsoft AzurecoreTechnology or IntegrationStrategic cloud partnership making Imply Polaris available on Azure Marketplace. Enables Azure customers worldwide to provision managed Druid clusters hosted in Microsoft Azure data centers.
• Apache Kafka / ConfluentcoreTechnology or IntegrationNative integration with Apache Kafka and Confluent Cloud for real-time stream ingestion. Druid hooks directly into Kafka topics with inherent support for exactly-once ingestion to guarantee data delivery. Confluent built their observability platform using Druid ingesting 5M+ events/second.
• SplunkcoreTechnology or IntegrationImply Lumi integrates with Splunk as a drop-in data layer, allowing organizations to reduce costs while keeping existing Splunk workflows, dashboards, and SPL queries. Splunk also uses Druid as the foundation for their real-time analytics engine.
• Grafana LabskeyTechnology or IntegrationGrafana integration allows users to query Imply Lumi data natively using LogQL with no second pipeline or duplicate storage. Lumi Loglake enables Grafana users to search logs directly in object storage.
• TableaukeyTechnology or IntegrationTableau integration via JDBC driver allows visualization and exploration of Druid/Imply data. Imply Polaris includes native Tableau connectivity for business intelligence workflows.
• DatabrickskeyTechnology or IntegrationLumi Loglake was showcased at Databricks Data + AI Summit. Imply provides migration paths for Splunk customers while enabling queries across multiple platforms including Databricks and AI/BI platforms using ANSI SQL/JDBC.
• SnowflakekeyTechnology or IntegrationSnowflake integration for batch data ingestion and data interoperability. Druid can ingest data from Snowflake and complement Snowflake's data warehouse capabilities with real-time analytics.
• CriblkeyTechnology or IntegrationCribl Stream integration with Imply Lumi enables organizations to route telemetry data efficiently. Partnership featured at CriblCon 2025 with joint solution briefs for observability data optimization.
• Amazon KinesiskeyTechnology or IntegrationNative integration with Amazon Kinesis for real-time streaming data ingestion. Combined with AWS IoT Core, enables instant insights from millions of IoT events.
• Claude / LangchainkeyTechnology or IntegrationAI assistant integrations allowing users to ask questions in Claude, ChatGPT and other AI tools to get instant answers from observability data. Supports conversational access to telemetry data for AI-driven insights.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ClickHouse (ClickHouse Inc.): ClickHouse provides a column-oriented real-time OLAP database available as a managed cloud service (ClickHouse Cloud) and on-prem. It competes directly with Imply Polaris on sub-second analytics over high-volume event data and is the closest functional alternative.
• StarTree: StarTree is built on Apache Pinot and offers a real-time analytics cloud platform with similar use cases to Imply (user-facing analytics, observability, and event-driven applications). It targets the same real-time OLAP workload with a managed cloud service.

Emerging players

• Apache Pinot (by StarTree contributors): Apache Pinot is an open-source real-time distributed OLAP datastore, the foundational technology behind StarTree. It is a direct open-source alternative to Apache Druid for sub-second queries on streaming data.
• Timescale: Timescale offers a managed time-series database (TimescaleDB and Timescale Cloud) optimized for high-volume time-series and IoT workloads, an overlapping but narrower use case than Imply's real-time analytics database.
• Tinybird: Tinybird is a developer-focused real-time analytics API platform built on ClickHouse. It targets developer-led, customer-facing analytics use cases similar to Imply Polaris's PLG motion and embedded analytics story.

Broad incumbents

• Snowflake: Snowflake is a cloud data platform with expanding real-time capabilities (Dynamic Tables, Snowpipe Streaming). While broader than Imply, it competes for real-time analytics and streaming workloads inside large enterprises.
• Databricks: Databricks is a unified lakehouse platform with Delta Lake, Photon engine, and DLT. Its SQL Analytics and streaming capabilities compete with Imply for real-time and high-concurrency analytics workloads.
• Splunk (Cisco): Splunk is the dominant SIEM/observability platform, which Imply Lumi displaces as a data layer. While not a direct database peer, Splunk is Imply's primary competitor for the observability analytics budget and a strategic foil for the Lumi value proposition.
• Elastic: Elasticsearch is a widely deployed search and analytics engine used for log analytics, observability, and APM. Elastic Cloud competes with Imply for sub-second log and event analytics use cases.

Others

• Materialise: Materialise is a 3D printing services company and is not a direct peer — listed here only because it can appear in similarly named keyword searches; otherwise has no meaningful comparability to Imply.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/implydata
• GitHubgithub.com/apache/druid-website-src
• YouTubeyoutube.com/c/Implydata
• LinkedInlinkedin.com/company/imply
• Facebookfacebook.com/implydatainc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds5 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Imply